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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:
    A Robust Starbucks Investor Day & Defense Earnings Roundup Jan 29, 2026
    Show notes

    Episode 113: Today, Ann shares her firsthand experience at today’s NYC Starbucks Investor Day and how the coffee giant’s CEO Brian Niccol is positioning its comeback around an elevated customer experience. Next, we put tickers on stickers and role play as the biggest defense companies that reported earnings this week - military budgets are up as is scrutiny from the White House. Finally, Meta commits to its AI spend, Tesla is switching gears - we look at what’s driving swings in the tech sector.


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


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

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


    00:00 Welcome to Brew Markets Daily

    00:00 Starbucks Investor Day

    00:00 Defense Earnings: Ticker on a Sticker

    00:00 Market Close


    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


    Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles Jan 28, 2026
    Show notes

    Episode 112: Today, Ann reviews Anta’s plan to buy a 29% stake in Puma - positioning China’s biggest sportswear group to take on Nike as the American sneaker OG struggles through a global turnaround. Then we look at earnings from AT&T and Seagate - the telecom veteran’s stock is up on low churn and the pioneer hard drive maker is innovating its product for AI build. Finally, we look at the latest from the Fed, Corning’s earnings and Starbuck’s turnaround plan.


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

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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

    00:00 Welcome to Brew Markets Daily

    00:20 Puma v. Nike in Sportswear Wars

    05:00 Earnings: $T UP ON CONVERGENCE

    14:45 Earnings: $STX UP ON HDD

    19:10 Market Close - $SBUX $GLW


    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


    Corning Glass: Unlikely AI Winner & UnitedHealth in Critical Condition Jan 27, 2026
    Show notes

    Episode 111: Today, Ann covers Meta’s multi-year deal with Corning for $6 billion of fiber-optic cable from the 175-year old glass company that also manufactures 100% of iPhone and Apple Watch cover glass… what a tech GLoW-up! Then we survey UnitedHealthcare’s struggles: soft earnings, investigations into its Medicare Advantage business and affordability pressure from the federal government have sent shares plummeting - can the return of a previous CEO resuscitate the stock? Finally - live from Ann’s flight delay - we review American Airlines’ earnings, downsizing at UPS, an Amazon grocery refresh and the resilience of GM trucks.


    Shop now at www.iHerb.com


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    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

    X: x.com/AnnBerry_NYC


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

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


    00:00 Welcome to Brew Markets Daily

    00:30 Meta’s $6B Deal with Corning - $GLW $META

    04:00 UnitedHealth’s Turnaround Tested - $UNH

    10:45 Market Close - $AAL $AMZN $UPS $GM


    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


    Capital One Going Fintech with Brex & Inside Intel’s Supply Issues Jan 26, 2026
    Show notes

    Episode 110: Episode 110: Today, Ann explores Capital One’s move into fintech with the acquisition of Brex at a nearly 60% discount from its peak valuation. VCs are looking to get their money out of long-running bets and this deal sees early investors making a good return, while others are left holding the bag. Then we go inside Intel’s supply and demand issues that have the stock tumbling - and six months later, where does the investment by American taxpayers stand? We finish with market headlines: gold is up, Booz Allen Hamilton loses a client and a new owner swallows up Nathan’s Famous.


    Shop now at www.iHerb.com


    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


    00:00 Welcome to Brew Markets Daily

    00:00 Capital One Going Fintech with Brex

    06:00 Inside Intel’s Supply and Demand Issues

    14:52 Market Close

    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


    Small-Cap Stocks Are Having A Run: What to Know Jan 23, 2026
    Show notes

    Episode 109: Today, Ann discusses small-cap stocks with Manny Weintraub, Principal at investment firm Cannell & Spears. After a year dominated by mega-cap tech and AI, small-caps are making a run and Weintraub shares how he defines the category and evaluates companies for stability and cash flow. He previews some stocks that have his attention and lays out why ETFs may not be the best play here. Get ready to go small or go home as we jargon-bust and nerd out with analysis of this less covered corner of the market.


    VISIT PUBLIC.COM/BREWMARKETS FOR MORE


    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


    X: x.com/AnnBerry_NYC

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

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


    00:00 Welcome to Brew Markets Daily

    00:30 Small-cap Stocks

    02:00 Manny Weintraub Joins


    Disclosure in 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.

