Brew Markets

Episode 78: Today, Ann is joined in-studio by the founder of Wikipedia - Jimmy Wales - to discuss trust in social media, the prospects of using AI to edit Wikipedia and what Jimmy thinks about the launch of Elon Musk’s Grokipedia. Plus, as Bath and Bodyworks, The Gap and Abercrombie & Fitch see higher foot traffic and sales, we ask: are shopping malls making a resurgence?

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00:00 Welcome to Brew Markets Daily

00:30 WHAT IS THE VALUE OF TRUST?

03:00 WIKIPEDIA FOUNDER JIMMY WALES JOINS

35:00 Mall Stocks

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 77: Today, Ann examines Meta’s decision to slash the budget for its lagging metaverse operations and applauds the difficult move that’s right out of the playbook of another tech power player: Amazon. Then we look at two companies whose quarterly earnings didn’t wow markets today: why Snowflake is falling and Kroger shelved its automated grocery delivery plans. Finally, we sprint through headline-grabbing stories from iRobot, Dollar General and PVH.

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00:00 Welcome to Brew Markets Daily

00:00 $META’s $70B Reality Check

00:00 EARNINGS: $KR & $SNOW

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 76: With news coming out of the White House this afternoon that auto fuel standards will be rolled back, Ann reviews which auto companies have already been stepping back from EV models and how their share prices have fared.  Then we look at earnings for Macy’s and Pure Storage… will the retailer’s refresh bring shoppers back to the department store… and can the flash storage company continue to deliver to hyperscale clients?  Finally, Ann addresses 2025’s buyback bonanza when a listener asks why a company would choose a buyback over sending back cash to shareholders through a dividend.

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00:00 Welcome to Brew Markets Daily

00:00 NEW AUTO FUEL STANDARDS

00:00 EARNINGS: $M $PSTG

00:00 QFA: Buybacks vs. Dividends

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 75: Today, Ann explores why the Omnicom-IPG merger, which created the world’s largest advertising company and is expected to generate more than $25 billion in revenue, might simply be “two drunks propping each other up on a lamppost”.  Then we look at earnings out of Signet and what they signal for holiday jewelry shopping.  Plus, we examine why Costco has joined a list of retailers suing the Trump administration, seeking a potential refund of tariff money.  Finally, Ann weighs in on Michael Dell’s $6.25 billion donation to fund investment accounts for American children.

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00:00 Welcome to Brew Markets Daily

00:30 $OMC Merger Moment

06:00 $SIG EARNINGS

15:00 COSTCO JOINS TARIFF LAWSUITS

18:00 Market Close

20:00 Final Thought

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

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details

Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. 

APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.

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Episode 74: Today,  Ann takes a look at the major battle shaping up in real estate over ‘private listings” - how Zillow’s ban on off-market and brokerage-exclusive listings is putting it at odds with several of the biggest brokerages.  Then, Ann is joined by Kamini Rangappan Lane, the President and CEO of Coldwell Banker Realty to discuss market conditions, mortgage rates and what it means for potential homebuying individuals to stay on the sidelines while commercial buyers claim inventory.  Finally, we look at some market headlines including Disney’s blockbuster box office weekend.

For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

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00:00 Welcome to Brew Markets Daily

00:30 PRIVATE LISTINGS SHAKE UP REAL ESTATE

04:30 Kamini Rangappan Lane Joins

23:00 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

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Cryptocurrency services are provided by Zero Hash LLC through a software licensing agreement between Zero Hash LLC (“zerohash”) and Public Platform LLC. zerohash is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Zero HashLLC is licensed to engage in virtual currency business activity and money transmission by the New York State Department of Financial Services. Please ensure that you fully understand the risks involved before trading. See here for zerohash licenses and disclosures.

