Beats Roundtable

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 also delves into the intertwining roles of AI and energy in shaping future demand, with analysts forecasting a significant uptick in natural gas utilization for data centers. As the discussion progresses, engage with Kevin Baker's technical evaluation of the energy domain and gain an understanding of the potential impacts of notable climatic shifts on stock movements.
Wrapping up, David mentions a massive 88% drop in Nomura Therapeutics’s share price following negative data, challenging perceptions of biotech stability. 
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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.

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 highlighting potential shorts like Rigetti. Meanwhile, Jeff Macke talks about identifying bottoming opportunities in retail stocks like Stitch Fix, emphasizing the shift in post-pandemic market dynamics.
Charlie Peabody rounds out the discussion with an analysis of home sales, auto inventory challenges, and the potential impact of financial regulations under the new administration. Charlie also discusses the bank stocks and how regulatory changes could play a significant role in their future performance.
Tune in to hear their insights and strategies for navigating a possibly tumultuous 2025, as Paul, Jeff, and Charlie navigate the highs and lows of today's market environment. Happy New Year to all our listeners!
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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.

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 confidence trends and early warning signs of economic slowdown.
•Winnebago Earnings Analysis: RV market struggles, missed expectations, and competitive pressures.
•Technical Trends: Why Eli Lilly might have peaked and opportunities in natural gas and healthcare.
•Global Economy Snapshot: The impact of crumbling international markets on U.S. policies.
💡 Our Panel:
•Paul Meeks: Moderator and tech markets expert.
•Ben Brey: Algo-driven strategist.
•Charlie Peabody: Macro trends specialist.
•Kevin 'Bakes' Baker: Technical analysis pro.
🔥 Don’t miss:
Actionable insights on energy, housing, and undervalued sectors as we head into 2025. Plus, reflections on what the future holds for the S&P 500 earnings and stock multiples.
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 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.
 

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 rising rates could stall new and existing home sales in the spring.
•📈 Banking Sector Opportunities: Regional banks under pressure and why Citi and M&T Bank might be worth a closer look.
•📊 Market Predictions for 2025: PCE data, inflation expectations, and what it means for stocks and the Fed.
•🎄 Holiday Market Moves: Final trading sessions of 2024 and strategies to consider.
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 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.
 

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 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 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.
 

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
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.

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: Insights into NVIDIA, short-selling considerations, and shifting market trends.
📊 Stocks Discussed:
•Natural Gas: Comstock Resources (CRK), EQT, Range Resources, C&Q, Chesapeake.
•Retail Pharmacy: CVS and Walgreens vs. Walmart.
•Gold: Long-term holding strategies.
🎯 Takeaways:
•Key opportunities for investors in energy, gold, and speculative market trends.
•Potential short and long plays for 2024 and beyond.
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 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.

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 story continue to deliver?
•Holiday Spending Trends: Insights into consumer behavior and its impact on retail stocks.
Plus, the team grades the businesses and valuations of top retail brands and discusses whether now is the time to buy, sell, or hold. Tune in for expert takes, actionable strategies, and a few laughs along the way!
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 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.

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 spending trends.
•Banking Momentum: Updates from the Goldman Sachs Banking Conference and Citigroup’s standout potential.
•Gold Stocks & Predictions: Opportunities in gold and silver investments as inflation impacts markets.
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 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.

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 Ben Brey, Jeff Macke, Bob Morris, and Kevin “Bakes” Baker. Don’t miss this power-packed episode to level up your investing game!
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 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.