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Cabot Street Check: Daily Summaries Delivered
by Cabot Wealth Network
A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago45 min
What to Do with These 3 Mega-Cap Tech Stocks | Cabot Street Check
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 turnaround story that’s been overshadowed by hype. For more information on this week’s offer, visit cabotwealth.com/street.
- 1 weeks ago40 min
The AI Trade Is On Pause, But Far From Over | Cabot Street Check
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 week’s offer, visit cabotwealth.com/street.
- 2 weeks ago57 min
4 Pivotal Earnings Reports that Could Swing the Market | Cabot Street Check
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 highlight the two companies that they think will have the biggest impact when they report in the upcoming Q2 earnings season. For more information on this week’s offer, visit cabotwealth.com/street.
- Jun 26, 20261h 3m
Stock Over/Unders: Where MU, SPCX, Others Will Finish 2026 | Cabot Street Check
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.
- Jun 18, 202638 min
SpaceX is Overvalued. OpenAI Might Be Even Worse | Cabot Street Check
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 AI companies can ever reach profitability. For more information on this week’s offer, visit cabotwealth.com/street.
- Jun 12, 202645 min
AI Stocks Retreat, SpaceX Debuts, and Tracking Insider Buying| Cabot Street Check
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’s offer, visit cabotwealth.com/street.
- Jun 5, 202656 min
6 Stock Picks We Got Wrong - and 3 We Got Very Right | Cabot Street Check
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.
- May 29, 202650 min
Stocks to the Moon, and This Sector Is Leading the Way | Cabot Street Check
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.
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