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.

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Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com
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New to The Big Skinny?

🖥️ Livestream Every Monday @5pm ET
The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode: https://www.youtube.com/@Lou_Basenese

👉 Follow Lou on Social Media:
Twitter: https://x.com/LouBasenese
LinkedIn: https://www.linkedin.com/in/lou-basenese-174821128/

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CHAPTERS
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00:00 Introduction – The GLP-1 Pharma Battle Begins
02:15 What Started the HIMS vs Novo Nordisk Debate
05:30 IP Protection vs Personalized Medicine
09:10 Is HIMS Legally Protected Under Compounding Rules?
13:20 The Dosing Problem: Why GLP-1 Personalization Matters
18:00 Semaglutide vs Tirzepatide vs Retatrutide Explained
22:10 Why Viking Therapeutics Could Be a Game Changer
25:30 Investment Takeaway: HIMS vs Eli Lilly vs Novo Nordisk
29:00 AI Bubble or AI Revolution?
32:40 Market Rotation: Tech No Longer Driving the Bull Market
35:10 Energy Outperforming Tech – What That Means
37:20 Software Selloff: Buy the Dip or Catching a Falling Knife?
39:15 Apple AI Strategy – Smart Move or Behind the Curve?
41:30 Final Thoughts & What to Watch Next Week

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.

👇 Jump in the comments, ask questions during the live stream, and let us know which sector you’re watching most.

Don’t forget to subscribe for more straight-talk market insights on The Big Skinny.

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Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com
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New to The Big Skinny?

🖥️ Livestream Every Monday @5pm ET
The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode: https://www.youtube.com/@Lou_Basenese

👉 Follow Lou on Social Media:
Twitter: https://x.com/LouBasenese
LinkedIn: https://www.linkedin.com/in/lou-basenese-174821128/

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CHAPTERS
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00:00 Introduction
02:10 What The Big Skinny Gets Right (And Media Gets Wrong)
05:05 The Rundown: Ignore This Headline
08:20 The One Chart Investors Should Watch
12:10 The Key Investment Idea Right Now
15:30 Biotech Is Back: Why XBI Is Up Over 70%
20:40 Big Pharma’s Patent Cliff & Why Biotech Wins
26:30 How New Investors Should Play Biotech
30:15 Jonathan Faison Joins: Biotech Picks & Process
35:10 Reviewing Past Winners: SNDX & LQDA
39:45 How to Think About Risk in Biotech
44:20 Commercial vs. Clinical Stage Investing
48:50 Kura Therapeutics (KURA) Breakdown
53:40 How to Know When to Sell: “Portfolio Cage Match”
57:30 Building an Edge & Avoiding FOMO Trading
1:01:40 Big Tech Sell-Offs & the “SaaS Apocalypse”
1:06:10 AI, Software Valuations & Where Opportunity Is
1:11:30 ServiceNow, Salesforce & CrowdStrike
1:16:20 SpaceX IPO: Why It Could Be a Capital Disaster
1:22:10 Starlink, Satellites & the Telecom Disruption
1:27:00 Final Thoughts & Market Takeaways

The next major investing wave is already forming — most people just aren’t paying attention yet.

Live from Nicaragua, Lou Basenese sits down with top analyst Matt McCall, founder of Nxt Wave Research, to break down what’s really happening in crypto, Bitcoin, meme coins, biotech rebounds, critical minerals, and the next phase of AI investing. This is a wide-ranging, no-hype conversation focused on where real opportunities may emerge next, and how smart investors are positioning ahead of the crowd.

Whether you’re watching crypto volatility, waiting on biotech to rebound, or wondering where AI goes after the hype, this episode connects the dots across markets and themes that could shape the next cycle.

👇 Jump in the comments, ask questions during the live stream, and let us know which sector you’re watching most.

Don’t forget to subscribe for more straight-talk market insights on The Big Skinny.

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Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com
- - - - - - - - - - - - - - - - - - -

New to The Big Skinny?

🖥️ Livestream Every Monday @5pm ET
The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode: https://www.youtube.com/@Lou_Basenese

👉 Follow Lou on Social Media:
Twitter: https://x.com/LouBasenese
LinkedIn: https://www.linkedin.com/in/lou-basenese-174821128/

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CHAPTERS
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00:00 Introduction
02:15 Live From Nicaragua + Welcome to The Big Skinny
05:10 Meet Matt McCall: NextWave Research & Market Outlook
09:30 Bitcoin, Crypto Cycles & Market Psychology
15:40 Meme Coins: Speculation vs. Opportunity
21:55 Is a Biotech Rebound Finally Coming?
28:10 Critical Minerals & the Global Supply Race
34:45 The Next Wave of AI Investing Plays
41:20 How to Think About Risk in Volatile Markets
47:30 What Smart Money Is Watching Right Now
52:10 Final Thoughts & Viewer Questions

The bull market is "getting very hard to find bears to talk to", but what's the biggest risk to look out for in 2026? Find out Phil Rosen's bold predictions for the year ahead.

In this episode of The Big Skinny with Lou Basenese, we sit down with Phil Rosen, co-founder of Opening Bell Daily and host of The Full Signal, to get a bird's eye view of the market. Phil shares the consensus view from Wall Street experts, offering his insights on where the market is headed. He discusses why AI is the theme to go all-in on and why the bubble narrative is a myth.

You'll learn:
• Why the speaker believes the S&P 500 will outperform Wall Street's consensus 10% gain.
• The biggest "black swan" risk that could trigger a panic in the AI trade.
• The prediction for multiple Fed rate cuts this year, contrasting the one-cut expectation from others.
• The one chart to watch: the performance of the "MAG 7" compared to the S&P 500.
• Why the AI growth trend is durable and the next derivatives play in the market.
• How gold and Bitcoin compare as assets, with a focus on their long-term performance.
• How Phil Rosen synthesizes market information to create the defining story of the day.

Phil believes that if the AI surge is a bubble, it's the "first bubble in history where supply cannot keep up with demand". Don't miss this deep dive into 2026 market predictions and the investment landscape for the year.

Sign up for Phil Rosen's free newsletter, Opening Bell Daily, and check out the Best Ideas Club paid service at Openingbelldailynews.com.

Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com

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New to The Big Skinny?

🖥️ Livestream Every Monday @5pm ET
The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode: https://www.youtube.com/@Lou_Basenese

👉 Follow Lou on Social Media:
Twitter: https://x.com/LouBasenese
LinkedIn: https://www.linkedin.com/in/lou-basenese-174821128/

———————
Chapters
———————
00:00 Introduction
00:28 Welcome Phil Rosen of Opening Bell Daily
01:06 Why It's Hard to Find Market Bears
01:50 Rapid Fire: 2026 Market Surprise
02:47 The Biggest Risk to the AI Trade
03:45 Fed Independence and Rate Cut Prediction
05:08 The One Chart to Watch for 2026
06:13 Why Nvidia and Google Will Keep Winning
07:00 The Myth Retail Investors Fall For
08:35 The Durability of AI Growth Trend
10:20 Bear Case: Debt Spending and Circular Financing
11:34 Next Wave of AI: The Hardware Play
12:47 Viewpoint on Big IPOs (SpaceX, Anthropic)
13:54 Is the Bull Market Broadening Out?
15:11 Tech Exposure: Is 38% of S&P 500 a Concern?
16:15 Gold vs. Bitcoin: The Debasement Trade
17:35 Bitcoin's Surprising Underperformance in 2025
19:43 Should You Own Gold and Bitcoin?
20:38 Phil Rosen's Process: Signal from the Noise
22:03 Opening Bell Daily and Best Ideas Club
24:02 Favorite New York City Spot (A Hard Question!)

