Brew Markets

Latest Episodes:

Turning Around: Can Nike Just Do It? & Gold Hits Another Record-High Oct 01, 2025

Show notes

Episode 33: Welcome to Brew Markets. Today, Ann explores what the Government Shutdown means for access to inflation and other data that informs the Fed. Then, it’s been a year since Nike’s new CEO started a company turnaround - we discuss what's working. Finally, Ann answers a listener who is seeing headlines of gold at an all-time high and wondering how to buy.

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00:00 Welcome to Brew Markets Daily

01:00 Government Shutdown

04:20 $NKE Just Doing It?

14:44 How to Buy Gold

18:45 Market Close

19:53 Final Thought

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Inside Pfizer’s White House Deal & Why Etsy's ChatGPT Sync Up Changes the Game Sep 30, 2025

Show notes

Episode 32: Welcome to Brew Markets. Today, Ann explores the agreement announced today between the White House and Pfizer to sell some of its drugs to Medicaid at reduced prices - and what could come next for the pharmaceutical industry. Then we try out ChatGPT’s new Instant Checkout feature on Etsy and discover why it’s an e-commerce game changer. Finally, Ann fields a listener question and explains the Shiller P/E ratio

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00:00 Welcome to Brew Markets Daily

00:28 White House Partners with $PFE

03:13 Shopping $ETSY With ChatGPT

10:25 Shiller P/E Explained

14:14 Market Close

15:20 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

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Why the Markets Don't (Yet) Care About a Govt Shutdown & Is Costco Overvalued? Sep 29, 2025

Show notes

Episode 31: Welcome to Brew Markets. Today, Ann looks at the potential government shutdown and how the markets have responded to past shutdowns. Then, even though Costco beat on earnings and is generating cash from membership fees, Ann dives into the numbers to see if the company might be overvalued. Finally, Ann jargon busts “OpCo/PropCos”, ETSY is selling through ChatGPT and the $55 Billion deal for Electronic Arts is the biggest buyout ever.

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00:00 Welcome to Brew Markets Daily

00:25 Potential Government Shutdown

04:35 Is $COST overvalued?

14:29 What’s an OpCo/PropCo?

19:10 Market Close

20:16 Final Thought

22:00 Credits

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. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. 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. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

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How Steve Aoki Discovers the Next Thing in Music and Investing Sep 26, 2025

Show notes

Episode #30: Today, Ann reviews how new tariffs are rippling through consumer and healthcare stocks. Then, we bring you an in-studio conversation with global DJ and entrepreneur Steve Aoki. We explore how he takes lessons from his career in music to investing and how he manages his venture arm Aoki Labs.

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

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00:00 Welcome to Brew Markets Daily

00:35 Tariffs Hit $WSM03:35 Steve Aoki Joins

41:13 Markets

42:10 Credits

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. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. 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.

As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here.

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Bumble CEO Embraces AI & Starbucks: Is Today’s $1 Billion Move Enough? Sep 25, 2025

Show notes

Episode 29: Welcome to Brew Markets. Today, Ann looks at US government investments in the private sector and ponders if we will see a surge in “golden shares”. Then, Bumble is cozying up with AI - we look at founder Whitney Wolfe Herd’s first 6 months back as CEO. Plus, Starbucks announced a significant restructuring today - is this what the market’s been waiting for? Finally, CarMax misses estimates, Amazon pays a record FTC fine and Spotify is rooting out AI slop.

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

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00:00 Welcome to Brew Markets Daily

00:28 More Golden Shares?

04:33 AI & $BMBL Cozy Up

13:18 $SBUX Restructures

10:22 Market Close

19:10 Final Thought

20:24 Credits

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. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

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Boeing Integrates Palantir’s AI and A Major Real Estate Merger Sep 24, 2025

Show notes

Episode 28: Welcome to Brew Markets. Today, Ann explores a new deal between Palantir and Boeing that extends AI software across old world manufacturing. Next, we break down the Merger Moment combining the country’s two largest real estate brokers - and what it could mean for home listings. Finally, Ann explains “pump and dump” schemes and we wrap with mining stocks on the rise and Alibaba’s fresh investment in AI.

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

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00:00 Welcome to Brew Markets Daily

00:26 $BA Integrates $PLTR AI

04:02 $COMP Acquires $HOUS

13:30 What’s a “Pump and Dump” Scheme?

16:37 Market Close

17:55 Final Thought

19:25 Credits

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Lucid CEO Joins on EVs, NikeSKIMS is Coming & NASDAQ: Our Day Onsite Sep 23, 2025

Show notes

Episode 27: Welcome to Brew Markets. Today, Ann prepares for Nike’s upcoming earnings with a fresh look at its partnership with Kim Kardashian’s SKIMS. Then we reflect on our morning onsite at NASDAQ with an overview of its history and performance as a public company. Finally, Ann welcomes Lucid’s interim CEO, Marc Winterhoff to our studio to discuss the latest on EVs.

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

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00:00 Welcome to Brew Markets Daily

00:37 Nike-Kardashian Launch

04:37 We Were At The NASDAQ!

11:50 Lucid Interim CEO Marc Winterhoff Joins

28:36 Market Close

29:26 Final Thought

31:04 Credits

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. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

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TikTok & Fox: A New War for Social? Plus Reddit’s AI Might & Gold’s New High Sep 22, 2025

Show notes

Episode 26: Welcome to Brew Markets. Today, Ann reviews President Trump’s comments that Fox Corporation CEO, Lachlan Murdoch, will be involved in a deal to keep TikTok alive in the USA - and what this may mean for other social media platforms. Then, we break down Reddit’s new negotiation with Google in the world of AI. Finally, we ask CEO of Sprott Asset Management, John Ciampaglia, why gold is trading at record highs.

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

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00:00 Welcome to Brew Markets Daily

00:27 Fox, TikTok & New War for Social?

03:27 $RDDT Deals with $GOOG

11:32 John Ciampaglia on Gold

19:49 Market Close

20:35 Final Thought

21:18 Credits

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Hot Stocks with Dan Ives and His AI Revolution ETF Sep 20, 2025

Show notes

Episode 25: Welcome to Brew Markets. Today, Ann unveils a Cracker Barrel activist investor with an unusual profile. Then she welcomes to the show Dan Ives, Global Head of Technology Research at Wedbush Securities for his hot takes on hot stocks, how his AI Revolution ETF stacks up versus others and insights into why he joined the board of Eightco Holdings. Finally, some good news on the price of your morning coffee.

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

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00:00 Welcome to Brew Markets Daily

00:34 $BH ACTIVIST IN $CBRL

02:45 Dan Ives Joins

23:00 Coffee Futures Are Bright

23:55 Credits

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PayPal Partners With Alphabet & Inside the Fed: Who Votes? Sep 18, 2025

Show notes

Episode 24: Welcome to Brew Markets. Today, Ann wonders if PayPal can start to fulfill its potential after years of underperformance. Then we break down how the Federal Reserve votes on rates. Finally we touch on the biggest headlines from NVIDIA, Intel, Darden and Live Nation.

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

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00:00 Welcome to Brew Markets Daily

00:25 PayPal Partners with Alphabet

04:15 Inside The Fed: Who Votes?

11:17 Market Close & Headlines

15:11 Final Thought

16:15 Credits

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. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

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