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Brew Markets

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Brew Markets
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  • Travel’s ‘Frictionless Future’ with CLEAR’s CEO & Home Depot Weathers Few Storms
    Episode 67: Today, Ann takes a look at CLEAR, the identity security company whose service you may use to cut those airport lines.  Ann sits down with CEO Caryn Seidman Becker for the latest on the impact of the government shutdown and  what’s next for biometrics.  Then we take a look at earnings for Home Depot and why a quiet storm season may have driven down revenue.  Plus, Klarna expands into credit card offerings - looking to expand now and profit later. 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  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC 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 Biometrics in Travel and beyond 03:00 EARNINGS: $HD & $KLAR 16:00 Caryn Seidman-Becker Joins 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Which Companies Are Chattiest about AI & Sinclair Takes a Stake in Scripps
    Episode 66: Today, Ann explores a report of which companies have spoken about AI on their earnings calls and what it could potentially mean. Next up, a look at Aramark’s earnings report and what it means for the $10 billion food giant. Then a look at the potential merger between local news operators Scripps and Sinclair. And finally a look at how Alphabet keeps hitting record-highs.  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  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Will Walmart’s CEO Exit On Top? & StubHub Snubbed On No Guidance
    Episode 65: Welcome to Brew Markets. Today, Ann looks at the 12-year tenure of Walmart’s CEO after today’s announcement that he’s stepping down.. is he going out on top?  Then we examine what the headlines missed on StubHub’s earnings, how Sally Beauty is seeking a makeover and if Virgin Galactic will get its next space vehicle off the ground. 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 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: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC 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 00:00 Walmart CEO Stepping Down 00:00 Earnings: $STUB $SBH $SPCE 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 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Prediction Markets Enter the Octagon & Disney Experiences a Drop
    Episode 64: Today, Ann explores the new partnership between TKO - the boxing and ultimate fighting heavyweight - and prediction market leader, Polymarket… and why it could have sport-betting companies shaking in their boxer shorts.  Then, we look at Disney’s earnings and examine the family-run department store with an $11b market cap that you may not have heard of.  Later, Ann explains why investors in QQQ are being hounded to vote.  Finally, change is about to hit Verizon. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:45 UFC ($TKO) Pairs Up with Polymarket 04:00 Earnings: $DIS $DDS $CSCO 15:00 What’s Going On with $QQQ 18:30 Final Thought - Verizon 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23:31
  • Is Beyond Meat Beyond Hope? & The Sneaker Race is ‘On’ with Nike and HOKA
    Episode 63: Today, Ann examines what went wrong at Beyond Meat - tanking stock, briefly meme’d, dropped by McDonald’s… and what it might signal for the plant-based sector.  Then we jump into earnings for On, the Swiss shoe company that’s setting race records - and look at IP at Sony and why shares in Okla are up despite reporting a loss.   Finally, Ann presents our CEO of the week: the man behind Metsera, the company that’s just 3 years old and already the target of an extraordinary bidding war between Pfizer and Novo Nordisk. 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  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC 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 Is Beyond Meat Beyond Hope? 04:30 Earnings: $ONON $SONY $OKLO 17:00 CEO of the Week 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 Paid for by Public Investing. Full disclosures in podcast description. 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. 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 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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