The Big Skinny

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.