Explorez tous les épisodes du podcast Brew Markets

Episode 313: Are companies using AI to its full potential? Today, Ann Berry returns to Brew Markets for a special episode with AI pioneer and AI Native author Kai-Fu Lee – the man Andrew Ross Sorkin called one of the “OGs” of AI. They unpack why AI transformation starts with the CEO, how Lee uses AI to uncover problems employees aren’t bringing to the boss, and why adopting the technology should deliver measurable business results. Then, they discuss why Lee believes AI’s potential is undervalued, even as some individual AI companies are overvalued, how cheaper Chinese models could challenge U.S. AI leaders, and why Hollywood could be vulnerable to disruption. Finally, they explore Lee’s prediction that AI devices could remember everything we say and hear – and the privacy questions that come with that. Visit ProShares.com/Nasdaq100brew  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 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

Episode 312: Today, John and Hanna unpack Jensen Huang’s exit from Nvidia, the company’s succession problem and walk through the possible contenders for CEO. Then we zoom out and discuss why Nvidia’s leadership crisis could ripple through the AI trade and the broader economy. Also, we break down the bull and bear cases for buying the dip… and what to watch out for in next week’s earnings report. Finally, we round up market headlines, including earnings from Corteva and Yeti, United Airlines’ move to block AI agents from booking flights and why Super Micro Computer stock is under pressure. Visit ProShares.com/TQQQBrew  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 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

Episode 311: The holiday season is right around the corner… meaning millions of Americans are preparing to head to the airport. Cue the groans about long lines, higher fares and all the familiar frustrations. Today, John is joined by Geoff Freeman, President and CEO of the U.S. Travel Association, to discuss what’s being done to improve that airport experience. They unpack why families may be more resilient travelers than business passengers, whether lower fuel costs could bring down airfares, and why the World Cup fell short of delivering a surge in international visitors. Plus, they go beyond the airport to explore why the U.S. keeps struggling with high-speed rail and why Europe seems so far ahead. Visit ProShares.com/Nasdaq100brew  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 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

Episode 310: Today, John and Emily discuss AI’s growing PR problem… as a lawsuit hits Nvidia and Anthropic lowers its IPO valuation. Plus, could CoreWeave’s earnings add fuel to the fire? Then, we unpack October’s hotter-than-expected inflation report and what it means for the Fed’s next move. Also: can Newell Brands, the company behind Sharpie and Yankee Candle, pull off a turnaround? We delve into the numbers. Finally, we round up market headlines, including earnings from Take-Two Interactive and On Holding, Anthropic’s threat to Microsoft, and Frontier Airlines’ push into premium. Visit ProShares.com/Nasdaq100brew  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 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

Today, John and Emily discuss the market reaction to Jensen Huang’s affair, and the larger question it raises: can Nvidia survive without its CEO? Then, we shift gears to Tesla’s pivot from Cybertrucks to Cybercabs… and if the latter can live up to Elon Musk’s ambitions. Plus: did DraftKings make a losing bet on prediction markets? We unpack its lackluster earnings. Finally, we round up market headlines, including earnings from Monday.com and Constellation Energy, SiriusXM’s leadership shakeup, and Eli Lilly’s latest sleep apnea drug results. Visit ProShares.com/TQQQBrew  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 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

Episode 308: Today, John and Hanna explore who really won the New York City Marathon (brand edition) – and how companies from Nike and Adidas to New Balance and TCS turn race day into a marketing opportunity. Then, we unpack Nintendo’s slowing Switch 2 sales, rising memory costs and whether Zelda can help turn its stock around. Finally, we hit the Analyst Disco to break down why analysts are making moves on Nike and JetBlue.  Visit ProShares.com/Nasdaq100brew 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 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

Episode 307: Today, John and Hanna discuss what the midterm elections could mean for the data center buildout – and whether there’s a bull case for slowing the AI boom. Then, we unpack why Wendy’s rejected a $1.4 billion buyout bid and adopted a “poison pill” to fend off a takeover. Finally, we round up market headlines, including Warby Parker’s Intelligent Eyewear launch, turnaround efforts at Peloton and Krispy Kreme, and Wonder’s confidential IPO filing. Visit ProShares.com/TQQQBrew  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 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

