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    Investing

    Brew Markets

    Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by John Crotteau and Hanna Horvath, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.

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    Copyright: © 2022 Morning Brew, Inc.

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    Latest Episodes:
    Are Markets Ignoring the Economy? & Eli Lilly Moves Beyond GLP-1s May 26, 2026
    Show notes

    Episode 193: Today, Ann is joined by economist and former Fed insider Danielle DiMartino Booth to discuss what a Federal Reserve under new chair Kevin Warsh could look like – including the economic and market challenges he may inherit, and why Jerome Powell could end up being one of his biggest allies. They also dive into the disconnect between consumer sentiment and market performance, domestic manufacturing trends and whether current valuation levels reflect underlying economic reality. Plus: what Danielle is watching as the summer season heats up. Then, a spin through the headlines moving markets today – including Eli Lilly’s move to acquire three companies, Micron Technology entering the $1 trillion club, and Dropbox founder Drew Houston stepping down.


    Visit Schwab.com/FinancialDecoder

    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    Stocks mentioned:

    $MU $LLY $DBX


    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Mrs. Dow Jones on Building Wealth: Exciting Life, Boring Investments May 22, 2026
    Show notes

    Episode 192: On this special episode of Brew Markets, Ann sits down with social media powerhouse and NYT best selling author Haley Sacks (Mrs. Dow Jones) – live from the Brew Markets "Eyes on Her" event. They get into Haley's background in late night comedy, why she initially boxed herself out of finance, and the mantra she now lives by: exciting life, boring investments. Plus her takes on prediction markets, frictionless finance, and why renting might actually beat buying. Also: we get an exclusive peek at her new book – Future Rich Person: The New Rules for Building Wealth (Even if You're Stuck, Broke, and That Billionaire Won't Text You Back).


    Visit Schwab.com/FinancialDecoder


    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Inside Spotify Investor Day & SpaceX’s IPO May 21, 2026
    Show notes

    Episode 191: Today, Ann reports back from Spotify’s first investor day since 2022 – and the first under its new co-CEOs, who took the helm earlier this year. Then, we take a spin through earnings reports out of Walmart and Ralph Lauren. Also, why a Trump administration announcement is sending quantum-computing stocks rallying and Oura Health’s move to go public. Finally, we unpack the main takeaways from SpaceX’s 277-page S-1 filing – ahead of what could become the largest IPO in history.


    Visit Schwab.com/FinancialDecoder


    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    Stocks mentioned:

    $SPOT $RL $WMT $IBM $GFS $RGTI $QBTS

    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    TJ Maxx Treasure Hunters & Monetizing Celebrity IP May 20, 2026
    Show notes

    Episode 190: Today, Ann brings you highlights from the World Department Store Summit – including her key takeaways from interviewing Authentic Brands Group (Sports Illustrated, Guess, Juicy Couture and DOZENS of other brands) founder Jamie Salter in one of his final interviews as CEO, as the company pivots to a possible IPO in the next 12 months. Then, we break down earnings from CAVA, Lowe’s and Hasbro. Finally, we dive into earnings results from TJX - the parent company of TJ Maxx, Marshalls and HomeGoods - and what they reveal about the state of the consumer.


    Visit Schwab.com/FinancialDecoder

    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    Stocks mentioned:

    $CAVA $LOW $HAS $TJX


    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    A “Phenomenal” Earnings Season & The IPO Hype Trap May 19, 2026
    Show notes

    Episode 189: Today, Ann is joined by Mona Mahajan, Head of Investment Strategy at Edward Jones, to discuss why this earnings season has been "absolutely phenomenal" - and what's driving the results. They also get into oil prices and if markets are already pricing in a resolution to the Middle East conflict. Then, why buying on IPO day is often a losing bet and a spin through macro: U.S. Treasury yields, Kevin Warsh as the new Fed chair and how midterm elections impact markets. Finally, Warby Parker announces new AI glasses, Shake Shack’s CEO buys company shares and Wilson Tennis 360 connects off the court.


