Beats Roundtable

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.