Brew Markets

Episode #30: Today, Ann reviews how new tariffs are rippling through consumer and healthcare stocks. Then, we bring you an in-studio conversation with global DJ and entrepreneur Steve Aoki. We explore how he takes lessons from his career in music to investing and how he manages his venture arm Aoki Labs.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to...

Episode 29: Welcome to Brew Markets. Today, Ann looks at US government investments in the private sector and ponders if we will see a surge in “golden shares”. Then, Bumble is cozying up with AI - we look at founder Whitney Wolfe Herd’s first 6 months back as CEO.  Plus, Starbucks announced a significant restructuring today - is this what the market’s been waiting for?  Finally, CarMax misses esti...

Episode 28: Welcome to Brew Markets. Today, Ann explores a new deal between Palantir and Boeing that extends AI software across old world manufacturing. Next, we break down the Merger Moment combining the country’s two largest real estate brokers - and what it could mean for home listings. Finally, Ann explains “pump and dump” schemes and we wrap with mining stocks on the rise and Alibaba’s fresh...

Episode 27: Welcome to Brew Markets. Today, Ann prepares for Nike’s upcoming earnings with a fresh look at its partnership with Kim Kardashian’s SKIMS. Then we reflect on our morning onsite at NASDAQ with an overview of its history and performance as a public company. Finally, Ann welcomes Lucid’s interim CEO, Marc Winterhoff to our studio to discuss the latest on EVs. For a limited time, you can...

Episode 26: Welcome to Brew Markets. Today, Ann reviews President Trump’s comments that Fox Corporation CEO, Lachlan Murdoch, will be involved in a deal to keep TikTok alive in the USA - and what this may mean for other social media platforms. Then, we break down Reddit’s new negotiation with Google in the world of AI. Finally, we ask CEO of Sprott Asset Management, John Ciampaglia, why gold is tr...

Episode 25: Welcome to Brew Markets. Today, Ann unveils a Cracker Barrel activist investor with an unusual profile. Then she welcomes to the show Dan Ives, Global Head of Technology Research at Wedbush Securities for his hot takes on hot stocks, how his AI Revolution ETF stacks up versus others and insights into why he joined the board of Eightco Holdings. Finally, some good news on the price of y...

Episode 24: Welcome to Brew Markets. Today, Ann wonders if PayPal can start to fulfill its potential after years of underperformance. Then we break down how the Federal Reserve votes on rates. Finally we touch on the biggest headlines from NVIDIA, Intel, Darden and Live Nation. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage accoun...

Episode 23: Welcome to Brew Markets. Today, Ann hits the highlights of the Federal Reserve’s eagerly anticipated rate decision. Then, we take a look at Workday’s buying spree and how it’s persuading the market that its AI strategy might work. We wrap with a tour through the career of Lyft CEO, David Risher, on a big day for the company’s stock. For a limited time, you can get up to $10,000 when yo...

Episode 22: Welcome to Brew Markets. Today, Ann digs into why oil and gas giant Exxon Mobil is making it easier for retail investors to engage. Exxon claims it’s trying to level the playing field - we say it’s pragmatic self-interest. Then, we explore the threat Starbucks faces from Luckin, the fast-growing Chinese coffee chain famous for deep discounts.  Finally, Ann busts the jargon around ‘Over...

Episode 21: Welcome to Brew Markets. Today, Ann updates us on the latest at Opendoor following her interview last week with activist investor and vocal proponent for the company on X, Eric Jackson. Then, we break down StubHub’s business model in the run up to its IPO, and ask what reception it deserves. Finally we answer a question from the audience on what “dual class shares” mean - both busting...

Episode 20: Welcome to Brew Markets. Today, Ann digs into the low key CEO with a sky high net worth, courtesy of Oracle’s share price pop. Then, we explain Rent The Runway’s plummeting stock and why investor patience is running out. Finally, we unpack NASDAQ’s new partnership with crypto exchange Gemini. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to y...

Episode 19: Welcome to Brew Markets. Today, Ann launches a “Merger Moment” segment by shining a light on why Potbelly will leave the NASDAQ - and what this means for investors in restaurant stocks. Then, we unpack the new deal that keeps Fox Corporation and News Corp in Murdoch family control and how the concentration of voting power is more common than people think. Finally, we demystify “insider...

Episode 18: Welcome to Brew Markets. Today, Ann digs into Uber’s partnership with Joby Aviation to take its Blade helicopter services on-demand - and unveils some hidden winners from the deal. Then, we take the back-to-school vibe to Starbucks, to grade CEO Brian Niccol’s performance on his one year anniversary at the coffee giant. Finally, Ann jargon busts the VIX, aka the “fear gauge”, and we wr...

