Beats Roundtable

Walmart vs. Costco: Retail Giants at a Crossroads I Feb 10, 2025

In this episode of Beats Roundtable, Wall Street Beats pros Ben Brey, Jeff Macke, and David Maris analyze the market dominance of Walmart and Costco, questioning whether their high valuations can be sustained. They discuss Walmart’s growing investments in tech, advertising, and third-party sales, while evaluating Costco’s relentless growth. The team also dives into Super Bowl ads, including the impact of controversial healthcare marketing and Pfizer’s emotional campaign. Plus, insights on biotech’s surprising resurgence, McDonald’s China stabilization, and why investors should keep an eye on international opportunities.

Financial Fallout: The Aftermath of the LA Fires I Feb 7, 2025

In this episode of Beats Roundtable Wall Street Beats pros, Steve Lamar, Robert Marcin, and Charlie Peabody dive into key market trends, starting with the potential losses banks face from jumbo mortgages tied to the LA fires. They discuss the timing of potential write-offs, the impact on credit card defaults, and broader risks to financials. Robert provides an in-depth take on Skechers’ earnings, its valuation challenges, and long-term growth potential, while also sharing insights into a high-risk, high-reward lithium battery stock. Plus, key investment plays and market sentiment heading into the weekend.

Wall Street Insights: Navigating Gold and Market Challenges I Feb 6, 2025

In this episode of Beats Roundtable, Wall Street Beats pros Ben Brey, Charlie Peabody, and Bob Morris tackle key market trends, starting with the struggles of companies reliant on financing, including Harley-Davidson’s earnings miss and weak guidance. They discuss the continued bull case for gold, highlighting junior miners like Equinox Gold (EQX), and analyze upcoming banking conferences that could impact market sentiment. Plus, the team breaks down the implications of lower interest rates, potential energy policy shifts, and the outlook for oil prices under a Trump administration.

Peloton’s Comeback, Amazon’s Dominance, and the Psychedelic Stock Boom I Feb 5, 2025

In this episode of Beats Roundtable, Wall Street Beats pros David Maris, Jeff Macke, and Kevin “Bakes” Baker dive into key market movers. They break down Peloton’s turnaround potential ahead of earnings, discussing cost-cutting measures, subscriber trends, and whether the new CEO can drive a successful rebound. The team also tackles Amazon’s unstoppable retail dominance and the impact of tariffs, plus insights into Nvidia’s recent technical weakness and the broader AI stock pullback. Finally, they explore the rising momentum in psychedelic stocks, evaluating the PSIL ETF and the growing legitimacy of psychedelic therapies. A packed episode full of investment insights and bold predictions!

Energy, Water, and Healthcare—Big Bets and Bigger Risks I Feb 4, 2025

In this episode of Beats Roundtable, Wall Street Beats pros Robert Marston, David Maris, and Nadine dive into key investment opportunities and market risks. They discuss Select Water Solutions (WTTR), a company at the intersection of energy and water recycling, and explore how its business model could benefit from increased production and regulatory shifts. The team also covers the latest in healthcare, including Merck’s disappointing guidance and the controversy surrounding GLP-1 weight-loss drugs. Plus, insights on biotech plays, short opportunities in Bausch Health, and why investors should focus on data over narrative.

Gold vs. Crypto & Energy Plays | Feb 3, 2025

It’s another red Monday in the markets, and we’re breaking it all down with insights from Ben Brey, Charlie Peabody, and Bob Morris.
📉 Key Market Topics:
•Gold Surge: Charlie Peabody shares why he’s been buying gold since December and why it’s heading to $3,000.
• Bitcoin & Crypto Warning: Could a 50% drop be on the horizon?
•Housing Market Concerns: Are we headed toward a housing crash? Charlie dives into affordability issues and homebuilder struggles.
•Energy Plays: Bob Morris discusses the impact of tariffs on Canadian energy, his top stock picks, and why CNQ is a buy under $30.
•Bank Stocks & Yield Curve: How a bear flattener could put pressure on regional banks and where to find opportunities.
•Pipeline & Offshore Drilling Stocks: What deregulation means for energy infrastructure and which pipeline stocks are worth watching.
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Gas Stocks, Nvidia’s Fate & Volatility Strategies I Jan 30, 2025

Join Berna Barshay, Bob Morris, and Ben Brey as they break down the latest stock market trends and trading strategies.
📉 Energy Stocks Watchlist: Bob dives into the latest moves in natural gas and oil plays—what’s next for investors?
💡 Tech Breakdown: Is Nvidia and the Mega 7 losing momentum? Ben explains the risks ahead.
📊 Volatility Playbook: Ben’s Iron Condor trade—how to profit in a choppy, range-bound market.
🚀 Restaurant Comebacks? Berna discusses Brinker & Texas Roadhouse’s surprising stock surge.
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Exploring China’s Domino’s and the Impact of NVIDIA’s Market Shake-Up I Jan 29, 2025

Wall Street Beats is back—despite the flu! 🤒 Join David Maris, Berna Barshay, and Kevin “Bakes” Baker as they break down the latest market moves:
📈 Berna’s Big Bet: A deep dive into Domino’s China (PCD 1405)—can fast pizza conquer the Chinese market?
💰 Nvidia Shocker: Kevin analyzes the chart—has the AI giant peaked?
💊 Biotech Watchlist: David shares insights on Teva’s earnings and a rising China-U.S. biotech play (ZLab).
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$AAPL’s Surge and Short Opportunities I Jan 28, 2025

Join us for today’s Beats Roundtable where Nadine Terman, Robert Marcin, and Ben Brey dive into the most intriguing market trends and opportunities:
•Robert Marcin discusses trims on $KRMD and $TATT, plus adds on $SIMO.
•Ben Brey analyzes yesterday’s unprecedented market action, where the Advance-Decline Index posted a rare positive reading despite the S&P 500 falling 1.5%.
•A hot take on shorting Apple ($AAPL) after its sharp 9% rally.
We also cover consumer sentiment, economic downshifts, and how to navigate this market with long and short positions.
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Energy Markets in Flux: Navigating Trump’s Influence I Jan 27, 2025

In this episode, Ben Brey is joined by Bob Morris and Charlie Peabody to discuss the current state of the energy market amidst significant political influence from Trump. The conversation begins with an analysis of how the IPP has significantly declined, triggering uncertainties in financial investments in the energy sector. Charlie delves into the potential geopolitical impacts of a peace agreement between Ukraine and Russia, and how European energy reliance could shift towards the U.S.
The discussion also touches upon the burgeoning market for LNG exports from the U.S., the implications of deregulation, and Trump’s potential strategies to enforce lower energy prices globally. With insights into potential U.S. government tactics, such as tariff adjustments and bilateral agreements, the conversation explores how these could influence market movements, with special attention to the Fed's looming decisions and bond market dynamics.
Bob Morris highlights opportunities and tactical investments within the natural gas sector, given the current market volatility. The episode concludes with a reminder of the upcoming FOMC meeting and its potential market ramifications. Join us at WallStreetBeats.com for more updates and in-depth analyses from our team.