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Cabot Street Check
Cabot Wealth Network
100 episodes
2 days ago
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Investing
Business
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All content for Cabot Street Check is the property of Cabot Wealth Network and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Business
Episodes (20/100)
Cabot Street Check
Sizing Up 8 Hot Stocks: Are These Tricks or Treats? | Cabot Street Check
This week on Street Check, Chris and Brad discuss earnings from a handful of Mag. 7 companies, the latest trade negotiations between the U.S. and China, and the Fed’s decision to cut rates by another 25 basis points. Then, they run through eight of the best-performing large-cap stocks in the market and debate whether they want a fun-size, full-size, or king-size stake in their portfolios. For more information about this week’s offer, visit cabotwealth.com/street.
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2 days ago
59 minutes

Cabot Street Check
What Do Investors Care Most About Right Now? | Cabot Street Check
This week on Street Check, Chris and Brad talk earnings results from Tesla (TSLA), Netflix (NFLX), and Intel (INTC) and whether there are any big-picture takeaways early in earnings season. Then, they discuss the latest inflation report’s green light for continued Fed cuts, trade war fears subsiding, and whether the gold and metals implosion was anything more than profit-taking. Finally, they revisit meme stocks as Beyond Meat (BYND) and Krispy Kreme (DNUT) pop and the meme stock ETF (MEME) rises from the ashes. For more information about this week’s offer, visit cabotwealth.com/street.  
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1 week ago
44 minutes

Cabot Street Check
Volatility is Back. Time to Buy Gold ... and Small Caps? | Cabot Street Check
This week on Street Check, Chris and Brad discuss the U.S. trade war with China, earnings season kicking off as banks report, and Bitcoin vs. gold as a market hedge. Then, they welcome on Tyler Laundon to discuss small-cap stocks, the catalysts driving outperformance in the Russell 2000, and the importance of lower rates for small caps. For more information on this week’s offer, visit cabotwealth.com/street.  
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2 weeks ago
44 minutes

Cabot Street Check
AI or Gold Bubble? AMZN or NFLX? Halloween or Friday the 13th? | Cabot Street Check
This week on Street Check, Chris and Brad discuss the government shutdown and when it might matter to investors, warnings of a 30% correction from Jamie Dimon, the strong performance of gold, and the selloff sparked by new tariff threats from the White House. Then, they make a series of head-to-head picks on everything from cannabis and AI to Netflix (NFLX) vs. Amazon (AMZN), healthcare vs. real estate, and Halloween vs. Friday the 13th. For more information on this week’s offer, visit cabotwealth.com/street.  
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3 weeks ago
1 hour 7 minutes

Cabot Street Check
3 Emerging Markets to Buy for the ‘New Globalization’ | Cabot Street Check
This week on Street Check, Chris and Brad quickly discuss the ongoing government shutdown and how the market has responded in the past, the Electronic Arts (EA) buyout and rumors of private equity eyeing Target (TGT) and the rally in healthcare stocks after tariff developments and the White House’s deal with Pfizer (PFE). Then, Carl Delfeld joins to discuss the new arena of globalization, the U.S.-China rivalry and how to position your portfolio as global dynamics shift. For more information on this week’s offer, visit cabotwealth.com/street. 
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1 month ago
46 minutes

Cabot Street Check
Small Caps and IPOs Are In, Large Caps Are Out | Cabot Street Check
This week on Street Check, Chris and Brad discuss the recent dip in the market, the outperformance of small-cap stocks, and a rebounding IPO market. Then, they look at the recent outperformance of Intel (INTC) on the heels of investments from Nvidia (NVDA) and the federal government and talk about investing in a market where the government is picking winners and losers. For more information about this week’s offer, visit cabotwealth.com/street.  
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1 month ago
48 minutes

