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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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.