Cabot Street Check

Cabot Street Check

A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.

Episodes

June 26, 2026 63 mins

This week on Street Check, Chris and Brad discuss the possible demise of Strategy (MSTR), the recent market pullback, continuing high inflation, and Micron’s (MU) earnings. Then they make over/under calls for the end of the year on Bitcoin, gold, SpaceX (SPCX), Moderna (MRNA), and a variety of stocks tied to the AI data center build-out. For more information on this week’s offer, visit cabotwealth.com/street.

Listen
Watch
Mark as Played
This week on Street Check, Chris and Brad discuss SpaceX (SPCX), the market’s reaction to the possible end of the Iran war, and new highs on the Dow and S&P Equal Weight while the S&P 500 and Nasdaq lag. Then, they talk Kevin Warsh’s inaugural FOMC press conference, the dot plot, and changes to how the Fed communicates with the public. Finally, they break down OpenAI’s leaked financials and debate whether ...
Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss the recent bout of market volatility, underperformance by the Magnificent 7 stocks and the rise of the MANGOS, and the SpaceX (SPCX) IPO. Then they welcome on Michael Brush of Cabot Insider Edge to talk about how to use buying by company insiders to boost your returns, where those signals are the most meaningful, and his new advisory. For more information on this week&rsqu...

Listen
Watch
Mark as Played
This week on Street Check, Chris and Brad discuss the recent weakness in the market, this morning’s jobs numbers (and what they could portend for interest rates), and Anthropic’s confidential S-1 filing and impending IPO. Then, they go through their takes from the first half of 2026 and pay the price for what they got wrong. For more information on this week’s offer, visit cabotwealth.com/street.
Listen
Watch
Mark as Played
This week on Street Check, Chris and Brad discuss the incredible performance of the market in May, chip stocks, like Micron (MU), going vertical, and whether Bitcoin has been dethroned as the speculative vehicle of choice for investors. Then, they talk about space stocks, the impending SpaceX IPO and whether rate hikes are coming later this year. For more information on this week’s offer, visit cabotwealth.com/street.
Listen
Watch
Mark as Played
This week on Street Check, Chris and Brad are joined by four Cabot analysts to discuss their perspectives on the state of the market. Cabot Options Trader’s Jacob Mintz brings his insight from the options market and highlights an area that he thinks can step up if the AI trade fades, and Cabot Money Club’s Nancy Zambell breaks down sentiment, interest rates, and her expectations for bank stocks. Then, Cabot Turnaround L...
Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss growing margin debt as a top signal that hasn’t arrived yet, weakness under the surface as the market hits all-time highs, rising inflation and whether that will become a problem, and Treasury yields lifting into problematic territory. Then, they break down the Cerebras (CBRS) IPO, why it blew past its IPO price, and whether it’s a sign of exuberance in the market. For m...

Listen
Watch
Mark as Played

This week on Street Check, with Brad out Chris is joined by Cabot's small-cap investing expert Tyler Laundon to discuss the record-high market, what's fueling it, and what could derail it. They also get into Tyler's bread and butter - small-cap stocks - and examine why they've almost doubled the performance of large caps this year - and explore why that trend should continue. For more information on this week’s offer, visit c...

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss Bitcoin, the ongoing market rally and signs that it could continue, earnings from five of the Magnificent 7 stocks, and Jerome Powell’s last meeting at the helm of the Fed. Then they each pick three stocks or sectors they like for the rest of 2026 that range from natural gas and streaming to space and directed energy weapons. For more information on this week’s offer, vi...

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss the snapback rally in stocks as the S&P 500 and Nasdaq reach all-time highs and whether valuation concerns could slow the market down. Then, they dive into what Netflix (NFLX) is doing with its war chest of cash after the Warner Bros. Discovery (WBD) bid fell through and Tesla’s (TSLA) latest earnings. Finally, Rich Howe joins to talk about micro-cap stocks that are workin...

