Brew Markets

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...

Episode 37: Welcome to Brew Markets. Today, Ann looks at why ICE - the public company that owns the New York Stock Exchange - is investing $2 billion in prediction market player, Polymarket. Next, we unpack why consumers are drinking less beer and what Constellation Brands has to say about the trend. Then, Ann answers a listener's question on what warrants are - and explains why OpenAI’s deal to g...

Episode 36: Welcome to Brew Markets. Today, Ann follows the money to see how today’s announcement of OpenAI partnering with - and taking an equity stake in - chip giant AMD may add to fears of an AI bubble. Then, we break down how Reddit’s content licensing deal with ChatGPT is going and Ann answers a listener question on how the prediction markets look at the US government shutdown. Finally, TSLA...

Episode 35: Welcome to Brew Markets. Today, Ann explores Spotify’s recent decision to install two CEOs - the unusual setup worked for Netflix, but does it leave folks wondering who’s in charge? Then Ann welcomes the Founder and CEO of Applied Digital, Wes Cummins, to discuss data centers, the physical backbone of AI. Finally, with the expiration of the EV tax credit, a look at automakers’ quarterl...

Episode 34: Welcome to Brew Markets. Today, Ann explores Amazon’s drive to dominate WalMart in the enormous grocery market. Then, Ann is joined by Sally Shin, a venture partner at Comcast Ventures, to discuss corporate in-house venture investing and if there is such a thing as new vs. old media. Finally, Ann breaks down how FICO scores are changing along with how consumers access credit. Listen to...

Episode 33: Welcome to Brew Markets. Today, Ann explores what the Government Shutdown means for access to inflation and other data that informs the Fed.  Then, it’s been a year since Nike’s new CEO started a company turnaround - we discuss what's working.  Finally, Ann answers a listener who is seeing headlines of gold at an all-time high and wondering how to buy.   Listen to Capital Ideas on your...

Episode 32: Welcome to Brew Markets. Today, Ann explores the agreement announced today between the White House and Pfizer to sell some of its drugs to Medicaid at reduced prices - and what could come next for the pharmaceutical industry. Then we try out ChatGPT’s new Instant Checkout feature on Etsy and discover why it’s an e-commerce game changer. Finally, Ann fields a listener question and expla...

Episode 31: Welcome to Brew Markets. Today, Ann looks at the potential government shutdown and how the markets have responded to past shutdowns. Then, even though Costco beat on earnings and is generating cash from membership fees, Ann dives into the numbers to see if the company might be overvalued. Finally, Ann jargon busts “OpCo/PropCos”, ETSY is selling through ChatGPT and the $55 Billion deal...

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...