Beats Roundtable

Wall Street Beats
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Want the investing edge before the Street even starts talking? Wall Street Beats brings you daily off-the-beaten-path stock picks and bold insights first. WallStreetBeats.com—Where smart investors go first.

  1. 1h ago

    The AI Stock Bloodbath Is Here I July 16, 2026

    From LIVE Wall Street Beats July 16, 2026 show @10am ET Semiconductor stocks are getting crushed—and Robert Marcin says it was inevitable. Why he believes the AI chip bubble became dangerously overvalued, the two semiconductor stocks he’s still holding, Amazon’s blockbuster battery deal, and why PayPal could be at the center of a major takeover battle. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

  2. 3d ago

    Is the AI Boom Running on Hype? Plus: Bank Earnings Could Change Everything | July 13, 2026

    From LIVE Wall Street Beats July 13, 2026 show @10am ET The AI trade may be hitting a turning point—and this week’s bank earnings could decide what happens next. On this episode of Wall Street Beats, Ben Brey explains why the biggest risk to AI isn’t the technology—it’s the economics. As companies pour billions into AI, the real question becomes whether anyone can generate enough return to justify the spending. If the ROI doesn’t materialize, today’s hottest AI trades could face a painful reality check. Meanwhile, Charlie Peabody previews one of the most important bank earnings seasons in years. He expects blockbuster results—but warns investors may be looking at peak earnings, with slowing momentum, deposit pressures, and a shifting economy all threatening the outlook. David Maris also highlights a biotech name that’s quietly outperforming the market. He explains why Incyte has climbed despite a looming patent cliff, what Wall Street may be missing, and why its pipeline could make it one of healthcare’s most intriguing stories. If AI expectations are too high, banks are peaking, and biotech is quietly gaining momentum, where should investors be looking next? Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

  3. Jul 10

    The Smart Money Is Quietly Rotating… Here’s Where Wall Street Is Buying Now | July 9, 2026

    From LIVE Wall Street Beats July 9, 2026 show @10am ET AI isn’t the only game in town anymore. So where is smart money moving next? On this episode of Wall Street Beats, the team explores the sectors quietly outperforming while the biggest tech names take a breather. Jeff Macke explains why he’s finding opportunities in consumer stocks that Wall Street has overlooked, while Robert Marcin shares one healthcare company he believes could compound for years and teases a fascinating defense stock tied to one of the world’s most sophisticated intelligence operations. David Maris also revisits his bullish thesis on Teladoc, explaining why the company’s looming debt maturity may not be the disaster investors fear and why he still believes the turnaround story is intact. From healthcare and golf to Crocs, Yeti, and retail winners, this episode is all about finding opportunities where everyone else isn’t looking—and why patience may be the best investing strategy this summer. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

  4. Jul 9

    The AI Trade Is Cracking… Is the Market's Biggest Bubble About to Burst? | July 8, 2026

    From LIVE Wall Street Beats July 8, 2026 show @10am ET Is the AI trade finally running out of steam? Are bank earnings about to disappoint? And is Wall Street chasing an earnings bubble instead of real growth? On this episode of Wall Street Beats, the team breaks down the growing signs that money is rotating out of AI and semiconductors, why bank earnings may look great on the surface but disappoint on guidance, and where investors should be looking instead. Charlie Peabody explains why he's becoming more defensive despite strong bank fundamentals, Kevin "Bakes" Baker reveals why he's selling winners, raising cash, and warning that semiconductors are showing signs of distribution, while Ben Brey argues today's market isn't just a stock bubble—it's an earnings bubble fueled by massive AI spending that may not be sustainable. As Wall Street braces for earnings season, the team discusses why utilities, real estate, and healthcare may be emerging as the next winners while the market's biggest trade begins to lose momentum. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

