Beats Roundtable
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Episodes

Dec 11, 2024
Dec 11, 2024
29 min
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 key takeaways from the Goldman Sachs banking conference, discuss speculative biotech plays with massive upside, analyze AMD’s AI prospects, and examine the fallout from Dave & Buster’s earnings miss. Whether you’re into banking, biotech, or big-picture investing, there’s something here for everyone.
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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.

Dec 10, 2024
Dec 10, 2024
29 min
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 insurance.
•Kevin ‘Bakes’ Baker shares his technical analysis on standout stocks and provides insights into effective investment strategies.
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.

Dec 9, 2024
Dec 9, 2024
22 min
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 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.

Dec 6, 2024
Dec 6, 2024
25 min
🎙️ 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 short or a long-term buy?
•💡 High-energy stock insights and hidden gems like TATT Technologies.
🚨 Key Questions Discussed:
•Is Salesforce’s valuation too steep to chase?
•Are energy stocks poised for a rebound or further weakness?
•How should you navigate Eli Lilly’s recent moves?
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.

Dec 5, 2024
Dec 5, 2024
27 min
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 gem with zero analyst coverage.
•💊 David Maris on healthcare trends, Lilly vs. Novo, and Viking obesity drug outlook.
•💰 Charlie Peabody on Bitcoin, Powell’s stance, and why gold might shine as rates shrink.
•📉 Financial stocks and regional banks: Who’s hot and who’s not?
🌟 Special Segments:
•Hidden stock opportunities for 2024
•Crypto’s future as an asset class
•Santa Claus rally predictions for gold
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.

Dec 4, 2024
Dec 4, 2024
24 min
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 (Foot Locker) for its struggles due to reliance on $NKE (Nike) and highlights $BBW (Build-A-Bear Workshop) for its growth and resilience. Kevin “Bakes” Baker provides technical analysis on stocks like $AMZN (Amazon), $TSLA (Tesla), $NVDA (Nvidia), and $META (Meta), while cautioning against defense contractors like $GD (General Dynamics), $LMT (Lockheed Martin), and $RTX (Raytheon) in light of shifting political and budgetary dynamics.
Become a VIP Member for exclusive content and access to our pros join 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.

Dec 3, 2024
Dec 3, 2024
38 min
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.S. export dynamics, and energy company strategies.
From global currency moves to long-term natural gas potential, the discussion highlights key themes shaping the markets. Don’t miss this engaging session with Robert Marcin, Charlie Peabody, Bob Morris, and Ben Brey.
Become a VIP Member for exclusive content and access to our pros join 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.

Dec 2, 2024
Dec 2, 2024
36 min
It’s Cyber Monday, and the Beats Roundtable is diving into the biggest retail stories of the year! Moderator Ben Brey is joined by consumer analysts Berna Barshay and Jeff Macke to break down the highs and lows of Black Friday and Cyber Monday.
🎯 What’s Inside:
•The surprising resilience of the American consumer—what mall traffic and online sales reveal.
•Winners: Abercrombie, Tapestry, and Decker’s Uggs take the podium—find out why!
•Losers: J.Crew, Capri Holdings, and Peloton—what’s dragging them down?
•How weather patterns and shifting consumer habits are shaping this year’s retail landscape.
•Hot stock picks for Q4 and beyond, including Abercrombie, Chewy, and Dave & Buster’s.
•Insightful commentary on the growing role of AI in shopping (hello, Meta Shades!) and the future of retail innovation.
💡 Special Insights:
•Why top-tier malls are thriving while others struggle.
•The role of promotions like Rakuten cashback and how savvy shoppers are saving big.
•Predictions for 2024—will rate cuts unleash the next retail boom?
🛒 Whether you’re a shopper, an investor, or just curious about what makes the holiday season tick, this episode is packed with actionable insights and lively debate.
SUBSCRIBE to wallstreetbeats.com for exclusive content and 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.

Nov 27, 2024
Nov 27, 2024
34 min
Listen to the Nov 27, 2024 Beats Roundtable for a deep dive into Black Friday and Cyber Monday deals that go beyond the retail aisles. From investment opportunities to tech, travel, and unique services, discover ways to make the most of the holiday season without just hitting the stores. ! 🎙️ Join Ben Brey, Robert Marcin, Paul Meeks, and Kevin “Bakes” Baker as they unpack the latest market trends, analyze stock movements, and share bold predictions. From in-depth discussions on tech stocks, AI disruptions, and government policy impacts to high-risk, high-reward stock strategies, this episode is packed with insights for seasoned investors and curious newcomers alike.
👉 Topics Covered:
• Tech industry shakeups (Dell, NVIDIA, CrowdStrike) • Battery business insights with Elva
• Government policy’s market impact (corn subsidies, defense cuts)
• Strategies for high-risk, high-reward stock plays SUBSCRIBE to www.wallstreetbeats.com for exclusive content and 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.

Nov 20, 2024
Nov 20, 2024
36 min
Welcome to the Beats Roundtable for Wednesday, November 20, 2024. Join Berna Barshay, Jeff Macke, Russell Young, and David Maris as they dive into the latest in the stock market and top investment ideas. This episode covers the shocking $TGT earnings report, key insights into healthcare stocks like $HIMS ahead of the FDA’s GLP-1 decision, and exciting updates on emerging market movers like $ROOT Root Insurance. Catch our experts’ heated debates, market strategies, and actionable takeaways. Don’t miss it!
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