The Big Skinny

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 higher

From 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.