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. 20시간 전

    SpaceX Craters & Propping up the Yen (ft. Apollo’s Torsten Slok)

    Episode 242: Today, Ann unpacks SpaceX's first-ever earnings report as a public company and why, despite headlines beats, investors still hit the sell button on the stock. Then, we're joined by Torsten Slok, Partner and Chief Economist at Apollo, for a wide-ranging conversation on why the United States is propping up the Japanese yen, how AI could reshape the labor market, and Kevin Warsh's new approach to forward guidance. Finally, we break down earnings from Disney, Bloomin' Brands and Dine Brands. 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

    SpaceX Craters & Propping up the Yen (ft. Apollo’s Torsten Slok)
  2. 1일 전

    Caterpillar Bulldozes into AI & How Situational Awareness Lost $35B

    Episode 241: Today, Ann surveys Caterpillar’s record quarterly results, fueled by the data-center boom – and explains how the construction-equipment giant became yet another unlikely winner of the AI trade. Then, we spin through earnings from McDonald’s, Wayfair, Palantir and Kimberly-Clark. Finally, we unpack what really happened at Leopold Aschenbrenner’s Situational Awareness hedge fund, how it lost roughly $35 billion in asset value and why Citadel stepped in. 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: $CAT $KMB $MCD $PLTR $W 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

    Caterpillar Bulldozes into AI & How Situational Awareness Lost $35B
  3. 2일 전

    Visa Takes on Scammers & Weyerhaeuser Branches Out into AI

    Episode 240: Today, Ann unpacks Visa’s $2.4 billion acquisition of fraud intelligence company BioCatch as the payments giant looks to combat increasingly sophisticated cyberattacks and AI-powered scams. Then, we spin through market headlines, including reports of a pharmaceutical mega-merger between AstraZeneca and Bristol Myers Squibb, earnings from Tyson Foods and Nissan, and Boeing securing FAA clearance for its smallest 737 Max after years of delays. Finally, we dive into Weyerhaeuser – the 126-year-old timber company looking to double its profit with an AI-powered strategy. 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: $V $TSN $AZN $BMY $BA $WY 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

    Visa Takes on Scammers & Weyerhaeuser Branches Out into AI
  4. 5일 전

    Why Hotels are Selling Experiences - Not Just Rooms (ft. Marriott International CEO)

    Episode 239: Today, Ann is joined by Anthony Capuano, President & CEO of Marriott International, for a wide-ranging conversation about the future of travel, how AI could reshape hotel bookings, and the importance of Marriott's Bonvoy loyalty program. They also discuss whether the K-shaped economy is showing up in hotel demand, the rise of experiential travel and the leadership lessons that have guided Anthony's rise to the top of one of the world's largest hospitality companies. 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

  5. 6일 전

    Chipotle Faces Lettuce Scare & Airlines Defy Fuel Costs

    Episode 238: Today, Ann unpacks Chipotle's stronger-than-expected quarter and why the fast-casual chain was able to shake off an industry-wide food safety scare. Then, it's another earnings bonanza as we break down why Meta shares are plunging while Microsoft stock is soaring. Plus, from sneakers to coffee to tacos, what Steve Madden, Starbucks and Yum! Brands’ earnings are telling us. Finally, we put tickers on stickers and fly through the airline earnings that are taking off – even as fuel costs soar. 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: $CMG $META $MSFT $SHOO $SBUX $YUM $DAL $UAL $LUV $AAL $ALK $JBLU 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

  6. 7월 29일

    A Divided Fed & LVMH’s Succession Story

    Episode 237: Today, hot off the press, Ann unpacks the Fed’s decision to hold rates steady – and why policymakers weren’t all united. Then, it’s an earnings bonanza as we survey results from Ford, Procter & Gamble and Wingstop. Plus, the CBIZ–Grant Thornton merger, set to create the fifth-largest audit firm in the U.S. – and why DoorDash is taking to the skies. Finally, we discuss all things LVMH: earnings, succession and the family exposé that pushed CEO Bernard Arnault to fire back on X. 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 $PG $WING $CBIZ $DASH $LVMUY 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

  7. 7월 28일

    The Coke Consumer Indicator & J&J’s $5.5B Talc Settlement

    Episode 236: Today, Ann unpacks Coca-Cola's earnings and asks whether a can of Coke is really an indicator of economic health. Then, we spin through market headlines including why Corning stock is tumbling, whether investors are buying into UPS' turnaround strategy, PayPal's impressive quarter and Johnson & Johnson's proposed settlement that could finally bring its decade-long talc litigation to an end. Finally, Ann is joined by David Schassler, Head of Multi-Asset Solutions at VanEck, for a wide-ranging conversation about gold, China's position in the AI race and this week's Fed meeting. 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: $KO $GLW $UPS $JNJ $PYPL  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

  8. 7월 27일

    Tariffs Return & Silicon Valley’s AI Debate

    Episode 235: Today, Ann discusses the latest wave of tariffs - this time hitting a market already grappling with a host of other pressures. Then we spin through market headlines including the Paramount-Warner Bros. Discovery merger delay, Peacock’s content heading to YouTube and Cracker Barrel’s leadership shake-up. We also cover the U.S. resuming Mexican cattle imports and China's blockbuster IPO. Finally, we survey the open vs. closed model AI debate dividing Silicon Valley. 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: $NVDA $PSKY $WBD $CMCSA $GOOG $CBRL $TSN 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

소개

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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