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Brew Markets episodes
- Netflix Falls on Earnings & Ozempic’s Non-Profit Drama
Episode 48: Today, Ann explores the drama unfolding at Novo Nordisk after the company cuts its profit growth forecast for the third time this year. Then an earnings roundup that finds Netflix getting squeezed by a Brazilian tax and leaning into live… Hilton embracing international travel… and Mattel feeling down on Barbie and FIsher Price. Finally, Ann is joined by LinkedIn’s Chief Economist Karin Kimbrough to discuss the state of the labor market and the role AI may or may not be playing.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
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00:00 Welcome to Brew Markets Daily
01:00 Drama At Novo Nordisk
03:00 Earnings Roundup - Netflix, Mattel, Hilton
14:00 LinkedIn’s Chief Economist Karin Kimbrough
25:00 Market Close
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
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
29 min - Warner Bros. Discovery For Sale & Coke and GM Earnings Insights
Episode 47: Today, Ann explores the Merger Moment of French luxury powerhouse Kering agreeing to sell its beauty division to cosmetics giant L’Oréal - how will both parties benefit? Then we break down today’s news out of Hollywood that storied studio Warner Brothers Discovery is considering putting itself up for sale. Plus - it’s earnings season! What nuggets did we glean today from Coke, Philip Morris, General Motors and GE? Finally: exactly who are the players taking Hologic private?
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
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Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee
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00:00 Welcome to Brew Markets Daily
00:35 Kering to sell beauty division to L’Oréal
04:20 $WBD FOR SALE?
12:30 Earnings Roundup
18:11 Market Close
19:00 Final Thought
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
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
24 min - Activist Eyes Cooper Companies & Inside the Luxury Resale Boom
Episode 46: Today, Ann looks into the activist investor inside Cooper Companies that might be eyeing a link up with Bausch + Lomb. Then we dig into the luxury markets: why Gen Z prefers to buy their handbags second-hand and which marketplace companies are benefitting. Later, Ann busts the jargon around margin debts at record highs. Finally, we wrap up with Apple’s stock hitting a high, Molson Coors pivoting to more non-alcoholic beverages and Weight Watchers partnering with Amazon.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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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
01:00 Activist Investor in Cooper Companies
04:00 Luxury Resale on the Rise
10:00 QFA: What is Margin Debt?
14:15 Market Close
16:00 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 and Morning Brew 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: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices
21 min - Michael Lewis on What “The Big Short” Taught Us - 15 Years Later
Episode 45: Ann is joined by author Michael Lewis to 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. Finally, a quick round of guess the ticker symbol.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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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
01:00 The 2008 Financial Crisis
03:45 15 Years of The Big Short
04:45 Michael Lewis Joins
41:00 Guess the Ticker Symbol
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices
47 min - Nestle’s New CEO Cuts 16k Jobs, Plus A Timber Merger and Banking Jitters
Episode 44: Ann looks into Nestle - the world’s largest food and beverage company. It has a new CEO who is pledging 16k job cuts to keep up with a quickly changing industry. Then, two major American timberland companies are merging - we explore if the deal is about timber, or the land? Plus, auto bankruptcies - we break down how the impact is spreading, as regional bank stocks drop with confidence in their lending practices. Finally, we unpack earnings from TMSC, JB Hunt, United and more!
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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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
01:00 Nestle Has A New Sheriff in Town
04:30 Timberland! $RYN and $PCH Merge
09:00 Regional Banks
14:10 Earnings!
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices
19 min - Andrew Ross Sorkin on the 1929 Market Crash and Parallels to Today
Episode 43: Ann is joined in-studio by Andrew Ross Sorkin to discuss his new book 1929 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.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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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 Andrew Ross Sorkin on 1929
02:25 Andrew Ross Sorkin Joins
34:49 Market Close
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices
40 min - JPMorgan’s $10B Investment in America & Consumer Taste for Domino’s
Episode 42: Ann dives into JPMorgan’s earnings and explores CEO Jamie Dimon’s “Security and Resiliency Initiative”, a politically savvy call for more investment in America. Then we go inside the bankruptcy of two auto companies, the billions of dollars that vanished and what it might mean for private credit. Finally, Ann sinks her teeth into Domino’s and Albertsons’ earnings, plus what they portend for consumer sentiment.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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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
00:40 $JPM Wants to Finance America
05:19 First Brands & Private Credit Risk
13:05 $DPZ & $ACI Earnings
15:35 Market Close
16:16 Final Thought
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices
20 min - Is This A Watershed Moment for the Fed? With Danielle DiMartino Booth
Episode 41: Welcome to Brew Markets. Today, Ann is joined by Fed insider Danielle DiMartino Booth. Hot on the heels of the release of minutes from the Federal Open Market Committee’s latest meeting, Danielle gives her insights on the state of the Fed, strategies for young people entering the workforce and if we are about to experience Enron 2.0. Plus, AMD’s Lisa Su is our CEO of the Week.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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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
01:00 Lisa Su of $AMD
05:25 Danielle DiMartino Booth Joins
30:56 Final Thought
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices
35 min - Anthony “The Mooch” Scaramucci on Hedge Funds in the Age of AI
Episode 40: Welcome to Brew Markets. Today, Ann welcomes “The Mooch” - Anthony Scaramucci - founder and managing partner of SkyBridge Capital. They explore the possibility of artificial intelligence replacing human-run hedge funds and the importance of neuroplasticity: staying mentally flexible and open to new ideas, technologies and generations. Plus shares in rare earth miners hit the mother lode on speculation of more White House investment.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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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
00:25 Will AI Kill Hedge Funds?
03:04 Anthony Scaramucci Joins
28:43 Market Close
29:24 Final Thought
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices
34 min - Can Pepsi’s CEO Turn It Around? & Delta Flies High
Episode 39: Welcome to Brew Markets. Today, Ann discusses why an activist investor is growing impatient with PepsiCo - Ann suggests the CEO may be on borrowed time. Then what Delta’s earnings indicate for the future of business travel. Finally, Ann jargon-busts "dividend recaps" and a look at Ferrari and Costco.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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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
01:00 $PEP Patience Runs Low?
05:00 $DAL Earnings Fly
12:30 What’s a Dividend Recap?
16:00 Market Close
16:30 Final Thought
Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd
Learn more about your ad choices. Visit megaphone.fm/adchoices
21 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.