Episode 306: Today, John and Shreyas unpack Wall Street’s reaction to the midterm elections and what a divided government could mean for clean energy, Elon Musk’s companies and the AI buildout. Then, we explain why CVS is spinning off its pharmacies… but still holding onto its healthcare empire. Also, we dive into Kraft Heinz’s coffee sale and what consumers trading down from their K-cups means for the industry. Finally, we round up earnings from The New York Times, Wayfair and Duolingo. Visit ProShares.com/Nasdaq100Brew 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 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

Episode 305: Today, John and Kaila discuss how the midterms and World Cup boosted Fox’s quarter – and whether that momentum can last. Then, we unpack the market reaction to Apple’s earnings and how the AI boom is squeezing the iPhone maker’s margins. Also, we dive into Shopify’s quarterly results, its preparations for holiday season and what AI shopping agents could mean for its business. Finally, we round up the latest earnings from Ferrari, Pfizer, Yum! Brands and Palantir. Visit ProShares.com/Nasdaq100Brew 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 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

Episode 304: Today, John and Kaila unpack Marriott’s quarterly results, how its loyalty program became a money machine and who wants a bigger cut. Then, we dive into Estée Lauder’s strong quarter and why Gen Z is fueling fragrance sales. Also, we break down the $6 billion Binance hack and the reaction across crypto markets. Plus, we round up the latest market headlines, including Marvell Technology’s acquisition of an optical-components maker, what’s lifting SpaceX shares and why Once Upon a Farm’s stock fell. Finally, we preview Apple’s earnings and the key things we’re watching. Visit ProShares.com/TQQQBrew  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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets Podcast Disclosure Investing involves risk, including the possible loss of principal. There is no guarantee any ProShares ETF will achieve its objective. ProShares leveraged and inverse ETFs have a daily investment objective. For any holding period other than a day, your return may be higher or lower than the Daily Target. These differences may be significant. Carefully consider the investment objectives, risks, charges and expenses of ProShares before investing. This and other information can be found in their summary and full prospectuses on ProShares.com. Read them carefully before investing. Distributor SEI Investments Distribution Co. 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

Episode 303: Today, John and Hanna discuss Airbnb’s limit on checkout chores, why hosts are pushing back and whether the one-time hotel alternative is becoming more like its competition. Then, we head to Churchill Downs… where the company behind the Kentucky Derby posted a record quarter despite horse racing’s struggles. Finally, we head back to the analyst disco to break down why analysts are making moves on eBay and Sprouts Farmers Market. Visit 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 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

Episode 302: Today, John and Hanna unpack Microsoft’s earnings and its voluntary buyout offer to 60,000 employees to discuss what a booming business with a shrinking workforce says about the job market. Then, we connect the dots between the Fed’s rate decision, its Beige Book and the latest PCE report to see what signals the economy is sending. Also: Alphabet shares are tumbling after its latest earnings – what does it have to do with Google Search? Finally, we break down quarterly results from Caterpillar, Eli Lilly and Crocs… and why Hershey gave investors a scare just before Halloween. Visit 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 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

Episode 301: Today, John and Emily discuss whether Boeing’s turnaround is taking flight and if investors are on board. Then, the Cheesecake Factory has been serving up headlines all week… but did its earnings results give Wall Street something to celebrate? Also: we check the pulse of GE HealthCare and Boston Scientific after the medical companies reported earnings. But wait, there’s more on the menu! We spin through headlines out of Wendy’s, Jersey Mike’s, Chili’s parent company Brinker International and Wingstop. Finally, we unpack what SK Hynix’s results reveal about the broader chip industry – and, a taste of tomorrow’s conversation about the Fed’s rate decision. Visit 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 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

Episode 300: Today, John and Emily dive into Coca-Cola’s earnings, unpacking which products are driving growth, why international sales are rising while domestic sales are flat, and what’s behind its new partnership with KFC. Then, we turn to Philip Morris and discuss whether cigarettes or ZYN are behind its record quarter. Plus, we play “Overheard on Earnings,” as our colleague Dave tries to match each quote to the executive who said it. Finally, we round up the latest market headlines, including General Motors’ move to the Nasdaq, DoorDash’s reported talks to buy Instacart, and earnings from UPS and PayPal. Visit 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 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

