Cabot Street Check

Cabot Street Check

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

Episodes

October 23, 2026 • 57 mins
This week on Street Check, Chris and Brad discuss movie theater stocks, major rotation in the market in October, and how stocks historically move around the midterms. Then they break down earnings from Netflix (NFLX), SpaceX (SPCX), and Meta Platforms (META), and a cautionary tale from Moderna (MRNA). Lastly, they share four stock picks for the months ahead courtesy of four Cabot analysts in a recently recorded webinar. The webinar...
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This week on Street Check, Chris and Brad discuss the sell-off in chip stocks and neoclouds, small-cap stocks entering a correction, and signs of rotation into other areas of the market. Then, they talk bank earnings and an underwhelming start to Q3 earnings season, this week’s CPI and PPI reports showing ongoing high inflation, and whether it should meaningfully change investor positioning moving forward. To close out the ep...
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This week on Street Check, Chris and Brad debate whether the market’s new highs are a false start, what OpenAI’s newly reported annualized revenues mean for the data center buildout, and rumors that Starbucks (SBUX) is considering buying Chipotle (CMG). Then, they go head-to-head on bitcoin vs. gold, small caps vs. large caps, healthcare vs. financials, and more. For more information on this week’s offer, visit ca...
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This week on Street Check, Chris and Brad discuss Bain and Company’s recent report that AI needs to generate trillions of dollars of new revenue to justify the buildout, ongoing weakness under the surface of the market, Anthropic’s prospectus, and Nike’s (NKE) sell-off following the company’s latest earnings. Then, Cabot CEO Ed Coburn joins to discuss the Cabot Investing Handbook, why it’s especially r...
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This week on Street Check, Chris and Brad discuss the possibility of a market dip in October, significant weakness under the surface despite large-cap indexes trading near all-time highs, the spike higher in bond yields, expectations for as many as four interest rate hikes by mid-2027, and a handful of market stand-outs (META, PLTR, TBBB, ZS) that have been bucking the sell-on-strength trend. Then Nancy Zambell joins to share her p...

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This week on Street Check, Chris and Brad discuss the recent strength in biotech stocks, the Fed’s rate hike, Warsh’s credibility, and what the Summary of Economic Projections (SEP) tells us about rates going forward. Then, they debate recent fear-mongering by AI companies, whether AI will “kill us all,” and what it could mean for investors. To close out the episode, Mike Cintolo joins to share his insights ...
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This week on Street Check, Chris and Brad discuss the market’s initial pullback to kick off the historically weak month of September and whether what’s happening under the hood is cause for real concern. Then, they debate the Fed’s expected move at next week’s meeting as inflation remains high, and they take a closer look at Oracle’s (ORCL) latest earnings results. To close out the episode, they make a...

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This week on Street Check, Chris and Brad go around the horn with four guest analysts. Jacob Mintz shares his take on the options market as a whole, sideways trade in growth areas, and the absence of downside hedging by big investors. Then, Clif Droke joins to discuss value stocks, metals, and the best-looking areas for turnaround plays. Next up, Carl Delfeld offers his perspective on the data center supply chain, international opp...

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This week on Street Check, Chris and Brad discuss Salesforce’s (CRM) blueprint for tech companies, Nvidia’s (NVDA) impressive earnings, Kevin Warsh’s statements at Jackson Hole, and feast-or-famine returns in restaurant stocks. Then, Michael Brush, Chief Analyst of Cabot Insider Edge, joins to discuss his market-beating returns since launching the advisory, how he identifies high-potential stocks based on insider ...
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This week on Street Check, Chris makes the case for stocks topping out until Q4, and then he and Brad discuss Treasury intervention and whether bond yields are a problem for the markets, bitcoin and gold having big weeks on a weaker dollar, and the massive move by Moderna (MRNA) on cancer vaccine trials. Then, they debate biotechs vs. semiconductors, Apple (AAPL) vs. Amazon (AMZN), Nike (NKE) vs. lululemon (LULU) and Walmart (WMT) ...

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This week on Street Check, Chris and Brad discuss whether SpaceX paved the way for Anthropic to target a $2 trillion valuation in its potential IPO, how an AI earnings boom is helping drive stocks to fresh highs, and why the market snapped back only to move sideways. Then, they debate whether last week’s jobs report changed the Fed’s calculus for rate hikes and why a weaker dollar has prompted a resurgence in gold price...
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This week on Street Check, Brad breaks down this week’s market rally on growing optimism around the AI trade, expectations that a weaker labor market will prevent the Fed from raising interest rates, and SpaceX (SPCX) moving higher on the heels of the company’s first earnings report since coming public. Then, he takes a closer look at a handful of earnings season winners and losers and outlines what it tells investors a...
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This week on Street Check, Chris and Brad discuss whether Microsoft’s (MSFT) earnings saved the AI trade; the Fed’s decision to hold rates steady and rely on rising Treasury yields to do the tightening for them; earnings from Amazon (AMZN), Apple (AAPL), and Meta (META); and takeaways from this week’s GDP figures. Then, they welcome on Carl Delfeld of Cabot Explorer to talk global investing, AI’s impact on f...
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This week on Street Check, Chris and Brad discuss possible short-term appeal in Bitcoin, weakness in growth stocks, and ongoing choppiness in the market and where they expect it to go in the months ahead. Then, they break down Tesla’s (TSLA) and Alphabet’s (GOOG) earnings and why traders have punished the stocks for their AI spending before closing out the episode with a conversation about Intel (INTC), a compelling tur...

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This week on Street Check, with Brad on vacation Chris is joined by fellow Cabot analysts Clif Droke and Jacob Mintz to discuss all things market. Clif reveals two under-the-radar precious metals he likes and one sector that’s been immune to recent selling. Next, Jacob points to emerging signs of life for the AI trade in the options market, as buying has picked up in $SKHY, $TSM, $GLW and others. For more information on this ...
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This week on Street Check, Chris and Brad discuss the rotation in the market over the last few weeks, the resumption of hostilities in Iran, and whether it will matter for investors. Then, they move on to South Korea, where the KOSPI index has entered a bear market, while one of the country’s largest companies, SK Hynix (SKHY), completes its U.S. listing in the largest ADR IPO ever. To close out the episode, they each highlig...

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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.

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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 ...
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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...

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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.
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