Episodi

  • Cold Weather Fuels Oil & Gas Spike, Retail, & $HIMS Insights I Jan 8, 2025
    Jan 8 2025

    In this Jan 8, 2025 episode of Beats Roundtable, David Maris moderates a dynamic discussion featuring top market experts:

    •Bob Morris dives into the latest on oil and gas stocks, including EXE and EQT, amid extreme cold weather and energy market shifts.

    •Jeff Macke unpacks Abercrombie & Fitch’s exceptional performance, retail trends, and the outlook ahead of the ICR Conference.

    •Kevin “Bakes” Baker analyzes technical charts, highlighting patterns for Abercrombie, Nvidia, Dell, and more.

    •David Maris provides a comprehensive update on $HIMS, weighing risks and opportunities as the company navigates FDA decisions and market catalysts.

    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.

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    40 min
  • Banking Earnings Showdown: Surprises and Expectations I Jan 7, 2025
    Jan 7 2025

    In today’s episode, Paul Meeks moderates a deep-dive roundtable with Charlie Peabody, Berna Barshay, and Ben Brey, exploring key market trends and investment opportunities:

    •Charlie Peabody analyzes Q4’24 bank earnings, highlighting Citigroup’s upside potential, robust capital markets growth, and the impact of Trump-era deregulatory policies.

    •Berna Barshay unpacks ALCO, a microcap transitioning from agriculture to real estate, with significant upside for patient investors.

    •Ben Brey updates his Boeing and Joby Aviation trades, explains the benefits of SJB as a hedge, and explores shorting INDA amid global market shifts.

    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.

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    30 min
  • Retail Rallies, Tech Breakouts, and Bold Market Calls for 2025 I Jan 6, 2025
    Jan 6 2025

    In this episode of Beats Roundtable, Ben Brey is joined by Kevin Baker, Jeff Macke, and Robert Marcin. Jeff dives into Canadian retail, spotlighting Aritzia’s growth potential, while Robert analyzes the semiconductor and telecom sectors, highlighting AIP and Ceragon as promising plays. Kevin explores exciting opportunities in Israeli tech and clean energy ETFs, offering a contrarian take on these markets. The team also discusses macro trends like the U.S. dollar’s potential impact on stocks and the broader market outlook for 2025.

    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.

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    23 min
  • Gold, Gaps, and Global Liquidity: 2025’s First Market Moves I Jan 3, 2025
    Jan 3 2025

    Join Ben Brey, Charlie Peabody, Jeff Macke, Paul Meeks, and Kevin “Bakes” Baker on today’s electrifying episode of Beats Roundtable. The panel dives into the markets’ hottest trends and key narratives, featuring insights on Uber’s stock performance amidst autonomous driving challenges, Gap’s surprising potential for a breakout year, and the financial health of auto sales giants like Carvana and AutoNation.

    Charlie discusses the Fed’s tightening liquidity, its implications for global dollar shortages, and how gold emerges as a winner. Meanwhile, Kevin highlights investment opportunities in natural gas and intriguing ETFs like the MSCI UAE, alongside the growing cracks in government-reliant industries. As always, expect spirited debate, bold calls, and actionable insights from the sharpest minds on Wall Street.

    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.

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    38 min
  • Navigating Cold Fronts: Natural Gas Stocks in Focus l Jan 2, 2025
    Jan 2 2025

    Welcome to the first Beats Roundtable of 2025! In this January 2, 2025, moderator David Maris explores the latest market trends with top industry experts. Bob Morris, a seasoned oil and gas analyst, provides an in-depth analysis of $EQT and $EXE, two prominent natural gas companies poised to advantageously navigate the chilly market conditions. Discover why Weatherford caught the eye of veteran stock picker Robert Marson and understand the intricacies of their chart patterns.

    The episode also delves into the intertwining roles of AI and energy in shaping future demand, with analysts forecasting a significant uptick in natural gas utilization for data centers. As the discussion progresses, engage with Kevin Baker's technical evaluation of the energy domain and gain an understanding of the potential impacts of notable climatic shifts on stock movements.

