Brew Markets

Episode 62: Today, Ann examines the evolution of Instacart - from marketplace to software-as-a-service - and where the new CEO wants to go next.  Then we discuss the potential changes coming to payments and why your pricey rewards card may be rejected by some merchants.  Plus in honor of Veterans Day, we welcome asset manager Ted Oakley to share not only his market perspectives, but lessons learne...

Episode 61: Today, Ann reviews the progress made toward re-opening the government and the markets’ strong reaction.  Then, we take a look at quarterly earnings for D-Wave, the quantum computing company that has raised a lot of cash, but hasn’t yet seen big returns... plus what has Tyson asking "where's the beef?".  Then Ann answers a question from the audience and explores the naming process for s...

Episode 60: Ann sits down with the co-founder of Reddit, Alexis Ohanian, who 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.  He shares a story about working with Sam Altman during OpenAI's earliest era. They also discuss his launch of Athlos - the first women's-only professional track and field competition - his...

Episode 59: Today, Ann examines why Robinhood’s stock is down today despite posting blockbuster revenue - will the trading platform lean into prediction markets?  Then we take a look at earnings: investors balk at Duolingo’s long-term play, Planet Fitness names its greatest competitor and what a sale of Warner Brothers might mean to AMC.  Then, Ann answers a question from the audience about Netfli...

Episode 58: Today, Ann examines McDonald’s earnings and what they - along with the CEO - have to say about the state of the consumer (hint: they like Snack Wraps).  Then a conversation about earnings from Toast, Lemonade and Rivian… is its future riding on the next SUV?  Finally, Ann sets the table for today’s massive legal moment as the Supreme Court considers Trump’s tariffs. For a limited time,...

Episode 57: Today, Ann examines why famed hedge fund investor, Michael Burry is betting against Palantir & NVIDIA and which CEO called him crazy for shorting chips. Then we look for nuggets in quarterly earnings: Hertz is back in the driver’s seat, while Yum! Is open to selling Pizza Hut. Later, FiServ’s stock dropped off a cliff - did the CEO prompt it on purpose? Ann explores The Big Bath Theory...

Episode 56: Today, Ann breaks down Kimberly-Clark’s purchase of Tylenol maker Kenvue  - with the drug in the political spotlight, who stands to win and what is there to lose?  Then we look at Amazon’s cloud hosting wins while the company struggles to deliver on Whole Food’s  grocery business.  Finally, Ann breaks down Pfizer and Novo Nordisk’s unprecedented battle over who gets to buy Metsera, the...

Episode 55: Ann sits down with Tinder’s former CEO Faye Iosotaluno for an exclusive conversation on how Gen Z is reshaping modern dating. They explore why younger users are craving more real world connection and how technology is changing what authenticity looks like online. Plus, we wrap up the week with earnings from Hershey that explain why the Halloween candy season got off to a slow start. ww...

Episode 54: Ann explores why after a mega CaPex AI spending spree, Meta shareholders may by saying: show me the money - and what the company plans for 2026. Then, we break down the earnings of other Mag7s: Microsoft and Alphabet including how the cloud is boosting revenue - plus we find out why Chipotle shares were down 20% on earnings. Finally, YouTubeTV squares off with Disney and Ann gives an u...

Episode 53: Today, Ann examines the Fed’s vote to cut interest rates and if there may be one more this year. Then we do a roundup of earnings reports moving markets today: Boeing’s ongoing turbulence with its 777x program, Caterpillar’s AI-fueled growth and a bespoke shakeup in leadership at Etsy. Ann then answers your question: why are there record stock buy-backs this year and should the market...

Episode 52: Today, Ann examines OpenAI’s split into two: a nonprofit that will control a $500 billion for-profit arm, the powerhouse board and how the restructuring might pave the way for an IPO. Then, we dive into highlights from today’s earnings - including UPS weaning itself off of Amazon, Royal Caribbean hitting rough seas and Wayfair shares way up on brick and mortar. Later, Ann jargon busts...

Episode 51: Welcome to Brew Markets. Today, Ann explores the rollout of eVTOL (electric vertical take off and landing aircraft) air taxis and talks to the Founder and CEO of Archer Aviation about what timelines investors should expect and if public safety concerns about small aircraft like helicopters can be overcome by software capabilities in their electric counterparts. Then, Travis Kelce is ta...

