Banks at a Turning Point? Private Credit Risks, Oil Outlook & the Fed Debate | June 29, 2026

Recorded June 29, 2026. Are bank stocks nearing a peak? Is private credit the next major risk to financial markets? Ben Brey, Charlie Peabody, and Bob Morris break down the biggest macro themes heading into earnings season, including why Charlie believes banks may be approaching a turning point despite strong quarterly results. The team also discusses growing concerns surrounding private credit, rising redemption requests, widening credit spreads, and why some alternative investment products could resemble the complex financial structures that preceded past market crises. Plus, they examine what to expect from the major banks this earnings season, the outlook for interest rates, and whether the market is underestimating risks building beneath the surface. On the energy front, Bob Morris explains why he believes oil has likely found a bottom near $70, why hedge funds remain heavily short crude, what ongoing negotiations with Iran could mean for energy prices, and why natural gas names like EQT and Expand Energy remain among his favorite long-term opportunities. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. 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.