    Wrapping up, David mentions a massive 88% drop in Nomura Therapeutics’s share price following negative data, challenging perceptions of biotech stability.

    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.

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    26 min
  • Red Monday: Market Mayhem and Year-End Trends I Dec 30, 2024
    Dec 30 2024

    Join us for our December 30, 2024 Beats Roundtable as we dive into what is shaping up to be a "Red Monday" in the markets. Host Ben Brey is joined by Paul Meeks, Jeff Macke, and Charlie Peabody to discuss today's market downturn, share predictions for tech stocks, and explore what might be the last financial trends of the year.

    Paul Meeks shares his confidence in a range of tech stocks, including $AMD, Uber, and $META, while also offering caution on the hype surrounding quantum computing and highlighting potential shorts like Rigetti. Meanwhile, Jeff Macke talks about identifying bottoming opportunities in retail stocks like Stitch Fix, emphasizing the shift in post-pandemic market dynamics.

    Charlie Peabody rounds out the discussion with an analysis of home sales, auto inventory challenges, and the potential impact of financial regulations under the new administration. Charlie also discusses the bank stocks and how regulatory changes could play a significant role in their future performance.

    Tune in to hear their insights and strategies for navigating a possibly tumultuous 2025, as Paul, Jeff, and Charlie navigate the highs and lows of today's market environment. Happy New Year to all our listeners!

    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.

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    28 min
  • Year-End Market Insights, Trading Strategies & 2025 Outlook l Dec 23, 2024
    Dec 23 2024

    Join Paul Meeks, Charlie Peabody, Ben Brey and Kevin 'Bakes' Baker as they wrap up 2024 with hard-hitting market insights and actionable trading strategies. In this episode, our team dives into key topics shaping the financial world:

    🔑 Discussion Highlights:

    •Shorting Palantir & Tesla: Why these stocks are under pressure and the algorithm behind the trades.

    •Bond Market Moves: Predicting interest rates and the asymmetric opportunities in rate futures.

    •Recession Watch 2025: Consumer confidence trends and early warning signs of economic slowdown.

    •Winnebago Earnings Analysis: RV market struggles, missed expectations, and competitive pressures.

    •Technical Trends: Why Eli Lilly might have peaked and opportunities in natural gas and healthcare.

    •Global Economy Snapshot: The impact of crumbling international markets on U.S. policies.

    💡 Our Panel:

    •Paul Meeks: Moderator and tech markets expert.

    •Ben Brey: Algo-driven strategist.

    •Charlie Peabody: Macro trends specialist.

    •Kevin 'Bakes' Baker: Technical analysis pro.

    🔥 Don’t miss:

    Actionable insights on energy, housing, and undervalued sectors as we head into 2025. Plus, reflections on what the future holds for the S&P 500 earnings and stock multiples.

    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.

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    26 min
  • Nike’s Downfall, Housing Woes, and Market Predictions for 2025 I Dec 20, 2024
    Dec 20 2024

    In this December 20th episode of Wall Street Beats, Paul Meeks, Jeff Macke, and Charlie Peabody dissect the latest market trends as we close out 2024. From Nike’s disastrous quarterly report to the state of housing and banking, we’re diving deep into what’s driving the markets and what to watch for in 2025. 📉💡

    Topics Covered:

    •📉 Nike’s Challenges: Why Nike’s recent earnings spell trouble and the rise of competitors like On Cloud and Deckers.

    •🏠 Housing Market Insights: How affordability and rising rates could stall new and existing home sales in the spring.

    •📈 Banking Sector Opportunities: Regional banks under pressure and why Citi and M&T Bank might be worth a closer look.

    •📊 Market Predictions for 2025: PCE data, inflation expectations, and what it means for stocks and the Fed.

    •🎄 Holiday Market Moves: Final trading sessions of 2024 and strategies to consider.

    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.

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    21 min