Episode 299: Today, Emily and Kaila unpack the main takeaways from Anthropic’s S-1 filing and ask whether the company’s explosive growth is sustainable. We also zoom out to examine the broader AI market – and how much of the earnings boom is concentrated in a handful of companies. Then, we discuss why Brazilian stocks plunged following the unexpected victory of incumbent President Luiz Inácio Lula da Silva. Finally, we round up the latest market headlines, including Verizon’s earnings, Meta’s plans to raise $95 billion for its AI buildout and Apollo’s minority stake in Mubadala Capital – the private capital arm of Abu Dhabi’s sovereign wealth fund. Visit 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 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

Episode 298: Today, John and Hanna explore the evolving relationship between Hollywood and Silicon Valley, and why filmmakers are shining a harsh spotlight on their neighbors to the north. Then, with the midterm elections fast approaching, we unpack how elections impact your money and influence the way people invest. Finally, we head back to the analyst disco to break down why Victoria’s Secret and Boyd Gaming both scored analyst upgrades. Visit 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 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

Episode 297: Today, Emily and Kaila break down Tesla’s earnings and the latest headlines surrounding Elon Musk, including a potential SpaceX–Tesla merger. Then, we unpack Meta’s earnings, its AI spending spree and the $25 billion penalty it was ordered to pay New Mexico. We also discuss how critical PHP security flaws put millions of websites at risk, and how cybersecurity stocks are reacting. Finally, we round up the latest market headlines, including earnings from Procter & Gamble and Spotify, David’s Bridal’s plans to spin off its AI wedding platform Pearl and Bose’s acquisition of Skullcandy. Visit 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 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

Episode 296: Today, John and Hanna break down Netflix’s Q3 earnings and why shares are falling despite positive headline numbers. Plus, the bigger problem facing the streaming giant. Then, we turn to the macro picture, exploring the growing competition for the same pool of money – and who ultimately gets the cash. Finally, we round up the latest market headlines, including why AT&T shares are plunging despite beating earnings estimates, Elon Musk’s comments on a potential SpaceX-Tesla merger, and Abbott Laboratories’ plans to spin off its embattled nutrition business. Visit schwab.com/trading www.brewmarkets.com  Join us at the Unshaken Investor Event! Get your tickets here https://www.brewmarkets.com/events/the-unshaken-investor 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 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

Episode 295: Today, John and Emily break down the state of the U.S. housing market and why luxury homes are booming while the starter and middle markets are stalling. Then, we dive into Hasbro's earnings, the magic behind one of its biggest assets, and why the toy giant is leaving Rhode Island after more than a century. We also unpack 3M's earnings and its expanded data center partnership with Amazon. Plus, we round up the latest market headlines, including MSG Sport's upcoming split, Best Buy's push into gaming, Amazon's holiday hiring spree, Salesforce's acquisition of Braze and why shares of South Korea's Elice Group plunged in their market debut. Visit Schwab.com/FinancialDecoder Join us at the Unshaken Investor Event! Get your tickets here https://www.brewmarkets.com/events/the-unshaken-investor 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 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

Episode 294: Today, John and Emily break down Elon Musk’s plan to give American kids shares of SpaceX… and the renewed speculation about a potential SpaceX-Tesla merger. Then, we dig into J.B. Hunt’s earnings and how rising fuel and labor costs are squeezing the trucking giant. We also unpack results from steelmaker Cleveland-Cliffs and examine how tariffs are providing a boost to its business. Finally, we round up the latest market headlines, including Merck Group’s acquisition of Silence Therapeutics, Unilever’s decision to sell its colorful bandage brand Welly, and the New York Stock Exchange’s push toward extended trading hours. 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 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

Episode 293: Bumble goes private! ...at a fraction of its original valuation. Today, John and Hanna discuss the deal, what caused Bumble’s decline in value and how it reflects the larger dating app ecosystem.Then we head back to the analyst disco, breaking down why Crocs and Texas Roadhouse both scored analyst upgrades. 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 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

Episode 292: Today, John and Emily break down the latest wave of AI jitters rattling the market and why TSMC and CoreWeave are feeling the pressure. Then, we switch lanes to unpack Penske Automotive Group’s decision to go private. Also: we dive into earnings from staffing giant ManpowerGroup and explore how AI is making the hiring process both more efficient and more complicated. Finally, we round up the latest market headlines, including September’s PPI report, Lyft’s push into chauffeur services, Rocket Lab’s stock plunge and what Anthropic’s third-quarter results reveal. 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 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

