Beats Roundtable

Join Berna Barshay, Jeff Macke, and Charlie Peabody on Wall Street Beats for a gripping February 26, 2025 breakdown of a chaotic market landscape. Jeff tackles the wild ride of consumer retail earnings, spotlighting TJ Maxx’s relentless strength, Target’s identity crisis, and a cautious consumer outlook clouded by tariff uncertainty. Berna highlights the beat-and-guide-down trend among retailers l...

Join Ben Brey, Bob Morris, and Kevin 'Bakes' Baker for a hard-hitting dive into the volatile markets as of February 25, 2025. In this episode, the trio unpacks the latest moves in energy stocks like Diamondback Energy and CNQ, debating their resilience amid oil price swings and tariff threats. Bob highlights Diamondback’s stellar earnings and efficiency gains, while Bakes cautions about chart resi...

Kick off your weekend with Ben Brey, Bob Morris, and Robert Marcin in this lively February 21, 2025 episode of Wall Street Beats. Robert dives deep into Arteris (AIP), a small-cap gem in the semiconductor IP space, spotlighting its 22% sales growth, 90% gross margins, and a game-changing AI-driven product that slashes chip design time by 90%. With a compelling valuation and potential as an acquisi...

In this episode of Beats Roundtable Wall Street Beats pros, Jeff Macke, David Maris, and Nadine Terman break down the latest retail battles, starting with Walmart’s continued dominance and its ambitious investments in automation and drone delivery. They analyze why Walmart is taking share from Target and other struggling retailers, and whether Target’s upcoming earnings report will confirm further...

In this episode of Beats Roundtable, Wall Street Beats pros Benjamin Brey, Kevin “Bakes” Baker, and Charlie Peabody dive deep into the housing market’s weakening trends. They analyze key data on homebuilder sentiment, mortgage applications, and affordability, revealing signs of a slowdown. The team discusses potential short opportunities in housing-related stocks like Home Depot, homebuilders, and...

In this episode Beats Roundtable, Wall Street Beats pros David Maris, Robert Marcin, and Charlie Peabody dive into key market trends, covering the latest developments in banking, biotech, and retail. They discuss sluggish bank fundamentals, Wells Fargo’s growth strategy, Citi’s valuation boost, and Goldman Sachs’ risk exposure. Plus, insights on biotech movers like Ultragenyx and Teva, along with...

In this episode of Beats Roundtable, Wall Street Beats Pros, Jeff Macke, Bob Morris, and Kevin “Bakes” Baker analyze the latest energy market shakeups, including Trump’s rumored meeting with Putin in Saudi Arabia and its potential impact on oil prices. They break down why investors should be cautious on energy stocks and highlight opportunities in natural gas pipelines, including Kinder Morgan, En...

In this episode of Beats Roundtable, Wall Street Beats pros Nadine Terman, Charlie Peabody, and Ben Brey break down the market’s reaction to a hot CPI print, discuss the housing market’s affordability crisis, and analyze Zillow’s disappointing guidance. They also dive into Citi’s Banamex spinoff and its long-term impact, the state of private equity and banking liquidity risks, and the shifting mac...

In this episode of Beats Roundtable, Wall Street Beats pros Berna Barshay, Robert Marcin, and Kevin “Bakes” Baker tackle some of the biggest moves in the market. They analyze Skechers’ post-earnings selloff and debate whether the stock’s dip below $60 is a buying opportunity or a warning sign. The team also dives into the gold rally, with Bakes breaking down why miners are outperforming bullion an...

In this episode of Beats Roundtable, Wall Street Beats pros Ben Brey, Jeff Macke, and David Maris analyze the market dominance of Walmart and Costco, questioning whether their high valuations can be sustained. They discuss Walmart’s growing investments in tech, advertising, and third-party sales, while evaluating Costco’s relentless growth. The team also dives into Super Bowl ads, including the im...

In this episode of Beats Roundtable Wall Street Beats pros, Steve Lamar, Robert Marcin, and Charlie Peabody dive into key market trends, starting with the potential losses banks face from jumbo mortgages tied to the LA fires. They discuss the timing of potential write-offs, the impact on credit card defaults, and broader risks to financials. Robert provides an in-depth take on Skechers’ earnings,...

In this episode of Beats Roundtable, Wall Street Beats pros Ben Brey, Charlie Peabody, and Bob Morris tackle key market trends, starting with the struggles of companies reliant on financing, including Harley-Davidson’s earnings miss and weak guidance. They discuss the continued bull case for gold, highlighting junior miners like Equinox Gold (EQX), and analyze upcoming banking conferences that cou...

In this episode of Beats Roundtable, Wall Street Beats pros David Maris, Jeff Macke, and Kevin “Bakes” Baker dive into key market movers. They break down Peloton’s turnaround potential ahead of earnings, discussing cost-cutting measures, subscriber trends, and whether the new CEO can drive a successful rebound. The team also tackles Amazon’s unstoppable retail dominance and the impact of tariffs,...