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.

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New to The Big Skinny?

🖥️ Livestream Every Monday @5pm ET
The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode: https://www.youtube.com/@Lou_Basenese

👉 Follow Lou on Social Media:
Twitter: https://x.com/LouBasenese
LinkedIn: https://www.linkedin.com/in/lou-basenese-174821128/

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Chapters
-----------------------------------
The Rundown
00:00 The Rundown and what this episode covers
03:15 Why year end predictions usually miss the mark

Best Guests of the Year
09:00 Chris Camillo and social arbitrage investing
13:10 Mike Alfred and the AI power bottleneck
18:30 Terawulf CFO Patrick Fleury and AI energy infrastructure
23:40 Jonathan Faison and biotech investing made accessible
29:30 Eric Jackson and retail investor stock ideas
35:10 Beth Kind and the Nvidia bull case

Good and Bad Predictions
41:45 Good predictions that played out
47:30 Bad predictions and what we got wrong

The Skinny Awards
52:20 The first ever Skinny Awards begin
53:30 Best recurring game segment
55:00 Worst take or decision of the year
57:10 Stock pick of the year
58:40 Funniest on air moment
01:00:10 Fan of the year and episode of the year


#Nvidia #BethKindig #AIStocks #ArtificialIntelligence #Investing #TechStocks #Semiconductors #TheBigSkinny #biotech #MikeAlfred #EricJackson #ChrisCamillo #retailinvestor #retailinvestors

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.

Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com

- - - - - - - - - - - - - - - - - - -

New to The Big Skinny?

🖥️ Livestream Every Monday @5pm ET
The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode: https://www.youtube.com/@Lou_Basenese

👉 Follow Lou on Social Media:
Twitter: https://x.com/LouBasenese
LinkedIn: https://www.linkedin.com/in/lou-basenese-174821128/

Chapters
00:00:17 Welcome to The Big Skinny and how the show works
00:02:07 This week’s roadmap and guest preview: Beth Kindig on Nvidia to $20T
00:02:36 Headline to ignore: Google Meta chip talks and Nvidia FUD
00:04:18 Google vs Nvidia: why it’s not a zero sum game
00:06:13 The money chart: data center capex and chip demand through 2028
00:07:36 Portfolio takeaway and subscribe reminder
00:08:34 Beth Kindig joins: Nvidia to $20T by end of decade
00:11:30 TPU risk and why Nvidia GPUs still dominate
00:16:27 Other AI names plus Bitcoin positioning and risk management
00:23:27 Fed cut odds and “Google and Nvidia” explained on TV clip
00:24:16 Top 10 AI stocks not named Nvidia: Lou and the Dodman return
00:41:40 Headlines and head scratchers: bubble talk, oil, consumers, and wrap



#Nvidia #BethKindig #AIStocks #ArtificialIntelligence #Investing #TechStocks #Semiconductors #TheBigSkinny

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.

Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com

- - - - - - - - - - - - - - - - - - -

New to The Big Skinny?

🖥️ Livestream Every Monday @5pm ET
The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode: https://www.youtube.com/@Lou_Basenese

👉 Follow Lou on Social Media:
Twitter: https://x.com/LouBasenese
LinkedIn: https://www.linkedin.com/in/lou-basenese-174821128/

Chapters
00:00 Intro and today’s roadmap
02:09 Rundown: Nvidia earnings and the “one stock market” debate
04:52 AI infrastructure context and the money chart takeaway
07:53 AI bubble discussion and OpenAI funding talk
09:37 Top 10 AI stocks list performance recap
10:55 Cutting losers and portfolio changes
12:47 Adding power and data center winners
20:23 Updates on Samsara, Inodata, and Tempus AI
30:48 Interview: Public.com and AI for investors
36:12 Agentic brokerage and the future of advisors
44:12 Headlines and Head Scratchers
56:12 Market pullbacks, staying invested, and closing