Brew Markets

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.

  1. AI and Private Equity Cozy Up & Dunkin’ Goin' Public

    1 HR AGO

    AI and Private Equity Cozy Up & Dunkin’ Goin' Public

    Episode 183: Today, Ann dives into the growing partnerships between AI giants and private equity firms – including what’s driving the deals and why they’re being adopted so quickly. Then, shares in Monday.com jump after reporting earnings, Dunkin’ Donuts heads back to Wall Street, and Sony Music expands its catalog by more than 45,000 songs. We also break down the Trump administration’s move to bring down soaring cattle prices. Finally, we take a spin through fin-tech company Block’s earnings report – and how the “buy now, pay later” model is fueling growth. 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: $XYZ $MNDY $SONY 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

    20 min
  2. Beyond the Grid: Powering the AI Boom

    3D AGO

    Beyond the Grid: Powering the AI Boom

    Episode 182: The AI boom is here but how are we actually POWERING it and can the U.S. electric grid handle the growth?  Today, Ann is joined by Aman Joshi, Bloom Energy’s Chief Commercial Officer to discuss the company’s scaling of solid oxide fuel cells that convert fuel directly into electricity without combustion, generating power on-site without relying entirely on the grid.  They survey what Aman took with him from his decades at GE, why he believes the U.S. needs more nuclear energy and how Bloom’s founder’s background as an engineer and inventor is a unique advantage for the company as it scales its technology and supply chain. 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

    23 min
  3. The Retail Money Effect & Coach’s Gen Z Boost

    4D AGO

    The Retail Money Effect & Coach’s Gen Z Boost

    Episode 181: Where does retail money go and why does it move so quickly? Today, Ann is joined by Steph Guild, Chief Investment Officer at Robinhood, the platform that holds around $307 billion in total retail investor assets. We discuss why access to information is pushing markets to move faster We also delve into the latest big tech earnings – why Steph is watching Amazon but disappointed in Microsoft. Plus, whether the White House push for infrastructure investment can outlive election cycles and her expectation for the Fed under likely new chair, Kevin Warsh. Finally, we dive into whether prediction markets will appear in her managed portfolios. Visit Schwab.com/FinancialDecoder www.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 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

    28 min
  4. Victoria’s Secret Billionaire Battle & Burger King’s Big Flip

    4D AGO

    Victoria’s Secret Billionaire Battle & Burger King’s Big Flip

    Episode 180: Today, Ann unpacks how Burger King helped drive better-than-expected results for parent company Restaurant Brands International, even as other brands in the portfolio struggled to keep pace. Then, we survey earnings from Disney, Uber, CVS Health, and Compass, all trading higher after reporting results. Finally, a look at Victoria’s Secret’s proxy fight with one of its biggest shareholders, who is pushing for a board seat. Visit ⁠Schwab.com/FinancialDecoder⁠ ⁠www.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: $QSR $DIS $UBER $CVS $VSCO 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

    21 min
  5. Investing Like A Legend & Is Beer Back?

    6D AGO

    Investing Like A Legend & Is Beer Back?

    Episode 179: Today, Ann is joined by Adam Patti, CEO of VistaShares, to discuss how he builds ETFs around the playbooks of legendary investors – and why he says it’s time to look beyond indexes dominated by the Mag 7. Then, Intel shares surge on reports of a potential partnership with Apple. Plus, earnings from Anheuser-Busch InBev get a boost… but without the buzz. And finally, Microsoft’s gaming division faces a next-generation shakeup, as its new CEO brings in a wave of leaders from the company’s AI ranks. Visit Schwab.com/FinancialDecoder www.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: $MSFT $BUD $INTC $AAPL 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

    23 min
  6. Why GameStop Wants eBay & Roblox v Reddit: A Tale of Two Earnings

    MAY 4

    Why GameStop Wants eBay & Roblox v Reddit: A Tale of Two Earnings

    Episode 178: Today, Ann unpacks GameStop’s bold and bizarre $55 billion bid for eBay… and why the video game retailer is going after a company multiple times its size. Then, we survey the logistics industry reaction as Amazon expands its own supply chain offerings. Also – why crypto companies are gaining after a key development in the CLARITY Act. Plus, we unpack earnings from Norwegian Cruise Line and Tyson Foods. And finally, a tale of two UGC giants: Roblox and Reddit – why one stock got crushed… while the other is rallying. Visit Schwab.com/FinancialDecoder www.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: $GME $EBAY $AMZN $FDX $UPS $ODFL $NCLH $TSN $CRCL $COIN 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

    19 min
  7. Succession in the Age of AI & Founders Collaborating Across Generations

    MAY 1

    Succession in the Age of AI & Founders Collaborating Across Generations

    Episode 177: Today, a rare conversation with a founder-CEO at a turning point. Ann is joined by Dave Girouard, Co-Founder of fintech Upstart, as he steps down as CEO after scaling the AI-driven credit platform to nearly a $3 billion market cap. They break down how Upstart hit record revenue and profitability in 2025, why it’s setting aggressive growth targets and what’s driving its push for a national bank charter. Plus, why investors are watching closely as the company drops quarterly guidance, navigates a leadership transition and leans into a more AI-native future – and how Dave plans to stay involved in this next chapter. $UPST Visit Schwab.com/FinancialDecoder www.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 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

    34 min
  8. Uber Wants Your Whole Trip & Big Tech’s CapEx Showdown

    APR 30

    Uber Wants Your Whole Trip & Big Tech’s CapEx Showdown

    Episode 176: Today, Ann surveys Uber’s latest bid to become a one-stop shop for all things travel and mobility through its new partnership with Expedia Group. Then, Ticker on a Sticker: Big Tech edition. Ann and John step into the shoes of the hyperscalers to break down their latest earnings. Plus, an update on oil prices – and what’s pushing them higher. Finally, ’tis the season… earnings keep rolling in. We’ve got the latest from Eli Lilly, Magnum Ice Cream, Chipotle, and Royal Caribbean. Learn more at Schwab.com/trading 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: $UBER $EXPE $META $AMZN $GOOG $MSFT $LLY $MICC $CMG $RCL 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

    22 min
5
out of 5
4 Ratings

About

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.

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