In this Jan 8, 2025 episode of Beats Roundtable, David Maris moderates a dynamic discussion featuring top market experts: •Bob Morris dives into the latest on oil and gas stocks, including EXE and EQT, amid extreme cold weather and energy market shifts. •Jeff Macke unpacks Abercrombie & Fitch’s exceptional performance, retail trends, and the outlook ahead of the ICR Conference. •Kevin “Bakes” Baker analyzes technical charts, highlighting patterns for Abercrombie, Nvidia, Dell, and more. •Dav...
Jan 08, 2025•40 min•Ep. 28
In today’s episode, Paul Meeks moderates a deep-dive roundtable with Charlie Peabody, Berna Barshay, and Ben Brey, exploring key market trends and investment opportunities: •Charlie Peabody analyzes Q4’24 bank earnings, highlighting Citigroup’s upside potential, robust capital markets growth, and the impact of Trump-era deregulatory policies. •Berna Barshay unpacks ALCO, a microcap transitioning from agriculture to real estate, with significant upside for patient investors. •Ben Brey updates his...
Jan 07, 2025•30 min•Ep. 27
In this episode of Beats Roundtable , Ben Brey is joined by Kevin Baker, Jeff Macke, and Robert Marcin. Jeff dives into Canadian retail, spotlighting Aritzia’s growth potential, while Robert analyzes the semiconductor and telecom sectors, highlighting AIP and Ceragon as promising plays. Kevin explores exciting opportunities in Israeli tech and clean energy ETFs, offering a contrarian take on these markets. The team also discusses macro trends like the U.S. dollar’s potential impact on stocks and...
Jan 06, 2025•23 min•Ep. 26
Join Ben Brey, Charlie Peabody, Jeff Macke, Paul Meeks, and Kevin “Bakes” Baker on today’s electrifying episode of Beats Roundtable . The panel dives into the markets’ hottest trends and key narratives, featuring insights on Uber’s stock performance amidst autonomous driving challenges, Gap’s surprising potential for a breakout year, and the financial health of auto sales giants like Carvana and AutoNation. Charlie discusses the Fed’s tightening liquidity, its implications for global dollar shor...
Jan 03, 2025•38 min•Ep. 25
Welcome to the first Beats Roundtable of 2025! In this January 2, 2025 episode, moderator David Maris explores the latest market trends with top industry experts. Bob Morris, a seasoned oil and gas analyst, provides an in-depth analysis of $EQT and $EXE, two prominent natural gas companies poised to advantageously navigate the chilly market conditions. Discover why Weatherford caught the eye of veteran stock picker Robert Marson and understand the intricacies of their chart patterns. The episode...
Jan 02, 2025•26 min•Ep. 24
Join us for our December 30, 2024 Beats Roundtable as we dive into what is shaping up to be a "Red Monday" in the markets. Host Ben Brey is joined by Paul Meeks, Jeff Macke, and Charlie Peabody to discuss today's market downturn, share predictions for tech stocks, and explore what might be the last financial trends of the year. Paul Meeks shares his confidence in a range of tech stocks, including $AMD, Uber, and $META, while also offering caution on the hype surrounding quantum computing and hig...
Dec 30, 2024•28 min•Ep. 23
Join Paul Meeks, Charlie Peabody, Ben Brey and Kevin 'Bakes' Baker as they wrap up 2024 with hard-hitting market insights and actionable trading strategies. In this episode, our team dives into key topics shaping the financial world: 🔑 Discussion Highlights: •Shorting Palantir & Tesla: Why these stocks are under pressure and the algorithm behind the trades. •Bond Market Moves: Predicting interest rates and the asymmetric opportunities in rate futures. •Recession Watch 2025: Consumer confide...
Dec 23, 2024•26 min•Ep. 22
In this December 20th episode of Wall Street Beats, Paul Meeks, Jeff Macke, and Charlie Peabody dissect the latest market trends as we close out 2024. From Nike’s disastrous quarterly report to the state of housing and banking, we’re diving deep into what’s driving the markets and what to watch for in 2025. 📉💡 Topics Covered: •📉 Nike’s Challenges: Why Nike’s recent earnings spell trouble and the rise of competitors like On Cloud and Deckers. •🏠 Housing Market Insights: How affordability and ...
