HeyJaredThe Big Skinny
Lou Basenese breaks down market headlines -- and gives you actual insights into potentially massive opportunities in the stock market.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Jul 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Bubble Babble: Why S&P 500 Earnings Growth Still Rules This Bull Market (opens the original)
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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 fastest growers. In this episode of The Big Skinny, Lou reunites with the guests from the January stock-picking special — Thomas Hayes, Kenny Polcari, Mike Lee, Adam Johnson, and Kevin Mahn to share their
Did We Nail It? Revisiting Our Top 6 Stock Predictions for 2026 (opens the original)
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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, and what investors should do next. From energy’s asymmetric setup and the small-cap earnings breakout to biotech’s next expansion phase, the AI power bottleneck, and the star-studded but doomed IPO class o
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