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Brew Markets episodes
- “Boring Businesses” that Build Wealth w/ Codie Sanchez & RTR Soars
Episode 88: Today, Ann welcomes Codie Sanchez, founder & CEO of Contrarian Thinking, a platform designed to empower workers to move from employees to business owners. They discuss buying or investing in a “boring business” that endures and builds wealth, plus Codie shares insights from her time putting money to work in Latin America. Then, Ann takes a look at Rent the Runway, which has seen its shares up 100% this month… but how much runway does the company really have?
Visit Vanguard.com/audio to learn more
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00:00 Welcome to Brew Markets Daily
00:30 Contrarian Thinking’s Codie Sanchez
04:00 Contrarian Thinking’s Codie Sanchez Joins
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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37 min - Activist Fit-Checks Lululemon & Longhorn’s Earnings Are Well Done
Episode 87: Today, Ann checks out Lululemon and the activist investor taking a billion dollar stake in the company with the goal of getting the athleisure OG to get its fit in check. Then we survey earnings from Darden, the parent company of the Olive Garden… apparently diners haven’t had their fill of neverending pasta - plus: Carmax hits the skids and seeks to win back customers with lower prices. Finally, we survey today’s fresh CPI data, see why shares in Micron are up and… it’s back: merger talk of Spirit and Frontier Airlines.
Visit Vanguard.com/audio to learn more
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00:00 Welcome to Brew Markets Daily
00:00 Elliott's $1B bet on $LULU
00:00 Earnings: $DRI $KMX
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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27 min - Warner Bros Has Words With Paramount & Turning Losses into Tax Advantages
Episode 86: Today, Ann analyzes Warner Bro’s scathing letter to shareholders - the board doesn’t mince words about why it rejected an offer from Paramount, including questioning if the money offered is even real! Then we sneak you a cheat sheet on today’s announced merger of online learning rivals Coursera and Udemy. Plus, a look at a listener-suggested manufacturing company Jabil, and how diversity is the key to its work with AI datacenters. AND - for investors looking at their portfolio of stocks to see what’s up and what’s not, we talk to Josh Krugman, Head of Brokerage Product Strategy at Fidelity for insight into potential options for managing year-end tax exposure. Finally, we survey Medline’s landmark IPO - the biggest of the year, and why Blue Owl’s pullout of a deal with Oracle led to today’s AI selloff.
Visit Vanguard.com/audio to learn more
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00:00 Welcome to Brew Markets Daily
00:30 NEW WARNER BROS M&A DRAMA
05:30 Merger in ED TECH
12:30 $JBL EARNINGS
17:30 Tax Optimization: Josh Krugman, Fidelity
24:00 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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31 min - Inside Today’s Delayed Jobs Data & Retail Investing’s Agile Advantage
Episode 85: Today, Ann sits down with Howard Lindzon - the founder of Stocktwits - to discuss his 2026 outlook: from small-cap momentum to the psychology driving today’s bull market… and how he never predicted the rise of prediction markets. Then we look for clarity amidst the noise in today’s job’s data - how might the Fed act on the report’s mixed bag? Finally, Tesla hits a record high, guidance from Pfizer is a hard pill to swallow, and coming to a living room near you: Meta reels!
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00:00 Welcome to Brew Markets Daily
01:40 Stocktwit’s Howard Lindzon Joins
20:00 Delayed November Jobs Report
26:30 $TSLA - $PFE - $META 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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33 min - Roomba Hits the Dustbin & Will Spinning Off Cable Nets Reignite Comcast?
Episode 84: Today, Ann looks at Roomba-maker iRobot’s decline and recent filing for bankruptcy and what it says about the health of public companies… joining other 2025 fails like 23andMe and Sunnova Energy. Then we look at Comcast’s decision to spin off its portfolio of cable networks including CNBC and SyFY - will it reignite the legacy media company and will investors buy into the new Versant? Then, Ann answers a question from a listener who wants to know why shares in Proctor & Gamble are in a holding pattern despite beating earnings and the ubiquity of its products. Finally, we survey why shares in Zillow and ServiceNow saw big declines today.
