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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.

    Advertise

    Copyright: © 2022 Morning Brew, Inc.

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    Latest Episodes:
    BP Could Face a Shareholder Revolt & New AI Model Threatens Banking Apr 13, 2026
    Show notes

    Episode 163: Today, Ann explains what's going on behind the scenes at oil giant BP – and why the company could face a shareholder revolt at its upcoming annual meeting. Then, we survey the reaction to Anthropic’s new AI tool, Claude Mythos, which prompted Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell to summon major bank CEOs to Washington, D.C. Finally, Dell shares pop on NVIDIA acquisition speculation, Revolution Medicines jumps on promising phase 3 data for its pancreatic cancer drug, and Conagra – the company behind Slim Jim and Reddi-wip – gets a new CEO.

    Learn more at Schwab.com/trading


    www.brewmarkets.com


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


    Follow Brew Markets on social:

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    Instagram: instagram.com/annberry_nyc

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

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


    An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.

    Stocks mentioned:

    $BP

    $DELL $RVMD $CAG

    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

    Is Bitcoin at Risk from Quantum Computing? (with Rigetti CEO) Apr 10, 2026
    Show notes

    Episode 162: Many of you requested it - today is an engaging survey of the state of quantum computing through the lens of one public company, Rigetti. Ann is joined by Dr. Subodh Kulkarni, Rigetti’s President and CEO to discuss share price for a company on the frontier of new technology, the milestones investors should watch and when they might be able to expect revenue to come in at scale.

    Kulkarni also addresses the quantum vs. classical computing debate on the path to AGI, Rigetti’s partnerships with financial institutions and unpacks a recent Google white paper warning quantum computers could eventually crack bitcoin’s encryption.

    Learn more at Schwab.com/trading

    www.brewmarkets.com

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

    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

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    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

    An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.

    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

    Amazon Delivers The Masters and GLP-1s & Delta’s Little-Known Fuel Hedge Apr 09, 2026
    Show notes

    Episode 161: Today, Ann broadcasts from San Francisco and reports how she’s putting insights from former Tesla President Jon McNeill into practice at a manufacturing company (Ann’s conversation with Jon linked below!). Then, we dig into earnings from Delta Air Lines… business travel is back, baby! Along with new baggage fees and clever hedges against high fuel prices. Also, Brown-Forman - the maker of Jack Daniel’s - is suddenly the most popular kid on the block, fielding interest for another potential merger deal. Finally, Amazon CEO Andy Jassy goes all-in on AI in his annual shareholder letter, and Disney plans more layoffs.


    Ann’s conversation with Jon McNeill

    https://www.youtube.com/watch?v=vyurMcr9NM4&t=107s


    Learn more at Schwab.com/trading


    www.brewmarkets.com


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


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

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    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:

    $DAL $​​BF.B $AMZN $DIS

    An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.


    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

    Levi’s Stock Zips Up with Low Rise + Gen Z & Ann in San Fran! Apr 08, 2026
    Show notes

    Episode 160: Today, Ann broadcasts from San Francisco - home of the historic Levi’s Plaza… and nearby Levi’s Stadium.. as we dive into Levi Strauss’ better-than-expected earnings, with sales getting a boost from younger shoppers and possibly from a’90s icon featured on a recent TV series. Then we survey the market reaction to the Middle East ceasefire and why travel stocks are getting a lift. We also take a look at Meta’s new AI model - Muse Spark - that might be coming to a Facebook or WhatsApp page near you.


    Learn more at Schwab.com/trading


    www.brewmarkets.com


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


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

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    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:

    $LEVI

    $META $CCL $NCLH $RCL


    An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.


    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

    Internet OG at 30: Yahoo’s Turnaround Plan with CEO Jim Lanzone Apr 07, 2026
    Show notes

    Episode 159: Today, Ann is joined by Yahoo CEO Jim Lanzone, for an in-depth conversation about the ongoing transformation of the company that was the OG homepage of the internet. They discuss the progress of his restructuring efforts – including which products he’s shuttered and which classic brands endure (think: Finance, Fantasy Sports and Mail). Lanzone outlines the traits shared by Yahoo’s general managers and what the future looks like under – and potentially after – private equity ownership.


