Brew Markets

Episode 112: Today, Ann reviews Anta’s plan to buy a 29% stake in Puma - positioning China’s biggest sportswear group to take on Nike as the American sneaker OG struggles through a global turnaround.  Then we look at earnings from AT&T and Seagate - the telecom veteran’s stock is up on low churn and the pioneer hard drive maker is innovating its product for AI build.  Finally, we look at the lates...

Episode 111: Today, Ann covers Meta’s multi-year deal with Corning for $6 billion of fiber-optic cable from the 175-year old glass company that also manufactures 100% of iPhone and Apple Watch cover glass… what a tech GLoW-up!   Then we survey UnitedHealthcare’s struggles: soft earnings, investigations into its Medicare Advantage business and affordability pressure from the federal government have...

Episode 110: Episode 110: Today, Ann explores Capital One’s move into fintech with the acquisition of Brex at a nearly 60% discount from its peak valuation.  VCs are looking to get their money out of long-running bets and this deal sees early investors making a good return, while others are left holding the bag.  Then we go inside Intel’s supply and demand issues that have the stock tumbling - and...

Episode 109: Today, Ann discusses small-cap stocks with Manny Weintraub, Principal at investment firm Cannell & Spears.  After a year dominated by mega-cap tech and AI, small-caps are making a run and Weintraub shares how he defines the category and evaluates companies for stability and cash flow.  He previews some stocks that have his attention and lays out why ETFs may not be the best play here....

Episode 108: Today, Ann looks at a new partnership between insurer Lemonade and Tesla that uses driving data to cut rates for Full Self Driving cars - a move that sent shares higher today for both companies.  Then we look at earnings from two historic companies: Procter and Gamble and General Electric - P&G is expanding luxury into diapers and GE is riding a tailwind in aviation.  Finally, we surv...

Episode 107: Today, Ann surveys Berkshire Hathaway’s expected retreat from Kraft Heinz - a decade on and after billions in losses in the ill-fated food tie-up, Berkshire’s new CEO is already making big moves.  Then we pour through Netflix’s earnings and the company’s PR campaign for Warner Brothers Discovery - the investor narrative is concern about debt, price hikes and content spend in 2026. Fin...

Episode 106: Today, ahead of President Trump’s appearance in Davos, Ann examines the latest in the White House bid for Greenland, what’s at stake for the European-US trade relationship and how markets are reacting to the rhetoric.  Then we explore the fallout from a data breach at South Korea’s Coupang - the e-commerce giant that draws comparisons to Amazon: a CEO is out, a former employee is on t...

Episode 105:  Today, Ann welcomes energy guru Alix Steel - Principal at DrivePath Advisors and formerly of Bloomberg - to demystify the energy sector.  The engaging and dynamic conversation brings context and life to a jargon-filled industry.  Alix guides us through OPEC, U.S. shale and Venezuela’s gooey heavy crude.  We explore why oil majors have diversified into renewables and why they might no...

Episode 104: Today, Ann surveys revealing research: that a century of market gains are due to just a few stocks - what it says about market concentration, timing and founder control. Then we tear through this week’s earnings from the six biggest US banks - they’re unique - they’re important - and at the end of our conversation we treat you to a randomly fun airline story. Finally we look at headli...

Episode 103: Today, Ann reviews Congress’s fresh attempt to self-regulate their personal stock trading - will the newly proposed legislation actually curb insider trading and, as the committee chair claims, “restore the public’s trust in their elected officials”?  Then we look at Saks Global’s bankruptcy filing just a year after it acquired Neiman Marcus and survey the possible beneficiaries from...

Episode 102: Today, Ann surveys Eli Lilly’s new billion-dollar partnership with NVIDIA to create a “co-innovation lab”, plus the latest obesity-drug deals and other future-of-medicine announcements coming from JP Morgan’s Healthcare Conference.   Then we explore the latest twist in the grocery wars with Amazon building a big box store and Walmart expanding delivery... with drones.  Finally, we cov...

Episode 101: Today, Ann analyzes the market reaction to the Justice Department’s criminal investigation of Fed Chair Jerome Powell - and why investors largely shrugged off the escalating tension between the White House and the Fed.  Then we look at Paramount's fresh salvo in the war over Warner Brothers Discovery and the role that legacy cable networks like TBS and CNN might ultimately play in the...

