The Big Skinny

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 next decade. Lou breaks down why Alphabet (GOOGL) stands out, why the capex skeptics are missing the plot, and what this quarter says about the next phase of the AI cycle. Alongside Bob Elliott and Mike Zaccardi, Lou also digs into the “boomcession,” the market’s strange comfort with high oil, why software has lagged semis so badly, and what might finally unwind that trade. Then in Headlines & Headscratchers, Lou and Dodd hit Google, Apple, crypto, prediction markets, the best movies ever, and the little market stories that may be telling a bigger truth.

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 explains how one stock can distort the whole picture — and create opportunity elsewhere.Joining Lou live is Keith Fitz-Gerald, who weighs in on the future of the AI trade, what investors may be missing in Apple’s evolving AI and hardware strategy, and whether mega-cap tech still deserves its premium. Lou also shares key clips from Adam Johnson on where investors should be looking next.Plus, Lou and Dodd run through Tim Cook succession chatter, AI-powered startup creation, Harry Dent’s “everything bubble,” and the small-cap breakout that keeps forcing bears to rethink the story.

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 — and the opportunities those headlines may be masking.He also shares excerpts from his latest interview with David Dziekanski of Quantify Funds, who explains why the real debasement risk may not be where most investors think, and why the smartest way to play this environment may be through diversified, stacked exposure to assets like gold and Bitcoin.Plus, Lou digs into sector rotation, the case for financials, Apple’s latest AI flex, the future of autonomous drone warfare, and why some of the market’s most exciting IPO chatter may still come with a giant asterisk.

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 physical infrastructure needed to keep the whole machine running.Lou also tackles where opportunity is showing up now: energy stocks, AI-power beneficiaries, and the companies positioned to solve labor and infrastructure bottlenecks.Then in Headlines & Headscratchers, Lou and Dodd dig into why most companies still aren’t changing how they work, what dot-com-style thinking gets wrong, and the offbeat themes percolating beneath the surface. No fluff. No fear-mongering. Just a fun and profitable data-driven look at what happens when AI collides with reality.

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 joined by Matthew Tuttle, CEO and CIO of Tuttle Capital Management, whose entire career has been built around spotting tradable themes before the crowd catches on — even when they sound a little crazy. From there, Lou widens the lens to the rest of the chaos: billionaire confidence cracks, recession warnings, inflation expectations, AI layoff narratives, Apple doubt, broken IPOs, and the dangerous shift toward less corporate disclosure. If the market is entering a phase where headlines drive fear and fear drives bad decisions, this episode is about getting back to what actually matters. Don’t miss it!

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 really mean for investors. They dig into the inflation risks tied to energy markets, the economic signals coming from precious metals, and whether AI is actually threatening the labor market or simply reshaping it.Then Lou and Dodd dig into the prediction market boom, market volatility, Fed missteps, and the surprising signals that market leadership is broadening across sectors.No hype. No panic. Just the facts investors need to navigate the moment.

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 – they move on positioning.Lou is joined by Eddie Ghabour of Key Advisors Wealth Management and Dale Smothers of RDS Wealth to dig into whether we’re witnessing the start of a meaningful rotation – from mega-cap AI leaders into small caps, cyclicals, and broader market participation.Plus in Headlines & Headscratchers, Lou and Dodd tackle Novo Nordisk’s strategic conundrum, the surge in global bull market breadth, the sub-3% mortgage “glitch,” and what insider trading in prediction markets says about speculation in 2026.No fluff. No fear-mongering. Just a data-driven look at where risk and opportunity really lie.

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 underestimating the power of Big Pharma and regulatory risk? Lou and Dan break down what this controversy means for investors, the real economics behind GLP-1 drugs, and whether disruption always wins in healthcare.Then Lou widens the lens to the broader market, tackling the state of the AI trade and the recent wave of sharp software stock selloffs. Are these cracks forming beneath the surface — or healthy resets in a long-term bull cycle? No fluff. No fear-mongering. Just a data-driven debate about where risk and opportunity really lie.