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Episode 73: Ann explores Nuuly, the hidden gem inside Urban Outfitters that’s pushing Rent the Runway off the catwalk and bringing in predictable, recurring revenue for the clothing giant.  Then we look at Dell, the decades-old PC maker that has found a path in bespoke AI solutions.  Plus, Petco is begging for a turnaround, Uber robotaxis launch in Abu Dhabi and what exactly did Campbell’s have to say about the suggestion the company 3D-prints its chicken?  We’ll be back on Monday - have a great Thanksgiving! 

For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

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00:00 Welcome to Brew Markets Daily

00:40 $URBN’s HIDDEN JEWEL

04:00 EARNINGS: $DELL $WOOF

16:00 $UBER ABU DHABI ROBOTAXI

18:00 $CPB TALKS CHICKEN

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

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member.  Availability of the Investment Plans tool on Public.com is not a recommendation or endorsement of the tool. Public.com does not provide investment, tax or legal advice. 

For additional disclosures about Investment Plans, go to public.com/disclosures. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

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Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition is heating up, with Meta is in talks to buy billions of dollars of Google's TPUs. Then, we break down some of today’s earnings: why Smucker’s is protecting its billion-dollar frozen sandwich and how Foot Locker aims to tame the shoe wall.  Finally, is Abercrombie back and was there a spy at TSMC… prep and espionage ripped from the headlines.

For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

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00:00 Welcome to Brew Markets Daily

00:30 NVIDIA SAYS IT IS NOT ENRON

05:00 EARNINGS: $SJM $DKS

16:00 ABERCROMBIE SHARES SOAR

18:30 DID $TSMC HAVE A SPY?

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

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details

Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. 

APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.

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Episode 71: Today, Eli Lilly becomes the first healthcare company to join the Trillion-Dollar Market Cap Club - Ann looks at this intriguing and historical collection of companies.  Plus, Warner Brothers Discovery has put itself up for sale, we survey which Hollywood heavy hitters have submitted bids: Paramount seems to be in the lead, but can Comcast overcome debt and political headwinds… and will Netflix embrace theatrical releases?  Finally, a peak behind the curtain of Ann’s appearance on Fox Business Network.

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00:00 Welcome to Brew Markets Daily

00:30 $LLY JOINS THE TRILLION DOLLAR CLUB

04:00 $NFLX $CMCS $PSKY BID FOR $WBD

20:00 Ann’s Appearance on FBN

24:30 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, orning 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

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details

Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. 

APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.

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Episode 70: Ann welcomes Charisse Hughes, the Chief Growth Officer of Kellanova (think Pringles and Special K) to explore how the company is using advanced analytics for greater customer insights and applying AI to marketing tasks while retaining the human creative. Plus we look at the frank comments made by the CEO of Bath and Bodyworks after the company’s recent poor earnings report and stock hit.

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00:00 Welcome to Brew Markets Daily

00:30 Advanced Analytics in Food Brands 

03:00 Charisse Hughes Joins

19:00 Bath and Bodyworks Earnings $BBWI

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here.

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 69: Today, Ann reviews Abbott Labs’ purchase of Cologuard maker Exact Sciences and what it could mean for the future of precision oncology.  Then, we survey earnings from Walmart and Nvidia - they’re both giants - but are they both tech companies… and why did shares rise today for one and not the other?  Then, Ann explores why Professor Yann LeCun - one of the godfathers of modern AI - is leaving Meta for his own startup.  Finally, Ann looks at Intuit’s earnings as they come over the wire.

For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

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00:00 Welcome to Brew Markets Daily

00:00 $ABT BUYING COLOGUARD’S $EXAS

00:00 EARNINGS: $WMT $NVDA

00:00 Yann LeCun Leaving Meta

Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Alpha is an experimental AI research tool from Public Holdings, Inc., powered by GPT-4. It may produce inaccurate or inappropriate responses and is not investment research or a recommendation. All output is provided “as is,” without warranties, and use is at your own risk. Please independently verify any information before making decisions.

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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