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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:
    Fed Rate Reaction & Will A Bespoke Shakeup Help Etsy? Oct 29, 2025
    Show notes

    Episode 53: Today, Ann examines the Fed’s vote to cut interest rates and if there may be one more this year. Then we do a roundup of earnings reports moving markets today: Boeing’s ongoing turbulence with its 777x program, Caterpillar’s AI-fueled growth and a bespoke shakeup in leadership at Etsy. Ann then answers your question: why are there record stock buy-backs this year and should the market be skeptical? Finally, NVIDIA touches $5 trillion and Chili’s is crushing it.


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


    00:00 Welcome to Brew Markets Daily

    01:00 The Fed’s Rate Decision

    03:30 Earnings Roundup - Boeing, Caterpillar and Etsy

    13:00 Corporate Buybacks

    07:00 Market Close


    Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc.


    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


    UPS Delivers, Royal Caribbean Shares Sink & OpenAI’s Critical Split Oct 28, 2025
    Show notes

    Episode 52: Today, Ann examines OpenAI’s split into two: a nonprofit that will control a $500 billion for-profit arm, the powerhouse board and how the restructuring might pave the way for an IPO. Then, we dive into highlights from today’s earnings - including UPS weaning itself off of Amazon, Royal Caribbean hitting rough seas and Wayfair shares way up on brick and mortar. Later, Ann jargon busts the creative financing at play in Keurig Dr Pepper’s acquisition of JDE Peet’s coffee and we look at job headlines. Finally, NVIDIA breathes life into that old Nokia.


    www.brewmarkets.com


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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 OpenAI Splits In Two

    00:00 Earnings Roundup - UPS, Wayfair, Royal Carribean

    00:00 QFA: What is convertible preferred stock

    00:00 Market Close

    00:00 Final Thought - NVIDIA & NOKIA


    Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc.


    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


    Travis Kelce Looks to Fix Six Flags & Flying Taxis Are Taking Off Oct 27, 2025
    Show notes

    Episode 51: Welcome to Brew Markets. Today, Ann explores the rollout of eVTOL (electric vertical take off and landing aircraft) air taxis and talks to the Founder and CEO of Archer Aviation about what timelines investors should expect and if public safety concerns about small aircraft like helicopters can be overcome by software capabilities in their electric counterparts. Then, Travis Kelce is taking a stake in Six Flags amusement parks - we explore what makes this celebrity investment unique. Finally, we review today’s market movers: lululemon, Qualcomm, Porsche and iRobot and look at Bessent's short list for Jerome Powell's job.


    Listen to Capital Ideas on your favorite podcast player

    https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204


    www.brewmarkets.com


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


    Follow Brew Markets on social:

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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

    01:00 Flying Taxi Stocks Take Off

    03:00 Travis Kelce Delivering $FUN

    12:00 Adam Goldstein Joins

    32:00 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: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd

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


    Clinical Trials For AI? with Prof. Karim Lakhani Oct 24, 2025
    Show notes

    Episode 50: With $1.5 trillion spent worldwide on AI this year, Ann is joined by Professor Karim Lakhani to discuss his research on productivity and measuring the return on AI spend. He explores if corporations should have “clinical trials” of AI before putting more money behind it. Finally we wrap up the week with Target’s turnaround and earnings out of Proctor and Gamble.

    Listen to Capital Ideas on your favorite podcast player

    https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204


    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


    00:00 Welcome to Brew Markets Daily

    01:00 Exploring the AI ROI

    03:00 Professor Karim Lakhani Joins

    30:00 Market Close


    Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd


    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


    TSLA vs. Musk’s Robot Army & Southwest's Identity Crisis Oct 23, 2025
    Show notes

    Episode 49: Welcome to Brew Markets. Today, Ann dives into Tesla’s earnings: with vehicle deliveries up and operating income down, why Elon Musk wants to secure his voting control. Then we look at earnings for Southwest and American Airlines for travel trends, what’s signal and what’s noise? Then Ann nerds out over quantum computing: Nobel prizes, solving 150 year old mysteries and now interest from the White House. Finally, we wrap with market headlines from Rivian, Las Vegas Sands and Honeywell.


