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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:
    The Right Stuff: Build-A-Bear’s CEO & Lululemon's Rebirth of Cool Dec 12, 2025
    Show notes

    Episode 83: Today, Ann examines the challenges of turning around a public company with Build-A-Bear’s President and CEO Sharon Price John. They discuss rebuilding operational strength, taking a cherished bricks and mortar brand online and we land a SCOOP on what’s next for Build-a-Bear in video content. Finally, we take a spin through the day’s market headlines including changes at Lululemon and a potential shift in White House policy that had cannabis stocks flying high.


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    00:00 Welcome to Brew Markets Daily

    00:30 CEO OF THE WEEK: SHARON PRICE JOHN

    02:00 BUILD-A-BEAR’S SHARON PRICE JOHN

    28:30 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


    Disney: When You Wish Upon AI & Oracle Loses $100B in Market Cap Dec 11, 2025
    Show notes

    Episode 82: Today, Ann examines Walt Disney Company’s $1 Billion landmark agreement to bring Disney characters to OpenAI’s movie generator Sora… can Mickey protect his own character? Then we explore market concerns that Oracle’s massive AI infrastructure spend will never pay off - leading to today’s massive loss in market cap. Plus, shares in Vail Resorts have been headed downhill, can the return of a former CEO give the stock a lift? Finally, we zip through the headlines around Coca Cola’s new CEO and Manchester United’s cost savings drive.



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    00:00 Welcome to Brew Markets Daily

    00:30 Disney’s $1B Bet on OpenAI

    03:30 EARNINGS: $ORCL $VAIL

    18:00 Market Close - $DIS, $KO


    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 Divided and Data-Blind Fed Decision & Cracker Barrel Reheats the Brand Dec 10, 2025
    Show notes

    Episode 81: Today, Ann examines the Fed’s data-blind decision to cut rates by a quarter percent - was it just a gift to the market and what might it mean for Chair Jerome Powell’s legacy? Then we look at companies reporting earrings: did Cracker Barrel finally hit the bottom of the barrel and can fresh biscuits turn it around - and why is online pet retailer Chewy seeking an expansion in brick-and-mortar vet clinics? Finally, a look at GE Vernova’s hyperscaler ambitions and Walmart’s 3D printed stores.


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    00:00 Welcome to Brew Markets Daily

    00:30 Data-Blind Fed Cut

    05:30 EARNINGS: $CHWY $CBRL

    20:00 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


    NVIDIA’s Kickback: Don’t Call It an Export Tax & AutoZone’s Muffled Earnings Dec 09, 2025
    Show notes

    Episode 80: Today, Ann explores President Trump’s decision allowing NVIDIA to ship H200 chips to China and why the 25% cut to U.S. coffers can’t constitutionally be called an export tax. Then we do a roundup of today’s earnings, looking at the tariff hit on AutoZone and Toll Brothers’ luxury position in a soft housing market. Finally, a look at stocks that moved the market including Campbell’s bland earnings, CVS’s positive up-beat investor day and the money Pfizer is willing to shell out for an oral GLP-1.


    www.brewmarkets.com


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


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


    00:00 Welcome to Brew Markets Daily

    00:30 America’s New Chip Tax?

    04:30 EARNINGS: $TOL $AZO

    16:00 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


    Paramount Gets Hostile Over Netflix-WBD Deal & Ulta: Beauty's Beast is Back Dec 08, 2025
    Show notes

    Episode 79: Today, Ann examines the turnaround happening at Ulta that recently sent its share price to an all-time high - how has management executed on three growth initiatives, including turning the beauty retailer into a destination? Then we look at the drama unfolding in Hollywood as Paramount launches a $108 billion hostile takeover of Warner Brothers Discovery just days after Netflix announced a successful bid for the legacy studio, network and streaming company. Finally a survey of today’s market moves by IBM, JPMorgan and others.


    www.brewmarkets.com


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


    00:00 Welcome to Brew Markets Daily

    00:30 Ulta: Beauty's Beast is Back

    04:30 $NFLX $PSKY $WBD Hollywood Drama

    21:30 Market Close - JPMorgan - IBM



    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


    Trust Issues: Wikipedia’s Founder on Big Tech, Social Media and AI & Are Malls Back? Dec 05, 2025
    Show notes

    Episode 78: Today, Ann is joined in-studio by the founder of Wikipedia - Jimmy Wales - to discuss trust in social media, the prospects of using AI to edit Wikipedia and what Jimmy thinks about the launch of Elon Musk’s Grokipedia. Plus, as Bath and Bodyworks, The Gap and Abercrombie & Fitch see higher foot traffic and sales, we ask: are shopping malls making a resurgence?

    www.brewmarkets.com


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


    00:00 Welcome to Brew Markets Daily

    00:30 WHAT IS THE VALUE OF TRUST?

