Beats Roundtable

Welcome to Beats Roundtable ! On January 15, join David Maris, Bob Morris, and special guest Jonathan Stern, founder of @HimsHouse , as they dive deep into the latest market trends. 📈 Topics Covered: •Oil & Gas: Bob Morris breaks down the impacts of cold weather, inventory drawdowns, and tariffs on energy stocks. •Healthcare Updates: David Maris shares insights on Hallion, ZLab, GLP-1 drugs,...

In this episode of Beats Roundtable , host Ben Brey is joined by Jeff Macke and Robert Marcin to dive into the world of MLPs and energy stocks. Robert shares his top pick, Energy Transfer ($ET), highlighting its attractive valuation, strong dividend yield, and strategic positioning in the natural gas and propane markets. With insights on innovative investments like gas-fired power plants and the p...

Join Bob Morris and Charlie Peabody in this Monday Jan 13, 2025 episode of Beats Roundtable. From the devastating California wildfires and their impact on banks and credit markets, to energy sector insights with top picks like CNQ and Diamondback, Charlie and Bob break it all down. Plus, a deep dive into interest rates, housing starts, and the implications of a new presidential term on inflation a...

This week on the Beats Roundtable, Berna Barshay, Jeff Macke, David Maris, and Ben Brey dissect the week’s biggest market trends and investment opportunities. From Aritzia’s stellar retail performance and macro takeaways on inflation and commodities, to the challenges facing biotech stocks and shifting interest rates, the team explores what’s driving the market—and what it means for the weeks ahea...

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”...

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 f...

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...

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 A...

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 ve...

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...

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 inte...

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 th...

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 ana...

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 sta...

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 Sent...

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 Com...

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 resul...

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 n...

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 ke...

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...

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 acces...

🎙️ 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...

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 g...

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 (Fo...

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....