Beats Roundtable

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.

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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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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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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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.
For exclusive content and access to our Wall Street Beats Pros join www.wallstreetbeats.com

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.

🚨 Missed the Wall Street Beats Roundtable? Catch up on the key moments from this must-watch discussion as Ben Brey, Robert Marcin, and Kevin “Bakes” Baker dive deep into:
✅ American Eagle Outfitters (AEO): Why Robert believes this undervalued gem could double
✅ The names you should be holding, shorting, or selling right now
✅ Gold at all-time highs—why it’s still a strong buy
✅ Key technical insights and untapped stock opportunities
🎙️ From Robert’s take on $AEO’s hidden value to Kevin’s technical picks and Ben’s gold advocacy, this episode is packed with actionable insights you won’t find anywhere else.
👉 Become a member for 24/7 updates, exclusive access, and in-depth analysis: www.wallstreetbeats.com

In this episode of Beats Roundtable, Berna Barshay leads a dynamic discussion on Thursday, January 23rd, with Wall Street Beats Pros Ben Brey and Charlie Peabody. Ben presents a fresh perspective on Anheuser-Busch's strategic moves, drawing parallels to previously successful trades in the tobacco sector. He highlights the company's efforts to navigate market challenges amidst European economic headwinds and explores the potential role of AI in streamlining operations and boosting margins.
As the conversation shifts to the housing market, Charlie provides a critical analysis of recent earnings reports from major homebuilders. He discusses the implications of high inventory levels and evolving market conditions, raising concerns about potential corrections in home prices. Charlie delves into the factors affecting housing affordability, including mortgage rates and economic policies, and their potential impact on consumer confidence and recession risks.
Join us at WallStreetBeats.com to access detailed charts, insightful written research, and real-time market commentary as our experts navigate these complex financial landscapes.

In this episode of Beats Roundtable (January 22, 2025), Wall Street Beats Pros David Maris, Bob Morris, and Kevin 'Bakes' Baker explore key market trends and actionable stock insights:
•Oil & Gas Boom: What the president’s “Drill Baby Drill” initiative and Stargate project mean for $WMB (Williams Companies), $KMI (Kinder Morgan), $ET (Energy Transfer), and $PAA (Plains All American).
•Healthcare Stocks on Fire: Biotech and medtech surge as $MRNA (Moderna), $SMMT (Summit Therapeutics), and $HIMS (Hims & Hers) make headlines.
•Nuclear Power Renaissance: Kevin highlights the potential of $URA (Global X Uranium ETF) and $NLR (VanEck Nuclear Energy ETF) as nuclear gains momentum.
•Consumer Strength: Fitness stocks $LTH (Lifetime Group Holdings) and $PLNT (Planet Fitness) soar with high-end consumer spending trends.
Plus, expert strategies on navigating energy policy, dividend growth stocks, and spotting breakout winners.
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.

Welcome to the January 21st episode with Wall Street Beats Pros, Charlie Peabody, Berna Barshay, and Jeff Macke, and moderator Nadine Terman.
In today’s episode, Charlie Peabody delves into the recent earnings reports from major banks, highlighting their performance and market reactions. Discover the dynamics between large-cap banks JPMorgan Chase $JPM, Citigroup $C, Morgan Stanley $MS and regional institutions Truist $TFC, U.S. Bancorp $USB, PNC Financial $PNC, along with insights into the ongoing implications of Trump policies on the financial sector.
Switching gears, Berna Barshay recaps the ICR Conference, offering a deep dive into the state of the retail sector. From consumer spending patterns to the surprising absence of tariff discussions, gain valuable perspectives on the current retail landscape and standout companies like Abercrombie & Fitch $ANF, Aritzia $ATZAF, and Crocs $CROX.
Finally, Jeff Macke provides an intriguing analysis of the broader consumer trends and investment opportunities, dissecting the interplay between economic environments and retail giants such as Gap $GPS and American Eagle Outfitters $AEO.
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.