Dec 20, 2024•21 min•Ep. 21
Ben Brey dives into the key takeaways from the Fed’s recent decisions, discussions with Charlie Peabody on regional banks and deregulation, and David Maris on the healthcare sector, controversial stocks like HIMs, and much more. Topics covered: •Federal Reserve’s impact on market sentiment. •Regional banking outlook and top stock picks. •Challenges in healthcare and biotech industries. •Market analogies from the 70s and 80s. •Perspectives on inflation, oil, and global economic trends. Become a V...
Dec 19, 2024•37 min•Ep. 20
Join the Beats Roundtable as we dive into the latest market trends and investment insights. From the impact of incentives on auto sales and shifts in housing sentiment to in-depth discussions on stocks like Junior Copper Miners (COPJ), Eli Lilly (LLY), and Elme Communities (ELME), we cover it all. Tune in for sharp analysis and actionable ideas to navigate the market. Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com Dis...
Dec 18, 2024•42 min•Ep. 19
Join Nadine Terman, Bob Morris, and Ben Brey as they break down the latest market dynamics, energy sector trends, gold outlooks, and key stocks to watch. ⏱ Key Highlights: •Gold Trends: Why Ben remains bullish on gold despite short-term volatility. •Energy Fluctuations: Bob discusses natural gas, China’s demand impact, and key names like Comstock Resources (CRK), EQT, and Chesapeake. •Tesla’s Sentiment Surge: The team explores why Tesla has skyrocketed despite mixed fundamentals. •Momentum Decay...
Dec 17, 2024•20 min•Ep. 18
In this episode of Beats Roundtable , David Maris, Berna Barshay, and Jeff Macke dive into the highs and lows of the retail sector, grading some of the biggest names in the game. They explore: •Nike’s Legendary Struggles: What’s gone wrong for the sportswear giant, and can it recover? •Lululemon’s Sentiment Shift: Is the recent rally worth chasing, or is it time to take profits? •Abercrombie’s Comeback: Why this retailer is thriving while others struggle. •Petco’s Progress: Can this turnaround s...
Dec 16, 2024•39 min•Ep. 17
Join Paul Meeks, Nadine Terman, and Charlie Peabody for an in-depth look at the financial markets on this December 13, 2024 Beats Roundtable ! Today’s topics include: •Broad Market Performance: Insights on the S&P 500’s strong year-to-date performance. •Housing Sector Trends: Analysis of homebuilders, interest rates, and J.P. Morgan’s latest downgrades. •AI in Tech: Broadcom’s stellar Q4 results and the future of AI-driven revenues. •Consumer Shifts: Costco’s holiday performance and shifting...
Dec 13, 2024•30 min•Ep. 16
Join us for a deep dive into the hottest market trends, stock analysis, and investment strategies on the LIVE Beats Roundtable! 🚀 This episode covers: •Energy sector insights: What’s next for Exxon and Chevron? •Consumer stocks under pressure: LoveSac, RH, and Dave & Buster’s—where do they stand? •Big bets on Tesla, Google, and the MAG 7—what’s driving the rally? •Trading strategies: How to navigate options, dips, and market calls like a pro. 💡 Get exclusive insights from industry experts ...
Dec 12, 2024•37 min•Ep. 15
Welcome to Beats Roundtable , where the markets meet no-nonsense analysis. This Dec 11, 2024 episode is moderated by Ben Brey with insights from the sharpest minds in the game, including Paul Meeks, Robert Marcin, and Charlie Peabody, this is your go-to source for unfiltered takes on the latest market trends, big opportunities, and strategies that deliver results. In this episode, we break down key takeaways from the Goldman Sachs banking conference, discuss speculative biotech plays with massiv...
Dec 11, 2024•29 min•Ep. 14
In this Dec 10, 2024 episode of Beats Roundtable , host Berna Barshay and our panel of financial experts dive into the latest market movements and top investment ideas: •Bob Morris analyzes energy markets and the impact of Middle East developments on oil and gas prices. •David Maris breaks down the healthcare sector, including Lilly’s dividend raise, the FDA’s GLP-1 drug discussion, and trends in insurance. •Kevin ‘Bakes’ Baker shares his technical analysis on standout stocks and provides insigh...
