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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:
    Andrew Ross Sorkin on the 1929 Market Crash and Parallels to Today Oct 15, 2025
    Show notes

    Episode 43: Ann is joined in-studio by Andrew Ross Sorkin to discuss his new book 1929 and the prevailing factors that predicated that year’s market crash and parallels at play today. Sorkin talks prediction markets, the democratization of access to private capital, where he invests his money and so much 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

    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 Andrew Ross Sorkin on 1929

    02:25 Andrew Ross Sorkin Joins

    34:49 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


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


    JPMorgan’s $10B Investment in America & Consumer Taste for Domino’s Oct 14, 2025
    Show notes

    Episode 42: Ann dives into JPMorgan’s earnings and explores CEO Jamie Dimon’s “Security and Resiliency Initiative”, a politically savvy call for more investment in America. Then we go inside the bankruptcy of two auto companies, the billions of dollars that vanished and what it might mean for private credit. Finally, Ann sinks her teeth into Domino’s and Albertsons’ earnings, plus what they portend for consumer sentiment.

    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

    00:40 $JPM Wants to Finance America

    05:19 First Brands & Private Credit Risk

    13:05 $DPZ & $ACI Earnings

    15:35 Market Close

    16:16 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


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


    Is This A Watershed Moment for the Fed? With Danielle DiMartino Booth Oct 13, 2025
    Show notes

    Episode 41: Welcome to Brew Markets. Today, Ann is joined by Fed insider Danielle DiMartino Booth. Hot on the heels of the release of minutes from the Federal Open Market Committee’s latest meeting, Danielle gives her insights on the state of the Fed, strategies for young people entering the workforce and if we are about to experience Enron 2.0. Plus, AMD’s Lisa Su is our CEO of the Week.


    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 Lisa Su of $AMD

    05:25 Danielle DiMartino Booth Joins

    30:56 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


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


    Anthony “The Mooch” Scaramucci on Hedge Funds in the Age of AI Oct 10, 2025
    Show notes

    Episode 40: Welcome to Brew Markets. Today, Ann welcomes “The Mooch” - Anthony Scaramucci - founder and managing partner of SkyBridge Capital. They explore the possibility of artificial intelligence replacing human-run hedge funds and the importance of neuroplasticity: staying mentally flexible and open to new ideas, technologies and generations. Plus shares in rare earth miners hit the mother lode on speculation of more White House investment.


    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

    00:25 Will AI Kill Hedge Funds?

    03:04 Anthony Scaramucci Joins

    28:43 Market Close

    29:24 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

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


    Can Pepsi’s CEO Turn It Around? & Delta Flies High Oct 09, 2025
    Show notes

    Episode 39: Welcome to Brew Markets. Today, Ann discusses why an activist investor is growing impatient with PepsiCo - Ann suggests the CEO may be on borrowed time. Then what Delta’s earnings indicate for the future of business travel. Finally, Ann jargon-busts "dividend recaps" and a look at Ferrari and Costco.


    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 $PEP Patience Runs Low?

    05:00 $DAL Earnings Fly

    12:30 What’s a Dividend Recap?

    16:00 Market Close

    16:30 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

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


    The Meme ETF Is Back! & Why Your Local Bank Is Scaling Up Oct 08, 2025
    Show notes

    Episode 38: Welcome to Brew Markets. Today, meme ETFs are making a comeback and Ann explores which companies are included - whether or not they want the memestock title. Then the proposed merger of Fifth Third Bank and Comerica has us discussing why regional banks want to scale up and why big banks are trying to go local. Ann goes through why the likes of Robinhood and BlackRock are exploring Tokenization and what it means. Plus, AST SpaceMobile partners with Verizon and Figma is now accessible through ChatGPT.


    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 Meme ETFs Crop Up

    05:00 More Bank Deals On the Way

    14:30 QFA: What is Tokenization?

    17:40 Market Close

    18:30 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

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


    Polymarket Joins NYSE’s Family & Why Beer Stocks Aren’t Shining Oct 07, 2025
    Show notes

    Episode 37: Welcome to Brew Markets. Today, Ann looks at why ICE - the public company that owns the New York Stock Exchange - is investing $2 billion in prediction market player, Polymarket. Next, we unpack why consumers are drinking less beer and what Constellation Brands has to say about the trend. Then, Ann answers a listener's question on what warrants are - and explains why OpenAI’s deal to get them in AMD is so juicy. We wrap on gold hitting new highs, Oracle’s stock nudging down, Ford facing supply chain disruption and Qualcomm’s move into robotics.


    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

    01:06 Polymarket Joins NYSE’s Family

    04:36 $STZ IN RETROGRADE?

    11:30 QFA: What Are Warrants?

    16:40 Market Close

    18:00 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

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


    Does OpenAI’s AMD Deal Signal a Bubble? & Who Is Watching “Prediction Markets” Oct 06, 2025
    Show notes

    Episode 36: Welcome to Brew Markets. Today, Ann follows the money to see how today’s announcement of OpenAI partnering with - and taking an equity stake in - chip giant AMD may add to fears of an AI bubble. Then, we break down how Reddit’s content licensing deal with ChatGPT is going and Ann answers a listener question on how the prediction markets look at the US government shutdown. Finally, TSLA stock was up after a teaser video launched speculation that a new affordable model is on the way.


    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

    001:00 OpenAI & $AMD: A Bubble?

    05:27 Is $RDDT Becoming Invisible?

    12:31 What are Prediction Markets?

    15:42 Market Close

    16:38 Final Thought

    00:00 Credits


    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


    Why Spotify is Trying Two CEOs & Data Centers Demystified with Wes Cummins Oct 03, 2025
    Show notes

    Episode 35: Welcome to Brew Markets. Today, Ann explores Spotify’s recent decision to install two CEOs - the unusual setup worked for Netflix, but does it leave folks wondering who’s in charge? Then Ann welcomes the Founder and CEO of Applied Digital, Wes Cummins, to discuss data centers, the physical backbone of AI. Finally, with the expiration of the EV tax credit, a look at automakers’ quarterly delivery number.


    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

    00:38 Are new $SPOT CEOs new?

    04:43 Wes Cummins on Data Centers

    29:12 Market Close

    30:06 Final Thought

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


    Amazon is Going After Grocery & Inside Corporate Venture with Sally Shin Oct 02, 2025
    Show notes

    Episode 34: Welcome to Brew Markets. Today, Ann explores Amazon’s drive to dominate WalMart in the enormous grocery market. Then, Ann is joined by Sally Shin, a venture partner at Comcast Ventures, to discuss corporate in-house venture investing and if there is such a thing as new vs. old media. Finally, Ann breaks down how FICO scores are changing along with how consumers access credit.


    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

    00:45 $AMZN $WMT War Heats Up

    03:39 Inside Corporate Venture with Sally Shin

    25:08 Market Close

    26:06 Final Thought

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


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