  5. Jul 7

    AI Bubble or Biggest Opportunity Yet? | July 6, 2026

    From LIVE Wall Street Beats July 6, 2026 show @10am ET Is the AI trade becoming dangerously overcrowded? Is healthcare about to take the lead? And could investors be repeating one of history’s biggest market mistakes? On this episode of Wall Street Beats, Ben Brey explains why today’s AI boom reminds him of the British Railway Mania—one of the greatest speculative bubbles ever—and why revolutionary technology doesn’t always produce winning investments. David Maris makes the case that healthcare and biotech may be the market’s most overlooked opportunities heading into earnings season. He breaks down the latest on GLP-1 drugs, HIMS, Teladoc, and the surge in biotech acquisitions, while explaining why smart money may already be rotating beneath the surface. As earnings season approaches, the team discusses where capital is flowing, what investors may be missing, and the biggest risks—and opportunities—that could shape the second half of the year. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

  6. Jul 2

    Bitcoin Headed to ZERO? Nike’s Collapse Gets Worse & Walmart’s Warning Signal | July 1, 2026

    From LIVE Wall Street Beats July 1, 2026 show @10am ET Is Bitcoin about to unravel? Is Nike becoming the next retail disaster? And why is Walmart suddenly flashing warning signs? This episode of Wall Street Beats tackles three of the market’s biggest debates. Kevin “Bakes” Baker explains why he believes Bitcoin could be on the verge of a much bigger breakdown—and why he says the downside could be far greater than most investors expect. Jeff Macke doesn’t hold back on Nike, arguing the turnaround story is falling apart and explaining why investors should still stay away. Plus, the team breaks down Walmart’s surprising technical weakness, what it says about the market, and where opportunity may finally emerge. Topics include: -Is Bitcoin’s next move lower? -The key levels Bakes says could trigger a major selloff -Why Jeff Macke says Nike still isn’t a buy -Walmart’s chart just broke—here’s what it means -The technical signals investors shouldn’t ignore Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

  7. Jun 30

    Banks at a Turning Point? Private Credit Risks, Oil Outlook & the Fed Debate | June 29, 2026

    Recorded June 29, 2026. Are bank stocks nearing a peak? Is private credit the next major risk to financial markets? Ben Brey, Charlie Peabody, and Bob Morris break down the biggest macro themes heading into earnings season, including why Charlie believes banks may be approaching a turning point despite strong quarterly results. The team also discusses growing concerns surrounding private credit, rising redemption requests, widening credit spreads, and why some alternative investment products could resemble the complex financial structures that preceded past market crises. Plus, they examine what to expect from the major banks this earnings season, the outlook for interest rates, and whether the market is underestimating risks building beneath the surface. On the energy front, Bob Morris explains why he believes oil has likely found a bottom near $70, why hedge funds remain heavily short crude, what ongoing negotiations with Iran could mean for energy prices, and why natural gas names like EQT and Expand Energy remain among his favorite long-term opportunities. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

  8. Jun 26

    Bitcoin’s Breaking Point? Retail Stocks Surge While AI Steals the Spotlight | June 25, 2026

    From LIVE Wall Street Beats June 25, 2026 show @10am  Is Bitcoin running out of buyers? Steve Lamar, Jeff Macke, and Ben Brey debate whether Michael Saylor’s Bitcoin strategy has finally reached a breaking point, why AI has stolen crypto’s momentum, and what could happen if Bitcoin’s biggest supporter is forced to sell. The conversation also explores why overlooked retail stocks may be one of Wall Street’s best opportunities. Jeff explains why he’s bullish on names like Macy’s, Abercrombie, Target, Williams-Sonoma, IMAX, and Victoria’s Secret, while warning investors to stay away from meme stock mania despite Wendy’s surprising surge. Plus, the team discusses whether the “K-shaped consumer” narrative is wrong, where real spending is happening, why low valuation stocks may offer the best risk/reward in today’s market, and what investors should be watching as the AI trade matures. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

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About

Want the investing edge before the Street even starts talking? Wall Street Beats brings you daily off-the-beaten-path stock picks and bold insights first. WallStreetBeats.com—Where smart investors go first.

Information

  • Creator
    Wall Street Beats
  • Years Active
    2024 - 2026
  • Episodes
    100
  • Rating
    Explicit
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Beats Roundtable