Brew Markets

Episode 146: Today, Ann breaks down the 100-year-old U.S. shipping law President Trump just waived and why the White House’s attempt to bring oil prices down may not be working. Then we dig into lululemon’s latest earnings and how a corporate power struggle has destabilized the yoga pants empire. We also discuss Meta’s decision to shut down Horizon Worlds, the company’s virtual reality social network, as it continues pulling back from the metaverse. Plus, we recap Brew Markets’ Eyes on Her: Women, Wealth & What’s Next event and our biggest takeaways from the panels. Finally, the Federal Reserve holds interest rates steady, the Producer Price Index rises, and we survey earnings from Macy’s and General Mills.

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Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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 145: Today, Ann explains how airline travel is the latest indicator that the K shaped economy is alive and well. Despite higher jet fuel prices, extreme weather and TSA delays, demand for travel isn’t wavering, resulting in some airlines raising their outlook. Then, we celebrate St. Patrick’s Day – Brew Markets style – by breaking down the struggling alcohol industry through the lens of Diageo, the parent company of Guinness. Finally, activist investors take aim at Six Flags, advanced nuclear reactor company OKLO secures a key license, and Uber continues to expand its robotaxi partnerships.

www.brewmarkets.com 

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Get started at CMEGROUP.COM/PODCAST

Stocks mentioned:

$DAL $AAL $JBLU 

$DEO

$FUN $OKLO $UBER $NVDA

Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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 144: Today, Ann breaks down how one chart challenges the popular “set it and forget it” narrative around investing in the S&P 500, and why the index may not be as diversified as many investors think. Then, we discuss the role of AI in Hollywood as some media companies embrace the technology as a “tool” and others as a full content generator. Finally, the factors driving Dollar Tree’s strong earnings, Peloton’s expansion into gyms, and the potential headcount costs of Meta’s AI push.

 

www.brewmarkets.com 

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Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Get started at CMEGROUP.COM/PODCAST

Stocks mentioned:

$INX

$NFLX $WBD $PSKY $DIS $CMCSA

$PTON $DLTR $META

Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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

Episode 143: Today, Ann is joined by Lauren Antonoff, CEO of Life360. They break down the company’s latest earnings, its move into advertising, and how the platform aims to evolve with its consumer base to serve families at every life stage, including new tools for pets and aging parents.  Plus how the company handles all that data and manages user permissions - along with investors’ wait-and-see approach to the stock.

 

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

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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

Episode 142: Today, Ann breaks down a new lawsuit from a Costco member over who gets to keep the money from $160 billion in tariff refunds retailers could receive after the Supreme Court struck down President Trump’s tariff law. Then, ticker-on-a-sticker makes a comeback as Ann and John step into the companies’ shoes to break down several major retail earnings reports. We also recap Lucid Motors’ Investor Day and how the markets reacted. Finally, Bumble reports earnings and unveils a new AI initiative, and we look at the new Pokémon game helping push Nintendo’s stock higher.

www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

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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

Get started at CMEGROUP.COM/PODCAST

Stocks mentioned:

$COST 

$WOOF $DKS $OLLI $DG

$LCID

Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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