Beats Roundtable
Want the investing edge before the Street even starts talking? Wall Street Beats brings you daily off-the-beaten-path stock picks and bold insights first. WallStreetBeats.com—Where smart investors go first.
Episodes
From LIVE Wall Street Beats July 30, 2026 show @10am ET
After one of the sharpest selloffs in AI and semiconductor stocks, the market suddenly snapped back—but is the worst really over?
Robert Marcin explains why he believes Silicon Motion’s earnings changed the story, making the bold case that the stock could eventually be worth more than $1,000 if its explosive growth con...
From LIVE Wall Street Beats July 28, 2026 show @10am ET
This episode dives into one of the most uncertain weeks of the year as investors brace for a pivotal Fed meeting that could reshape markets. Charlie Peabody explains why regional banks—not the megabanks—could be the biggest surprise winners or losers depending on what happens with interest rates, deposit costs, and capital markets. ...
From LIVE Wall Street Beats July 23, 2026 show @10am ET
Steve Lamar is joined by retail analyst Jeff Macke and banking/financials analyst Charlie Peabody to unpack a rough morning for markets after Google and Tesla both slide on disappointing prints. The trio dig into why ban...
From LIVE Wall Street Beats July 21, 2026 show @10am ET
Markets are sending mixed signals—and this week the Wall Street Beats team breaks down where they see the biggest opportunities and the biggest risks.
David Maris explains why he’s increasingly bearish on Bausch Health, arguing that its looming patent cliff and heavy debt load could spell serious trouble despite Wall S...
From LIVE Wall Street Beats July 20, 2026 show @10am ET
Oil just surged above $90. Banks delivered blockbuster earnings. But are investors getting too optimistic?
On this episode of Wall Street Beats, the team breaks down the biggest stories driving markets. Bob Morris explains why renewed tensions in the Strait of Hormuz could keep energy markets volatile and why he’s sticking w...
From LIVE Wall Street Beats July 16, 2026 show @10am ET
Semiconductor stocks are getting crushed—and Robert Marcin says it was inevitable. Why he believes the AI chip bubble became dangerously overvalued, the two semiconductor stocks he’s still holding, Amazon’s blockbuster battery deal, and why PayPal could be at the center of a major takeover battle.
From LIVE Wall Street Beats July 13, 2026 show @10am ET
The AI trade may be hitting a turning point—and this week’s bank earnings could decide what happens next.
On this episode of Wall Street Beats, Ben Brey explains why the biggest risk to AI isn’t the technology—it’s the economics. As companies pour billions into AI, the real question becomes whether an...
From LIVE Wall Street Beats July 9, 2026 show @10am ET
AI isn’t the only game in town anymore. So where is smart money moving next?
On this episode of Wall Street Beats, the team explores the sectors quietly outperforming while the biggest tech names take a breather. Jeff Macke explains why he’s finding opportunities in consumer stocks that Wall Street has overlooked, while Robert Marcin...
From LIVE Wall Street Beats July 8, 2026 show @10am ET
Is the AI trade finally running out of steam? Are bank earnings about to disappoint? And is Wall Street chasing an earnings bubble instead of real growth?
On this episode of Wall Street Beats, the team breaks down the growing signs that money is rotating out of AI and semiconductors, why bank earnings may look great on the surface but disappoint on guidance, ...
From LIVE Wall Street Beats July 6, 2026 show @10am ET
Is the AI trade becoming dangerously overcrowded? Is healthcare about to take the lead? And could investors be repeating one of history’s biggest market mistakes?
On this episode of Wall Street Beats, Ben Brey explains why today’s AI boom reminds him of the British Railway Mania—one of the greatest speculative bubbles ever&mdas...
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 brea...
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 cr...
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 overlook...
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 pri...
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...
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 glob...
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 ...
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...
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,...
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...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Betrayal Weekly is back for a new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. If you would like to share your story, you can reach out to the Betrayal Team by emailing them at betrayalpod@gmail.com and follow us on Instagram at @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
The official podcast of comedian Joe Rogan.