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 without needing a PhD. He explains how retail investors can approach the sector systematically, focusing on data-driven winners instead of binary gambles.Later in the show, Jon Erlichman joins Lou to add broader market context — from capital flows and sentiment shifts to how biotech fits into the evolving 2026 investment landscape.Finally, Lou and Dodd wrap with rapid-fire takes on prediction markets, the SaaS shakeout, Fed missteps, and why market leadership is broadening in 2026.

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 move next.Joined by Matt McCall, Lou explores the upside in biotech, micro caps, AI infrastructure, robots, and critical minerals. Then, he unpacks Apple’s growing credibility problem and the explosion of short-term ETFs. Bottom line: when confidence breaks, opportunity often forms and this episode will tell you where to find it!

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 bottleneck, and the star-studded IPO class of 2026, Lou explains where opportunity is re-emerging – and where risk still lurks. There’s always a bull market somewhere, and 2026 is already dropping clues. So tune in for no fluff, no fear-mongering, just actionable insight for what comes next.

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 your two best stocks for 2026?From growth to value, momentum to fundamentals, this episode delivers a Top 12 list built for real investors – clear theses, plain-English explanations, and no fluff. If you’re starting to think about how to position for the year ahead, this is the episode to watch.

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 picks, and the predictions that aged like fine wine – and the ones that didn’t. Then we look ahead to 2026, laying out where the next bull markets may emerge and how investors should position now.

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 keeps underestimating demand for AI hardware.Lou also revisits the second half of his Top 10 AI Stocks Not Named Nvidia list, with picks across chips, software, robotics, and AI-native biotech. Plus, Lou digs into the implications of cheap oil and what to make of runaway spending by consumers, bullish emerging markets bets and the fact ChatGPT just turned 3.

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 is reimagining investing accounts and giving everyday investors pro-level tools. Lou wraps it up with rapid-fire takes on synthetic biology’s return to relevance, Meta’s legal mess, and the market bounce-backs proving investors are still in the fight.

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 commodities boom, why oil is the next trade Wall Street’s missing, and how rare earth metals could reshape the AI and energy supply chain. Plus, Lou weighs in on biotech’s rebound, earnings season shake-ups, market bubble talk, and the ominous technical indicators flashing beneath the surface.

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 winners before the crowd. Plus, Lou’s diving into the ridiculous calls for a recession, a still contrarian take on Alphabet ($GOOGL), why Big Tech promises to keep powering higher and why it’s a bad idea to bet against the energy sector.

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 Drill Baby Drill agenda and why it can’t undo years of underinvestment or basic economic reality. The bottom line? Oil’s next big move is up — not down. Plus, Lou connects the dots between energy and AI, unpacks crypto’s latest crash, and shows why retail investors are quietly taking over Wall Street.

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 biotech’s comeback from the dead, the problem with a real estate rebound, small caps’ revenge, and the single most reliable leading indicator flashing right now. All filling. Zero fluff. Tune in LIVE at 5 PM ET.

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 that matters: are they buys or just blow-offs? Plus, our experts share how they build convection and wealth in any market. Tune in as we strip the jargon, cut the fluff, and give you the straight truth on what’s worth owning right now.

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 behind his Azoria 500 Meritocracy ETF (SPXM). Lou closes the loop with a post-cut playbook for investors: why history shows markets often rally, why small caps may lead the way, and the best stock ideas to own now that the Fed has shifted gears.

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 of Keiretsu Forum, who will unpack the just-announced launch of IPO Angels – a move set to redefine access to the best disruptive tech and Pre-IPO investments.And don’t miss Lou’s breakdown of the suddenly slumping labor market, way-better-than-expected corporate earnings, and two more AI stock picks not named Nvidia (NVDA) poised for the next leg higherFrom angel investing’s new frontier to the retail investor revolution, Episode 23 delivers the facts, the forecasts, the stock picks and the edge you won’t find anywhere else.

