Brew Markets

Episode 98: Today, Ann looks at the pipeline of 2026 IPOs - already featuring SpaceX and now Discord - and what it tells us about investors’ dash for cash.  Then we review earnings for Cal-Maine, the largest egg producer in the US: their ticker remains CALM even as egg prices and their stock price continue to fall.  Then we survey today's flurry of posts from President Trump. Each of which represents major policy shifts across defense, financials and housing.  Finally, a look at airlines, with American and Alaska both making headlines. 

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:45 2026’S HOT IPO MARKET

05:00 Earnings: CALM

14:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 97: Today, Ann surveys NVIDIA’s big CES unveils: including faster, COOLER AI chips and a doubling down on self-driving cars. Then we look into a listener’s question about Fast Retailing, the Japanese fashion giant behind Uniqlo - can it conquer the American Midwest? Finally, a wrapup of market headlines from Meta, Ford and Jollibee… Ann’s favorite burger!

www.brewmarkets.com

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:00 NVIDIA’S CES UNVEILS

00:00 Uniqlo Expanding in the US

00:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 96: Today, Ann reviews the market movement in the wake of the weekend’s extraordinary actions in Venezuela - what might it mean long-term for oil and defense companies and the banks that fund them? Then we review the major analyst and bank predictions for the year ahead - will 2026 see a 4th consecutive increase for the S&P 500?  Then, Ann answers a listener who wants to know why Rocket Lab’s valuation has gotten so high and how it might inform a SpaceX IPO.

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 The Venezuela Trade

04:00 Market Predictions for 2026

17:15 QFA: Rocket Lab’s Valuation

22:14 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 95: Today, Ann revisits her October conversation with author Michael Lewis.  They reflect on 15 years of “The Big Short” - how the 2008 financial crisis might have unfolded in today’s social media environment, why the current market feels more like the internet bubble (with a twist) and how faith in Bitcoin is practically a religious belief.  Plus, Michael outlines his approach to the research and writing of his best-sellers… and reveals how he ended up investing in gold.  

Visit Vanguard.com/audio to learn more

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:00 Michael Lewis Intro

00:00 Michael Lewis Joins

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 94: Today, Ann revisits her November conversation with the co-founder of Reddit, Alexis Ohanian.  He explains why the internet needs to feel human again and how he’s partnered with his arch-nemesis to restore trust and fun to the web.  They discuss his launch of Athlos - the first women's-only professional track and field competition - his successes investing in women’s sports and what he would have done differently.

Visit Vanguard.com/audio to learn more

www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:00 Introducing Alexis Ohanian

00:00 Alexis Ohanian Joins

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 93: Today, Ann revisits her October conversation with CNBC’s SquawkBox anchor and New York Times bestselling author, Andrew Ross Sorkin.  They discuss his latest book 1929: The Inside Story of The Greatest Crash in Wall Street History and the prevailing factors that predicated that year’s market crash and parallels at play today.  Sorkin talks prediction markets, the democratization of access to private capital, where he invests his money and so much more.

Visit Vanguard.com/audio to learn more

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 Introducing Andrew Ross Sorkin

03:00 Andrew Ros Sorkin Joins

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 92: Today, Ann revisits her October conversation with economist and Fed insider Danielle DiMartino Booth.  With a dearth of data during the government shutdown, the Fed was flying nearly blind.  Danielle gives her insights on the state of the Fed, strategies for young people entering the workforce, if gold has become a meme stock and if we are about to experience Enron 2.0.  

Visit Vanguard.com/audio to learn more

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:0 Welcome to Brew Markets Daily

00:30 Introducing Danielle DiMartino Booth

01:45 Danielle DiMartino Booth Joins

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 91: Today, Ann revisits her October conversation with Professor Karim Lakhani of Harvard Business School.  With $1.5 trillion spent worldwide on AI this year, they discuss his research on productivity and measuring the return on AI spend.  He explores if corporations should have “clinical trials” of AI before putting more money behind it and what enterprise adoption really looks like. 

Visit Vanguard.com/audio to learn more

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 Introducing Professor Karim Lakhani

03:30 Professor Karim Lakhani Joins

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 90: Today, Ann reviews why this is the year that crypto went mainstream: including a shift in regulations and the entrance of Wall Street firms into crypto-focused ETFs… so why has BTC remained so volatile and how might it affect DAT companies with crypto on their balance sheets?  Then, author Natalie Brunell joins in-studio to discuss why she remains bullish on Bitcoin, arguing that it is a neutral, finite savings technology in a market where inflation is the real villain.  Finally, we look at the major M&A that continues to roll in before the end of the year and which pharma company got the greenlight from the FDA for a weight loss pill.

Visit Vanguard.com/audio to learn more

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30  The Year in Crypto

12:51 Natalie Brunell Joins

39:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 89: Today, Ann explains the history and lore behind the “Santa Claus Rally”... what is it and will we get one this year?  Then, 2025 brought controversy in the form of “good genes”, Uncle Herschel and bags that DON’T fly free, we look at which brands took a hit this year, which recovered and which are still finding their way.  Finally, an update on Paramount’s hostile bid for Warner Brothers Discovery and Janus Henderson is going private.  

Visit Vanguard.com/audio to learn more

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 Santa Claus Rally - Explained!

00:00 2025 Brand Backlash

00:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices