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.

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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

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