

The Big Skinny
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Lou Basenese breaks down market headlines -- and gives you actual insights into potentially massive opportunities in the stock market.
Episodes
Mentioned books

18 snips
Nov 3, 2025 • 56min
Banking on Bullion: Gold, Oil & the Fintech Disruption You Didn’t See Coming
Rick Rule, a renowned natural-resources investor known for his contrarian views, joins fintech disruptor Frank Trotter to delve into the booming resource market. They discuss the ongoing gold rally and its potential to ignite broader commodity interest. Rick highlights the underinvestment in oil, suggesting it's a prime opportunity for investors. The duo also explores the strategic importance of rare earth metals and the innovative offerings of Battle Bank, hinting at a digital banking revolution tied to precious resources.

Oct 27, 2025 • 1h 5min
Cures, Catalysts & Comebacks
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.

Oct 13, 2025 • 1h 7min
Beyond Drill Baby Drill: Why Oil’s Next Big Move Is Up
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.

Oct 6, 2025 • 1h 2min
From Megawatts to Market Momentum: Terawulf’s Playbook and What’s Next for Biotech, Real Estate and Small Caps
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.

Sep 29, 2025 • 1h 2min
From Tesla to Bitcoin to AI: Technicals, Fundamentals & the Next Big Move
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.

Sep 15, 2025 • 1h 1min
The Fed Cut Playbook: Bitcoin, AI & Small Caps in Focus
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.

Sep 8, 2025 • 52min
Labor Pains, Earnings Gains & The Retail Revolution: What’s Next for Investors
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 higherFrom 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.

Aug 25, 2025 • 1h 3min
Nvidia’s AI Supremacy, Apple’s AI Fumble & The Death of Software Startups?
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.

Aug 18, 2025 • 60min
Turning Tech Hype, Small-Cap Pain & Crypto Mania Into Opportunity
Tech darlings. Small-cap “value plays.” Crypto moonshots. The headlines scream opportunity – but are they traps instead? This week on The Big Skinny Lou Basenese teams up with Cade Bergmann (Wolf Bitcoin), David Nicholas (Nicholas Wealth Management), and Kenny Polcari (Slatesone Wealth) to help you comfortably profit from bubbles before they pop and find real value where others see doom. This episode is a masterclass in turning today’s hype and hysteria into tomorrow’s profits. Don’t miss it!

Aug 11, 2025 • 1h 3min
AI Growth, ETF Gold Rush, and the Big Tech Balancing Act
This week on The Big Skinny, Lou Basenese is joined by Daniel Turner of PowerTheFuture.com for an unvarnished take on AI and the energy markets, as well as John Tinsman of AOT Invest to break down the strategy behind their flagship AOT Growth and Innovation ETF (AOTG). Also in the mix: AI growth and which stocks are actually delivering, perspective on Big Tech’s outsized weightings, the GLP-1 drug craze and its market impact, bulk market signals, and the key takeaways from Q2 earnings season that could shape your next trade.From portfolio pitfalls to sector surges, this episode delivers facts, forecasts, and the edge you won’t get from CNBC. Plug in and level up.