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 ideas? Then, in an exclusive pre-release of their latest research, Javier Chamorro and Will Rossellini of PatentVest join to explain how AI is dis-intermediating software startups and why deep tech is finally back in vogue. Last but not least, we’re rolling out a brand-new segment: Dodd’s Got Questions. After the experts drop their billion-dollar buzzwords, Dodd steps in with the questions you’re actually thinking at home. Lou’s job? Strip out the jargon and make it make sense.

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 you comfortably profit from bubbles before they pop and find real value where others see doom. This episode is a masterclass in turning today’s hype and hysteria into tomorrow’s profits. Don’t miss it!

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 and which stocks are actually delivering, perspective on Big Tech’s outsized weightings, the GLP-1 drug craze and its market impact, bulk market signals, and the key takeaways from Q2 earnings season that could shape your next trade.From portfolio pitfalls to sector surges, this episode delivers facts, forecasts, and the edge you won’t get from CNBC. Plug in and level up.

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 MacroMavens, brings the macro heat with her hot takes on rate cuts, inflation, and what this week’s flood of economic data means for markets. Also on deck: retail traders are stampeding in, Wall Street’s “smart money” is scoffing from the sidelines, and Lou kicks off a brand-new segment featuring a next-gen entrepreneur who's beating the odds. From lawsuits to liftoffs, this is the bull market battle you can’t afford to ignore. Tune in now for unfiltered insights, fearless forecasts, and a front-row seat to the fight over America’s economic future.

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 out his Top 10 AI Stocks Not Named Nvidia (spoiler: there are some overlooked gems). Plus, get Lou’s unfiltered take on all-time market highs, humanoid robots, investor sentiment and the Fed’s next move. Whether you’re bullish, bearish, or just trying to keep up—this episode delivers the edge every investor needs. Tune in now for facts, forecasts, and a few fireworks.

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 one of their top picks—Core Scientific (CORZ)—and what it could mean for other similar stocks. Then, don’t miss Lou’s exclusive conversation with Will Rosellini and Javier Chamorro of PatentVest, as they unpack the growing battle over patents in the race to dominate humanoid robotics. It's a high-stakes race with an investment twist you won’t want to miss.

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 exploit, too. Plus, don’t miss his exclusive interview on retail investing trends and social media innovation with the CEO and Founder of Wolf Financial, Gav Blaxberg.

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 flashed for small caps. Plus, don’t miss his exclusive interview about all things tech, AI and the Fourth Industrial Revolution with Chief Market Strategist at Futurum Equities, Shay Boloor.

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 workflow, this episode is a must-watch! Discover why diversifying beyond the obvious AI giants is vital, get actionable Castmagic tips, and learn invaluable investment insights directly from the experts.Whether you’re an experienced investor or just beginning your content creation journey, Lou’s practical advice, real data, and engaging humor will give your process a serious edge. Plus, insider interviews with special guest Daniel Newman provide behind-the-scenes takes on the latest tech trends, strategies for innovative podcast production, and ways to streamline your audio editing with Castmagic. Don’t miss the rundown on market headlines, actionable takeaways for creators, and answers to live audience questions!

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 based solely on P/E ratios. To end on a positive note, they share compelling statistics and stock picks not named Nvidia (NVDA) that are poised to benefit from the semiconductor boom.

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 effects on Mag 7 stocks, Bitcoin, Tesla, as well as hedging techniques and innovative and thematic plays that enable investors to profit from uncertainty in both the short- and long-term.

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, he issues an urgent warning about getting duped into buying the latest Tesla (TSLA) hype. Later in the show, he’s joined by the CEO of the only cleantech company worth buying, Clearsign Technologies (CLIR). He also welcomes fellow market pro and friend – Frank Curzio, CEO and Founder of Curzio Research.

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), Gene Mack to discuss the company’s AI drug discovery platform that could be on the cusp of a breakthrough for Parkinson’s Disease.

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.