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.
229episodes
Episodes
Newest firstAll episodes
Consumers are Stressed & Big Banks’ Biggest Quarter
Yesterday00:24:14Summary readyEpisode 228: Today, Ann surveys new grocery data and how a spending slowdown is putting pressure on food companies. Then, we spin through market headlines including Eli Lilly’s expansion into psychedelics, United Airlines’ multi-billion-dollar fuel problem and UnitedHealth’s turnaround strategy. Finally, we bring back Ticker-on-a-Sticker to survey earnings from some of the biggest banks, including JPMorgan and Goldman Sachs. Visit: Aflac.com/BrewMarkets 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: $CAG $PEP $KHC $GIS $CPB $LLY $UNH $UAL $JPM $GS $BAC $MS $C $WFC 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
SummaryCan Stripe Save PayPal? & Hollywood’s Ad-Tech Play
2d ago00:20:51Summary readyEpisode 227: Today, Ann surveys Stripe and private equity firm Advent International's $53 billion bid for PayPal - and whether going private could help revive the payments giant after years of struggles. Then, we dive back into earnings with reports from Johnson & Johnson, Conagra Brands and Cartier-owner Richemont. We also unpack the latest macro developments, including the newly released Producer Price Index and key takeaways from Fed Chair Kevin Warsh's second day on Capitol Hill. Finally, we answer a listener's question with a deep dive into entertainment company Cineverse and its bet that a string of acquisitions will fuel future growth. 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: $CNVS $PYPL $JNJ $CAG $CFRUY $CNVS 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
SummaryJPMorgan’s Historic Quarter & IBM’s Worst Day Ever
3d ago00:22:49Summary readyEpisode 226: Today, Ann discusses JPMorgan's historic earnings report and the surprising role payments OG Visa played in the blockbuster results. Then, we spin through the stories moving markets today, including IBM's profit warning, Chipotle's expansion into Mexico and New York's data center ban. We also unpack the latest Consumer Price Index and Fed Chair Kevin Warsh's testimony from Capitol Hill. Finally, we break down how markets are reacting to the landmark housing affordability law that just went into effect. 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: $JPM $IBM $WDAY $NOW $CMG 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
SummaryShein’s Latest IPO Attempt & WD-40’s Winning Formula
4d ago00:23:35Summary readyEpisode 225: Today, Ann breaks down Shein's IPO plans and why the fast-fashion giant is turning to Hong Kong after two prior listing attempts. Then, we survey the stories moving markets today, including a fresh lawsuit in the Paramount-Warner tie-up, TSMC's blockbuster revenue report and the first nuclear fusion company to go public. Finally, we dive into WD-40's latest earnings and the one product driving roughly 80% of the company's revenue. 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: $PSKY $WBD $TSM $GFUZ $WDFC 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
SummaryThe Driverless Car Debate & The Price of Eggs
1w ago00:19:28Summary readyEpisode 224: Today, Ann and John bring you a Summer Friday special - a curiosity episode! As we near the end of this quieter stretch between earnings seasons, they're digging into some of the stories that caught their eye this week. They explore the debate over whether Americans actually want driverless cars on their roads and why Barnes & Noble Education is reinventing the way it sells textbooks to students. They also examine the price-fixing claims scrambling the egg industry and ask whether liquor stocks are priced for a "big tobacco moment." 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
SummaryUniqlo Bets on Basics & Pawn Shop Stocks Soar
1w ago00:19:32Summary readyEpisode 223: Today, Ann breaks down blockbuster earnings from Uniqlo parent Fast Retailing – and what’s helping it zip past the rest of the apparel industry. Then we spin through market headlines, including earnings results from Levi Strauss and PepsiCo, plus why AstraZeneca shares are tumbling after a late-stage trial miss. Finally, we take a listener’s question and unpack why some pawn shop stocks are trading at all-time highs – and what that could be telling us about the American consumer. 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: $FRCOY $PEP $AZN $LEVI $FCFS $EZPW 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
SummaryLoews' Hidden Empire & Apple's U.S. Investment
1w ago00:24:32Summary readyEpisode 222: Today, Ann breaks down the latest developments in the escalating conflict in the Middle East and how renewed tensions are rippling through global markets. Then we spin through today’s market headlines, including Apple’s move to shore up its domestic supply chain and Waymo’s expansion into new markets. Finally, we answer a question from the audience and take a closer look at Loews Corporation – the holding company behind Loews Hotels – and the billionaire family behind it all. 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: $AAL $UAL $DAL $MPC $VLO $PBF $NOC $LMT $AAPL $AVGO $L 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
SummaryWall Street Rates SpaceX & the Global Investor Playbook
1w ago00:32:54Summary readyEpisode 221: Today, Ann surveys the wave of initiating coverage reports from Wall Street's biggest banks as SpaceX's post-IPO quiet period comes to an end. Then, we spin through today's market headlines, including Walmart's bid to win over cost-conscious consumers, why Rivian shares are sliding and Microsoft's push to replace outside AI models with its own. Finally, we welcome Jeanne Sun, Head of Portfolio Advisory at Citi Wealth, for a wide-ranging conversation on where Asian investors are putting money to work, the opportunities outside of AI and what the upcoming midterm elections could mean for investors. 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: $SPCX $MSFT $RIVN $WMT 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
SummarySK Hynix Hits Wall Street & Comcast Splits… Again
2w ago00:24:29Summary readyEpisode 220: Today, Ann surveys South Korean memory chip giant SK Hynix’s U.S. Nasdaq listing, why it differs from a traditional IPO and what the size of the blockbuster offering says about investor demand. Then we take a spin through the market headlines, including Lockheed Martin's $3.5 billion push into undersea warfare technology, SpaceX joining the Nasdaq-100 and why Microsoft's Xbox is getting a major overhaul. Finally, we unpack the rapidly evolving media landscape through the lens of legacy powerhouse Comcast – and the growing web of spin-offs reshaping its business. 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: $LMT $SPCX $CMCSA $VSNT $MSFT 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
SummarySmall-Cap Stocks Post Best First Half in 35 Years
2w ago00:24:18Summary readyEpisode 1219: In a market dominated by glamorous mega-caps and AI hyperscalers, small-caps just had their best first half in 35 years. So today we revisit Ann’s January conversation with Manny Weintraub, Principal of Cannell & Spears. Manny explains how he defines the category, why we may be at “peak tech” and how simply buying a basket of small caps through an ETF may not be the best approach. It’s excellent context for the “revenge of the non-nerds” gains that we’ve seen so far this year. 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
Summary