Episode 50: With $1.5 trillion spent worldwide on AI this year, Ann is joined by Professor Karim Lakhani to 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. Finally we wrap up the week with Target’s turnaround and earnings out of Proctor and Gamble. Listen to Capital Ideas...

Episode 49: Welcome to Brew Markets. Today, Ann dives into Tesla’s earnings: with vehicle deliveries up and operating income down, why Elon Musk wants to secure his voting control. Then we look at earnings for Southwest and American Airlines for travel trends, what’s signal and what’s noise? Then Ann nerds out over quantum computing: Nobel prizes, solving 150 year old mysteries and now interest fr...

Episode 48: Today, Ann explores the drama unfolding at Novo Nordisk after the company cuts its profit growth forecast for the third time this year.   Then an earnings roundup that finds Netflix getting squeezed by a Brazilian tax and leaning into live… Hilton embracing international travel… and Mattel feeling down on Barbie and FIsher Price.  Finally, Ann is joined by LinkedIn’s Chief Economist Ka...

Episode 47: Today, Ann explores the Merger Moment of French luxury powerhouse Kering  agreeing to sell its beauty division to cosmetics giant L’Oréal - how will both parties benefit? Then we break down today’s news out of Hollywood that storied studio Warner Brothers Discovery is considering putting itself up for sale. Plus - it’s earnings season! What nuggets did we glean today from Coke, Philip...

Episode 46: Today, Ann looks into the activist investor inside Cooper Companies that might be eyeing a link up with Bausch + Lomb. Then we dig into the luxury markets: why Gen Z prefers to buy their handbags second-hand and which marketplace companies are benefitting. Later, Ann busts the jargon around margin debts at record highs. Finally, we wrap up with Apple’s stock hitting a high, Molson Coor...

Episode 45: Ann is joined by author Michael Lewis to 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 research and writing of his best-sellers…...

Episode 44: Ann looks into Nestle - the world’s largest food and beverage company.  It has a new CEO who is pledging 16k job cuts to keep up with a quickly changing industry.  Then, two major American timberland companies are merging - we explore if the deal is about timber, or the land?  Plus, auto bankruptcies - we break down how the impact is spreading, as regional bank stocks drop with confide...

Episode 43: Ann is joined in-studio by Andrew Ross Sorkin to discuss his new book 1929 and the prevailing factors that predicated that year’s market crash and parallels at play today.  Sorkin talks prediction markets, the democratization of access to private capital, where he invests his money and so much more. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/p...

Episode 42: Ann dives into JPMorgan’s earnings and explores CEO Jamie Dimon’s “Security and Resiliency Initiative”, a politically savvy call for more investment in America.  Then we go inside the bankruptcy of two auto companies, the billions of dollars that vanished and what it might mean for private credit.  Finally, Ann sinks her teeth into Domino’s and Albertsons’ earnings, plus what they port...

Episode 41: Welcome to Brew Markets. Today, Ann is joined by Fed insider Danielle DiMartino Booth.  Hot on the heels of the release of minutes from the Federal Open Market Committee’s latest meeting, Danielle gives her insights on the state of the Fed, strategies for young people entering the workforce and if we are about to experience Enron 2.0.  Plus, AMD’s Lisa Su is our CEO of the Week. Listen...

Episode 40: Welcome to Brew Markets. Today, Ann welcomes “The Mooch” - Anthony Scaramucci - founder and managing partner of SkyBridge Capital. They explore the possibility of artificial intelligence replacing human-run hedge funds and the importance of neuroplasticity: staying mentally flexible and open to new ideas, technologies and generations. Plus shares in rare earth miners hit the mother lod...

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. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/...

Episode 38: Welcome to Brew Markets. Today, meme ETFs are making a comeback and Ann explores which companies are included - whether or not they want the memestock title. Then the proposed merger of Fifth Third Bank and Comerica has us discussing why regional banks want to scale up and why big banks are trying to go local. Ann goes through why the likes of Robinhood and BlackRock are exploring Toke...