Energy, Water, and Healthcare—Big Bets and Bigger Risks I Feb 4, 2025

In this episode of Beats Roundtable, Wall Street Beats pros Robert Marston, David Maris, and Nadine dive into key investment opportunities and market risks. They discuss Select Water Solutions (WTTR), a company at the intersection of energy and water recycling, and explore how its business model could benefit from increased production and regulatory shifts. The team also covers the latest in healthcare, including Merck’s disappointing guidance and the controversy surrounding GLP-1 weight-loss drugs. Plus, insights on biotech plays, short opportunities in Bausch Health, and why investors should focus on data over narrative.