Episode 100: Today, Ann welcomes Jamie Siminoff, the Founder and Chief Inventor of Ring Doorbell and VP of Product at Amazon, to discuss the roller coaster ride of designing, building and marketing the device - and how a rejection on Shark Tank was followed by a $1 Billion acquisition by Amazon.  We explore AI’s evolving role in neighborhood security and Fire Watch’s recent integration into the Ri...

Episode 99: Today, Ann examines Apple’s credit card partnership moving from Goldman Sachs to JPMorgan and what the shift shift says about how different banks are built. Then we tap into earnings for Constellation Brands, the company behind Modelo and Corona beer - the share price jumped today, but does it mean brewskis are back? Finally we review Costco’s December sales results and preview some of...

Episode 98: Today, Ann looks at the pipeline of 2026 IPOs - already featuring SpaceX and now Discord - and what it tells us about investors’ dash for cash.  Then we review earnings for Cal-Maine, the largest egg producer in the US: their ticker remains CALM even as egg prices and their stock price continue to fall.  Then we survey today's flurry of posts from President Trump. Each of which represe...

Episode 97: Today, Ann surveys NVIDIA’s big CES unveils: including faster, COOLER AI chips and a doubling down on self-driving cars. Then we look into a listener’s question about Fast Retailing, the Japanese fashion giant behind Uniqlo - can it conquer the American Midwest? Finally, a wrapup of market headlines from Meta, Ford and Jollibee… Ann’s favorite burger! www.brewmarkets.com Subscribe to t...

Episode 96: Today, Ann reviews the market movement in the wake of the weekend’s extraordinary actions in Venezuela - what might it mean long-term for oil and defense companies and the banks that fund them? Then we review the major analyst and bank predictions for the year ahead - will 2026 see a 4th consecutive increase for the S&P 500?  Then, Ann answers a listener who wants to know why Rocket La...

Episode 95: Today, Ann revisits her October conversation with author Michael Lewis.  They 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 rese...

Episode 94: Today, Ann revisits her November conversation with the co-founder of Reddit, Alexis Ohanian.  He explains why the internet needs to feel human again and how he’s partnered with his arch-nemesis to restore trust and fun to the web.  They discuss his launch of Athlos - the first women's-only professional track and field competition - his successes investing in women’s sports and what he...

Episode 93: Today, Ann revisits her October conversation with CNBC’s SquawkBox anchor and New York Times bestselling author, Andrew Ross Sorkin.  They discuss his latest book 1929: The Inside Story of The Greatest Crash in Wall Street History and the prevailing factors that predicated that year’s market crash and parallels at play today.  Sorkin talks prediction markets, the democratization of acc...

Episode 92: Today, Ann revisits her October conversation with economist and Fed insider Danielle DiMartino Booth.  With a dearth of data during the government shutdown, the Fed was flying nearly blind.  Danielle gives her insights on the state of the Fed, strategies for young people entering the workforce, if gold has become a meme stock and if we are about to experience Enron 2.0.   Visit Vanguar...

Episode 91: Today, Ann revisits her October conversation with Professor Karim Lakhani of Harvard Business School.  With $1.5 trillion spent worldwide on AI this year, they discuss his research on productivity and measuring the return on AI spend.  He explores if corporations should have “clinical trials” of AI before putting more money behind it and what enterprise adoption really looks like.  Vis...

Episode 90: Today, Ann reviews why this is the year that crypto went mainstream: including a shift in regulations and the entrance of Wall Street firms into crypto-focused ETFs… so why has BTC remained so volatile and how might it affect DAT companies with crypto on their balance sheets?  Then, author Natalie Brunell joins in-studio to discuss why she remains bullish on Bitcoin, arguing that it is...

Episode 89: Today, Ann explains the history and lore behind the “Santa Claus Rally”... what is it and will we get one this year?  Then, 2025 brought controversy in the form of “good genes”, Uncle Herschel and bags that DON’T fly free, we look at which brands took a hit this year, which recovered and which are still finding their way.  Finally, an update on Paramount’s hostile bid for Warner Brothe...

Episode 88: Today, Ann welcomes Codie Sanchez, founder & CEO of Contrarian Thinking, a platform designed to empower workers to move from employees to business owners. They discuss buying or investing in a “boring business” that endures and builds wealth, plus Codie shares insights from her time putting money to work in Latin America. Then, Ann takes a look at Rent the Runway, which has seen its sh...