Podcast Episodes
Back to SearchWill Anthropic Make the Same Mistake as SpaceX? | Cabot Street Check
Episode 168
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,…
7 hours ago
Is SpaceX (SPCX) Finally a Go for Launch? | Cabot Street Check
Episode 167
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 marke…
1 week ago
Did Microsoft's Earnings Just Save the AI Trade? | Cabot Street Check
Episode 166
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 an…
2 weeks ago
What to Do with These 3 Mega-Cap Tech Stocks | Cabot Street Check
Episode 165
This week on Street Check, Chris and Brad discuss possible short-term appeal in Bitcoin, weakness in growth stocks, and ongoing choppiness in the mar…
3 weeks ago
The AI Trade Is On Pause, But Far From Over | Cabot Street Check
Episode 164
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. C…
4 weeks ago
4 Pivotal Earnings Reports that Could Swing the Market | Cabot Street Check
Episode 163
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 whet…
1 month ago
Stock Over/Unders: Where MU, SPCX, Others Will Finish 2026 | Cabot Street Check
Episode 162
This week on Street Check, Chris and Brad discuss the possible demise of Strategy (MSTR), the recent market pullback, continuing high inflation, and …
1 month, 2 weeks ago
SpaceX is Overvalued. OpenAI Might Be Even Worse | Cabot Street Check
Episode 161
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…
1 month, 3 weeks ago
AI Stocks Retreat, SpaceX Debuts, and Tracking Insider Buying| Cabot Street Check
Episode 160
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 …
2 months ago
6 Stock Picks We Got Wrong - and 3 We Got Very Right | Cabot Street Check
Episode 159
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 in…
2 months, 1 week ago