PODCAST · business
The Big Skinny
by Launch Live Now
Lou Basenese breaks down market headlines -- and gives you actual insights into potentially massive opportunities in the stock market.
Episodes
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Bubble Babble: Why S&P 500 Earnings Growth Still Rules This Bull Market
Earnings bubble? Or earnings boom? Wall Street is suddenly worried that profit forecasts are getting too hot, too fast. Lou Basenese has a different take: stock prices follow earnings, and if profits are accelerating, investors should stop whining about “bubble babble” and start looking for the...
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Did We Nail It? Revisiting Our Top 6 Stock Predictions for 2026
Oil, small caps, biotech, AI, IPOs, prediction markets and the “there’s always a bull market somewhere” thesis are back on trial. In this episode, Lou Basenese and Dodd revisit The Big Skinny’s Top 6 Predictions for 2026 at the halfway mark to see what’s already working, what still needs time…
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Every Breadth You Take: Why Mag 7 Lag Is Bullish For Stocks
Mag 7 lag, Meta’s AI cloud questions, biotech breakout signals, and the return of broader market leadership — that’s the point of this episode of The Big Skinny. Lou Basenese explains why investors shouldn’t bemoan the fact that the Mag 7 are lagging. They should embrace it. Why? Because a…
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Buy Every Chip Stock Dip: The AI Top Isn’t Close
Chip bubble calls, AI demand denial, semiconductor selloffs, prediction market hype, and the tippy-top trap. Lou Basenese takes on the insane idea that we’re already near the end of the AI chip cycle – when the world has never seen a technology demand curve like this before. In this episode, Lou...
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ETFs Gone Wild: How to Find the Few Worth Owning
Too many ETF tickers, too little time. There are officially more ETFs than publicly traded stocks in the U.S., and no normal investor has the time — or the stomach — to sort through thousands of products that all claim to be the answer. That’s the setup for this episode of The Big Skinny. Lou...
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Biotech Breakthroughs, GPUs & the Great SpaceX IPO Temptation
GLP-1s are the first line of biotech innovations that are remaking medicine, GPUs are still fueling the AI boom, and the coming SpaceX IPO is about to test investors’ impulse control. That (and more) is the focus of this episode of The Big Skinny. Lou Basenese makes the case that the next...
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Mag 7 Math, Nvidia & the SpaceX IPO: What Comes Next
This week on The Big Skinny, Lou Basenese goes straight at three huge market questions: Are semis too crowded? Is Nvidia still a buy? And how big could the SpaceX IPO really be? The setup is simple: Mag 7 earnings continue to overpower the skeptics, semiconductors keep outrunning the broader...
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Sorry, Bubble Bears: Big Tech Just Proved the Bulls Right
This week on The Big Skinny, Lou Basenese cuts through the noise after a monster week of earnings from most of the Mag 7 and asks what investors should really take away. The answer: AI demand is real, cloud demand is compounding, and Big Tech is still buying the most valuable real estate of the...
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Lies, Damn Lies & the Mag 7
This week on The Big Skinny, Lou Basenese cuts through the noise surrounding the Mag 7 and asks a simple question: is Big Tech really as dominant as the narrative suggests — or is the market already starting to broaden out? With Nvidia responsible for an outsized share of earnings revisions, Lou...
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Volatility, Valuation & the Debasement Trade
This week on The Big Skinny, Lou Basenese asks a timely question: if markets are headed into another storm, what should investors actually own? From bear-market scares and oil-price shocks to inflation jitters and dollar-debasement chatter, Lou breaks down the volatility that’s driving headlines…
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AI’s Collision Course: Power, Labor & the Next Big Winners
This week on The Big Skinny, Lou Basenese asks a bigger question than whether AI is a bubble: what happens when the boom runs headfirst into reality? Lou breaks down why the next phase of the AI trade won’t be decided by chatbots or software demos, but by oil, electricity, workers, and the…
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From Oil Windfalls to UFO ETFs: Finding Opportunity in Market Chaos
This week on The Big Skinny, Lou Basenese asks a simple question: when markets panic, who actually profits? The answer starts with oil. As conflict drives energy prices higher, Lou breaks down the winners, the losers, and why the economic fallout depends a lot on where you sit in the market. He’s...
