This week on Street Check, Chris and Brad discuss the recent pullback in big tech and signs of anxiety across the market. They break down Crowdstrike's (CRWD) disastrous day as well as corrections in ASML Holding (ASML) and Taiwan Semi (TSM) after their respective earnings reports and headlines about further export restrictions on chips. Then they …

This week on Street Check, everybody's bullish! Chris and Brad welcome on Michael Brush, Jacob Mintz, Tyler Laundon and Tom Hutchinson to offer up their perspectives on the current state of the market. They talk sentiment and market indicators, signals from the options market, small cap outperformance, REITs, dividend stocks and more. To learn more…

This week on Street Check, Chris and Brad debate whether investors have begun rotating out of the AI theme after months of dominant performance. Then, they discuss Warren Buffett's big bet on oil and a catastrophic year for Walgreens (WBA) that's seen them cut the dividend, explore store closures, and has dragged share prices down by more than 50%.…

This week on Street Check, Chris and Brad discuss Nvidia (NVDA) briefly becoming the largest publicly traded company in the world and its rocky end to the week before looking at the latest retail sales figures and some of the economic reports on tap for the week ahead. Then, they talk AST SpaceMobile (ASTS), its impressive returns since mid-May and…

This week on Street Check, Chris and Brad briefly discuss the state of the market and the latest Fed meeting and inflation numbers, plus what's happening with the biggest tech stocks, before they pay the price for their bad takes. They'll talk beer stocks, rate cuts, AI bubbles, China, the Equal-Weight S&P 500 and more and Produce Madison will dole…

This week on Street Check, Chris and Brad discuss the market setting fresh all-time highs, NVDA overtaking AAPL as the second-largest company by market cap and a major anecdotal top signal, and the 10% sell-off in Mexican stocks following that country's presidential election. Then, they welcome on Tom Hutchinson, Chief Analyst of Cabot Dividend Inv…

This week on Street Check, Chris and Brad discuss what's behind the market's latest swoon, what it could mean for the summer months, and whether prior election year patterns could signal a return of the bull market later in the year. Then they break down the software stocks that are blowing up on solid earnings reports and what's behind it. Finally…

On today's episode of Street Check, with Brad on vacation Cabot's small-cap investing expert Tyler Laundon joined Chris to talk about Nvidia's earnings report and some messaging on the call that could have long-lasting reverberations for the market as a whole and other tech infrastructure stocks in particular. Tyler also made a bold prediction abou…

This week on Street Check, Chris and Brad discuss the return of the meme stocks and why this time it's different, their takeaways from this week's inflation data, and they highlight some under-the-radar statistics from the latest earnings season. Then, they're talkin' Buffett. They break down what we learned from the latest annual meeting of Berksh…

This week on Street Check, Chris and Brad welcome on a slate of Cabot analysts to discuss their perspectives on the market heading into summer. Jacob Mintz of Cabot Options Trader opens up the episode with options trading and institutional buying signals in commodities and financials as well as how he's positioning his portfolio. Then, Chief Invest…

This week on Street Check, Chris and Brad discuss the latest consumer confidence numbers, increasing expectations for rate cuts after this morning’s unemployment print and the sustainability of the rally in cannabis stocks following reports that rescheduling is coming. Then, they pick their favorite “summer stocks” ranging from energy and travel na…

This week on Street Check, Chris is off on vacation so Brad is joined by returning guest Larry Cheung to talk all things China. They briefly recap the successful picks from Larry's previous appearance and discuss his base case for Chinese names moving forward. Larry highlights the need for investors to see fundamental strength in individual Chinese…

This week on Street Check, Brad opens the show by making the case that ASML's (ASML) earnings are a canary in the coal mine for the broader market narrative. Then, Chris and Brad discuss the recent market pullback and if it presents a buying opportunity or is part of a deeper correction. After that, they cover the early stages of earnings season an…

This week on Street Check, Chris and Brad discuss embracing the latest pullback, sticky inflation and the market's response, and the newest expectations for the Fed. Then, they talk about the Destiny Tech 100 (DXYZ) closed-end fund, the hype around it and its investment in SpaceX, and Brad makes the case for healthy skepticism when it comes to arti…

This week on Street Check, Chris and Brad discuss Brad's huge trading whiff, Tesla's (TSLA) latest delivery numbers and the importance of matching your risk tolerance and investing style with the opportunities you see in the market. Then they dive into the "everything rally," and debate whether clever ticker symbols actually offer an investing edge…