Episode 291: Today, John and Emily break down why Bank of America was slapped with a $1.2 billion fine by the U.S. Treasury. Then, we unpack the legal battle brewing between grocery giants Albertsons and Kroger. We also take a look at steel coating company AZZ and how industrial projects and power grid investments helped fuel its record earnings. Finally, we round up the latest market headlines, including Netflix’s sweeping layoffs, Anthropic’s talks with prospective investors and Berkshire Hathaway’s fresh investment in Bending Spoons.  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 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

Episode 290: Today, John and Hanna break down earnings from Wall Street’s biggest banks — including JPMorgan, Goldman Sachs, Citi and Wells Fargo — and explain why market volatility is proving surprisingly profitable for some. Then, they zoom out to the broader economy to ask if growth can continue as borrowing costs climb higher. Plus, SpaceX is making a push into the mobile market – and Wall Street is divided over what that means for traditional telecom giants. Finally, we round up the latest market headlines, including Apple’s new smart home lineup, a sell-off in Six Flags shares, Domino’s earnings and Starbucks shutting down rumors of a Chipotle takeover. 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 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

Episode 289: When did Halloween become a four-month-long holiday? Today, John is joined by Stacy Taffet, Chief Growth and Marketing Officer at The Hershey Company, to unpack how Halloween became a nearly billion-dollar season for the candy giant. They also discuss why the rise of GLP-1s could be a tailwind for parts of Hershey's business and what's driving its expansion into salty snacks. Plus, they delve into the new Hershey movie hitting theaters next month – and reveal what candy Stacy will be handing out this Halloween! 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 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

Episode 288: Today, John and Hanna dive into the world of brand collabs to explore why they’re suddenly everywhere – and whether they actually move the needle on the bottom line. Then, we unpack Levi’s latest earnings and ask whether the '90s nostalgia craze is translating into sales for the denim giant. Finally, we hit the analyst disco, breaking down why Harley-Davidson just scored an upgrade while Sphere Entertainment was hit with a downgrade. 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 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

Episode 287: Stocks are rallying, but the bond market isn't sharing the enthusiasm. Today, John and Hanna unpack what this disconnect tells us about the economy. Then, we dig into PepsiCo's latest earnings and why the snack and beverage giant is struggling to win over North American consumers. Meanwhile, Uniqlo's parent company, Fast Retailing, is taking America by storm – and it's showing up in the numbers. Finally, we round out the show with a few market headlines, including Amazon's new Alexa tablet, Microsoft's Nvidia-powered computer and Starbucks' reportedly eyeing Chipotle. 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 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

Episode 286: Today, John and Emily unpack earnings from Modelo and Corona parent Constellation Brands – and discuss why there’s more to the story than its strong topline sales number. Then, they dig into who’s actually involved in building Elon Musk’s massive Terafab facility – and where Intel and TSMC fit into the picture. Also, Flutter Entertainment has had a tough year. Can a bullish call from Citi help the floundering stock? Finally, we unpack a few market headlines including why Webull shares dropped 20% and earnings from Penguin Solutions. 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 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

Episode 285: Today, John and Emily discuss Uber’s plan to buy catering company ezCater for $2.3 billion – and how the rideshare giant is continuing its push to become an “everything app.” Then, we dig into earnings from frozen potato giant Lamb Weston and what its latest quarter tells us about the appetite for fries. Also, Amazon just landed a six-year deal to become the exclusive global home of the Emmy Awards – we analyze the move. Finally, we spin through a few market headlines, including Paramount officially closing its merger with Warner Bros. Discovery and why memory maker Seagate’s stock is falling. 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 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

Episode 284: Today, John and Kaila dive into Tesla’s latest delivery numbers and what they tell us about the broader EV market. Then, we unpack why Brazilian stocks are surging after a surprise first-round election result. Also: has memory supply finally caught up with AI demand? We dig into Micron’s latest numbers. Finally, we spin through two Merger Monday headlines: C.H. Robinson’s buyout of RXO and GE HealthCare’s plan to acquire SOFIE Biosciences. Visit Schwab.com/trading Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast 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 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

Episode 283: Today, John and Hanna review the latest earnings from Vail Resorts.  Winter passes and skier volume are down, but is it weather or high prices?  Then we explore the economy built around the superfan.  Are you one?  I am not.  But a ladder of increasingly premium options is being built for those who are.  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 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

