# Apple vs. Amazon, Nike vs. Lululemon, Bessent vs. Bond Yields | Cabot Street Check

Page: https://stenobird.com/podcast/cabot-street-check-6328253/apple-vs-amazon-nike-vs-lululemon-bessent-vs-bond-yields-cabot-street-check
Text version: https://stenobird.com/podcast/cabot-street-check-6328253/apple-vs-amazon-nike-vs-lululemon-bessent-vs-bond-yields-cabot-street-check.md
Podcast: [Cabot Street Check](https://stenobird.com/podcast/cabot-street-check-6328253)
Published: 2026-08-21T19:36:59+00:00
Episode link: https://streetcheckaudio.podbean.com/e/apple-vs-amazon-nike-vs-lululemon-bessent-vs-bond-yields-cabot-street-check/
Audio file: https://mcdn.podbean.com/mf/web/q8dfj4ivu3eaj96p/Cabot_Street_Check6ckd1.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/cabot-street-check-6328253/episodes/apple-vs-amazon-nike-vs-lululemon-bessent-vs-bond-yields-cabot-street-check
Duration seconds: 2598

## Resource

This week on Street Check, Chris makes the case for stocks topping out until Q4, and then he and Brad discuss Treasury intervention and whether bond yields are a problem for the markets, bitcoin and gold having big weeks on a weaker dollar, and the massive move by Moderna (MRNA) on cancer vaccine trials. Then, they debate biotechs vs. semiconductors, Apple (AAPL) vs. Amazon (AMZN), Nike (NKE) vs. lululemon (LULU) and Walmart (WMT) vs. Target (TGT). For more information on this week’s offer, visit cabotwealth.com/street.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/cabot-street-check-6328253/episodes/apple-vs-amazon-nike-vs-lululemon-bessent-vs-bond-yields-cabot-street-check/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/cabot-street-check-6328253/apple-vs-amazon-nike-vs-lululemon-bessent-vs-bond-yields-cabot-street-check.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.