Welcome to the January 21st episode with Wall Street Beats Pros, Charlie Peabody, Berna Barshay, and Jeff Macke, and moderator Nadine Terman.

In today’s episode, Charlie Peabody delves into the recent earnings reports from major banks, highlighting their performance and market reactions. Discover the dynamics between large-cap banks JPMorgan Chase $JPM, Citigroup $C, Morgan Stanley $MS and regional institutions Truist $TFC, U.S. Bancorp $USB, PNC Financial $PNC, along with insights into the ongoing implications of Trump policies on the financial sector.

Switching gears, Berna Barshay recaps the ICR Conference, offering a deep dive into the state of the retail sector. From consumer spending patterns to the surprising absence of tariff discussions, gain valuable perspectives on the current retail landscape and standout companies like Abercrombie & Fitch $ANF, Aritzia $ATZAF, and Crocs $CROX.

Finally, Jeff Macke provides an intriguing analysis of the broader consumer trends and investment opportunities, dissecting the interplay between economic environments and retail giants such as Gap $GPS and American Eagle Outfitters $AEO.

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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 the 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 on the content.

In this episode of Beats Roundtable, Ben Brey sits down with energy expert Bob Morris and special guest Macro Strategist Craig Shapiro of the Bear Traps Report to delve into the ramifications of potential U.S. tariffs on Canadian crude oil imports under the Trump administration. As the market braces for potential changes, the discussion focuses on the implications for top Canadian oil producer $CNQ and how these tariffs could reverberate through global energy markets.

Bob Morris provides insights into $CNQ's market position and the potential economic impact of a 25% tariff on Canadian crude oil exports to the U.S., while Craig Shapiro explores broader market dynamics and the uncertainty surrounding Trump's trade policies. The conversation broadens to include the influence of weather patterns, U.S. crude oil inventories, and geopolitical factors on current energy markets.

Tune in for an in-depth analysis of the possible shifts in the energy sector as the Trump administration's tariff strategies unfold, with expert opinions on investment opportunities and risks in a climate of economic uncertainty.

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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 the 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 on the content.

In this Jan 16, 2025 episode of Beats Roundtable, Ben Brey, Jeff Macke, and David Maris tackle the latest market moves and industry insights:

•Target’s Blues: Jeff shares his candid take on Target’s struggles with declining margins, management woes, and their uphill battle to stay relevant against Walmart and Costco.

•Eli Lilly & GLP-1 Hype: David examines the obesity drug market, Lilly’s guidance fallout, and why this healthcare giant might need a reality check.

•AI’s Impact on Wall Street: The team explores how artificial intelligence is reshaping finance, from junior banker roles to AI-driven analytics.

•Stock Picks & Market Outlook: A look at Viking Therapeutics, Ambu’s rebound, and why bonds might be gearing up for a comeback amidst volatile markets.

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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 the 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 on the content.

Welcome to Beats Roundtable! On January 15, join David Maris, Bob Morris, and special guest Jonathan Stern, founder of @HimsHouse, as they dive deep into the latest market trends.

📈 Topics Covered:

•Oil & Gas: Bob Morris breaks down the impacts of cold weather, inventory drawdowns, and tariffs on energy stocks.

•Healthcare Updates: David Maris shares insights on Hallion, ZLab, GLP-1 drugs, and more.

•@HimsHouse Spotlight: Jonathan Stern introduces his investor community, @HimsHouse, providing exclusive data on Hims & Hers and sharing insights into GLP-1 trends.

🔍 Key Takeaways:

•What’s driving energy prices and stocks like $EOG and $EQT?

•The latest in healthcare stocks, including Eli Lilly, Novo Nordisk, and $HIMS.

•How @HimsHouse is changing the game for investor communities.

⏰ Timestamps:

0:00 Introduction

•0:08 Oil and Gas Analysis with Bob Morris

•6:00 Healthcare Market Trends

•13:00 Jonathan Stern on @HimsHouse

•30:00 Closing Thoughts

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Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

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 the 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 on the content.

In this episode of Beats Roundtable, host Ben Brey is joined by Jeff Macke and Robert Marcin to dive into the world of MLPs and energy stocks. Robert shares his top pick, Energy Transfer ($ET), highlighting its attractive valuation, strong dividend yield, and strategic positioning in the natural gas and propane markets. With insights on innovative investments like gas-fired power plants and the potential for significant upside, this discussion offers a must-hear analysis for value and growth investors alike. Plus, the team explores broader market trends, including retail turnarounds, high-yield plays, and more.

Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

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 the 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 on the content.

Join Bob Morris and Charlie Peabody in this Monday Jan 13, 2025 episode of Beats Roundtable. From the devastating California wildfires and their impact on banks and credit markets, to energy sector insights with top picks like CNQ and Diamondback, Charlie and Bob break it all down. Plus, a deep dive into interest rates, housing starts, and the implications of a new presidential term on inflation and markets. Don’t miss this jam-packed session of hard-hitting insights and actionable strategies.

Join us live every weekday, or catch up on-demand at WallStreetBeats.com.

Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

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 the 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 on the content.

This week on the Beats Roundtable, Berna Barshay, Jeff Macke, David Maris, and Ben Brey dissect the week’s biggest market trends and investment opportunities. From Aritzia’s stellar retail performance and macro takeaways on inflation and commodities, to the challenges facing biotech stocks and shifting interest rates, the team explores what’s driving the market—and what it means for the weeks ahead. Plus, insights into how AI is reshaping Wall Street and the hidden economic ripple effects of major events. Tune in for sharp analysis, candid takes, and actionable ideas to start your weekend right.

Join us live every weekday, or catch up on-demand at WallStreetBeats.com.

Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

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 the 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 on the content.

In this Jan 8, 2025 episode of Beats Roundtable, David Maris moderates a dynamic discussion featuring top market experts:

•Bob Morris dives into the latest on oil and gas stocks, including EXE and EQT, amid extreme cold weather and energy market shifts.

•Jeff Macke unpacks Abercrombie & Fitch’s exceptional performance, retail trends, and the outlook ahead of the ICR Conference.

•Kevin “Bakes” Baker analyzes technical charts, highlighting patterns for Abercrombie, Nvidia, Dell, and more.

•David Maris provides a comprehensive update on $HIMS, weighing risks and opportunities as the company navigates FDA decisions and market catalysts.

Become a VIP Member and stay ahead of curve with exclusive content and all day access to our pros only at wallstreetbeats.com

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 the 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 on the content.