Brew Markets

Episode 278: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Dylan dives into Robinhood’s plans to tokenize stocks and why AMC’s CEO is publicly pushing back. Then, Hanna explores how the rapidly aging U.S. population – combined with falling birth rates and lower immigration – could soon impact economic growth. And finally, John drives...

Episode 277: Today, Dylan and Hanna kick things off with a look at macro, diving into yields, the housing market and mortgage rates – and how they’re all intertwined. Then, we unpack why Barry Diller backed out of his MGM takeover plans and take a broader look at the Vegas economy. Also: Oracle just took steps to protect itself from Project Jupiter, the massive New Mexico data-center project being...

Episode 276: Today, Dylan and Hanna bring us the details from McDonald’s Investor Day – including how Wall Street is reacting to its refresh strategy and whether the fast-food chain can get investors back on board. Then, we cruise into Royal Caribbean’s deal to buy a 50% stake in Sandals and Beaches Resorts and unpack why the cruise operator is expanding from sea to land. Next, we delve into the l...

Episode 276: Today, Dylan and John dive into Meta’s AI strategy with its Muse agent and how it could unlock a new revenue stream for the tech giant. Then, Paramount just cleared a major hurdle in its $110 billion takeover of Warner Bros. Discovery. We unpack the antitrust settlement the entertainment giant reached with 12 states. Also: California Governor Gavin Newsom is hoping a higher-ethanol ga...

Episode 274: Novo Nordisk is entering its next act. Today, Dylan and John discuss the drugmaker’s pivot and how it plans to expand beyond the weight-loss market. Then, Nike just got booted from the S&P 100. We unpack how it lost nearly 80% of its market value along the way. Also – SoftBank just launched the largest corporate bond issuance in Japanese history. We delve into what it has to do with A...

Episode 273: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Hanna looks at how the rise of dupes and increasingly selective consumers is squeezing fashion brands. Then, John reports back from the Brooklyn Bridge Marina, where he spoke with Brunswick’s CEO about the boating business – and caught up with Emmy-winning actor and boating e...

Episode 272: Today, Dylan and Hanna discuss nuclear company Holtec's decision to pull its IPO amid what it called a "perfect storm" in the AI sector. Then, we examine the oil market's wild swings and break down which sectors are winning and losing from the volatility. John also brings us a listener question, and we look at the business behind Take-Two Interactive ahead of GTA 6's November launch....

Episode 271: Today, it’s Fed decision day! Dylan and Hanna discuss the Federal Reserve’s latest rate decision, what drove it, and what Fed Chair Kevin Warsh is telling us about the path ahead. Then, we take a deeper look at the relationship between interest rates and the stock market. Next, we pivot to tech and examine Bending Spoons’ acquisition strategy through its latest purchase of digital wor...

Episode 270: Today, the CLARITY Act failed to advance in the Senate – Dylan and Hanna break down what the setback means for the bill and discuss what the legislation is actually trying to accomplish. Then, Bank of America’s CEO is warning that investment banking activity is slowing, just one quarter after big banks posted record growth. What does that tell us about the broader industry? We also di...

Episode 269: Today, Dylan and Hanna discuss the growing warnings about AI, a blog post from Anthropic’s CEO, and how companies are responding. Then, Mark Carney is pitching Canada to global investors – will it work? Also, John answers a listener's question about Kratos Defense and explains why drone stocks haven’t taken off this year. Finally, the US Open just wrapped up, so we break down the busi...

Episode 268: What shape is the economy? Today, Dylan and Hanna break down the alphabet soup of economic narratives – from the K-shaped economy to Treasury Secretary Scott Bessent’s new addition to the mix: the C-shaped economy. Then, as NFL season kicks off, we look at private equity’s growing role in the league and why investment firms are so interested in owning a piece of America’s sports franc...

Episode 267: Today, Dylan and Hanna discuss why shares of Cooper Companies, the parent company of contact lens brands like Proclear and Biofinity, are tumbling. Then, they dive into earnings from Macy’s and American Eagle Outfitters and ask whether the American mall is making a comeback. Finally, the U.S. Treasury announced plans for a $6 billion bond buyback – and we break down the market reactio...

Episode 266: Today, Hanna and Dylan dive into Apple’s first event under new CEO John Ternus and the launch of its foldable phone – the iPhone Duo. Then, they break down GE Aerospace’s acquisition of Consolidated Precision Products and how the AI boom is driving demand for gas turbines. Also, we unpack how Chime is buying its way into becoming an actual bank with its latest acquisition. Finally, th...

