Cabot Street Check

Bullish on the JETS, Bearish on the Jets

This week on Street Check, Chris and Brad talk rising oil prices and how they're hitting the economy, the Fed's favorite inflation trackers, the most heavily shorted stock currently on the market and the Aaron Rodgers injury and investing world parallels. Then, they discuss the recent ARM IPO, what IPO investing looks like for retail investors and what signals they're sending the broader markets.

Contrarian Week: Buy Cannabis, China and Disney

This week on Street Check, Chris and Brad debate whether September will spell an end to the market rally, rising oil prices and the effect on investors, and they dive into what's ailing Disney's (DIS) shares. Then, they bring on Cabot Cannabis Investor's Chief Analyst Michael Brush to discuss his prognosis of cannabis stocks, the mega-rally on the back of HHS's rescheduling letter and what catalysts (and risks) are still on the horizon.
 

High Times for Cannabis and ... Baby Stocks?

This week on Street Check, Chris and Brad discuss the week in the stock market, the surge in cannabis stocks following a recommendation for descheduling by HHS and another weird week in SPACs that saw newly public VinFast blow past legacy automakers' market caps before crashing back to earth. Then, to celebrate her due date, they pitch Producer Madison on the best baby stocks to see which brands and products are still relevant to new parents.
 

Housing Is Back. Are Housing Stocks?

This week on Street Check, Chris and Brad give an instant reaction to Jerome Powell's Jackson Hole speech, discuss Nvidia's (NVDA) blowout earnings quarter and what it means for AI stocks, and break down Better's (BETR) catastrophic take-public results. Then, they welcome Cabot Money Club's Nancy Zambell to discuss investor sentiment, the state of the housing market and whether you should buy housing stocks with mortgage rates at 20-year highs.

What to Make of the August Market Correction

This week Chris and Brad debate whether the ongoing market pullback is healthy, earnings season blowups and why the market is punishing good news, and the "bend, don't break" consumer. Then they discuss talking head "doomsayers" and why it's important to take their predictions with a grain of salt. After that, they wrap up the podcast with a conversation about the failure of China's post-covid comeback, struggles of Chinese real estate developers and whether the country is facing a Japan-like "lost decade."
 

Hot Takes, Hotter Sauce

This week on Street Check, “Defend the Take” takes its revenge as Chris and Brad pay the price for their boldest predictions. They’ll revisit each take defended since the podcast began and eat their words with a side of the hottest hot sauces out there. Click here to register for Chris’ webinar, 2 Cabot Stocks Most Likely to Become the Next Tesla, on August 17th at 2pm EST.
 

10 Stocks Even Our Kids Want to Buy

On this week's episode, Chris and Brad talk the current state of the market, companies being punished for positive earnings surprises, strength in Consumer Discretionary stocks and what record levels of cash in money market funds could mean moving forward. Then, they discuss the reality of getting investment advice from your kids by tapping into "cool" trends before teasing next week's episode in which they'll finally face consequences for their "hot" takes.

Electric Vehicle Stocks are Back! Which Should You Buy?

This week on Street Check, Chris and Brad talk travel stocks, earnings, the Fed and electric vehicles before welcoming on Cabot Explorer's Chief Analyst Carl Delfeld. Then, they continue the EV deep dive and discuss ethical investing in the EV supply chain, identifying key inputs to megatrends, and investing globally. You can find Carl's latest book, Power Rivals: America and China's Superpower Struggle, here. 

The Bull Market is Just Getting Started

This week on Street Check, Chris and Brad welcome on Jacob Mintz (Cabot Options Trader, Cabot Profit Booster) and Mike Cintolo (Cabot Growth Investor, Top Ten Trader) to discuss growth stocks, artificial intelligence, and the state of the new bull market. They also break down signs of exuberance in individual sectors, navigating this quarter's earnings and whether signs are pointing to higher prices ahead. To register for Mike's upcoming webinar "3 Emerging Leaders of the New Bull Market, click here.
 
 

Why the Fed Shouldn’t Raise Rates Again...But Will

This week, Chris and Brad discuss inflation, second-quarter earnings and when to expect the national investment in green infrastructure to hit companies' bottom lines. Then, they run through head-to-head matchups covering everything from big vs. small caps, biotech vs. semiconductors and the battle of the AI heavyweights to Shohei Ohtani and the Barbie movie. The Inflation Reduction Act information referenced in the episode is available here.