In this episode of Beats Roundtable, Wall Street Beats pros Robert Marston, David Maris, and Nadine dive into key investment opportunities and market risks. They discuss Select Water Solutions (WTTR), a company at the intersection of energy and water recycling, and explore how its business model could benefit from increased production and regulatory shifts. The team also covers the latest in healt...

It’s another red Monday in the markets, and we’re breaking it all down with insights from Ben Brey, Charlie Peabody, and Bob Morris. 📉 Key Market Topics: •Gold Surge: Charlie Peabody shares why he’s been buying gold since December and why it’s heading to $3,000. • Bitcoin & Crypto Warning: Could a 50% drop be on the horizon? •Housing Market Concerns: Are we headed toward a housing crash? Char...

Join Berna Barshay, Bob Morris, and Ben Brey as they break down the latest stock market trends and trading strategies. 📉 Energy Stocks Watchlist: Bob dives into the latest moves in natural gas and oil plays—what’s next for investors? 💡 Tech Breakdown: Is Nvidia and the Mega 7 losing momentum? Ben explains the risks ahead. 📊 Volatility Playbook: Ben’s Iron Condor trade—how to profit in a choppy,...

Wall Street Beats is back—despite the flu! 🤒 Join David Maris, Berna Barshay, and Kevin “Bakes” Baker as they break down the latest market moves: 📈 Berna’s Big Bet: A deep dive into Domino’s China (PCD 1405)—can fast pizza conquer the Chinese market? 💰 Nvidia Shocker: Kevin analyzes the chart—has the AI giant peaked? 💊 Biotech Watchlist: David shares insights on Teva’s earnings and a rising Ch...

Join us for today’s Beats Roundtable where Nadine Terman, Robert Marcin, and Ben Brey dive into the most intriguing market trends and opportunities: •Robert Marcin discusses trims on $KRMD and $TATT, plus adds on $SIMO. •Ben Brey analyzes yesterday’s unprecedented market action, where the Advance-Decline Index posted a rare positive reading despite the S&P 500 falling 1.5%. •A hot take on shor...

In this episode, Ben Brey is joined by Bob Morris and Charlie Peabody to discuss the current state of the energy market amidst significant political influence from Trump. The conversation begins with an analysis of how the IPP has significantly declined, triggering uncertainties in financial investments in the energy sector. Charlie delves into the potential geopolitical impacts of a peace agreeme...

🚨 Missed the Wall Street Beats Roundtable? Catch up on the key moments from this must-watch discussion as Ben Brey, Robert Marcin, and Kevin “Bakes” Baker dive deep into: ✅ American Eagle Outfitters (AEO): Why Robert believes this undervalued gem could double ✅ The names you should be holding, shorting, or selling right now ✅ Gold at all-time highs—why it’s still a strong buy ✅ Key technical...

In this episode of Beats Roundtable, Berna Barshay leads a dynamic discussion on Thursday, January 23rd, with Wall Street Beats Pros Ben Brey and Charlie Peabody. Ben presents a fresh perspective on Anheuser-Busch's strategic moves, drawing parallels to previously successful trades in the tobacco sector. He highlights the company's efforts to navigate market challenges amidst European economic hea...

In this episode of Beats Roundtable (January 22, 2025), Wall Street Beats Pros David Maris, Bob Morris, and Kevin 'Bakes' Baker explore key market trends and actionable stock insights: •Oil & Gas Boom: What the president’s “Drill Baby Drill” initiative and Stargate project mean for $WMB (Williams Companies), $KMI (Kinder Morgan), $ET (Energy Transfer), and $PAA (Plains All American). •Healthca...

Welcome to the January 21st episode with Wall Street Beats Pros, Charlie Peabody, Berna Barshay, and Jeff Macke, and moderator Nadine Terman. In today’s episode, Charlie Peabody delves into the recent earnings reports from major banks, highlighting their performance and market reactions. Discover the dynamics between large-cap banks JPMorgan Chase $JPM, Citigroup $C, Morgan Stanley $MS and regiona...

In this episode of Beats Roundtable , Ben Brey sits down with energy expert Bob Morris and special guest Macro Strategist Craig Shapiro of the Bear Traps Report to delve into the ramifications of potential U.S. tariffs on Canadian crude oil imports under the Trump administration. As the market braces for potential changes, the discussion focuses on the implications for top Canadian oil producer $C...

In this Jan 16, 2025 episode of Beats Roundtable, Ben Brey, Jeff Macke, and David Maris tackle the latest market moves and industry insights: •Target’s Blues: Jeff shares his candid take on Target’s struggles with declining margins, management woes, and their uphill battle to stay relevant against Walmart and Costco. •Eli Lilly & GLP-1 Hype: David examines the obesity drug market, Lilly’s guid...