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A new Wall Street #BeatsRoundtable episode just dropped – but only members can watch.
Market Insights from Charlie Peabody:
➡️Liquidity Warning: Massive upcoming AI & Tech IPOs (OpenAI, Anthropic, SpaceX) could create a "giant sucking sound," absorbing billions & forcing passive index funds to sell existing holdings.
➡️ Financials Rotation $GS / $MS: Investment banks are benefiting from IPO/M&A mania, but 2026 likely marks a cyclical peak revenue environment. Be cautious paying premium multiples here.
➡️ Market Outlook: The rally is increasingly difficult to trust. Driven by speculative flows rather than fundamentals—holding elevated cash is key.
➡️ REIT Pick $ESS: West Coast apartment completions peaked in late 2024. Essex Property Trust is well-positioned to benefit from tight 2027 supply, supported by AI tech hiring & a ~4% dividend.
And so much more from @Hedge_FundGirl. Want the full breakdown? Start your 30-day free trial and get inside the room. 🔗 https://t.co/mbI79mouui
Wall Street Beats Found a Hidden AI Data Stock Before Everyone Else 🔗 Watch the full episode: https://t.co/ytHv87548C
$SMWB $NVDA $GOOGL #WallStreet #BeatsRoundtable #AI
Trump vs Iran Could Send Oil to $120 🔗 watch the full episode: https://t.co/R9mPtM2Bzp
$EOG $XOM $CVX $EQT #WallStreet #BeatsRoundtable
Oil at $100 Changes EVERYTHING – Why We’re Loading Up on $EQT, $XOM and $CVX https://t.co/SGH03fTfOw
#WallStreetBeats #BeatsRoundtable
This latest #BeatsRoundtable is a must-watch for anyone trying to navigate this “edgeless” market where fundamentals and macro noise are constantly clashing.
@davidmaris and @JeffMacke break down why the “old rules” of bottom fishing might lead to catching falling knives, and which specific sectors are actually acting as true safe havens right now.
How to Watch:
This is a members-only episode, but you don’t have to miss out. You can access the full Roundtable including the webcast, podcast, and transcript immediately.
Not a member yet? Start your 14-day free trial today at https://t.co/uUb9oygGEZ to unlock this episode and our entire archive of market intelligence.
AppLovin: Classic head & shoulders pattern – what our charts are telling Bakes about $APP
Full episode is behind members-only paywall 🔗 Become a member https://t.co/SDCWXcqOF8
#TheChartist #WallStreet #BeatsRoundtable @BakesTakes_
Jan 7, 2026: From Nano-Cap to Mega Deals: Where the 2026 Market Cycle Gets Made https://t.co/ZiGpX2gCWx $INTT #StockMarket #Stocks #BeatsRoundtable
It's Hat Friday on #BeatsRoundtable 🧢🧢🧢
Catch today’s show on-demand + don’t miss our Weekly Wrap-Up Stock Picks Report dropping soon on @Passes.
Host: @steven7lamar
Contributors: @BenBrey, @NadineTerman
Wall Street Beats Roundtable Lineup 8/18/25 - 8/22/25 LIVE 10 AM ET / 7 AM PT
Members get to watch on-demand. Join now: https://t.co/Qhu3zZMYQH
#BeatsRoundtable #WallStreetBeats
Stocks we are buying, selling or holding right now:
🟢 BUYING
$RKT
$UWMC
$AIP
$INTT
$WW
🔴 SELLING
$KMI
$CRK
$AMKBY
$HPGLY
$CICOY
$PPLT
⚪ HOLDING
$CVX
$EQT
$EXECVX
$EXE
$RKT
$WW
$OVID
$HLN
$SIL
$PALL
#WallStreetBeats #BeatsRoundtable #StockMarket
This isn’t a clip. This isn’t a teaser.
It’s the full July 25 #BeatsRoundtable—free. 📣
Normally members-only. Today? It’s on us.
▶️ Macro setups. Consumer divergence. Healthcare earnings.
🎯 $WW $CMG $DLTR $TEVA $HIMS & more.
Hosted by @steven7lamar with @BenBrey & @davidmaris.
Watch it now—before we change our minds.
Then become a member to get this alpha 24/7 ➡️ https://t.co/qMI4jFIT8A
#WallStreetBeats #Stocks #StockPicks
WATCH NOW ▶️ JULY 7, 2025 | DAILY MARKET BEATS ROUNDTABLE SHOW: https://t.co/Qj11FXcMzw
Host: @steven7lamar
Contributors: @JeffMacke and Bob Morris
See Thread Below ⬇️ ⬇️ ⬇️ $NKE #WallStreetBeats #BeatsRoundtable
WATCH NOW | June 25, 2025 | DAILY MARKET BEATS ROUNDTABLE SHOW https://t.co/DgCMUtppJz
Host: @NadineTerman
Contributors: @BenBrey and Charlie Peabody
See Thread Below ⬇️⬇️⬇️
#WallStreetBeats #BeatsRoundtable #NewHomeSales
🚨New Members-Only Resources Now Available — Weekly Roundup: Top Stock Picks
Tap here to view or listen to this week’s top stock picks ➡️ https://t.co/PEsGVHPVxt
#WallStreetBeats #BeatsRoundtable #StockMarket #WallStreet
Ever heard of a $200M telecom equipment company trading at just 40% EV/sales? Ceragon $CRNT is a buy at $2. Its new proprietary Neptune system-on-chip is a major competitive advantage in terms of cost, power, and throughput. #BeatsRoundtable
Be in the know for the next pick. Stop shooting in the dark; invest like a pro → https://t.co/SAEeCNvNsy
Is @BenBrey onto something? Latin America as a re-industrialization play is heating up—Brazil $EWZ and Argentina $ARGT ETFs show strength, with Argentina’s ETF doubling in a year under Milei’s leadership. #BeatsRoundtable
#BeatsRoundtable Roundup 🤠 Week of April 14–17, 2025:
1) Tariffs Are the Dominant Macro Driver:
Across sectors—from retail and pharma to housing and tech—tariffs are inflating costs, squeezing margins, and altering investor sentiment. Best Buy, Target, and homebuilders are among the hardest hit.
2) Gold & Energy as Safe Havens:
Gold ( $AUMI, $NEM ) and natural gas infrastructure plays ( $KMI, $ENB, $ET ) are favorites among contributors, driven by global uncertainty, war risk, and central bank buying.
3) Healthcare Shakeup:
Oral GLP-1 Dominates Eli Lilly ( $LLY ) surges on new weight loss pill data, potentially disrupting the injectable market. Meanwhile, UnitedHealth ( $UNH ) tanks on guidance cuts, signaling volatility in managed care.
4) Retail Rotation:
From Big Box to Contrarian Bets Sentiment shifts as Walmart ( $WMT ) is seen as overextended while some contributors eye beaten-down names like Target ( $TGT ) as contrarian opportunities.
5) Tech Under Pressure, Banks Show Resilience:
Meta, Microsoft, and Coinbase are under scrutiny with mounting bearish sentiment. In contrast, regional banks ( $C, $MTB, $USB ) are emerging as recession-resilient winners.
Never miss a #WallStreetBeats Roundtable LIVE show again...get a seat at the Roundtable via @Passes: https://t.co/qMI4jFIT8A
"Trump told you he was gonna get rid of capital gains. He just didn't tell you how he was gonna do it!" -@BenBrey #BeatsRoundtable
basically trump is eliminating capital gains tax via eliminating capital gains
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