Episode 265: Today, Hanna and Dylan are back after the long weekend, with gas prices hitting a record high for the holiday and Canada’s retaliatory tariffs taking effect. Plus, what it could all mean for the Fed’s upcoming meeting. Then, we take a look at smart-ring maker Oura Health’s IPO filing and what the numbers reveal about the business. Also, Novartis’ stock dropped after another late-stage...

Episode 264: The Vanguard 500 turns 50! Dylan and Hanna look back at the history of the first index fund for individual investors and discuss how it transformed the way people invest. Then, we pivot to the weather and break down how the El Niño developing over the Pacific Ocean could impact everything from tinned fish to AI data centers. Finally, it’s been a busy week in the robotaxi world – and J...

Episode 263: Today, Dylan and Hanna discuss how NVIDIA is expanding its AI foothold with its nearly $13 billion acquisition of Hugging Face. Then, they break down Campbell’s earnings, including why snack sales are tumbling. Also: Can Victoria’s Secret bring sexy back? Investors aren’t so sure – we unpack why. Finally, Google avoids a breakup of its ad business. We break down the case, the market r...

Episode 262: Today, Hanna and Dylan dive into Dell’s blockbuster, AI-fueled earnings report and discuss where the computer industry fits into the AI ecosystem. Then, they unpack Chevron’s plan to invest more than $7 billion in its Venezuela operations over the next five years – and what it says about the expanding U.S. presence in the country. Also, they break down the copper rally, what’s fueling...

Episode 261: Today, Hanna and Dylan delve into the FTC’s lawsuit against Amazon, which accuses the retail giant of running a “secret ad surcharge scheme.” Then, they discuss Shein’s IPO and why the fast-fashion retailer, once valued at $100 billion, went public at just a quarter of that valuation. Also, we examine the rise of the live-shopping economy, which has helped companies like Whatnot doubl...

Episode 260: Today, we welcome Hanna Horvath and Dylan Lewis to the host seats!  On Tim Cook’s last day as Apple CEO, we look back at his tenure and the challenges facing his successor, John Ternus. Then, we unpack why utility stocks are tumbling – and what Governor Gavin Newsom and an ongoing legislative battle in California have to do with it. We also go inside Aon’s $17 billion deal to buy...

Episode 259: What does owning a sports team actually involve – and can they be run like regular businesses? Today, Ann sits down with David Rubenstein, owner of the Baltimore Orioles and co-founder of the Carlyle Group ahead of the release of his new book, “Inside the Owner’s Box.” They unpack the soaring valuations of sports franchises, the rise of private equity and startup leagues, and why Davi...

Episode 258: Today, Ann breaks down yet another blockbuster quarter from NVIDIA and why its nearly $48 billion worth of private-company investments caught our attention. Then, we spin through market headlines, including earnings from Dollar Tree, Dollar General, Okta and Salesforce, plus why Wendy’s shares are sliding. We hit the lanes with Lucky Strike and unpack its push to reinvent bowling for...

Episode 257: Today, Ann explores Meta’s $16.7 billion settlement in the landmark trial over teen social media addiction – and the changes coming to how teens can use its apps. Then, we spin through market headlines, including earnings from J.M. Smucker, Bath & Body Works and Abercrombie & Fitch, plus the cyberattack sending Boston Scientific shares sliding. Finally, from where tariff refunds are s...

Episode 256: Today, Ann is joined by economist and Fed expert Danielle DiMartino Booth to discuss the Treasury’s buyback plan and what she’s watching for at the Jackson Hole Economic Policy Symposium. We also spin through market headlines, including how Foot Locker is weighing on parent company Dick’s Sporting Goods, Oura Health’s upcoming IPO and what’s helping fuel Bloom Energy’s stock surge. Vi...

Episode 255: Today, Ann breaks down the Trump administration’s plan to expand economic pressure on Tehran – and why the latest wave of sanctions could have consequences far beyond Iran’s borders. Then, we spin through market headlines including another development in the Paramount-Warner Bros. merger, Alibaba’s $10 billion share sale and what’s behind Bitcoin’s massive three-day rally. Finally, pr...

Episode 254: Prudential Financial, the 150-year-old insurance OG, is in the midst of a strategic pivot as it works to reshape its business. For insight into the transformation, Ann is joined by Yanela Frias, Prudential’s Chief Financial Officer. They unpack the company’s five-year plan, its exit from emerging markets and how it’s using AI to enhance the underwriting process. Plus, Yanela reflects...