Brew Markets

Episode 38: Welcome to Brew Markets. Today, meme ETFs are making a comeback and Ann explores which companies are included - whether or not they want the memestock title. Then the proposed merger of Fifth Third Bank and Comerica has us discussing why regional banks want to scale up and why big banks are trying to go local. Ann goes through why the likes of Robinhood and BlackRock are exploring Tokenization and what it means. Plus, AST SpaceMobile partners with Verizon and Figma is now accessible through ChatGPT.

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00:00 Welcome to Brew Markets Daily

00:35 Meme ETFs Crop Up

05:00 More Bank Deals On the Way

14:30 QFA: What is Tokenization?

17:40 Market Close

18:30 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

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Episode 37: Welcome to Brew Markets. Today, Ann looks at why ICE - the public company that owns the New York Stock Exchange - is investing $2 billion in prediction market player, Polymarket. Next, we unpack why consumers are drinking less beer and what Constellation Brands has to say about the trend. Then, Ann answers a listener's question on what warrants are - and explains why OpenAI’s deal to get them in AMD is so juicy. We wrap on gold hitting new highs, Oracle’s stock nudging down, Ford facing supply chain disruption and Qualcomm’s move into robotics.

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00:00 Welcome to Brew Markets Daily

01:06 Polymarket Joins NYSE’s Family

04:36 $STZ IN RETROGRADE?

11:30 QFA: What Are Warrants?

16:40 Market Close

18:00 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

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Episode 36: Welcome to Brew Markets. Today, Ann follows the money to see how today’s announcement of OpenAI partnering with - and taking an equity stake in - chip giant AMD may add to fears of an AI bubble. Then, we break down how Reddit’s content licensing deal with ChatGPT is going and Ann answers a listener question on how the prediction markets look at the US government shutdown. Finally, TSLA stock was up after a teaser video launched speculation that a new affordable model is on the way.

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00:00 Welcome to Brew Markets Daily

001:00 OpenAI & $AMD: A Bubble?

05:27 Is $RDDT Becoming Invisible?

12:31 What are Prediction Markets?

15:42 Market Close

16:38 Final Thought

00:00 Credits

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

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Episode 35: Welcome to Brew Markets. Today, Ann explores Spotify’s recent decision to install two CEOs - the unusual setup worked for Netflix, but does it leave folks wondering who’s in charge? Then Ann welcomes the Founder and CEO of Applied Digital, Wes Cummins, to discuss data centers, the physical backbone of AI. Finally, with the expiration of the EV tax credit, a look at automakers’ quarterly delivery number.

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00:00 Welcome to Brew Markets Daily

00:38 Are new $SPOT CEOs new?

04:43 Wes Cummins on Data Centers

29:12 Market Close

30:06 Final Thought

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Episode 34: Welcome to Brew Markets. Today, Ann explores Amazon’s drive to dominate WalMart in the enormous grocery market. Then, Ann is joined by Sally Shin, a venture partner at Comcast Ventures, to discuss corporate in-house venture investing and if there is such a thing as new vs. old media. Finally, Ann breaks down how FICO scores are changing along with how consumers access credit.

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00:00 Welcome to Brew Markets Daily

00:45 $AMZN $WMT War Heats Up

03:39 Inside Corporate Venture with Sally Shin

25:08 Market Close

26:06 Final Thought

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Episode 33: Welcome to Brew Markets. Today, Ann explores what the Government Shutdown means for access to inflation and other data that informs the Fed.  Then, it’s been a year since Nike’s new CEO started a company turnaround - we discuss what's working.  Finally, Ann answers a listener who is seeing headlines of gold at an all-time high and wondering how to buy.  

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00:00 Welcome to Brew Markets Daily

01:00 Government Shutdown

04:20 $NKE Just Doing It?

14:44 How to Buy Gold

18:45 Market Close

19:53 Final Thought

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Episode 32: Welcome to Brew Markets. Today, Ann explores the agreement announced today between the White House and Pfizer to sell some of its drugs to Medicaid at reduced prices - and what could come next for the pharmaceutical industry. Then we try out ChatGPT’s new Instant Checkout feature on Etsy and discover why it’s an e-commerce game changer. Finally, Ann fields a listener question and explains the Shiller P/E ratio

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00:00 Welcome to Brew Markets Daily

00:28 White House Partners with $PFE

03:13 Shopping $ETSY With ChatGPT

10:25 Shiller P/E Explained

14:14 Market Close

15:20 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

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Episode 31: Welcome to Brew Markets. Today, Ann looks at the potential government shutdown and how the markets have responded to past shutdowns. Then, even though Costco beat on earnings and is generating cash from membership fees, Ann dives into the numbers to see if the company might be overvalued. Finally, Ann jargon busts “OpCo/PropCos”, ETSY is selling through ChatGPT and the $55 Billion deal for Electronic Arts is the biggest buyout ever.

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00:00 Welcome to Brew Markets Daily

00:25 Potential Government Shutdown

04:35 Is $COST overvalued?

14:29 What’s an OpCo/PropCo?

19:10 Market Close

20:16 Final Thought

22:00 Credits

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. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. 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. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

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Episode #30: Today, Ann reviews how new tariffs are rippling through consumer and healthcare stocks. Then, we bring you an in-studio conversation with global DJ and entrepreneur Steve Aoki. We explore how he takes lessons from his career in music to investing and how he manages his venture arm Aoki Labs. 

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

00:35 Tariffs Hit $WSM03:35 Steve Aoki Joins 

41:13 Markets 

42:10 Credits

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. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. 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.

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.

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Episode 29: Welcome to Brew Markets. Today, Ann looks at US government investments in the private sector and ponders if we will see a surge in “golden shares”. Then, Bumble is cozying up with AI - we look at founder Whitney Wolfe Herd’s first 6 months back as CEO.  Plus, Starbucks announced a significant restructuring today - is this what the market’s been waiting for?  Finally, CarMax misses estimates, Amazon pays a record FTC fine and Spotify is rooting out AI slop.

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

00:28 More Golden Shares?

04:33 AI & $BMBL Cozy Up

13:18 $SBUX Restructures

10:22 Market Close

19:10 Final Thought

20:24 Credits

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. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

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