Cabot Street Check
Why Chinese Stocks are Thriving, with Larry Cheung| Cabot Street Check
This week on Street Check, Chris and Brad are joined by frequent guest Larry Cheung to discuss the impressive rise in Chinese stocks, his outlook on the Chinese economy and impacts from the ongoing trade war, and how to trade Chinese ADRs to avoid getting whipsawed while minimizing the impact of generally higher volatility. For more from Larry, follow him on X or check out his YouTube channel. For more information on the offer mentioned in this week’s episode, visit cabotwealth.com/street.            
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1 month ago
41 minutes

Cabot Street Check
Are Oracle's Earnings a Warning Sign of an AI Bubble? | Cabot Street Check
This week on Street Check, Chris and Brad break down the impending Fed rate cut, the moderating inflation picture and whether the S&P 500 can pass the 7,000 level by year’s end. Then, they discuss whether Oracle (ORCL) is signaling an AI bubble (and what might pop it), the recent Klarna (KLAR) IPO, and whether a winning record matters for publicly traded sports franchises and the companies that own them. For more information on this week’s offer, visit cabotwealth.com/street.    
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1 month ago
58 minutes

Cabot Street Check
"I Think Gold Is Headed to $10,000" | Cabot Street Check
This week on Street Check, Chris and Brad are joined by a rotating cast of Cabot analysts to discuss what they’re seeing in the market. Jacob Mintz breaks down the options market and signs of hesitancy among smart-money options traders; Clif Droke shares his insights on what’s driving gold and calls his upside shot, predicting $10,000 an ounce; and Tom Hutchinson offers his take on dividend stocks, interest rates, and the AI trade as the still-dominant market narrative. For more details about this week’s offer, visit cabotwealth.com/street.  
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1 month ago
38 minutes

Cabot Street Check
J-Pow Wows, Nvidia Bores, and Small Caps Surge | Cabot Street Check
This week on Street Check, Chris and Brad discuss Jerome Powell’s dovish comments at Jackson Hole, takeaways from Nvidia’s (NVDA) earnings, and whether the surge in small-cap stocks is sustainable. Then, they debate whether homebuilder stocks are a buy and discuss Etsy’s (ETSY) selloff on the end of the de minimis exemption. For more details on the offer in this week’s episode, visit www.cabotwealth.com/street.    
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2 months ago
53 minutes 47 seconds

Cabot Street Check
Buffett Buys Healthcare. Investors Pour into Cannabis | Cabot Street Check
This week on Street Check, Chris and Brad discuss Buffett’s buy of UnitedHealth (UNH), the latest inflation figures, what to expect from the Fed and cracks showing under the surface despite the market hitting all-time highs. Then, they break down Duolingo (DUOL) quickly reversing its earnings gains, AI, and a resurgence in cannabis stocks. For more information on this week’s offer, visit www.cabotwealth.com/street.  
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2 months ago
47 minutes 7 seconds

Cabot Street Check
Bull Market Narrows, Real Estate Thaws | Cabot Street Check
This week on Street Check, Brad highlights some of the biggest news items of the week, including the ISM Services index that triggered some selling pressures, the tariff rollout now that the proverbial can is no longer getting kicked down the street, initial jobless claims, and a narrowing of the bull market. Then, Nancy Zambell joins to talk all about housing and real estate. They cover home prices, interest rate expectations, how prospective buyers should approach the market, and a handful of stocks in the sector that look strong. For more information on this week’s offer, visit cabotwealth.com/street.              
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2 months ago
42 minutes 10 seconds

Cabot Street Check
Jobs and Tariffs Sink the Market. But for How Long? | Cabot Street Check
This week on Street Check, Chris and Brad break down a heaping helping of economic news. They drill down into this morning’s jobs figures, the results of the latest Fed meeting and the implementation of long-awaited tariffs. Then, they discuss GDP figures, including one subcomponent that can help cut through the noise, and this month’s PCE. To close out the show, they highlight a handful of major earnings reports and AI-driven growth in big tech companies. For more information about this week’s offer, visit cabotwealth.com/street.  
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3 months ago
47 minutes 20 seconds