Episode 282: Today, John and Hanna explore the disconnect of an economy that is holding up pretty well on paper… and the feeling that Americans seem to hate it.  Then we explore why despite cooling inflation and a likely-deferred rate hike, 10-year U.S. Treasury yields just hit a generational high.  Next, Paramount takes on a new co-CEO and debt and a naming challenge. Finally, we explore the announced spin out of the Knicks and the Rangers from MSGS and which new Nike shoe sold out today in just 2 hours! 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 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

Episode 281: Today,  John and Emily review the latest government data that showed cooling inflation - and ask what it portends for the Fed.  We also dig into earnings out of food giant Conagra: higher gas prices = fewer Slim Jims sold.  Plus we explore why shares of America’s biggest egg producer dropped today.  Finally, Leslie Pools declares bankruptcy and a Paramount poach leads to entertainment company leadership musical chairs. 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 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

Episode 280: Today, John and Emily explore why shares in FICO plummeted today as the near-monopoly credit score company gets more direct competition.  Then we discuss Oura Ring putting its planned IPO on ice… and the details coming out from Anthropic’s IPO prospectus.  Later: does Netflix have an engagement problem?  Finally, we dig into earnings results from CarMax and Carnival Cruise Lines… turns out the American vacation is sacrosanct!   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 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

Episode 279: Today, John and Emily kick things off by exploring Meta’s new Enterprise segment and the silicon valley veteran they poached to run it.  Then we look at the latest earnings out of Costco and the unique membership situation analysts are following.  Plus an update on the unusual takeover dance happening between MGM and Barry Diller’s People. Inc.  Finally, a spin through the headlines including NVIDIA’s share buyback and SpaceX’s successful launch. 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 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

Episode 278: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Dylan dives into Robinhood’s plans to tokenize stocks and why AMC’s CEO is publicly pushing back. Then, Hanna explores how the rapidly aging U.S. population – combined with falling birth rates and lower immigration – could soon impact economic growth. And finally, John drives into the weekend with a look at the hidden revenue streams that come after an initial sale of a car – and why companies are battling for control of the dashboard. 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 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

Episode 277: Today, Dylan and Hanna kick things off with a look at macro, diving into yields, the housing market and mortgage rates – and how they’re all intertwined. Then, we unpack why Barry Diller backed out of his MGM takeover plans and take a broader look at the Vegas economy. Also: Oracle just took steps to protect itself from Project Jupiter, the massive New Mexico data-center project being developed by Blue Owl. We unpack what the move reveals about the increasingly circular nature of the AI economy. Finally, John runs through the closing numbers and brings us a quick headline on why GoDaddy stock jumped today. 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 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

Episode 276: Today, Dylan and Hanna bring us the details from McDonald’s Investor Day – including how Wall Street is reacting to its refresh strategy and whether the fast-food chain can get investors back on board. Then, we cruise into Royal Caribbean’s deal to buy a 50% stake in Sandals and Beaches Resorts and unpack why the cruise operator is expanding from sea to land. Next, we delve into the latest AI-related IPO: data center company NScale. We get into the numbers and discuss how much of the company’s growth is being driven by just a few big names. Finally, John spins through the market headlines, including earnings from Cracker Barrel and General Mills, as well as Instacart’s move to join the Meta Muse universe. 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 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

Episode 276: Today, Dylan and John dive into Meta’s AI strategy with its Muse agent and how it could unlock a new revenue stream for the tech giant. Then, Paramount just cleared a major hurdle in its $110 billion takeover of Warner Bros. Discovery. We unpack the antitrust settlement the entertainment giant reached with 12 states. Also: California Governor Gavin Newsom is hoping a higher-ethanol gas blend will help combat soaring gas prices – we explore the reality. 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 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

Episode 274: Novo Nordisk is entering its next act. Today, Dylan and John discuss the drugmaker’s pivot and how it plans to expand beyond the weight-loss market. Then, Nike just got booted from the S&P 100. We unpack how it lost nearly 80% of its market value along the way. Also – SoftBank just launched the largest corporate bond issuance in Japanese history. We delve into what it has to do with AI. And finally, a spin through today’s headlines, including an update on the Paramount-Warner Bros. deal, how Meta’s Muse AI agent is moving markets and Washington’s deal with Greenland. 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 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

Episode 273: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Hanna looks at how the rise of dupes and increasingly selective consumers is squeezing fashion brands. Then, John reports back from the Brooklyn Bridge Marina, where he spoke with Brunswick’s CEO about the boating business – and caught up with Emmy-winning actor and boating enthusiast Matthew Rhys. Finally, Dylan breaks down BlackRock’s plans to bring more pension-like offerings to 401(k) plans. 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 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