This week on Street Check, Chris and Brad talk Tesla's (TSLA) self-driving offer, cannabis stocks, the IPO of Reddit (RDDT), the arrival of Trump Media & Technology (DJT) and the S&P 500's five-month winning streak before they welcome on Cabot's Chief Investment Strategist, Mike Cintolo. Mike breaks down his perspective on the still-young bull mark…

This week on Street Check, Chris and Brad discuss the market's response to the latest Fed meeting and the path forward for interest rates before diving into recent convertible bond offerings from high-flying tech companies like MicroStrategy (MSTR) and Super Micro Computer (SMCI) and whether that ups the risk profile of those companies. Then, they …

This week on Street Check, Chris and Brad break some actual news about changes coming to real estate commissions after a National Association of Realtors proposed settlement before discussing rotation and resistance in the bull market, the outperformance of hybrid automakers (and underperformance of EV stocks) and whether Boeing's (BA) safety issue…

This week, Street Check presents the first annual “Streeties,” the most prestigious awards on Wall Street. Chris and Brad hand out awards Oscar-style for the Best Growth Stock, Best Value Stock, Best Dividend Stock and many more. Join your hosts as they celebrate a year in investing and comment on the best and worst “dressed” companies, honor the c…

This week on Street Check, Chris and Brad discuss Bitcoin's furious rally towards all-time highs, Apple's (AAPL) decision to shut down their EV program and whether their lack of innovation is a risk to shares, and what previously discussed Beyond Meat's (BYND) pop on earnings signals about market sentiment. Then, they welcome on former Cabot analys…

This week on Street Check, Chris and Brad tackle Nvidia's (NVDA) latest earnings release, the risks to the markets of having one stock in the driver's seat, and how impactful the artificial intelligence revolution has been for shares and the company's fundamentals. Then, they talk Amazon's (AMZN) new place in the Dow and the stocks and evolving con…

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, "Wh…

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 ca…

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 cur…

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 Bitco…

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…

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…

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 L…

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. …

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 yo…

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 marke…

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 fe…

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 tal…

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 institut…

This week on Street Check, Chris and Brad discuss the November market rally and what they're watching to signal a resumption of the bull market. Then, they talk about China's foreign direct investment outflows and potential contrarian opportunities overseas. Finally, they break down Berkshire Hathaway's massive cash balance, why what Warren Buffett…

This week on Street Check, Chris and Brad discuss the recent impressive performance of the major indices, the latest Fed meeting and what that could mean for the economy going forward, and what's behind this year's rally in Bitcoin. Then, they welcome on gold and metals investing expert Clif Droke to talk about gold trading near all-time highs, inc…

This week on Street Check, Chris and Brad discuss the recent sell-off and the state of the market before bringing on special guest, Larry Cheung, CFA, for his perspective on investing in Chinese stocks and ADRs (19:34). Larry shares insights gathered from his recent time spent overseas and touches on the state of the Chinese consumer, real estate, …

This week, on Street Check, Chris and Brad discuss early earnings season results and the impact (if any) they're having on the market. Then they talk Eli Lilly (LLY) and Novo Nordisk's (NVO) blockbuster weight loss drugs and what knock-on effects they could have on other stocks and sectors. To close out the podcast, they briefly touch on the situat…

On today's episode of Street Check, with Brad out on vacation Chris is joined by Michael Brush, long-time MarketWatch columnist and Chief Analyst of Cabot Cannabis Investor. Chris and Michael discuss why the bears are wrong, bond yield fears are overblown, and reasons the market may be on the cusp of its next big leg up. Then, they get into the man…

This week on Street Check, Chris and Brad welcome on Andy Crowder, Chief Analyst of Cabot Options Institute, to discuss the current state of the market, how he's been able to generate double- and triple-digit returns in his portfolios despite the lackluster performance of most sectors and how he plans on tackling the upcoming earnings season. Other…

This week on Street Check, Chris and Brad discuss the impact of a possible government shutdown on investors, the Splunk (SPLK) deal and arbitraging or seeking out acquisition targets, and another promising development for cannabis stocks. Then they each offer up predictions for the end of Q4 on oil, the major indexes, earnings, and all things marke…

This week on Street Check, Chris and Brad climb atop their moral high horses and discuss ethical investing and the 5 best-looking stocks they refuse to buy. But first, they break down the market’s response to the latest Fed meeting and persistent higher rates. Then, they check in on the ARM and CART IPOs, Goldman Sachs’ recent analysis of what lead…

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 …

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 …

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 Mad…

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 …

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 conver…

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 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 "c…

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 boo…