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. 22h ago

    Micron’s Moment, Housing Warning Signs & Energy’s Next Move | Wall Street Beats Roundtable | June 24, 2026

    From LIVE Wall Street Beats June 24, 2026 show @10am  Could Micron’s earnings become the most important market event of the summer? Robert Marcin, Bob Morris, and Charlie Peabody break down the biggest stories moving Wall Street, including whether today’s AI-driven semiconductor boom resembles Cisco at the peak of the dot-com era. The team also dives into collapsing oil prices, why natural gas may offer a better opportunity than traditional energy stocks, and what lower crude prices mean for Chevron, EQT, and Expand Energy. Plus, Charlie explains why capital markets activity may be peaking, why he’s selling major bank stocks, and why homebuilder sentiment is flashing warning signs despite new housing legislation. They also discuss PayPal as a potential turnaround story, the outlook for bank buybacks and dividends, and the key earnings report that could determine where tech stocks go next. 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.

    28 min

  2. 1d ago

    Is Bitcoin Breaking? Plus Oil’s Sudden Collapse and What It Means for Investors I June 23, 2026

    From LIVE Wall Street Beats June 23, 2026 show @10am  Oil prices plunge as hopes for a U.S.-Iran agreement grow, while Wall Street weighs whether the energy trade has run its course. Steve Lamar, Bob Morris, and Kevin “Bakes” Baker discuss where oil goes next, why Chevron and natural gas remain on their watchlist, and whether recent weakness in energy stocks is creating new opportunities. The team also breaks down growing concerns around Bitcoin, key technical levels investors should be watching, outflows from crypto ETFs, and why Bakes believes sentiment may be shifting. Plus, a look at market weakness, pressure on tech leaders, and the investing discipline behind Bakes’ strict 15% stop-loss rule. 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.

    27 min

  3. Feb 26

    Blowout Earnings. Falling Stocks. Is This How Bull Markets End? I Feb 26, 2026

    Nvidia beats big. Stocks fall anyway. When great earnings stop pushing prices higher, something changes. Today’s debate gets heated: Is 2026 peak capital markets? Are banks the next shoe to drop? Is AI overcrowded? Are we transitioning from bull to bear? Where smart money is rotating globally From tech exhaustion to under-owned Europe, this episode breaks down what traders and institutions are watching right now. Don’t ignore this signal. New episodes daily covering the stock market, investing strategy, earnings season, macro trends, and sector analysis. 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 the 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 on 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.

    38 min

  4. Feb 25

    Retail Earnings, Oil at $65 & Novo vs. Lilly I Feb 25, 2026

    Today’s episode covers retail earnings, oil prices near $65, and the latest battle in obesity drugs. In this episode of Wall Street Beats, we break down: • TJX earnings and why retail guidance stays cautious • Walmart’s long-term AI advantage in distribution • The frozen housing market (Home Depot & Lowe’s) • Oil prices at $65 and U.S.–Iran negotiations • Energy stocks like EOG, Diamondback & Devon • Novo Nordisk vs. Eli Lilly in the GLP-1 drug race • Healthcare pricing and Trump’s drug policy comments We also discuss consumer sentiment, alcohol demand trends, and what changing growth narratives mean for portfolio discipline. New episodes daily covering the stock market, investing strategy, earnings season, macro trends, and sector analysis. 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 the 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 on 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.

    30 min

  5. Feb 24

    Bitcoin Breakdown & Bank Bearishness I Feb 24, 2026

    On this episode of Wall Street Beats, Ben Brey, Robert Marcin, and Kevin “Bakes” Baker break down Bitcoin’s latest slide and debate whether the worm has officially turned for crypto. The trio digs into growing concerns around financial stocks, short setups in banks, and whether PayPal could become a surprise takeover target. They also debate Microsoft vs. Bitcoin, unpack Nvidia earnings expectations, and explore whether AI infrastructure is getting dangerously crowded. From curve flattening to CapEx firehoses, this episode covers positioning, liquidity, and what might actually break next in markets. 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 the 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 on 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.

    24 min

  6. Feb 20

    Oil at $67, 50/50 Iran Strike Odds & Energy Stocks Breaking Out | Feb 20, 2026

    Oil is back in the high $60s — and the market is pricing in real geopolitical risk. On this episode of Wall Street Beats, we break down: • $6–$8 of geopolitical premium in crude • 50/50 odds of a U.S. strike on Iran by mid-March • Why $75 oil is possible — and what sends it back to $60 • Energy stocks leading the S&P (CNQ, EOG, Chevron, Exxon) • SLB and oil services upside • Natural gas at $2.99 — shoulder season vs. Europe’s 9-year low inventories • MLPs (ET, EPD, PAA, MPLX) — from buy to hold • 5G capex, edge AI, and broken growth stock setups • Supreme Court strikes down most Trump tariffs — volatility reaction live Energy is only 3% of the S&P — it doesn’t take much capital rotation to move it. If oil pushes toward $75–$80, what does that mean for the broader market? 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 the 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 on 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.

    35 min

  7. Feb 19

    AI Rerates Retail, Crypto on the Brink & Is Software in Trouble? I Feb 19, 2026

    Today on Wall Street Beats, the rotation gets real. We break down: Walmart’s AI-powered surge — Is retail about to get a full multiple rerate? Why $170B in e-commerce and smarter supply chains could change the game. Software under pressure — CrowdStrike, AI agents, shrinking seat counts… is “not that bad” actually bad? Bitcoin’s moment of truth — The critical $65K level, Robinhood rolling over, and what it means for risk assets. Markets holding up… for now — SPY, QQQ, Russell levels to watch and where money is quietly rotating. From margin expansion to smug dispatch, we connect the dots between AI, capital allocation, and what’s actually working in this market. If you care about real money, real levels, and real positioning — this one’s for you. 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 the 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 on 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.

    35 min

  8. Feb 18

    The SaaSACRE Begins: SaaS Repricing, AI Pressure & The Next Shoe to Drop I Feb 18, 2026

    A 30% wipeout in SimilarWeb. SaaS multiples compressing fast. AI reshaping margins in real time. We break down what we’re calling the SaaSACRE — the SaaS Apocalypse — and why “disappointing” earnings are quickly being repriced as existential risk. Plus: Is AI permanently lowering SaaS pricing power? Are semis next in the unwind? The power bottleneck nobody is modeling in AI capex Why GPU demand may face an air pocket This isn’t about one stock. It’s about a narrative shift. 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 the 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 on 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.

    30 min
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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
    97
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Beats Roundtable