    Visit Schwab.com/FinancialDecoder

    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Lululemon’s Founder Battle & Powering Data Center Alley May 18, 2026
    Show notes

    Episode 188: Today, Ann brings you the latest in the Lululemon saga, as the athleisure giant issues its first major public response in its ongoing battle with founder Chip Wilson. Then, we dive into Berkshire Hathaway’s revamped investment portfolio under its new CEO. Also: Why Publicis Groupe is acquiring LiveRamp and why shares of Regeneron Pharmaceuticals are tumbling. Finally, we wrap it up with our Monday Mega-Merger - the proposed $67 billion tie-up between NextEra Energy and Dominion Energy that could become the largest power merger in U.S. history.


    Visit Schwab.com/FinancialDecoder


    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    Stocks mentioned:

    $LULU $REGN $D $NEE $GOOG $PUBGY $RAMP $UNH $DAL $M

    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    The Battle to Own Travel and Experiences May 15, 2026
    Show notes

    Episode 187: Soaring fuel prices, geopolitical tensions and airline disruptions are putting pressure on the travel industry. Consumers still want to travel - they’re just changing how they do it. Today, Ann is joined by Airbnb CFO Ellie Mertz to discuss how travelers are adapting amid global uncertainty, why Airbnb is expanding further into boutique hotels, and where the company is seeing its biggest international growth opportunities. They also dive into rising competition, how AI is reshaping Airbnb’s platform, and why the company raised its 2026 guidance despite ongoing macro and geopolitical headwinds.


    Visit Schwab.com/FinancialDecoder


    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Telecom Titans Join Forces & Latest From China Summit May 14, 2026
    Show notes

    Episode 186: Today, Ann dives into a major telecom partnership between AT&T, T-Mobile, and Verizon focused on satellite-based, direct-to-device technology – designed to connect phones in remote areas where traditional cell towers can’t reach. Then, we unpack Cerebras’ blockbuster IPO and what it says about momentum in the AI semiconductor space. We also break down earnings from Honda, Cisco, YETI Holdings, and Versant Media – including Honda’s first loss in 70 years and Versant Media’s first report as an independent company. Finally, we head to China for the highly anticipated Trump-Xi summit – and discuss why so many high-profile U.S. CEOs made the trip.


    Visit Schwab.com/FinancialDecoder

    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    Stocks mentioned:

    $T $TMUS $VZ

    $CBRS $HMC $VSNT $YETI $CSCO


    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    IPOs to Watch This Week & Corning’s AI Pivot May 13, 2026
    Show notes

    Episode 185: Today, Ann dives into the demand for AI through the lens of the upcoming Cerebras IPO – on track to raise up to $4.8 billion at a valuation just shy of $50 billion. Then, we unpack earnings from Birkenstock and Alibaba – why one stock is falling while the other is on the rise. Also: Rent the Runway loses its founder and geothermal company Fervo Energy gets a warm welcome to the public market. Finally, we take a question from the audience and dive into Corning – and why its latest AI partnership may not be so out of the blue.


    Visit Schwab.com/FinancialDecoder


    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    Stocks mentioned:

    $RENT $BIRK $BABA $FRVO $GLW $NVDA


    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    The Air Taxi Reality Check & Under Armour Underperforms May 12, 2026
    Show notes

    Episode 184: Today, Ann dives into earnings results out of Archer Aviation – why investors are looking beyond the concept phase and focusing on execution metrics, plus Archer’s legal battle with competitor Joby Aviation. Then, Ann is joined by Tony Bancroft, Portfolio Manager of the Commercial Aerospace & Defense ETF at GAMCO Investors. They discuss whether the U.S. is spending enough on defense – and which companies could become the next-generation defense primes. Also, we unpack Under Armour’s disappointing earnings and why Nelson Peltz wants to take Wendy's private. Finally: BuzzFeed gets a new CEO and eBay officially rejects GameStop’s unsolicited offer.


    Visit Schwab.com/FinancialDecoder


    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

    TikTok: tiktok.com/@brewmarkets

    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

    Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets


    Stocks mentioned:

    $ACHR $BZFD $UAA $WEN $EBAY $GME $GCAD


    The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

    Learn more about your ad choices. Visit megaphone.fm/adchoices


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