Podcast
Brew Markets
Hosted by Morning Brew · EN
Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by Ann Berry, an investor, board member and former CEO, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.
196episodes
Episodes
Newest firstAll episodes
The Drone Arms Race Escalates & Legacy Media’s Hidden Assets
Yesterday00:25:16Summary readyEpisode 195: Today, Ann dives into why the White House is reportedly making a major bet on America’s drone industry… and which public companies stand to benefit. Then, we unpack the first inflation report since new Fed Chair Kevin Warsh took over and what it could mean for the future rate decisions. Also: why Snowflake stock is surging, Best Buy’s better-than-expected earnings and Caesars Entertainment getting taken private. Finally, ticker-on-a-sticker is back: media edition - from Rupert Murdoch’s legacy empire to SiriusXM’s big podcast pivot. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $UMAC $LMT $KTOS $AVAV $CZR $SNOW $BBY $IHRT $SIRI $NWS $FOX The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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Ford Veers Toward AI & Is Price e.l.f.’s Problem?
2d ago00:20:45Summary readyEpisode 194: Today, Ann dives into Ford’s latest growth engine and the unexpected business fueling it (hint: it’s not cars or trucks). Then, we break down earnings from Dick’s Sporting Goods and what’s driving MGM Resorts’ shares higher. Also: Robinhood opens its platform to AI agents, and the latest update in Lululemon’s proxy battle. Finally, we take a question from the audience and dive into e.l.f. Beauty to survey why the stock is down 75% from its 2024 all-time high. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $F $DKS $MGM $HOOD $LULU $ELF The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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Are Markets Ignoring the Economy? & Eli Lilly Moves Beyond GLP-1s
3d ago00:29:10Summary readyEpisode 193: Today, Ann is joined by economist and former Fed insider Danielle DiMartino Booth to discuss what a Federal Reserve under new chair Kevin Warsh could look like – including the economic and market challenges he may inherit, and why Jerome Powell could end up being one of his biggest allies. They also dive into the disconnect between consumer sentiment and market performance, domestic manufacturing trends and whether current valuation levels reflect underlying economic reality. Plus: what Danielle is watching as the summer season heats up. Then, a spin through the headlines moving markets today – including Eli Lilly’s move to acquire three companies, Micron Technology entering the $1 trillion club, and Dropbox founder Drew Houston stepping down. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $MU $LLY $DBX The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mrs. Dow Jones on Building Wealth: Exciting Life, Boring Investments
1w ago00:28:06Summary readyEpisode 192: On this special episode of Brew Markets, Ann sits down with social media powerhouse and NYT best selling author Haley Sacks (Mrs. Dow Jones) – live from the Brew Markets "Eyes on Her" event. They get into Haley's background in late night comedy, why she initially boxed herself out of finance, and the mantra she now lives by: exciting life, boring investments. Plus her takes on prediction markets, frictionless finance, and why renting might actually beat buying. Also: we get an exclusive peek at her new book – Future Rich Person: The New Rules for Building Wealth (Even if You're Stuck, Broke, and That Billionaire Won't Text You Back). Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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Inside Spotify Investor Day & SpaceX’s IPO
1w ago00:28:57Summary readyEpisode 191: Today, Ann reports back from Spotify’s first investor day since 2022 – and the first under its new co-CEOs, who took the helm earlier this year. Then, we take a spin through earnings reports out of Walmart and Ralph Lauren. Also, why a Trump administration announcement is sending quantum-computing stocks rallying and Oura Health’s move to go public. Finally, we unpack the main takeaways from SpaceX’s 277-page S-1 filing – ahead of what could become the largest IPO in history. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $SPOT $RL $WMT $IBM $GFS $RGTI $QBTS The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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TJ Maxx Treasure Hunters & Monetizing Celebrity IP
1w ago00:22:10Summary readyEpisode 190: Today, Ann brings you highlights from the World Department Store Summit – including her key takeaways from interviewing Authentic Brands Group (Sports Illustrated, Guess, Juicy Couture and DOZENS of other brands) founder Jamie Salter in one of his final interviews as CEO, as the company pivots to a possible IPO in the next 12 months. Then, we break down earnings from CAVA, Lowe’s and Hasbro. Finally, we dive into earnings results from TJX - the parent company of TJ Maxx, Marshalls and HomeGoods - and what they reveal about the state of the consumer. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $CAVA $LOW $HAS $TJX The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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A “Phenomenal” Earnings Season & The IPO Hype Trap
1w ago00:28:35Summary readyEpisode 189: Today, Ann is joined by Mona Mahajan, Head of Investment Strategy at Edward Jones, to discuss why this earnings season has been "absolutely phenomenal" - and what's driving the results. They also get into oil prices and if markets are already pricing in a resolution to the Middle East conflict. Then, why buying on IPO day is often a losing bet and a spin through macro: U.S. Treasury yields, Kevin Warsh as the new Fed chair and how midterm elections impact markets. Finally, Warby Parker announces new AI glasses, Shake Shack’s CEO buys company shares and Wilson Tennis 360 connects off the court. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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Lululemon’s Founder Battle & Powering Data Center Alley
2w ago00:17:12Summary readyEpisode 188: Today, Ann brings you the latest in the Lululemon saga, as the athleisure giant issues its first major public response in its ongoing battle with founder Chip Wilson. Then, we dive into Berkshire Hathaway’s revamped investment portfolio under its new CEO. Also: Why Publicis Groupe is acquiring LiveRamp and why shares of Regeneron Pharmaceuticals are tumbling. Finally, we wrap it up with our Monday Mega-Merger - the proposed $67 billion tie-up between NextEra Energy and Dominion Energy that could become the largest power merger in U.S. history. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $LULU $REGN $D $NEE $GOOG $PUBGY $RAMP $UNH $DAL $M The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Battle to Own Travel and Experiences
2w ago00:29:19Summary readyEpisode 187: Soaring fuel prices, geopolitical tensions and airline disruptions are putting pressure on the travel industry. Consumers still want to travel - they’re just changing how they do it. Today, Ann is joined by Airbnb CFO Ellie Mertz to discuss how travelers are adapting amid global uncertainty, why Airbnb is expanding further into boutique hotels, and where the company is seeing its biggest international growth opportunities. They also dive into rising competition, how AI is reshaping Airbnb’s platform, and why the company raised its 2026 guidance despite ongoing macro and geopolitical headwinds. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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Telecom Titans Join Forces & Latest From China Summit
2w ago00:23:48Summary readyEpisode 186: Today, Ann dives into a major telecom partnership between AT&T, T-Mobile, and Verizon focused on satellite-based, direct-to-device technology – designed to connect phones in remote areas where traditional cell towers can’t reach. Then, we unpack Cerebras’ blockbuster IPO and what it says about momentum in the AI semiconductor space. We also break down earnings from Honda, Cisco, YETI Holdings, and Versant Media – including Honda’s first loss in 70 years and Versant Media’s first report as an independent company. Finally, we head to China for the highly anticipated Trump-Xi summit – and discuss why so many high-profile U.S. CEOs made the trip. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $T $TMUS $VZ $CBRS $HMC $VSNT $YETI $CSCO The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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