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Oil Shock, AI Job Jitters & the Economy: What Happens Next?
This week on The Big Skinny, Lou Basenese tackles the latest market shocks – from oil prices surging past $100 to growing fears that AI could disrupt jobs across the economy. Lou is joined by Mark Skousen of The Oxford Club and Josh Young of Bison Interests to unpack what these developments…
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NVDA Delivers. Now What? Rotation, Risk & Reality
This week on The Big Skinny, Lou Basenese breaks down Nvidia’s latest blockbuster earnings report and asks the question investors really care about: what happens next? With earnings accelerating and free cash flow surging, the AI thesis remains intact. But markets don’t move on headlines alone –...
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Pharma Battle: NVO vs. HIMS – Who’s Right?
This week on The Big Skinny, Lou Basenese goes head-to-head with Futurum Group's CEO Daniel Newman in a special debate episode sparked by a viral tweet defending Hims & Hers Health, Inc. (HIMS) compounding Novo Nordisk’s (NVO) leading drug. Is HIMS a legitimate healthcare disruptor – or...
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Biotech Is Back: How to Invest Without Getting Burned
This week on The Big Skinny, Lou Basenese dives into biotech’s comeback. After years of pain, the sector is showing clear signs of revival — from renewed IPO activity and M&A interest to improving stock price performance. Lou is joined by Jonathan Faison, who breaks down how to invest in biotech...
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Bitcoin, Biotech & Beyond: Finding Opportunity After the Crypto Crash
This week on The Big Skinny, Lou Basenese cuts through the panic surrounding crypto’s latest selloff to ask the only question that matters: is fear creating opportunity? As Bitcoin slips below $80,000, Lou explains what typically follows periods of extreme sentiment and where capital tends to…
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Our Top 6 Predictions for 2026 (And How to Invest in Them)
This week on The Big Skinny, Lou Basenese rolls out his Top 6 Predictions for 2026, cutting through bubble talk and doom headlines to focus on what actually matters for investors. From energy’s asymmetric setup and a small-cap earnings breakout, to biotech’s next expansion phase, the AI power...
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12 Stocks for 2026: Top Picks from Wall Street’s Front Row
This week on The Big Skinny, Lou Basenese cuts through the noise and crowdsources conviction from some of Wall Street’s most trusted voices. Joined by his friends and Fox Business regulars Thomas Hayes, Kenny Polcari, Mike Lee, Adam Johnson, and Kevin Mahn, Lou asks one simple question: What are...
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Survey Says?! The Big Skinny Year in Review (and 2026 Preview)
This week on The Big Skinny, Lou Basenese hands out the ultimate 2025 report card. From the loudest recession warnings and bubble calls to the investments that actually delivered, we break down the best calls, worst misses, and biggest surprises of the year. Lou revisits our top guests, top stock...
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Chip Wars & Moonshot Math: Why NVDA at $20 Trillion Isn’t Crazy
This week on The Big Skinny, Lou Basenese dives into the latest Chip Wars frenzy after news of the Google/Meta chip collaboration sent Nvidia shares south. Then Beth Kindig joins the show to make the case behind her bold call: NVDA hitting a $20 trillion market cap by 2030 – and why the market...
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Not Named Nvidia: 10 AI Winners You Don’t Want to Miss
This week on The Big Skinny, Lou Basenese slices through the Nvidia noise to spotlight the real AI momentum powering the next wave of profits – from energy to infrastructure to platforms – in his Top 10 AI Stocks Not Named Nvidia list. Then Stephen Sikes, COO of Public.com, joins to show how AI…
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Banking on Bullion: Gold, Oil & the Fintech Disruption You Didn’t See Coming
This week on The Big Skinny, Lou Basenese dives into the resource renaissance with Rick Rule, the ultimate natural-resource insider, and Frank Trotter, banking veteran turned fintech disruptor behind Battle Bank and EverBank. The trio unpack how gold’s rally is lighting the fuse for a wider...
