HeyJaredBeats Roundtable
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- Indexed episodes, last 90 days
- 10
- Latest publication
- Jul 31, 2026
- Audience
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- Earliest in this view
- Jul 7, 2026
Latest episodes
AI Stocks Just Roared Back… But Is This Rally Real? Plus Robert Marcin’s $1,000 Stock Call I July 30, 2026 (opens the original)
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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 r
Fed Shock Ahead? Wall Street Braces for the Most Uncertain Rate Decision in Years I July 28, 2026 (opens the original)
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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 stre
Record Margin Debt, a Silent Fed, and IMAX's Big Beat I July 23, 2026 (opens the original)
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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, an
This Stock Has an 80% Chance of Bankruptcy… So Why Are People Still Buying It? (opens the original)
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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 Simil
Oil Surges, Bank Earnings Crush Expectations… So Why Are Wall Street Pros Turning Cautious? | July 20, 2026 (opens the original)
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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 stronges
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