Beats Roundtable

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Beats Roundtable is a business podcast hosted by Wall Street Beats, with 54 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Wall Street Beats hosts Beats Roundtable, a business show with 54 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #115

  AI Stocks Just Roared Back… But Is This Rally Real? Plus Robert Marcin’s $1,000 Stock Call I July 30, 2026

  Jul 31, 202628 min

  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 continues. He also breaks down why he was disappointed by Crocs despite solid results, why Enterprise Products remains a hold rather than a buy, and what separates real long-term winners from market hype. Meanwhile, Ben Brey examines whether the AI trade has finally found a bottom after a major hedge fund unwind, what Microsoft’s blockbuster earnings signal for the sector, why the latest Fed meeting may have removed the biggest risk hanging over markets, and why gold could be setting up for its next big move. Is this the start of the next AI rally—or just another bear market bounce? The team breaks down what’s really driving markets and where they’re finding opportunity now. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. 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 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 of 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.

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  Episode #114

  Fed Shock Ahead? Wall Street Braces for the Most Uncertain Rate Decision in Years I July 28, 2026

  Jul 29, 202627 min

  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. Jeff Macke makes the case that the consumer is proving far stronger than expected, pointing to surprising strength in retailers, travel, and discretionary spending despite higher rates and global uncertainty. The team also tackles whether financial stocks are the market’s next weak link, why homebuilders and housing-related companies are quietly outperforming, and whether investors should be rotating out of technology and into more defensive sectors like utilities, healthcare, and regional banks. Is Wall Street about to get blindsided by the Fed? Are financials the next domino to fall? Or is the market quietly setting up for another rally? The answers may surprise you. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. 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 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 of 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.

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  Episode #113

  Record Margin Debt, a Silent Fed, and IMAX's Big Beat I July 23, 2026

  Jul 24, 202625 min

  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 bank capital-markets revenue is riding on the same "one big trade" as AI, data centers, and chips — and what happens if it unwinds. Charlie flags a margin-debt red flag last seen before the dot-com crash and the 2008 crisis, and previews Flagstar's (FLG) earnings along with a soft new-home-sales and homebuilder sentiment picture. Jeff makes the case for a resilient, wealth-effect-driven consumer, using IMAX's blowout quarter as exhibit A, and previews Deckers' report. The show wraps with a look ahead to next week's FOMC meeting under new Fed leadership, dissent on the committee, and why a September rate hike may be in the cards. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. 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 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 of 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.

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  Episode #112

  This Stock Has an 80% Chance of Bankruptcy… So Why Are People Still Buying It?

  Jul 22, 202637 min

  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 Street’s focus on near-term earnings. Robert Marcin shares why he added to semiconductor equipment company INTT, exited Similarweb, and believes Ceragon could finally be on the verge of a long-awaited breakout. Kevin “Bakes” Baker highlights surprising strength in community banks, agriculture, and biotech after reviewing more than 5,500 market charts, uncovering sectors quietly gaining momentum while much of Wall Street remains focused elsewhere. Whether you’re looking for new investment ideas, contrarian opportunities, or a deeper look at the market’s biggest stories, this episode is packed with actionable insights from experienced investors. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. 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 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 of 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.

  ListenShow Notes
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  Episode #111

  Oil Surges, Bank Earnings Crush Expectations… So Why Are Wall Street Pros Turning Cautious? | July 20, 2026

  Jul 21, 202623 min

  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 with select oil and natural gas names despite recent weakness in gas prices. Charlie Peabody recaps one of the strongest bank earnings seasons in years, but warns that investors may be looking at peak profits rather than the beginning of another leg higher. He explains why record trading revenue, booming investment banking activity, and surging capital markets could already be fully reflected in bank valuations. The discussion also explores what strong bank earnings really say about the broader economy, whether capital markets can maintain this pace, and the key risks investors should be watching as earnings season continues. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. 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 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 of 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.

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