Cabot Street Check
Tesla Earnings Bomb, Meme Stocks Soar, and 3 Micro-Caps to Buy | Cabot Street Check
This week on Street Check, Chris and Brad discuss the possible return of inflation, developments on the tariff front, Tesla’s (TSLA) earnings and a new class of meme stocks that briefly took the market by storm. Then, former Cabot analyst Rich Howe joins to talk micro-cap stocks and spin-offs and offer his perspective on the market. For more from Rich, visit stockspinoffinvesting.com; to learn more about this week’s offer, visit cabotwealth.com/street.    
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3 months ago
58 minutes 17 seconds

Cabot Street Check
Powell Fears, Retail Cheers Make for a Flat Market | Cabot Street Check
This week on Street Check, Chris and Brad discuss the risk of an early dismissal of Jerome Powell, ongoing tariff rollouts, this month’s bump in retail sales (and whether that means consumers are actually buying more), good-not-great bank earnings, and fears around inflation. Then, they recount their first-half takes and pay the price for the worst of them. For more information on this week’s offer, visit cabotwealth.com/street.  
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3 months ago
54 minutes 6 seconds

Cabot Street Check
6 Market Predictions for the Second Half of 2025 | Cabot Street Check
This week on Street Check, Chris and Brad discuss Liberation Day 2.0, the market hitting all-time highs despite tariff and economic fears, and the Bitcoin breakout. Then, they each make three predictions for the back half of 2025, covering DoorDash (DASH), value stocks, the Fed, Circle (CRCL) and more. To learn more about this week’s special offer, visit www.cabotwealth.com/street.  
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3 months ago
52 minutes 17 seconds

Cabot Street Check
3 Growth Stocks for the Second Half of 2025 | Cabot Street Check
This week on Street Check, Chris and Brad discuss the market’s reaction to conflict in the Middle East, the odds that the pending tariff deadline is delayed yet again, and this week’s economic, jobs, and inflation numbers. Then, Mike Cintolo joins to share his perspective on the market, why he’s bullish about the fresh breakout to all-time highs, and he offers a handful of stocks from his watchlist. For more information about the offer mentioned on this episode, visit cabotwealth.com/street.  
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4 months ago
42 minutes

Cabot Street Check
Let’s Talk About Stablecoins | Cabot Street Check
This week on Street Check, Tyler Laundon joins Brad to discuss the state of the U.S. and international markets, what catalysts could be on the horizon for small caps, and signs of rotation under the surface. Then, they discuss the latest Fed meeting and do a deep dive on the Fed’s Summary of Economic Projections. To close out the episode, they break down stablecoins, Circle’s (CRCL) IPO and how the rollout of digital currencies could impact spenders and investors. For more information on this week’s offer, visit cabotwealth.com/street.  
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4 months ago
57 minutes 43 seconds

Cabot Street Check
Cool Inflation, Hot Silver Prices and Liberation Day 2.0 | Cabot Street Check
This week on Street Check, Chris and Brad discuss the possibility of a pullback in the market now that volatility is in the air, a bullish 20% two-month run-up in the S&P 500 and what that points to going forward, and whether the impending resumption of tariffs might spook the market. Then, they review the latest inflation figures, lay out their expectations for the Fed and talk about silver’s historic discount to gold. For more information about the offer mentioned in this episode, visit cabotwealth.com/street.
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4 months ago
45 minutes 52 seconds

Cabot Street Check
Investing Capital is Flowing to Overseas Markets. Should Yours? | Cabot Street Check
This week on Street Check, with Brad still on his European vacation, Chris welcomed on Cabot Explorer Chief Analyst Carl Delfeld to talk about his 'Great Rebalancing' thesis and why it - with a boost from tariff fears - is leading money out of overbought U.S. markets and into under-loved overseas markets. Chris also examines the new jobs report, a potential technical breakthrough for the U.S. market, and a developing "yellow" flag for stocks in the gold market. For more information about the offer mentioned on this episode, visit cabotwealth.com/street.  
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4 months ago
30 minutes 3 seconds

Cabot Street Check