The Big Skinny

Welcome to the SportsCenter of Financial News

At The Big Skinny, we cover stocks, the economy, and all things money — with less jargon, more bite, and absolutely ALL FILLING, 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.

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National Media Coverage

Lou gets around more than a meme stock on Reddit.

Lou doesn’t chase the spotlight. It just keeps showing up. Fox Business, Fox News, Yahoo! Finance – when markets move, you’ll find Lou in the chair. It’s not just airtime, it’s influence. And it’s hard to ignore someone who knows how to turn a segment into a soundbite people remember.

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The Big Skinny Live

Mondays @ 5PM EST

The Big Skinny LIVE isn’t just another finance podcast—it’s where Main Street gets a one-up on Wall Street. Hosted by Lou Basenese, with his no-nonsense sidekick Dodd, we cut through the noise to spotlight the headlines, charts and investments that matter most (or least). And we bring on sharp market guests who actually say something meaningful and share their best stock picks. It’s fast, smart, and built for anyone who wants to stay informed without dozing off. Forget the fluff and follow the money — with a little sarcasm on the side.

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Latest Episode
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. - - - - - - - - - - - - - - - - - - - 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 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

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.

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

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YouTube Video UExLT2djMjVoa0d1dENhRkZhSkJpRXhFMTZiWUxtTXJ0dy4xOTEzQzhBQzU3MDNDNjcz

Biotech Is Back: How to Invest Without Getting Burned

Tue Feb 10th, 2026

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This Virtual Company Showcase will give investors rare, front-row access to six select small cap companies per quarter. This includes direct, no-spin conversations with the key executives running the show, live Q&A sessions with Key Opinion Leaders, plus a succinct rundown on the investment opportunity. No PR puff. No filler. Just the access and substance serious investors want.

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Austin Wynn
Austin Wynn
CEO + Founder - The Investing Authority
“Lou Basenese just created the SportsCenter of financial news.”
Marc Lichtenfeld
Marc Lichtenfeld
Chief Income Strategist - The Oxford Club
“This is the best investing show I’ve seen in a long time.”
Gene Mack
Gene Mack
CEO - Gain Therapautics
“This is way more fun than most of these [media] spots that I do.”
Neil Cavuto
Neil Cavuto
Broadcaster, Journalist, Commentator
“I love having Lou Basenese come by. But it’s a love hate relationship cause he’s a young guy, he’s really gifted at this stuff and he can explain it in plain English in ways I cannot."