Cabot Street Check

3 Can't-Miss Stocks that Failed, and the Reasons Why

This week on Street Check, Chris and Brad break down the latest inflation print(s) and talk Bitcoin before discussing whether they're counter-indicators for cannabis stocks and whether there's been a change in character for marijuana investors. Then, they dive into the trendy consumer stocks of the past few years that should make us all wonder, "What were we thinking?" and they debate the lessons we can learn from the likes of OTLY, PTON, BYND and other flash-in-the-pan stocks that briefly dominated the market.
 
 

These 2 Sports Betting Stocks are the Real Super Bowl Winners

This week on Street Check, Chris and Brad discuss the evolving narrative of the Magnificent Seven stocks, the latest high-profile regional bank blow-up and this weekend's "Big Game" and which sports betting stocks look investable right now. Then, they welcome on Cabot Cannabis Investor's Chief Analyst Michael Brush to discuss the recent rally in cannabis names, how he's managed to consistently outperform the marijuana indexes, and how he expects rescheduling and SAFE Banking legislation to play out in the months ahead. To learn more about Cabot Cannabis Investor, click here.
 
 

Is the AI Bubble about to Burst ... Or Expand?

This week on Street Check, Chris and Brad discuss whether we're in an artificial intelligence bubble, the latest Fed meeting, earnings reactions from market-leading stocks and whether China is still a viable contrarian play. Then, they welcome on Jacob Mintz to talk all things options. They dive into what the options market is signaling for the current market rally, whether regional banks are a red or yellow flag, and the importance of picking your spots even in a bull market. To close out the episode, Jacob shares a tale from the trading pits of the CBOE. You can sign up for Jacob's upcoming webinar, "3 Winning Trading Strategies for 2024" at this link.
 

EV Stocks, Cannabis Sector at a Crossroads; Bitcoin ETFs Flop

This week on Street Check, Chris and Brad discuss the most recent GDP and inflation figures and the market’s expectations for the Fed’s rate policy glide path. Then, they break down the current state of the cannabis market following the release of Health and Human Services’ full recommendations, the performance of Bitcoin and the newly issued Bitcoin ETFs, and they close the conversation with a deep dive into electric vehicles, whether they’re approaching peak adoption, and what could change the calculus.
 

A Housing Market Deep Dive, with Nancy Zambell | Cabot Street Check

This week on Street Check, Chris and Brad discuss the possibility of underperformance in January after a strong end to 2023, the old adage that "markets climb a wall of worry" and what those "worries" could be, and whether recent Fed comments change the outlook for rate cuts in 2024. Then, they welcome on Nancy Zambell, Chief Analyst of Cabot Money Club, for a real estate deep dive and a conversation about mortgage rate expectations, investor sentiment, and Cabot's top picks for the year ahead.

Large vs. Small Caps, BYD vs. Rivian, Brad vs. Vegas | Cabot Street Check

This week on Street Check, Chris and Brad discuss the big banks that reported today, what earnings could portend for the year ahead, and how much they're concerned about inflation. Then, Brad breaks down Amazon's "money switch" that's being flipped at the end of the month and what (if any) impact it could have on shares. In the final segment, Chris and Brad debate head-to-head matchups from BYD vs. RIVN and large caps vs. small caps to oil vs. Bitcoin, Chinese vs. Japanese stocks and more.

A Dry January for Stocks? Or a Temporary Hangover?

This week on Street Check, Chris and Brad offer their perspectives on the brief selloff that's started the new year, debate whether the upcoming election cycle is likely to impact the markets, and try and pinpoint which trends will usurp the AI/GLP-1 narrative of 2023. Then, they welcome on Bruce Kaser of Cabot Value Investor and Cabot Turnaround Letter to discuss his value-based approach, investing in China, the Magnificent Seven stocks, and what he's learned from famed investor Charlie Munger.

6 Fearless Market Predictions for 2024

This week, on the last Street Check episode of 2023, Chris and Brad make six predictions for the year to come. They discuss a possible path for U.S. markets, what they expect from the Fed going forward, trendy trades, weight loss drugs, China and the possibility of a resurgent IPO market. To the listeners and viewers, thanks for tuning in in 2023. We look forward to an even better 2024!

Rate Cuts, Hot Sauce, and Paying for Bad Takes

This week on Street Check, Chris and Brad discuss softening interest rates, the expectations for rate cuts in 2024 following the latest Fed meeting, and how stocks are responding as the year comes to a close. Then, they pay the price for their bad takes with another round of hot sauce roulette hosted by the recently returned Producer Madison. If you're listening to the audio-only podcast version, consider watching the suffering for yourself on Cabot Wealth Network's YouTube channel. 

Crypto & AI & Small Caps, oh my! | Cabot Street Check

This week on Street Check, Chris and Brad briefly talk AI in their daily lives before Chris and breaks down the bull case for Bitcoin after a triple-digit (percentage) run from 2023 lows. Then, they welcome on small-cap investing expert Tyler Laundon to discuss a crypto bet he lost to Jacob Mintz, recent trends in an undervalued sector of the market and seeing Rivian SUVs outside the ski slopes. To close out the episode, they debate the Fed's path forward, expectations for the market, and the importance of identifying strong companies and not painting asset classes with a broad brush.