Brew Markets

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.  

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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 

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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

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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. 

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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

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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.

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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

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Episode 125: Today, Ann looks at two travel-related companies that are facing a growing stake from activist investors - one taking advantage of Norwegian Cruise Line’s CEO stepping down - the other pushing for Tripadvisor to sell… itself.  Then we diagnose earrings from Medtronic the medical devices OG that went from producing the first wearable battery powered pacemaker to now developing robotic-assisted surgical procedures… but is it enough to appease investors looking for the next big medical catalyst.  Finally, we review updates on contentious prediction market oversight and the contentious bidding for Warner Brothers Discovery.

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00:00 Welcome to Brew Markets Daily

00:30 Activist Investors In Travel

06:00 The Heart of Medtronic Earnings

18:00 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

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Episode 124: Today, Ann is joined by the CFO at Match Group, Steve Bailey, to discuss how the company behind Hinge, Tinder and dozens of other dating apps is navigating “swipe fatigue” and skepticism over the insertion of AI into the matchmaking process and where the company is allocating money to reach new users and attract jilted investors back to the stock.  Then we take a look at The Vatican Bank’s first foray into equity indexes intended to track stocks that are consistent with Catholic ethical principles. 

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00:00 Welcome to Brew Markets Daily

00:10 The State of Dating Apps 

01:45Match Group CEO Steve Bailey Joins

30:15 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

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Episode 123: Today, Ann digs into Meta’s SEC filings and financial engineering that’s kept a $27 billion data-center project off its balance sheet - and examines what it means for AI bubble fears.  Then we go inside Robinhood’s latest quarter that saw revenue up despite the drag from crypto’s crash - investor sentiment is mixed, but CEO Vlad Tenev is committed to the company’s future as a “Financial SuperApp”.  Finally, a glimpse at what sent shares in McDonald’s up today amidst a broader market sell-off. 

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00:00 Welcome to Brew Markets Daily

00:30 META’S FINANCIAL ENGINEERING

05:20 Robinhood’s Diversification Bet

18:00 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

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Episode 122: Today, Ann explores why - just 6 weeks into his position - Kraft Heinz CEO Steve Cahillane puts a pause on the company’s proposed split and how the market and tie-up architect Berkshire Hathaway received the big news.  Then we dig into earnings for Unity, the development platform behind some of the world’s most popular video games: revenue beat expectations, so why did the market press the down button on its stock?  Finally we take a spin through the fresh jobs report plus earnings from Lyft and Mattel that sent shares lower. 

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00:00 Welcome to Brew Markets Daily

00:00 Kraft Heinz Presses Pause on Split

00:00 EARNINGS: $U

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

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Episode 121: Today, Ann discusses Spotify’s latest earnings report and why the streaming giant impressed investors besting expectations with a huge jump in subscribers and revenue.  Then we tackle 2026’s "software-mageddon" sell-off that has investors wondering which companies and products are best insulated from the encroachment of AI - we look at the latest numbers, the market results and even ask Claude what it makes of the sector’s future.

Finally, we look at the biggest market headlines including earnings from companies like Coca-Cola and Harley Davidson.

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Episode 120: Today, Ann explores what’s happening at Monday.com that caused its stock to drop 20% today - even on the back of a slight earnings beat (hint: the software company pulled guidance amidst the sector “choppiness” introduced by AI like Claude). Then, in the wake of a record number of bets placed on the Super Bowl and significant dips in their stock prices, we look at the bets “traditional” sports gambling apps like DraftKings and FanDuel are making on recently de-regulated prediction markets.  Finally, we zip through market headlines: Novo sues Hims, two offshore drilling services companies unite and Kroger snags a new CEO with a history at a grocery rival.

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00:00 Welcome to Brew Markets Daily

00:00 Just Another Manic $MNDY

00:00 Sports Apps Bet on Prediction Markets

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

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Episode 119: Today, Ann sits down with Kathy Lien, the Managing Director of FX Strategy at BK Asset Management.  With the U.S. dollar recently sinking to its lowest level in four years, gold and silver hitting all-time highs, and a brand-new Fed Chair nominee entering the picture, they break down what’s driving dollar valuation and what it means for investors and the global economy.  Then with the Olympics kicking off, we look at the value of the metal medals that will be bestowed on the champions.

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00:00 Welcome to Brew Markets Daily

00:00 Kathy Lien Joins

00:00 The value of Olympic Medals

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

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