    03:00 WIKIPEDIA FOUNDER JIMMY WALES JOINS

    35:00 Mall Stocks


    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


    Meta’s Virtual Reality Check & Kroger Shelves Its Automation Push Dec 04, 2025
    Show notes

    Episode 77: Today, Ann examines Meta’s decision to slash the budget for its lagging metaverse operations and applauds the difficult move that’s right out of the playbook of another tech power player: Amazon. Then we look at two companies whose quarterly earnings didn’t wow markets today: why Snowflake is falling and Kroger shelved its automated grocery delivery plans. Finally, we sprint through headline-grabbing stories from iRobot, Dollar General and PVH.

    www.brewmarkets.com


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    00:00 Welcome to Brew Markets Daily

    00:00 $META’s $70B Reality Check

    00:00 EARNINGS: $KR & $SNOW

    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


    Automakers Hit the Brakes on EV & Can Macy’s Be Luxurious Again? Dec 03, 2025
    Show notes

    Episode 76: With news coming out of the White House this afternoon that auto fuel standards will be rolled back, Ann reviews which auto companies have already been stepping back from EV models and how their share prices have fared. Then we look at earnings for Macy’s and Pure Storage… will the retailer’s refresh bring shoppers back to the department store… and can the flash storage company continue to deliver to hyperscale clients? Finally, Ann addresses 2025’s buyback bonanza when a listener asks why a company would choose a buyback over sending back cash to shareholders through a dividend.

    www.brewmarkets.com

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    00:00 Welcome to Brew Markets Daily

    00:00 NEW AUTO FUEL STANDARDS

    00:00 EARNINGS: $M $PSTG

    00:00 QFA: Buybacks vs. Dividends

    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


    Lab Grown Diamonds for Christmas & Costco Joins Tariff Lawsuits Dec 02, 2025
    Show notes

    Episode 75: Today, Ann explores why the Omnicom-IPG merger, which created the world’s largest advertising company and is expected to generate more than $25 billion in revenue, might simply be “two drunks propping each other up on a lamppost”. Then we look at earnings out of Signet and what they signal for holiday jewelry shopping. Plus, we examine why Costco has joined a list of retailers suing the Trump administration, seeking a potential refund of tariff money. Finally, Ann weighs in on Michael Dell’s $6.25 billion donation to fund investment accounts for American children.


    For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

    www.brewmarkets.com


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

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


    00:00 Welcome to Brew Markets Daily

    00:30 $OMC Merger Moment

    06:00 $SIG EARNINGS

    15:00 COSTCO JOINS TARIFF LAWSUITS

    18:00 Market Close

    20:00 Final Thought


    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

    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details

    Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.


    APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.

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    Demystifying the Housing Market & Disney’s Boffo Box Office Dec 01, 2025
    Show notes

    Episode 74: Today, Ann takes a look at the major battle shaping up in real estate over ‘private listings” - how Zillow’s ban on off-market and brokerage-exclusive listings is putting it at odds with several of the biggest brokerages. Then, Ann is joined by Kamini Rangappan Lane, the President and CEO of Coldwell Banker Realty to discuss market conditions, mortgage rates and what it means for potential homebuying individuals to stay on the sidelines while commercial buyers claim inventory. Finally, we look at some market headlines including Disney’s blockbuster box office weekend.

    For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

    www.brewmarkets.com

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

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

    00:00 Welcome to Brew Markets Daily

    00:30 PRIVATE LISTINGS SHAKE UP REAL ESTATE

    04:30 Kamini Rangappan Lane Joins

    23:00 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

    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Cryptocurrency services are provided by Zero Hash LLC through a software licensing agreement between Zero Hash LLC (“zerohash”) and Public Platform LLC. zerohash is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Zero HashLLC is licensed to engage in virtual currency business activity and money transmission by the New York State Department of Financial Services. Please ensure that you fully understand the risks involved before trading. See here for zerohash licenses and disclosures.


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