Brew Markets

Morning Brew Podcasts
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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. Bill Gurley on Broken IPOs, Founder CEOs & Buying the AI Dip

    2 DAYS AGO

    Bill Gurley on Broken IPOs, Founder CEOs & Buying the AI Dip

    Episode 133: Today, Ann is joined by Bill Gurley, renowned venture capitalist, who offers his perspective on the market today, why fewer big tech winners are going public and how IPOs need to change to work for retail investors.  Drawing on his experience investing in and serving on the boards of companies like Nextdoor, OpenTable and Uber, Bill discusses themes from his new book Runnin’ Down A Dream - including curiosity, lifelong learning, and going where the action is - and how those traits show up in successful CEOs, offering a bit of an antidote to rising fears around AI.  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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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

    36 min
  2. Joby’s Flight Path to Air Taxi Approval & CLEAR’s Breakout Year

    3 DAYS AGO

    Joby’s Flight Path to Air Taxi Approval & CLEAR’s Breakout Year

    Episode 132: Today, Ann reviews highlights from CLEAR’s recent earnings that sent the stock up 40% - while shining a light on the company’s CEO Caryn Seidman-Becker who bought the company out of bankruptcy and pursues a “cash is queen” mentality while rolling out new products including a move into healthcare.Then we look at earnings from Joby Aviation as the air taxi maker partners with Uber and navigates FAA approval in anticipation of a 2026 customer launch. Finally, we survey the battle for your morning buzz with earnings from Krispy Kreme and Celsius, plus a new fashion bid at eBay and the market response to NVIDIA’s earnings.    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 00:00 Welcome to Brew Markets Daily 00:00  00:00  00:00 Market Close Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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

    25 min
  3. Market Takeaways from the SOTU & GoDaddy Registering AI Agents

    4 DAYS AGO

    Market Takeaways from the SOTU & GoDaddy Registering AI Agents

    Episode 131: Today, Ann zooms in on three market takeaways from President Trump’s State of the Union address, including policy around energy for AI, retirement plans and tariffs - plus an investing issue that received bipartisan support.  Then we look at earnings nuggets from GoDaddy, including the company’s goal of registering agentic agents - and Cava’s new super-secret loyalty tier.  Finally - we cover earnings headlines that had two security stocks soaring and one home improvement store CEO saying “We’re certainly bouncing along what we hope would be a bottom.”  State of the Union Transcript: https://apnews.com/article/donald-trump-transcript-state-of-union-2026-c13e2a07df999b464b733f4a6e84dbd4  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 00:00 Welcome to Brew Markets Daily 00:30 Market Takeaways from the SOTU 05:20 Earnings: GoDaddy $GDDY 12:30 Earnings: $CAVA 18:30 Market Close - $AXON - $YOU - $HD - $LOW Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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

    26 min
  4. GLP-1 War Heats Up as Prices Slim Down & Powering the AI Age

    5 DAYS AGO

    GLP-1 War Heats Up as Prices Slim Down & Powering the AI Age

    Episode 130: Today, Ann digs into the Novo Nordisk vs Eli Lilly vs Pfizer news roundabout: with Novo’s share price dropping, now too are the list price of its popular obesity drugs - does that leave the entire sector vulnerable to… loss?  Then we look at earnings from Constellation Energy, the largest operator of nuclear power plants in the U.S. -  regulatory scrutiny builds as the sector grows in the AI age and residential customers see higher bills.  Finally, we shine a light on Henry Schein and Factset and hit Parmount’s new salvo in the battle for Warner Brothers.  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 00:00 Welcome to Brew Markets Daily 00:30 Inside The GLP-1 Wars 04:30 Earnings: Constellation Energy 15:00 Market Close Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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
  5. SCOTUS Rules on Trump Tariffs & Inside the Software Stock Sell-off

    6 DAYS AGO

    SCOTUS Rules on Trump Tariffs & Inside the Software Stock Sell-off

    Episode 129: Today, Ann digs into the market’s reaction to the Supreme Court striking down the Trump administration’s tariffs, what the White House is signaling could come next and where it leaves businesses seeking refunds.  Then we look at a potential takeover of PayPal, a strong slate of films bringing hope to AMC and stuff-crust delivering for Domino’s.  Finally, amidst a continued sell-off of software stocks on renewed fears about the risks that AI could pose to segments of tech, Ann is joined by Amanda Whelan, the CFO of Klaviyo for an inside look at what is happening in the sector and how executives might get investors to keep the faith.  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

    29 min
  6. Inside the Health Insurance Recovery Plan at Oscar

    20 FEB

    Inside the Health Insurance Recovery Plan at Oscar

    Episode 128: Today, Ann is joined by Scott Blackley, Chief Financial Officer of Oscar Health to discuss how the company is dusting itself off after a tough, loss-making 2025.  The conversation is a de-jargoned survey of the $1.5 trillion health insurance sector, including insights into the  realities of the Affordable Care Act, state-by-state regulation and how Oscar aims to scale through personalization and tech.    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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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

    30 min
  7. Consulting’s AI Reckoning & Driveway Delivery: Walmart v. DoorDash

    19 FEB

    Consulting’s AI Reckoning & Driveway Delivery: Walmart v. DoorDash

    Episode 127: Today, Ann digs into reports that Accenture’s new AI policy monitors how its staff uses AI tools and directs promotions toward employees who are more AI-inclined - and what it might portend for people-centric businesses beyond tech.  Then we survey earrings from DoorDash and Walmart as the two companies seek to get a handle on consumer sentiment and spend on tech in the war for delivery.  Finally, we take a spin through auto-related earnings that saw shares in Carvana and Avis Budget crash - and a glimpse at the move by Blue Owl that has once again stoked fears about the world of private credit.   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 00:00 Welcome to Brew Markets Daily 00:00 Consulting’s AI Reckoning - $ACN 00:00 Doordash v. Walmart 00:00 Market Close 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
  8. Investing in the Knicks and Rangers & Earnings: $WING $FVRR $MCO

    18 FEB

    Investing in the Knicks and Rangers & Earnings: $WING $FVRR $MCO

    Episode 126: Ann breaks down today’s game film on Madison Square Garden Sports’ record-setting share price performance following news that the company is considering spinning-off the Knicks and Rangers - a classic example of the sum of the parts being greater than the whole. Then we survey earnings from Moody’s, Fiverr and Wingstop - as leadership addresses AI adoption, the gig economy and potential World Cup foot traffic. Finally, a glimpse at Warren Buffett’s final pre-retirement investment decisions, the FDA’s u-turn on Moderna’s mRNA application and why Palo Alto Networks saw its shares sink.  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 00:00 Welcome to Brew Markets Daily 00:30 Rangers and Knicks Spinning Off? 06:00 Earnings: WING 09:15 Earnings: FVRR 14:00 Earnings: MCO 19:00 Market Close 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

    26 min
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Hosts & Guests

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.

Information

  • Channel
    Morning Brew Podcasts
  • Creator
    Morning Brew
  • Years Active
    2025 - 2026
  • Episodes
    134
  • Rating
    Clean
  • Copyright
    © 2025 Morning Brew, Inc.

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