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Cures, Catalysts & Comebacks
This week on The Big Skinny, Lou Basenese welcomes Jonathan Faison, a veteran biotech investor who knows how to turn breakthroughs into profits. Together they explore the capital rotation into biotech, the key signals of a lasting rebound, and the investing framework for spotting early-stage...
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Beyond Drill Baby Drill: Why Oil’s Next Big Move Is Up
This week on The Big Skinny, Lou Basenese is joined by Josh Young, Founder & CIO of Bison Interests, and Ed Kovalik, CEO of Prairie Operating Co. – two industry veterans who know the oil patch better than Washington does. Together, they expose the policy contradictions behind the President’s…
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From Megawatts to Market Momentum: Terawulf’s Playbook and What’s Next for Biotech, Real Estate and Small Caps
This week on The Big Skinny, we’re getting charged up. First, Terawulf Inc. CFO Patrick Fleury joins to break down how power, not GPUs, is the real bottleneck in the AI boom – and how $WULF is turning its bitcoin-mining roots into a megawatt-minting machine for hyperscale AI. Then Lou digs into...
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From Tesla to Bitcoin to AI: Technicals, Fundamentals & the Next Big Move
Forget the hype, this week on The Big Skinny we’re putting the technicals and fundamentals to the test. Lou Basenese is joined by technical trading expert Tammy Marshall and fundamental investor Sam Badawi to dig into Tesla, Palantir, Bitcoin, AI, IREN, CIFR, and more to answer the only question...
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The Fed Cut Playbook: Bitcoin, AI & Small Caps in Focus
This week on The Big Skinny, Lou Basenese sits down with value investor and board director Mike Alfred to talk about bitcoin's upside, the AI-energy connection, and why crypto belongs in every long-term portfolio. Next up, James Fishback of Azoria breaks down the Fed’s latest cut and the strategy...
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Labor Pains, Earnings Gains & The Retail Revolution: What’s Next for Investors
This week on The Big Skinny, Lou Basenese welcomes back Eric Jackson of EMJ Capital to talk about how he’s leading the next wave of the retail investing revolution, not meme stock mania, in Opendoor Technologies Inc. (OPEN). Also joining the show: George Brandon of MDB Capital and Howard Lupert…
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Nvidia’s AI Supremacy, Apple’s AI Fumble & The Death of Software Startups?
The AI story just won’t quit. Tonight on The Big Skinny Show @ 5pm ET, we’re digging into Nvidia’s earnings with Dan Newman of Futurum Group — and why AI isn’t just eating the world, it’s eating software companies alive. Plus, Apple’s awkward AI tango with Google – is Cupertino officially out of...
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Turning Tech Hype, Small-Cap Pain & Crypto Mania Into Opportunity
Tech darlings. Small-cap “value plays.” Crypto moonshots. The headlines scream opportunity – but are they traps instead? This week on The Big Skinny Lou Basenese teams up with Cade Bergmann (Wolf Bitcoin), David Nicholas (Nicholas Wealth Management), and Kenny Polcari (Slatesone Wealth) to help…
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AI Growth, ETF Gold Rush, and the Big Tech Balancing Act
This week on The Big Skinny, Lou Basenese is joined by Daniel Turner of PowerTheFuture.com for an unvarnished take on AI and the energy markets, as well as John Tinsman of AOT Invest to break down the strategy behind their flagship AOT Growth and Innovation ETF (AOTG). Also in the mix: AI growth...
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Sue the Fed, Buy the Dip, and Pray for a Soft Landing?
The Fed’s in the hot seat – and now in the courtroom. And this week on The Big Skinny, Lou Basenese breaks down the escalating feud between President Trump and Jerome Powell, as James Fishback, CEO of Azoria, joins to explain why he’s literally suing the Fed. Stephanie Pomboy, Founder of...
