Cabot Street Check

Cabot Street Check

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

Episodes

June 13, 2025 45 mins

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 mor...

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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 "ye...
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This week on Street Check, with Brad on a European family vacation Chris welcomed on Cabot Turnaround Letter Chief Analyst Clif Droke to discuss his favorite turnaround sectors, why he thinks this week’s tariff ruling could be the biggest market catalyst of 2025, and why he thinks gold is headed to $4,000 an ounce. Also, Producer Madison asks for Chris’s favorite “get-rich-quick” stocks. We also talked about Tom Cruise’s teeth. For...

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This week on Street Check, Chris and Brad reunite to discuss the return of tariff threats, higher yields for global government bonds and the Mood’s Treasury downgrade. Then, they go risk-on and talk Tesla’s (TSLA) resurgence, Bitcoin hitting all-time highs, and the IPO of Ryan Reynolds’ company MNTN. For more information about the offer mentioned on this episode, visit cabotwealth.com/street.  
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On today's Street Check, Chris welcomes on Mike Cintolo and Jacob Mintz to talk all things market, including what indicators Mike still needs to see to give him the full green light on growth stocks, and what stocks are attracting the biggest call buys in the options market, according to Jacob. We also discuss the tariff pause, improving inflation data and Mike's beloved New England Patriots. For more information on this...
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This week on Street Check, Brad runs through the news of a trade deal with the U.K., the latest Fed meeting, and Warren Buffett’s retirement announcement. Then, he’s joined by Tyler Laundon, who takes a look under the hood of the market, breaks down his bullish stance on gold (and how to play it) and highlights the areas of strength he’s currently seeing in small-cap stocks. For more information on this week’s special offer, visit ...

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This week on Street Check, Chris and Brad discuss the bull case for Bitcoin, this week’s negative GDP print and whether it’s as bad as it seems, earnings reports from a handful of mega-cap tech stocks and rumors that Tesla’s (TSLA) board has considered moving on from Elon Musk. Then, Clif Droke joins to share his insights on the best-looking sectors for turnarounds, what he sees under the hood of the market, and his prog...
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This week on Street Check, Chris and Brad cover this week’s impressive market rebound, technical levels to watch for confirmation, President Trump’s cooler tone on Jerome Powell, tariff developments and why it’s appropriate to be optimistic. Then, they discuss new developments with EVs and autonomous vehicles, Tesla’s (TSLA) monster day, early earnings season winners and whether Netflix (NFLX) can become a trillion-dolla...
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This week on Street Check, Chris and Brad discuss the growing normalcy in the market following the tariff pause, the latest comments from the Fed, what they mean for rates, the Fed “put” and J. Powell’s job moving forward, and results from the big banks to start earnings season. Then, they’re joined by Producer Madison to reminisce about the first 100 episodes of Street Check. To learn more about this week's offer, visit cabotwealt...

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This week on Street Check, Chris and Brad discuss Wednesday’s massive rally, the disconnect between sentiment and the economy, and how earnings season can offer more clarity for investors. Then, they’re joined by Bryan Perry, founder and author of “Cash Machine,” to talk about the market’s response to President Trump’s tariff plan, how to generate income in the current environment, and how he’s managing market risks now....
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This week on Street Check, President and Publisher Ed Coburn joins briefly to discuss the upcoming Investor Masterminds summit, Salem, and the value of direct access to Cabot’s roster of analysts. Then, Chris and Brad dive into the market meltdown. They talk all things tariffs, whether the market is looking at a V-shaped recovery or a long tail of damage and what events or policies could become a light at the end of the ...
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This week on Street Check, Larry Cheung joins for an extended conversation about investing in Chinese stocks. We discuss his recent experience in Hong Kong, the importance of catching early momentum in Chinese stocks and indexes, the evolution of China’s stance on AI, and the individual stocks he likes best right now (and how to trade them). To learn more about the offer mentioned on this episode, visit cabotwealth.com/street. For ...

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This week on Street Check, Chris and Brad discuss the latest Fed meeting and rising uncertainty in the economy, the market’s performance so far in 2025, and whether you can invest in any of the “Mag 7” stocks now that they’ve flipped to the “Lag 7.” Then, they explore the outperformance of global stocks—especially in Europe—and the potentially massive opportunity there before closing the episode with a look at value stoc...
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This week on Street Check, Chris and Brad welcome Mike Cintolo and Jacob Mintz to discuss a tough stretch for growth stocks and the market as a whole, where they’re seeing signs of a potential turnaround brewing, and how to position yourself in a period of uncertainty. Then, Michael Brush joins to offer up some contrarian buy signals, his take on sentiment and insider buying, and what might bring an end to tariff threats. For more ...

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This week on Street Check, Chris and Brad discuss the fallout from tariffs, a correction in the Nasdaq, small caps, and growth stocks, and how much further the market could fall. Then, they talk about the recent surge in European stocks, Bitcoin, year-end calls, and Severance vs. White Lotus. For more information about the offer mentioned in this episode, visit www.cabotwealth.com/street.

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This week on Street Check, Chris and Brad discuss the growth stock sell-off, Nvidia’s (NVDA) earnings and the market’s response, and what to do with Tesla (TSLA) in light of its recent performance. Then, they welcome Mish Schneider of MarketGauge to shed some light on the inflation picture, gold & silver, her “Economic Modern Family,” sentiment, and signs of strength in the “Vanity Trade.” Visit cabotwealth.com/street for her f...

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This week on Street Check, Chris and Brad discuss mixed signals from the market, surprising strength in European stocks and whether or not Alibaba (BABA) is the next big thing in AI. Then, they welcome on Nancy Zambell of Cabot Money Club to talk all about investor sentiment, which sectors are showing strength, and the state of the housing market. To learn more about Cabot Money Club, click here.  
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This week on Street Check, Chris and Brad discuss the hotter-than-expected inflation print, robust earnings reports from a wide range of companies, and the (so far empty) threat of higher tariffs. Then, Producer Madison joins, and the three of them each offer their best pick for the rest of the first half of 2025. For more information on this week’s offer, visit cabotwealth.com/street.    
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This week on Street Check, Chris and Brad welcome a round table of Cabot analysts to offer their perspectives on the market. Jacob Mintz shares his thoughts on what may be a rolling bull market, Mike Cintolo talks growth stocks, market resilience and Palantir (PLTR), Tyler Laundon discusses small-cap stocks, macro conditions and the impact of tariffs, and Clif Droke sheds some light on the strength in gold, bank lending standards a...

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This week on Street Check, Chris and Brad take a deep dive on DeepSeek and explore what it means for the AI narrative and the biggest winners of the last two years. Then, they discuss this week’s Fed meeting, Powell’s acknowledgment that 2% is a loose target and changes to their announcement language. Finally, they talk about recent outperformance by gold and metals, Tesla's latest announcements and Magnif...
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