Episode 17: Welcome to Brew Markets. Today, Ann hones in on Opendoor Technologies - is it a meme stock or just misunderstood? She unpacks how institutions have moved to rate the volatile stock to a hold or sell, with price targets below $2. Then, she interviews Eric Jackson of EMJ Capital on why he believes retail investors could look to a thesis supporting an $82 valuation instead.  For a limited...

Episode 16: Welcome to Brew Markets. Today, Ann breaks down what Robinhood’s entry into the S&P 500 - or what she calls stocks’ Team USA - symbolizes for the market. Then we go through SpaceX’s $17 billion purchase of spectrum from EchoStar and why it’s setting the stage for a new chapter in mobile communications. Plus, jargon-busting the “probability” of a Fed rate cut and what Klarna’s upcoming...

Episode 15: Welcome to Brew Markets. Today, Ann explores the trillion dollar pay package that Tesla’s proposed for Elon Musk - will it set a precedent for other key man CEOs?  Then Ann busts through American Eagle’s 38% share price jump to study its financials with cold, hard math. Finally, Ann walks us through how ADRs let US investors buy stocks overseas, with closing thoughts on Goldman Sachs i...

Episode 14: Welcome to Brew Markets. Today, Ann explores if the market is too impatient for AI pivots by Salesforce and other software OGs. Then, we explain what a stock lock-up is and why long-time Figma investors would sign up to extend one, despite a flashy IPO. Finally, Ann explains what happens to your shares in a public company when it goes private.  For a limited time, you can get up to $10...

Episode 13: Welcome to Brew Markets. Today, Ann explores why the Justice Department let Alphabet’s Google keep Chrome - and what it signals on the might of GenAI.  Then, Petco’s turnaround bets on in-store experiences - will pet parents come around?  Finally, we unpack why new stock exchanges keep popping up in Texas.  For a limited time, you can get up to $10,000 when you transfer your investment...

Episode 12: Welcome to Brew Markets. Today, Ann explores why Spirit Airlines - declaring bankruptcy for the 2nd time - desperately needs to be acquired.  Then, 10 years after its mega-merger, Kraft Heinz is breaking up - but does the market like the split?  Finally, we celebrate Warren Buffett’s recent birthday with a cheeky look at Berkshire Hathaway’s succession plan.  For a limited time, you ca...

Episode 11: Welcome to Brew Markets. Today, with the markets closed for Labor Day, we listen back to a conversation with Ann and Shark Tank’s Kevin O’Leary - AKA Mr. Wonderful.  To start, Ann and Kevin discuss the growing speculation that the United States will create a sovereign wealth fund and what it would take to be adopted.  Next, they examine what Elon Musk is doing right across his many bus...

Episode 10: Welcome to Brew Markets. Today, Ann explores what Urban Outfitters can teach Rent The Runway about how to do clothes rental - and still satisfy shareholders. Next, we break down if trade school stocks offer one way to play AI. Finally, Ann answers your questions about economic indicators by seeing what FedEx and castrated sheep have in common!     For a limited time, you can get up to...

Episode 9: Welcome to Brew Markets. Today, Ann explores how Uber’s partnerships with thousands of dollar stores plug a gap in rural markets.  Next, we break down the purchase of Foot Locker by Dick’s Sporting Goods and why Senator Elizabeth Warren has her eyes on the deal.  Finally, Ann answers your questions about activist hedge fund investors!     For a limited time, you can get up to $10,000 wh...

Episode 8: Welcome to Brew Markets. Today, Ann explores why Williams Sonoma has a winning retail strategy and the surprising tactics it has in common with the likes of software companies.  Then, we break down how Warren Buffett’s rejection of a train merger may derail consolidation in the industry and finally, Ann explains why inclusion in  the S&P 500 is still like joining the market’s Team USA....

Episode 7: Welcome to Brew Markets. Today, Ann discusses why we should care about quantum computing as IBM and AMD partner up in tech’s next frontier. Then, how Elon Musk and the FCC feature in AT&T’s $23 billion deal with EchoStar. Finally, why the end of Figma’s “quiet period” matters and the market numbers you need to know to wrap up your Tuesday.  For a limited time, you can get up to $10,000...

Episode 6: Welcome to Brew Markets. Today, Ann unpacks why Keurig Dr Pepper would buy the owner of Peets Coffee for $18 billion - just to break up after . Then a look at the US Government buying a 9.9% stake in Intel, why it's controversial and if a sovereign wealth fund is next. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage acco...