Beats Roundtable

This episode dives into how AI agents are collapsing the cost of enterprise work — and why that changes everything for services businesses. We debate a surprising contrarian Nvidia long, unpack Amazon’s quiet but serious move into large-format retail, and explain why consumer stocks may be far more vulnerable than the consumer itself. Plus: why this is not the moment to stand still and force trades.
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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. 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 silver’s explosive rally to uranium’s breakout and energy’s crosscurrents, we explore what happens when markets turn parabolic. We discuss historical parallels, profit-taking strategies, and why having a plan matters more than predicting the top. Volatile, fast-moving, and packed with real insight.
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.

In today’s Beats Roundtable, the team breaks down how to think — not panic — during market volatility.
From defensive consumer staples that held up during recent selloffs, to rare earths, base metals, and the evolving outlook for pharma and fitness stocks, this episode covers how experienced investors are positioning portfolios for 2026.
We discuss:
Why markets feel more fragile than the headlines suggest
Defensive stocks vs. growth in choppy conditions
Rare earths, lithium, and base metals as long-term themes
Pharma names that may be turning the corner
When being early (India, EMs) is different from being wrong
Portfolio discipline, position sizing, and letting winners run
Plus, plenty of real talk, banter, and perspective you won’t get from market noise alone.
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.

Markets are flashing warning signs as uncertainty piles up across politics, policy, and global macro. The team explains why capital markets revenues may be peaking, how leverage and counterparty exposure are quietly growing, and why government “pay-to-play” pressure could hit bank buybacks, margins, and valuations. Plus, insights on volatility, oil and natural gas swings, and why boring, defensive stocks are starting to win.
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.

Markets look calm—but the charts say otherwise.
In this episode of Wall Street Beats, Steve Lamar and Kevin “Bakes” Baker break down what’s really happening beneath the surface of today’s rally. From Bitcoin stalling at key resistance to Microsoft flashing technical warning signs, this conversation digs into the signals most traders are missing.
You’ll hear why:
Crypto’s bounce may be more noise than trend
Big Tech and the Mag 7 are quietly losing leadership
Money is rotating into small caps, equal-weight indexes, and energy
Google’s Gemini AI could be changing the AI power balance
Solana’s breakout is raising eyebrows—even among skeptics
No hype. No headlines. Just charts, price action, and hard-earned perspective.
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.

Volatility has been asleep—but cracks are starting to show.
On this episode of Wall Street Beats, Nadine Terman is joined by Ben Brey and Jeff Macke to break down why markets may be entering a more unstable phase, even as many stocks continue to work. The discussion covers implied correlation, dispersion across assets, and why the S&P 500 has quietly stalled while commodities and consumer stocks have ripped higher.
Key themes include:
Why volatility is near historic lows—and why that matters
Silver’s surge and why miners may be signaling exhaustion
Oil services breaking out after a decade in the doghouse
The late-cycle risks in consumer stocks after massive gains
Why earnings matter less than capital flows, debasement, and liquidity
How AI spending could reshape retail margins—and who benefits most
This episode focuses on when to stop chasing, where value may be emerging next, and how experienced investors manage risk after big runs.
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.

Silver surges more than 20% to start the year as margin rules change and metals momentum accelerates. The Wall Street Beats panel breaks down how to manage parabolic trades, when to take profits, and where opportunity is emerging in industrial metals, AI-driven infrastructure, and overlooked small-cap tech tied to Nvidia and global 5G expansion.
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.

A fast-moving discussion with David Maris, Bob Morris and Charlie Peabody on the biggest forces shaping markets this week: Fed independence, bank earnings, credit card regulation, oil supply risks, and global political uncertainty. The team debates whether markets can handle the growing number of unknowns—or if a correction is coming.
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.

The panel breaks down key market themes shaping the start of 2026, with a deep dive into energy, pipelines, and oil services. The discussion covers dividend growth, valuation resets, geopolitical supply risks, and why parts of the energy complex are regaining investor attention after years of underperformance.
The episode also explores broader macro dynamics, including liquidity trends, rate cuts, dollar strength, and how midterm-year market patterns could influence returns. A candid conversation on where risks and opportunities may emerge as the year unfolds.
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.

Nadine, Robert and Charlie discuss market ideas for 2026: Robert explains his nano-cap buy in INTTest (INTEST), a test-and-measurement company poised for a semiconductor and automotive recovery; Charlie previews Jefferies' earnings and what it signals about investment banking, trading revenues, and capital-markets momentum; and the team offers a quick note on India as a potential value play.
The episode covers turnaround timelines, valuation risks, expectations for bank and capital-markets revenues, and where to look for opportunities and potential shorting setups as momentum peaks.
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.