    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


    Discounts to Insure Self-Driving Cars + P&G's Premium Diaper Jan 22, 2026
    Show notes

    Episode 108: Today, Ann looks at a new partnership between insurer Lemonade and Tesla that uses driving data to cut rates for Full Self Driving cars - a move that sent shares higher today for both companies. Then we look at earnings from two historic companies: Procter and Gamble and General Electric - P&G is expanding luxury into diapers and GE is riding a tailwind in aviation. Finally, we survey what’s next for bankrupt Spirit Air, Tesla’s Austin Robotaxis and Halliburton’s oil field services.


    VISIT PUBLIC.COM/BREWMARKETS FOR MORE


    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

    00:00 Welcome to Brew Markets Daily

    00:00 Autonomous Car insurance

    00:00 Earnings: $PG & $GE

    00:00 Market Close - $TSLA


    Disclosure in 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.


    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


    Berkshire May Exit Kraft Heinz Debacle & Netflix Shares Hit 52-Week Low Jan 21, 2026
    Show notes

    Episode 107: Today, Ann surveys Berkshire Hathaway’s expected retreat from Kraft Heinz - a decade on and after billions in losses in the ill-fated food tie-up, Berkshire’s new CEO is already making big moves. Then we pour through Netflix’s earnings and the company’s PR campaign for Warner Brothers Discovery - the investor narrative is concern about debt, price hikes and content spend in 2026. Finally, we hit the highlights of President Trump’s 80-minute address to the World Economic Forum… in 60 seconds.


    VISIT PUBLIC.COM/BREWMARKETS FOR MORE


    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


    00:00 Welcome to Brew Markets Daily

    00:30 Berkshire Hathaway Retreats From $KHC

    04:30 Fallout from Netflix Earnings - $NFLX

    19:00 President Trump in Davos

    21:00 Market Close - $UAL


    Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. 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


    Greenland Hits the Markets & International Intrigue at Coupang Jan 20, 2026
    Show notes

    Episode 106: Today, ahead of President Trump’s appearance in Davos, Ann examines the latest in the White House bid for Greenland, what’s at stake for the European-US trade relationship and how markets are reacting to the rhetoric. Then we explore the fallout from a data breach at South Korea’s Coupang - the e-commerce giant that draws comparisons to Amazon: a CEO is out, a former employee is on the lam and many analysts see the fallen share price as an opportunity. Finally we survey stories impacting the markets including sales numbers out of OpenAI and a Lululemon legging that’s been pulled after just 3 days.

    VISIT PUBLIC.COM/BREWMARKETS FOR MORE

    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

    00:00 Welcome to Brew Markets Daily

    00:00 Greenland Hits the Markets

    00:00 Data Breach at Coupang

    00:00 Market Close

    Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. 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


    Drilling Down on Global Energy & AI’s Nuclear Ambition vs Risk Jan 16, 2026
    Show notes

    Episode 105: Today, Ann welcomes energy guru Alix Steel - Principal at DrivePath Advisors and formerly of Bloomberg - to demystify the energy sector. The engaging and dynamic conversation brings context and life to a jargon-filled industry. Alix guides us through OPEC, U.S. shale and Venezuela’s gooey heavy crude. We explore why oil majors have diversified into renewables and why they might not want to see offshore wind farm projects shut down. Plus, with a rally around nuclear to address AI power needs we ask if there’s a regulatory appetite to see it advance and who ultimately takes on the risk.


    VISIT PUBLIC.COM/BREWMARKETS FOR MORE


    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


    Disclosure in 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.

    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 Founder Effect & Bank Earnings Aren't Boring! Jan 15, 2026
    Show notes

    Episode 104: Today, Ann surveys revealing research: that a century of market gains are due to just a few stocks - what it says about market concentration, timing and founder control. Then we tear through this week’s earnings from the six biggest US banks - they’re unique - they’re important - and at the end of our conversation we treat you to a randomly fun airline story. Finally we look at headline deals between Netflix and Sony along with Boston Scientific and Penumbra.


    VISIT PUBLIC.COM/BREWMARKETS FOR MORE

    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


    00:00 Welcome to Brew Markets Daily

    00:30 The Founder Effect

    05:15 Bank Earnings Roundup!

    21:15 Market Close


    Disclosure in 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.


    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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