Beats Roundtable

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...

A 30% wipeout in SimilarWeb.

SaaS multiples compressing fast.

AI reshaping margins in real time.

We break down what we’re calling the SaaSACRE — the SaaS Apocalypse — and why “disappointing” earnings are quickly being repriced as existential risk.

Plus:

• Is AI permanently lowering SaaS pricing power?
• Are semis next in the unwind?
• The power bottleneck nobody is modeling in AI capex
• Why GPU dema...

Oil pushes back above $65 as geopolitical tensions with Iran heat up—and energy stocks respond. Bob Morris breaks down what’s driving crude, why the market may be underestimating supply risks, and how names like Chevron and Williams are positioned.

Then Robert Marcin dives into portfolio moves: trimming Enterprise Products, adding to semiconductor play INTT, and digging into deep-value setups...

On this episode of Wall Street Beats, the team debates a high-conviction AI data stock, questions whether Bitcoin’s bounce is already fading, and breaks down why Japan’s political shift and earnings momentum could power a multi-year rally. Big ideas, sharp takes, and global market insights — all in one fast-moving discussion.

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Big moves, big questions. David Maris unpacks the sudden collapse in $HIMS, what the market may be missing, and why patience matters here. Then, he shifts to Japanese stocks—sharing how his portfolio is positioned after a major market move and what could come next. Missed it live? This episode fills in the gaps.

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The Energy Trade Flying Under the Radar! While most investors are looking elsewhere, an energy trade is quietly gaining momentum. In this episode, Robert, Bob, and Nadine dig into high-yield midstream opportunities, realistic oil and gas price expectations, and why patience may pay off in 2026. If you’re late to the obvious trades, this one’s for you.

Disclaimer This content has been produced by Street Bea...

“A mini crack is coming.”

In this episode, the panel explains why growing leverage, weakening market reactions to earnings, and rising volatility across banks, software, housing, and Bitcoin are flashing early warning signs. The discussion focuses on how quickly de-leveraging can unfold — and why being late may mean missing the move entirely.

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This week on Wall Street Beats, the panel digs into where real growth is showing up—and where expectations might be getting ahead of reality.

Robert Marcin breaks down why Silicon Motion (SIMO) may still be early in a multi-year AI-driven growth cycle, despite hitting all-time highs. With exploding demand for memory controllers, accelerating revenue guidance, and NVIDIA entering the customer mix, t...

Silver just posted its largest move since 1792.

A 38% collapse in 24 hours exposed the mechanics of forced selling.

On today’s episode of Wall Street Beats (February 2, 2026), Steve Lamar, Ben Brey, and Charlie Peabody explain:

• What actually caused the historic silver unwind

• How leverage breaks markets long before panic shows up

• Why ...

A new Fed chair, oil on the move, and cracks forming under the surface. We break down what’s real, what’s noise, and how we’re positioning as volatility returns.

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In this episode of Wall Street Beats, Nadine Terman, Kevin “Bakes” Baker, and Robert Marcin break down the surge in copper, uranium, and energy, why disciplined selling matters in bull cycles, and what recent cracks in tech and AI stocks may be signaling. A fast-moving conversation on market rotation, risk management, and where money is flowing next.

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