The Big Skinny

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  • UPDATED WEEKLY

Lou Basenese breaks down market headlines -- and gives you actual insights into potentially massive opportunities in the stock market.

  1. FEB 13

    Pharma Battle: NVO vs. HIMS – Who’s Right?

    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.

    53 min

  2. FEB 9

    Biotech Is Back: How to Invest Without Getting Burned

    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.

    1h 4m

  3. FEB 2

    Bitcoin, Biotech & Beyond: Finding Opportunity After the Crypto Crash

    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!

    1h 3m

  4. JAN 26

    Our Top 6 Predictions for 2026 (And How to Invest in Them)

    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.

    59 min

  5. JAN 6

    12 Stocks for 2026: Top Picks from Wall Street’s Front Row

    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.

    56 min

  6. 12/15/2025

    Survey Says?! The Big Skinny Year in Review (and 2026 Preview)

    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.

    1h 4m

  7. 12/01/2025

    Chip Wars & Moonshot Math: Why NVDA at $20 Trillion Isn’t Crazy

    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.

    59 min

  8. 11/25/2025

    Not Named Nvidia: 10 AI Winners You Don’t Want to Miss

    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.

    1h 1m
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Ratings & Reviews

5
out of 5
3 Ratings

About

Lou Basenese breaks down market headlines -- and gives you actual insights into potentially massive opportunities in the stock market.

Information

  • Creator
    Launch Live Now
  • Years Active
    2025 - 2026
  • Episodes
    29
  • Rating
    Explicit
  • Copyright
    © Launch Live Now
  • Show Website
    The Big Skinny