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00:00 Welcome to Brew Markets Daily
00:30 iRobot’s Roomba In The Dustbin
03:30 Comcast Spins Off Cable TV
12:30 QFA: What’s happening at P&G
17:25 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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23 min - The Right Stuff: Build-A-Bear’s CEO & Lululemon's Rebirth of Cool
Episode 83: Today, Ann examines the challenges of turning around a public company with Build-A-Bear’s President and CEO Sharon Price John. They discuss rebuilding operational strength, taking a cherished bricks and mortar brand online and we land a SCOOP on what’s next for Build-a-Bear in video content. Finally, we take a spin through the day’s market headlines including changes at Lululemon and a potential shift in White House policy that had cannabis stocks flying high.
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00:00 Welcome to Brew Markets Daily
00:30 CEO OF THE WEEK: SHARON PRICE JOHN
02:00 BUILD-A-BEAR’S SHARON PRICE JOHN
28:30 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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34 min - Disney: When You Wish Upon AI & Oracle Loses $100B in Market Cap
Episode 82: Today, Ann examines Walt Disney Company’s $1 Billion landmark agreement to bring Disney characters to OpenAI’s movie generator Sora… can Mickey protect his own character? Then we explore market concerns that Oracle’s massive AI infrastructure spend will never pay off - leading to today’s massive loss in market cap. Plus, shares in Vail Resorts have been headed downhill, can the return of a former CEO give the stock a lift? Finally, we zip through the headlines around Coca Cola’s new CEO and Manchester United’s cost savings drive.
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00:00 Welcome to Brew Markets Daily
00:30 Disney’s $1B Bet on OpenAI
03:30 EARNINGS: $ORCL $VAIL
18:00 Market Close - $DIS, $KO
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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27 min - A Divided and Data-Blind Fed Decision & Cracker Barrel Reheats the Brand
Episode 81: Today, Ann examines the Fed’s data-blind decision to cut rates by a quarter percent - was it just a gift to the market and what might it mean for Chair Jerome Powell’s legacy? Then we look at companies reporting earrings: did Cracker Barrel finally hit the bottom of the barrel and can fresh biscuits turn it around - and why is online pet retailer Chewy seeking an expansion in brick-and-mortar vet clinics? Finally, a look at GE Vernova’s hyperscaler ambitions and Walmart’s 3D printed stores.
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00:00 Welcome to Brew Markets Daily
00:30 Data-Blind Fed Cut
05:30 EARNINGS: $CHWY $CBRL
20:00 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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28 min - NVIDIA’s Kickback: Don’t Call It an Export Tax & AutoZone’s Muffled Earnings
Episode 80: Today, Ann explores President Trump’s decision allowing NVIDIA to ship H200 chips to China and why the 25% cut to U.S. coffers can’t constitutionally be called an export tax. Then we do a roundup of today’s earnings, looking at the tariff hit on AutoZone and Toll Brothers’ luxury position in a soft housing market. Finally, a look at stocks that moved the market including Campbell’s bland earnings, CVS’s positive up-beat investor day and the money Pfizer is willing to shell out for an oral GLP-1.
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00:00 Welcome to Brew Markets Daily
00:30 America’s New Chip Tax?
04:30 EARNINGS: $TOL $AZO
16:00 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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25 min - Paramount Gets Hostile Over Netflix-WBD Deal & Ulta: Beauty's Beast is Back
Episode 79: Today, Ann examines the turnaround happening at Ulta that recently sent its share price to an all-time high - how has management executed on three growth initiatives, including turning the beauty retailer into a destination? Then we look at the drama unfolding in Hollywood as Paramount launches a $108 billion hostile takeover of Warner Brothers Discovery just days after Netflix announced a successful bid for the legacy studio, network and streaming company. Finally a survey of today’s market moves by IBM, JPMorgan and others.
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00:00 Welcome to Brew Markets Daily
00:30 Ulta: Beauty's Beast is Back
04:30 $NFLX $PSKY $WBD Hollywood Drama
21:30 Market Close - JPMorgan - IBM
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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29 min
About Brew Markets
From the publisher's feed
Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by John Crotteau and Hanna Horvath, the show delivers refreshing insights into…
trading trends and money moves, every weekday afternoon.