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AI, Tariffs, and a Tesla Tantrum. Oh My!
Lou Basenese returns with a jam-packed episode featuring Wedbush Securities tech guru Dan Ives, who breaks down what’s really driving Tesla’s latest volatility – and why Big Tech still has room to run. Lou also digs into S&P 500 earnings season, the case for buying every Nasdaq dip, and rounds…
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AI Takeovers, Robots, and the Death of Human Relevance?
Buckle up—Lou Basenese is back with more AI stock picks that aren’t Nvidia (yes, there are others, believe it or not). But before he unveils the next gems in his Top 10 list, Lou goes full Wall Street gossip hour with EMJ Capital’s Eric Jackson to dish on the latest takeover rumors surrounding…
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War, Wall Street, And The Only Political Advice Worth Following
Tune in as host Lou Basenese continues to share his Top 10 List of AI stocks that aren’t named Nvidia (NVDA). But first he addresses how investors should respond to the latest military conflict between Israel and Iran. He also shares why politicians have an unfair advantage that you can finally...
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AI Mania, Small Cap Moves and the Case Against Rate Cuts
Tune in as host Lou Basenese continues to share his Top 10 List of AI stocks that aren’t named Nvidia (NVDA). He also shares why Fed Chair Powell might be shaking in his boots over this week’s CPI reading. He also shares why you shouldn’t ignore the seasonal and historic buy signal that just...
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Top 10 AI Stocks Not Named Nvidia
Welcome to another episode of The Big Skinny! In this exciting edition, host Lou Basenese dives deep into the world of AI investing with a breakdown of the “Top 10 AI Stocks Not Named Nvidia.” If you’re passionate about podcast production, content creation, and maximizing your audio editing...
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Navigating an S&P 500 Death Cross, Low(er) Earnings and Booming Chip Sales
In this episode, Lou Basenese welcomes his friend and the ever-charismatic Chief Market Strategist at Slatestone Wealth, Kenny Polcari. Together, they explore the implications of the S&P 500's recent "death cross" and why investors should be cautious about chasing seemingly attractive stocks…
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Tariff Chaos: How to Trade and Invest
In this episode, Lou Basenese hosts an incisive discussion on navigating market turbulence as both a trader and investor amid escalating tariff wars. He’s joined by Bryan Bottarelli of Monument Traders Alliance and Adam Johnson of BullsEyeBrief.com to unpack sudden Treasury sell-offs, divergent...
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Tesla, Innovation and Big Trump Energy
Another week, another market drawdown. But as always, Lou Basenese serves up a welcomed dose of perspective in this episode to help investors turn the downturn into a profit windfall. He specifically focuses on tariffs, recessions, small caps, the predicted outperformance for energy stocks. Plus,...
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Cyber Pimps, Patent Woes and Magic Microcaps
In the wake of Google’s (Nasdaq: GOOGL) $32 billion deal for Wiz, Lou Basenese shares the smartest (and safest) way to invest in cybersecurity stocks. He’s also joined by the future Warren Buffett of MicroCaps, Ian Cassel of MicroCapClub.com. Plus, the CEO of Gain Therapeutics (Nasdaq: GANX)…
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Bull Markets, Bros, and Broken Hearts
For The Big Skinny debut, Lou Basenese breaks down why the bull markets might still have legs, why international stocks look really attractive, and why Apple is a ride or die investment. Heartbeam CEO Rob Eno and Great Hill Capital Founder Thomas Hayes join the program.
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Frequently Asked Questions
How many episodes does The Big Skinny have?
The Big Skinny currently has 43 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Big Skinny about?
Lou Basenese breaks down market headlines -- and gives you actual insights into potentially massive opportunities in the stock market.
How often does The Big Skinny release new episodes?
The Big Skinny has 43 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Big Skinny?
You can listen to The Big Skinny on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Big Skinny?
The Big Skinny is created and hosted by Launch Live Now.
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