Episode 272: Today, Dylan and Hanna discuss nuclear company Holtec's decision to pull its IPO amid what it called a "perfect storm" in the AI sector. Then, we examine the oil market's wild swings and break down which sectors are winning and losing from the volatility. John also brings us a listener question, and we look at the business behind Take-Two Interactive ahead of GTA 6's November launch. And finally, Mastercard just introduced a new feature that could let AI agents shop for users. We dive into the details and ask whether consumers actually want AI checking out on their behalf. 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 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

Episode 271: Today, it’s Fed decision day! Dylan and Hanna discuss the Federal Reserve’s latest rate decision, what drove it, and what Fed Chair Kevin Warsh is telling us about the path ahead. Then, we take a deeper look at the relationship between interest rates and the stock market. Next, we pivot to tech and examine Bending Spoons’ acquisition strategy through its latest purchase of digital workspace Miro. And finally, consumers are leaning into bling! We break down why jewelry is outperforming, even as shoppers get more selective about discretionary spending. 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 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

Episode 270: Today, the CLARITY Act failed to advance in the Senate – Dylan and Hanna break down what the setback means for the bill and discuss what the legislation is actually trying to accomplish. Then, Bank of America’s CEO is warning that investment banking activity is slowing, just one quarter after big banks posted record growth. What does that tell us about the broader industry? We also dig into the housing affordability crisis and ask whether high mortgage rates are the new normal. Finally, Dave & Buster’s reported earnings, and John brings us the latest on why the stock is plunging. 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 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

Episode 269: Today, Dylan and Hanna discuss the growing warnings about AI, a blog post from Anthropic’s CEO, and how companies are responding. Then, Mark Carney is pitching Canada to global investors – will it work? Also, John answers a listener's question about Kratos Defense and explains why drone stocks haven’t taken off this year. Finally, the US Open just wrapped up, so we break down the business behind the tennis tournament – including the fan-favorite Honey Deuce. 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 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

Episode 268: What shape is the economy? Today, Dylan and Hanna break down the alphabet soup of economic narratives – from the K-shaped economy to Treasury Secretary Scott Bessent’s new addition to the mix: the C-shaped economy. Then, as NFL season kicks off, we look at private equity’s growing role in the league and why investment firms are so interested in owning a piece of America’s sports franchises. Finally, John wraps up the week with a game of “Overheard on Earnings,” as Dylan and Hanna try to match the quote to the company executive. 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 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

Episode 267: Today, Dylan and Hanna discuss why shares of Cooper Companies, the parent company of contact lens brands like Proclear and Biofinity, are tumbling. Then, they dive into earnings from Macy’s and American Eagle Outfitters and ask whether the American mall is making a comeback. Finally, the U.S. Treasury announced plans for a $6 billion bond buyback – and we break down the market reaction. 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 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

Episode 266: Today, Hanna and Dylan dive into Apple’s first event under new CEO John Ternus and the launch of its foldable phone – the iPhone Duo. Then, they break down GE Aerospace’s acquisition of Consolidated Precision Products and how the AI boom is driving demand for gas turbines. Also, we unpack how Chime is buying its way into becoming an actual bank with its latest acquisition. Finally, they discuss earnings from Casey’s – the self-proclaimed “Official Pizza and Beer Headquarters” – and why the stock is tumbling despite a quarterly earnings beat. 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 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

Episode 265: Today, Hanna and Dylan are back after the long weekend, with gas prices hitting a record high for the holiday and Canada’s retaliatory tariffs taking effect. Plus, what it could all mean for the Fed’s upcoming meeting. Then, we take a look at smart-ring maker Oura Health’s IPO filing and what the numbers reveal about the business. Also, Novartis’ stock dropped after another late-stage trial setback, adding to its recent pipeline struggles. Finally, the summer box office officially wrapped over Labor Day weekend with record-setting numbers at American theaters. So, we ask: Are movies 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 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

Episode 264: The Vanguard 500 turns 50! Dylan and Hanna look back at the history of the first index fund for individual investors and discuss how it transformed the way people invest. Then, we pivot to the weather and break down how the El Niño developing over the Pacific Ocean could impact everything from tinned fish to AI data centers. Finally, it’s been a busy week in the robotaxi world – and John brings us the latest developments as the race to hit the roads accelerates. 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 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