Dec 10, 2024•29 min•Ep. 13
Start your week with Wall Street Beats! Nadine Terman hosts Jeff Macke, Robert Marcin, and Charlie Peabody as they cover banking updates from the Goldman Sachs conference, small cap opportunities, and the latest consumer trends. Learn why $C, $SKX, $PLAY, and precious metals could define your strategy this week. Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com Disclaimer: This content has been produced by Street Beats M...
Dec 09, 2024•22 min•Ep. 12
🎙️ Welcome to Beats Roundtable for December 6, 2024! Join David Maris, Paul Meeks, Kevin 'Bakes' Baker and Bob Morris as they dive into market-moving topics and expert analysis. 🔑 Today’s Highlights: •📈 Paul Meeks on Salesforce (CRM): Can AI hype justify record highs? •🛢️ Bob Morris breaks down oil and gas: OPEC cuts, demand concerns, and stock moves. •💊 Kevin Baker on Eli Lilly (LLY): Is it a short or a long-term buy? •💡 High-energy stock insights and hidden gems like TATT Technologies. �...
Dec 06, 2024•26 min•Ep. 11
Welcome to Beats Roundtable ! It’s December 5, 2024, and we’re diving into the markets with Nadine Terman, Ben Brey, David Maris, and Charlie Peabody. From unique stock ideas to Bitcoin’s role as ‘digital gold’ and Powell’s comments on cryptocurrencies, this episode covers it all. 🔑 Key Topics Covered: •📈 Ben Brey’s top stock pick: National Presto Kitchen (Ticker: NPK) – A consumer and defense gem with zero analyst coverage. •💊 David Maris on healthcare trends, Lilly vs. Novo, and Viking obes...
Dec 05, 2024•27 min•Ep. 10
In this December 4, 2024 episode of Wall Street Beats Beats Roundtable, the panel discusses the tragic assassination of $UNH (UnitedHealthcare) CEO Brian Thompson and its potential market implications. Robert Marcin analyzes $TRIP (TripAdvisor) as a potential turnaround play with its diverse business segments, including Viator and The Fork, amid declining core revenue. Jeff Macke critiques $FL (Foot Locker) for its struggles due to reliance on $NKE (Nike) and highlights $BBW (Build-A-Bear Worksh...
Dec 04, 2024•25 min•Ep. 9
Join the Wall Street Beats team for a deep dive into the latest market trends and energy insights. On this December 3, 2024 Beats Roundtable: •MLPs’ bull run: Are valuations peaking or is there room to grow? •Expand Energy & Chart Industries: LNG plays and natural gas dominance. •Macro trends: European turmoil, Fed signals, and energy markets outlook. •Oil and natural gas: OPEC’s decisions, U.S. export dynamics, and energy company strategies. From global currency moves to long-term natural g...
Dec 03, 2024•39 min•Ep. 8
It’s Cyber Monday, and the Beats Roundtable is diving into the biggest retail stories of the year! Moderator Ben Brey is joined by consumer analysts Berna Barshay and Jeff Macke to break down the highs and lows of Black Friday and Cyber Monday. 🎯 What’s Inside: •The surprising resilience of the American consumer—what mall traffic and online sales reveal. •Winners: Abercrombie, Tapestry, and Decker’s Uggs take the podium—find out why! •Losers: J.Crew, Capri Holdings, and Peloton—what’s dragging ...
Dec 02, 2024•36 min•Ep. 7
Listen to the Nov 27, 2024 Beats Roundtable for a deep dive into Black Friday and Cyber Monday deals that go beyond the retail aisles. From investment opportunities to tech, travel, and unique services, discover ways to make the most of the holiday season without just hitting the stores. ! 🎙️ Join Ben Brey, Robert Marcin, Paul Meeks, and Kevin “Bakes” Baker as they unpack the latest market trends, analyze stock movements, and share bold predictions. From in-depth discussions on tech stocks, AI ...
Nov 27, 2024•35 min•Ep. 6
Welcome to the Beats Roundtable for Wednesday, November 20, 2024. Join Berna Barshay, Jeff Macke, Russell Young, and David Maris as they dive into the latest in the stock market and top investment ideas. This episode covers the shocking $TGT earnings report, key insights into healthcare stocks like $HIMS ahead of the FDA’s GLP-1 decision, and exciting updates on emerging market movers like $ROOT Root Insurance. Catch our experts’ heated debates, market strategies, and actionable takeaways. Don’t...
Nov 20, 2024•37 min•Ep. 1