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss clean energy stocks, the market’s massive rally (which has driven the S&P 500 and Nasdaq to fresh all-time highs), the outperformance of the Magnificent Seven stocks and lagging performance of the S&P Equal Weight Index. Then, they talk bank earnings as a “temperature check” on the health of the market and break down the surge of Allbirds (BIRD) as it pivot...

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad talk SpaceX and Tesla (TSLA), the ceasefire-driven rally in the markets, this week’s inflation figures, and space-related stocks having a moment. Then Mish Schneider of MarketGauge joins to discuss the possibility of a multi-year top in stocks, a weakening consumer, stocks and sectors she’s watching now, cryptocurrency, her Economic Modern Family thesis for the market, and the o...

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad debate whether the mid-week market rally was a dead cat bounce or the beginning of a potential recovery. Then, they share updates on the SpaceX IPO, discuss Nike’s (NKE) brutal five-year run, and talk fertilizer stocks as an alternative to investing in oil companies. For more information about this week’s offer, visit cabotwealth.com/street.

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss the possible IPOs of SpaceX, OpenAI and Anthropic and whether investors should consider them, whether oil’s rise caps the upside potential of gold, and growing concerns about private credit. Then, Carl Delfeld joins to discuss international stocks, the performance of Asian markets, using the current market weakness to build up a watch list, and the trading mindset that will se...

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss the latest Fed meeting, the shifting expectations for interest rates, and the ongoing fallout from the war with Iran. Then, inspired by March Madness, they each pick a Cinderella stock, a heavy favorite that’s going home early, and four stocks that they like for the rest of the year. For more information on this week’s offer, visit cabotwealth.com/street.

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss cybersecurity stocks, the ongoing market uncertainty caused by the conflict in Iran and what signs could signal a character change, whether to chase or fade energy stocks at these levels, and the takeaways from the latest inflation report. Then, they take a critical look at Oracle’s (ORCL) latest earnings before wrapping up with a conversation about their favorite Oscar-nomina...

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad discuss the market’s reaction to the Iran situation, including the immediate impact of higher oil prices, the unexpectedly weak jobs figures, and Costco’s (COST) comments on cutting prices to “return” the tariff refunds to its members. Then, Chief Investment Strategist Mike Cintolo joins to discuss growth stocks, his perspective on the market, and the signs that coul...

Listen
Watch
Mark as Played

This week on Street Check, Brad breaks down the latest market news, including the Citrini research report that spooked the market, Nvidia’s (NVDA) earnings, the winners and losers as investors get more skeptical of the AI trade, and today’s high PPI print. Then, Nancy Zambell, Chief Analyst of Cabot Money Club, joins to discuss pockets of strength in the market, GLP-1 stocks, real estate and managing credit card debt.

Listen
Watch
Mark as Played

This week on Street Check, Chris and Brad break down the Supreme Court ruling that rolls back President Trump’s tariffs, the newly released U.S. GDP figures, outperformance by defensive sectors amidst ongoing market rotation, and Berkshire-Hathaway’s (BRK.A/B) last moves with Warren Buffett at the helm. Then, Tyler Laundon joins to discuss the strength of small-cap stocks, which sectors look the best, and what he expect...

Listen
Watch
Mark as Played
This week on Street Check, Chris and Brad discuss the ongoing market weakness, the latest jobs and inflation figures and whether the proliferation of AI-related ads in the Super Bowl is a top signal. Then, they dive into recent strength in Japanese stocks following the country’s snap elections and briefly talk massive EV-related write-offs by domestic automakers and what that may mean for the future. For more information on t...
Listen
Watch
Mark as Played

Popular Podcasts

    Betrayal Weekly is back for a new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. If you would like to share your story, you can reach out to the Betrayal Team by emailing them at betrayalpod@gmail.com and follow us on Instagram at @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    The Bobby Bones Show

    Listen to 'The Bobby Bones Show' by downloading the daily full replay.

    Crime Junkie

    Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2026 iHeartMedia, Inc.

  • Help
  • Privacy Policy
  • Terms of Use
  • AdChoicesAd Choices