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The Big Skinny

Launch Live Now
Artificial Intelligence
Nvidia
Oil
Bitcoin
Energy
Biotech
Alphabet
Oil and Gas Industry
Biotechnology
Etfs
Semiconductors
Small Cap Stocks
AI Stocks
Personalized Medicine
Tariffs
Active Etfs
Terawulf
MAG 7
AI Compute / Artificial Intelligence
Novo Nordisk

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

PublishesTwice monthlyEpisodes42Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Latest Episodes

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 wh... more

Mag 7 lag, Meta’s AI cloud questions, biotech breakout signals, and the return of broader market leadership — that’s the point of this episode of The Big Skinny.

Lou Basenese explains why investors shouldn’t bemoan the fact that the Mag 7 are laggin... more

Chip bubble calls, AI demand denial, semiconductor selloffs, prediction market hype, and the tippy-top trap. Lou Basenese takes on the insane idea that we’re already near the end of the AI chip cycle – when the world has never seen a technology deman... more

Too many ETF tickers, too little time. There are officially more ETFs than publicly traded stocks in the U.S., and no normal investor has the time — or the stomach — to sort through thousands of products that all claim to be the answer. That’s the se... more

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Recent Guests

Kevin Warsh
Former Fed governor, discussed as a potential next Fed chair
Federal Reserve
Episode: Did We Nail It? Revisiting Our Top 6 Stock Predictions for 2026
Louis Ruggiero
LJ, interview guest on prediction markets and addiction recovery
Independent commentator
Episode: Buy Every Chip Stock Dip: The AI Top Isn’t Close
Phil Rosen
Chief Market Strategist, ProCap Financial
ProCap Financial
Episode: Buy Every Chip Stock Dip: The AI Top Isn’t Close
Dan Newman
Friend of the show, referenced in segment
Episode: Buy Every Chip Stock Dip: The AI Top Isn’t Close
Keith Fitz-Gerald
Portfolio manager and co-creator of the Fitz ETF
Nicholas Wealth Management / Fitz ETF
Episode: ETFs Gone Wild: How to Find the Few Worth Owning
David Nicholas
President of Nicholas Wealth Management, ETF innovator
Nicholas Wealth Management
Episode: ETFs Gone Wild: How to Find the Few Worth Owning
Josh Schafer
Barron's Investor Circle newsletter editor; Barron's reporter
Barron's
Episode: Biotech Breakthroughs, GPUs & the Great SpaceX IPO Temptation
Gene Mack
CEO of Gain Therapeutics
Gain Therapeutics
Episode: Biotech Breakthroughs, GPUs & the Great SpaceX IPO Temptation
Bob Elliott
CIO of Unlimited Funds
Unlimited Funds
Episode: Sorry, Bubble Bears: Big Tech Just Proved the Bulls Right

Host

Lou Basenese
Host of The Big Skinny; leads market-focused discussions and investment ideas.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#36
Belgium/Business/Investing
Apple Podcasts
#118
Belgium/Business

Talking Points

Recent interactions between the hosts and their guests.

Buy Every Chip Stock Dip: The AI Top Isn’t Close
Q: What warning about prediction markets did LJ illustrate with his interview and personal story?
LJ discussed the risks of prediction markets, including insider trading allegations and scams, using his experiences and the WSJ exposé on Polymarket to illustrate how such platforms can mislead investors and pose systemic risks.
Buy Every Chip Stock Dip: The AI Top Isn’t Close
Q: What early Korean ETF play did Phil Rosen highlight for exposure to primary chip suppliers?
Phil revealed an early move into a Korean ETF that holds significant positions in Samsung and SK Hynix, providing exposure to leading chip suppliers without US-listed stock exposure, which the hosts frame as a smart diversification move.
Buy Every Chip Stock Dip: The AI Top Isn’t Close
Q: What headline does Phil think is most misleading about Micron and the AI rally?
Phil pointed to Yahoo Finance's overblown take on Micron being overvalued, arguing that earnings growth has been strong enough to justify current prices and that the stock remains attractively valued rather than overvalued.
Biotech Breakthroughs, GPUs & the Great SpaceX IPO Temptation
Q: Gene, how should investors balance biotech catalysts with the regulatory timeline and funding risks in phase two trials?
Gene emphasizes that data durability and biomarker validation are key; while regulatory delays happen, having alternate data streams, such as international sites like Australia, and a clear phase two design with potential placebo controls can sustain investor confidence.
Biotech Breakthroughs, GPUs & the Great SpaceX IPO Temptation
Q: Josh, what's your view on whether the AI trade can continue to power large-cap gains without a sustained earnings reset?
Josh argues that while AI exposure, especially in semis like NVIDIA and Micron, remains the core growth driver, investors should watch for earnings momentum and the rate of change rather than chasing high fliers with stretched valuations; the narrative still supports upside if earnings growth remains robust.

Audience Metrics

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Frequently Asked Questions About The Big Skinny

What is The Big Skinny about and what kind of topics does it cover?

This show blends macro market storytelling with practical, data-driven investing ideas across technology, AI, energy, biotech, and fintech. Episodes frequently examine how mega-cap tech narratives intersect with rotations into value plays, the latest in AI infrastructure, and sector-specific catalysts like oil dynamics, biotech breakthroughs, and GPU versus AI-chip differentiation. A recurring thread is challenging mainstream headlines with contrarian theses, offering listeners tactical strategies such as strategic ETF allocations, selective stock ideas, and risk-aware portfolio framing. Noteworthy is the frequent inclusion of high-profile investors, analysts, and operators who bring real-world experience and concrete opportunity signals, o... more

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Which podcasts are similar to The Big Skinny?

These podcasts share a similar audience with The Big Skinny:

1. Dumb Money Live
2. RiskReversal Pod
3. The Pomp Podcast
4. Macro Voices
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The Big Skinny are there?

The Big Skinny launched a year ago and published 42 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Big Skinny?

Recent guests on The Big Skinny include:

1. Kevin Warsh
2. Louis Ruggiero
3. Phil Rosen
4. Dan Newman
5. Keith Fitz-Gerald
6. David Nicholas
7. Josh Schafer
8. Gene Mack

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