Brew Markets

Latest Episodes:

Vail Earnings Slope Down & The Superfan Economy Oct 02, 2026

Show notes

Episode 283: Today, John and Hanna review the latest earnings from Vail Resorts. Winter passes and skier volume are down, but is it weather or high prices? Then we explore the economy built around the superfan. Are you one? I am not. But a ladder of increasingly premium options is being built for those who are.

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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

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Paramount’s New Co-CEOs & Why Treasury Yields Hit 24-Year Highs Oct 01, 2026

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Episode 282: Today, John and Hanna explore the disconnect of an economy that is holding up pretty well on paper… and the feeling that Americans seem to hate it. Then we explore why despite cooling inflation and a likely-deferred rate hike, 10-year U.S. Treasury yields just hit a generational high. Next, Paramount takes on a new co-CEO and debt and a naming challenge. Finally, we explore the announced spin out of the Knicks and the Rangers from MSGS and which new Nike shoe sold out today in just 2 hours!

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Inflation Cools & The Egg Boom Busts Sep 30, 2026

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Episode 281: Today, John and Emily review the latest government data that showed cooling inflation - and ask what it portends for the Fed. We also dig into earnings out of food giant Conagra: higher gas prices = fewer Slim Jims sold. Plus we explore why shares of America’s biggest egg producer dropped today. Finally, Leslie Pools declares bankruptcy and a Paramount poach leads to entertainment company leadership musical chairs.

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Oura Ring Pauses IPO & Netflix’s “Worrying” Engagement Sep 29, 2026

Show notes

Episode 280: Today, John and Emily explore why shares in FICO plummeted today as the near-monopoly credit score company gets more direct competition. Then we discuss Oura Ring putting its planned IPO on ice… and the details coming out from Anthropic’s IPO prospectus. Later: does Netflix have an engagement problem? Finally, we dig into earnings results from CarMax and Carnival Cruise Lines… turns out the American vacation is sacrosanct!

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Meta Poaches A Rival CEO & Costco’s Membership Problem Sep 28, 2026

Show notes

Episode 279: Today, John and Emily kick things off by exploring Meta’s new Enterprise segment and the silicon valley veteran they poached to run it. Then we look at the latest earnings out of Costco and the unique membership situation analysts are following. Plus an update on the unusual takeover dance happening between MGM and Barry Diller’s People. Inc. Finally, a spin through the headlines including NVIDIA’s share buyback and SpaceX’s successful launch.

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Tokenizing Stocks & The Billion-Dollar Battle for Your Dashboard Sep 25, 2026

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Episode 278: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Dylan dives into Robinhood’s plans to tokenize stocks and why AMC’s CEO is publicly pushing back. Then, Hanna explores how the rapidly aging U.S. population – combined with falling birth rates and lower immigration – could soon impact economic growth. And finally, John drives into the weekend with a look at the hidden revenue streams that come after an initial sale of a car – and why companies are battling for control of the dashboard.

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Oracle Plays Defense & Diller Folds on MGM Sep 24, 2026

Show notes

Episode 277: Today, Dylan and Hanna kick things off with a look at macro, diving into yields, the housing market and mortgage rates – and how they’re all intertwined. Then, we unpack why Barry Diller backed out of his MGM takeover plans and take a broader look at the Vegas economy. Also: Oracle just took steps to protect itself from Project Jupiter, the massive New Mexico data-center project being developed by Blue Owl. We unpack what the move reveals about the increasingly circular nature of the AI economy. Finally, John runs through the closing numbers and brings us a quick headline on why GoDaddy stock jumped today.

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McDonald’s Investor Pitch & Royal Caribbean Lands on Sandals Sep 23, 2026

Show notes

Episode 276: Today, Dylan and Hanna bring us the details from McDonald’s Investor Day – including how Wall Street is reacting to its refresh strategy and whether the fast-food chain can get investors back on board. Then, we cruise into Royal Caribbean’s deal to buy a 50% stake in Sandals and Beaches Resorts and unpack why the cruise operator is expanding from sea to land. Next, we delve into the latest AI-related IPO: data center company NScale. We get into the numbers and discuss how much of the company’s growth is being driven by just a few big names. Finally, John spins through the market headlines, including earnings from Cracker Barrel and General Mills, as well as Instacart’s move to join the Meta Muse universe.

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Meta’s New Muse & Paramount Cleared to Buy Warner Bros. Sep 22, 2026

Show notes

Episode 276: Today, Dylan and John dive into Meta’s AI strategy with its Muse agent and how it could unlock a new revenue stream for the tech giant. Then, Paramount just cleared a major hurdle in its $110 billion takeover of Warner Bros. Discovery. We unpack the antitrust settlement the entertainment giant reached with 12 states. Also: California Governor Gavin Newsom is hoping a higher-ethanol gas blend will help combat soaring gas prices – we explore the reality.

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Novo's Next Act & What Happened to Nike? Sep 21, 2026

Show notes

Episode 274: Novo Nordisk is entering its next act. Today, Dylan and John discuss the drugmaker’s pivot and how it plans to expand beyond the weight-loss market. Then, Nike just got booted from the S&P 100. We unpack how it lost nearly 80% of its market value along the way. Also – SoftBank just launched the largest corporate bond issuance in Japanese history. We delve into what it has to do with AI. And finally, a spin through today’s headlines, including an update on the Paramount-Warner Bros. deal, how Meta’s Muse AI agent is moving markets and Washington’s deal with Greenland.

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