    Learn more at Schwab.com/trading


    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

    Jamie Dimon’s Revealing Annual Letter & Protein’s Boom, PowerBar’s Slump Apr 06, 2026
    Show notes

    Episode 158: Today, Ann unpacks JPMorgan CEO Jamie Dimon’s annual letter that spans private credit, AI and foreign policy… and what it might signal about Dimon’s political future. Then, we dive into BellRing Brands and what’s behind the protein company’s stock slump: a saga starring PowerBar and Premier Protein shakes. Finally, AMC gets a boost from the Super Mario Galaxy movie, Paramount secures backing from Gulf funds for its WBD takeover and Lucid Motors runs into supply chain issues… again.


    Learn more at Schwab.com/trading


    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:

    $JPM

    $BRBR

    $PSKY $AMC $LCID


    Disclaimer:An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.

    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

    Nike Hits the Wall & Can Shareholders Block Mergers? Apr 02, 2026
    Show notes

    Episode 157: Today, Ann answers a question from the audience, surveying the rare cases where shareholders strike down a board-recommended merger. Then, we lace up for Nike’s earnings and outlook that sent shares down to a decade low… bottom line: China’s not buying it and the CEO is tired. Finally, Bed Bath & Beyond purchases the Container Store, The New York Times becomes your new in-flight entertainment and space stocks… LIFT OFF!


    Learn more at Schwab.com/trading


    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:

    $NKE

    $BBBY $NYT $LUNR $ASTS $FLY $YSS


    Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

    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

    Tilray Grows Beyond Cannabis & Iran Threatens U.S. Tech Giants Apr 01, 2026
    Show notes

    Episode 156: Today, Ann explores escalating tensions in the Middle East, after Iran’s Revolutionary Guard threatens major U.S. companies, including MAG7 members. Then, Tilray Brands Chairman and CEO Irwin Simon joins the show to discuss the cannabis company’s latest earnings and its diversification into beverages - making it the 4th largest craft brewer in the US. Finally, the FDA hits pause on fast-tracking nicotine pouch approvals, Eli Lilly’s GLP-1 pill Foundayo gets the green light… and Allbirds sells its assets.


    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:

    $NVDA $AAPL $MSFT $GOOG $META $TSLA $CSCO $HPQ $INTC $ORCL $IBM $DELL $JPM $GE $BA $IXIC

    $TLRY $NVO $LLY $PM $BIRD

    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 Walmart Recession Indicator & McCormick-Unilever's $65B Spicy Deal Mar 31, 2026
    Show notes

    Episode 155: Today, Ann breaks down the “Walmart Recession Signal” – coined by market strategist Jim Paulsen – and what it might indicate about the current state of the economy. Then, over to the McCormick-Unilever deal announced today that would create a $65B sauces and spices behemoth... bringing Old Bay together with Hellmann's. Finally, activist investor Irenic Capital Management pushes to “Save Snap Now,” and Novo Nordisk rolls out a Wegovy subscription plan.


    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:

    $WMT $SPGLGUN

    $MKC $UL

    $LLY $NVO $SNAP

    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

    Alcohol Industry Mega Merger & Food Giant Sysco’s $29B Acquisition Mar 30, 2026
    Show notes

    Episode 154: Today, Ann breaks down the potential mega-merger between beverage companies Pernod Ricard and Brown-Forman – and how it could mix Absolut and Jack Daniel’s brands while reshaping the global alcohol industry. Then, we dive into food giant Sysco’s $29 billion purchase of Restaurant Depot and investor skepticism that sent shares down 15% today. Finally, Palo Alto Networks gets a CEO-backed boost, while in the airline industry: Air Canada’s CEO announces his retirement amid controversy and JetBlue raises baggage fees.

    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:

    $PRNDY $BF.B

    $SYY

    $PANW $ACDVF $JBLU

    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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