    Listen to Capital Ideas on your favorite podcast player

    https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204


    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

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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

    01:00 What Musk Wants From $TSLA

    04:00 Earnings Roundup

    10:30 Quantum Computing In The News

    13:00 Market Close


    Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd


    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


    Netflix Falls on Earnings & Ozempic’s Non-Profit Drama Oct 22, 2025
    Show notes

    Episode 48: Today, Ann explores the drama unfolding at Novo Nordisk after the company cuts its profit growth forecast for the third time this year. Then an earnings roundup that finds Netflix getting squeezed by a Brazilian tax and leaning into live… Hilton embracing international travel… and Mattel feeling down on Barbie and FIsher Price. Finally, Ann is joined by LinkedIn’s Chief Economist Karin Kimbrough to discuss the state of the labor market and the role AI may or may not be playing.


    Listen to Capital Ideas on your favorite podcast player

    https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204

    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


    00:00 Welcome to Brew Markets Daily

    01:00 Drama At Novo Nordisk

    03:00 Earnings Roundup - Netflix, Mattel, Hilton

    14:00 LinkedIn’s Chief Economist Karin Kimbrough

    25:00 Market Close


    Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd


    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


    Warner Bros. Discovery For Sale & Coke and GM Earnings Insights Oct 21, 2025
    Show notes

    Episode 47: Today, Ann explores the Merger Moment of French luxury powerhouse Kering  agreeing to sell its beauty division to cosmetics giant L’Oréal - how will both parties benefit? Then we break down today’s news out of Hollywood that storied studio Warner Brothers Discovery is considering putting itself up for sale. Plus - it’s earnings season! What nuggets did we glean today from Coke, Philip Morris, General Motors and GE? Finally: exactly who are the players taking Hologic private?


    Listen to Capital Ideas on your favorite podcast player

    https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204


    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

    00:35 Kering to sell beauty division to L’Oréal 

    04:20 $WBD FOR SALE?

    12:30 Earnings Roundup

    18:11 Market Close

    19:00 Final Thought


    Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd


    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


    Activist Eyes Cooper Companies & Inside the Luxury Resale Boom Oct 20, 2025
    Show notes

    Episode 46: Today, Ann looks into the activist investor inside Cooper Companies that might be eyeing a link up with Bausch + Lomb. Then we dig into the luxury markets: why Gen Z prefers to buy their handbags second-hand and which marketplace companies are benefitting. Later, Ann busts the jargon around margin debts at record highs. Finally, we wrap up with Apple’s stock hitting a high, Molson Coors pivoting to more non-alcoholic beverages and Weight Watchers partnering with Amazon.


    Listen to Capital Ideas on your favorite podcast player

    https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204


    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

    01:00 Activist Investor in Cooper Companies

    04:00 Luxury Resale on the Rise

    10:00 QFA: What is Margin Debt?

    14:15 Market Close

    16:00 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 and Morning Brew 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: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd

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


    Michael Lewis on What “The Big Short” Taught Us - 15 Years Later Oct 17, 2025
    Show notes

    Episode 45: Ann is joined by author Michael Lewis to reflect on 15 years of “The Big Short” - how the 2008 financial crisis might have unfolded in today’s social media environment, why the current market feels more like the internet bubble (with a twist) and how faith in Bitcoin is practically a religious belief. Plus Michael outlines his approach to the research and writing of his best-sellers… and reveals how he ended up investing in gold. Finally, a quick round of guess the ticker symbol.

    Listen to Capital Ideas on your favorite podcast player

    https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204


    www.brewmarkets.com

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


    Follow Brew Markets on social:

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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

    01:00 The 2008 Financial Crisis

    03:45 15 Years of The Big Short

    04:45 Michael Lewis Joins

    41:00 Guess the Ticker Symbol



    Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd


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


    Nestle’s New CEO Cuts 16k Jobs, Plus A Timber Merger and Banking Jitters Oct 16, 2025
    Show notes

    Episode 44: Ann looks into Nestle - the world’s largest food and beverage company. It has a new CEO who is pledging 16k job cuts to keep up with a quickly changing industry. Then, two major American timberland companies are merging - we explore if the deal is about timber, or the land? Plus, auto bankruptcies - we break down how the impact is spreading, as regional bank stocks drop with confidence in their lending practices. Finally, we unpack earnings from TMSC, JB Hunt, United and more!

    Listen to Capital Ideas on your favorite podcast player

    https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204

    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

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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

    01:00 Nestle Has A New Sheriff in Town

    04:30 Timberland! $RYN and $PCH Merge

    09:00 Regional Banks

    14:10 Earnings!


    Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at ⁠Public.com/odd

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


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