Cabot Street Check

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.

The Case for Small Caps, Banks and Software | Cabot Street Check

This week on Street Check, Chris and Brad discuss the November market rally and whether a broadening rally could come at the expense of the Magnificent Seven mega-cap tech stocks while potentially leaving the S&P 500 little worse for wear. Then, they check in on resurgent meme stocks, and what signals (if any) they may be sending before taking a few minutes to discuss the legacy of Charlie Munger, the former vice chair of Berkshire Hathaway, and the lessons he's left behind for all investors. Finally, they welcome on Mary Ellen McGonagle of MEM Investment Research to talk about the technical and fundamental criteria she uses for identifying promising growth stocks and opportunities she sees in overlooked sectors and other areas of the market. Data discussed in this week's "Defend the Take" is available at Yardeni Research, here.

6 Stocks for Your Black Friday Shopping List | Cabot Street Check

On this week's Thanksgiving-shortened episode of Street Check, Chris and Brad get a head start on holiday shopping and identify six stocks to consider adding to your Black Friday shopping list. The stocks range from fast food, discount retailers and e-commerce to classic toys, consumer electronics and luxury goods. They also spend a few minutes talking turkey (literally) before a visit from some diminutive special guests.

Is the Bull Market Back? with Mike Cintolo and Jacob Mintz | Cabot Street Check

This week on Street Check, Chris and Brad bring on Mike Cintolo of Cabot Growth Investor and Cabot Top Ten Trader and Jacob Mintz of Cabot Options Trader and Cabot Profit Booster to talk all things market-related. They discuss promising signs in the current market rally and what could signal an all-clear for the bulls, option buying by the institutions that move markets, and where they're seeing the strongest names in the market. Then, they talk about the possible impacts of market seasonality, signs of strength in China and what they're looking for in the weeks ahead. To sign up for the upcoming Free Investor Event, "Mastering Today’s Market: 4 Experts, 4 Top Picks, and a Wealth of Wisdom," click here.