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 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. - - - - - - - - - - - - - - - - - - - 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 – The GLP-1 Pharma Battle Begins 02:15 What Started the HIMS vs Novo Nordisk Debate 05:30 IP Protection vs Personalized Medicine 09:10 Is HIMS Legally Protected Under Compounding Rules? 13:20 The Dosing Problem: Why GLP-1 Personalization Matters 18:00 Semaglutide vs Tirzepatide vs Retatrutide Explained 22:10 Why Viking Therapeutics Could Be a Game Changer 25:30 Investment Takeaway: HIMS vs Eli Lilly vs Novo Nordisk 29:00 AI Bubble or AI Revolution? 32:40 Market Rotation: Tech No Longer Driving the Bull Market 35:10 Energy Outperforming Tech – What That Means 37:20 Software Selloff: Buy the Dip or Catching a Falling Knife? 39:15 Apple AI Strategy – Smart Move or Behind the Curve? 41:30 Final Thoughts & What to Watch Next Week

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.

- - - - - - - - - - - - - - - - - - -
Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com
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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/

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CHAPTERS
- - - - - - - - - - - - - - - - - - -
00:00 Introduction – The GLP-1 Pharma Battle Begins
02:15 What Started the HIMS vs Novo Nordisk Debate
05:30 IP Protection vs Personalized Medicine
09:10 Is HIMS Legally Protected Under Compounding Rules?
13:20 The Dosing Problem: Why GLP-1 Personalization Matters
18:00 Semaglutide vs Tirzepatide vs Retatrutide Explained
22:10 Why Viking Therapeutics Could Be a Game Changer
25:30 Investment Takeaway: HIMS vs Eli Lilly vs Novo Nordisk
29:00 AI Bubble or AI Revolution?
32:40 Market Rotation: Tech No Longer Driving the Bull Market
35:10 Energy Outperforming Tech – What That Means
37:20 Software Selloff: Buy the Dip or Catching a Falling Knife?
39:15 Apple AI Strategy – Smart Move or Behind the Curve?
41:30 Final Thoughts & What to Watch Next Week

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

Sat Feb 14th, 2026

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Top 10 AI Stocks NOT Named Nvidia

Special Report to Get You to Join Us

Nothing in life is truly free—not even this juicy report: Top 10 AI Stocks NOT Named Nvidia. It’s FREE in exchange for your email. Fair trade, though—because that inbox of yours is about to be accepting some sweet deliveries. Or at least market-moving goodness with a side of sass.

The Upside

Executive Access Series

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."