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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:
    Google’s Brain Drain & Surgical Robotics Showdown Aug 06, 2026
    Show notes

    Episode 243: Today, Ann unpacks Google’s AI leadership reshuffle and why investors are paying attention. Then, we spin through the market headlines, including why Papa John’s and Celsius shares are sliding, how Burger King is giving parent company Restaurant Brands International a boost, and why Versant Media is betting on growth beyond the TV screen. Plus, we survey why shares of United Wholesale Mortgage – the largest U.S. mortgage lender – plunged nearly 50% today. Finally, we take a listener question to explore the evolving landscape of robotic-assisted surgery and what it could mean for industry leader Intuitive Surgical.


    Visit Schwab.com/FinancialDecoder


    Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast


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    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee


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


    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


    SpaceX Craters & Propping up the Yen (ft. Apollo’s Torsten Slok) Aug 05, 2026
    Show notes

    Episode 242: Today, Ann unpacks SpaceX's first-ever earnings report as a public company and why, despite headlines beats, investors still hit the sell button on the stock. Then, we're joined by Torsten Slok, Partner and Chief Economist at Apollo, for a wide-ranging conversation on why the United States is propping up the Japanese yen, how AI could reshape the labor market, and Kevin Warsh's new approach to forward guidance. Finally, we break down earnings from Disney, Bloomin' Brands and Dine Brands.


    Visit Schwab.com/FinancialDecoder

    www.brewmarkets.com


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


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    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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


    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


    Caterpillar Bulldozes into AI & How Situational Awareness Lost $35B Aug 04, 2026
    Show notes

    Episode 241: Today, Ann surveys Caterpillar’s record quarterly results, fueled by the data-center boom – and explains how the construction-equipment giant became yet another unlikely winner of the AI trade. Then, we spin through earnings from McDonald’s, Wayfair, Palantir and Kimberly-Clark. Finally, we unpack what really happened at Leopold Aschenbrenner’s Situational Awareness hedge fund, how it lost roughly $35 billion in asset value and why Citadel stepped in.


    Visit Schwab.com/FinancialDecoder


    Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast


    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


    Stocks mentioned:

    $CAT $KMB $MCD $PLTR $W


    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


    Visa Takes on Scammers & Weyerhaeuser Branches Out into AI Aug 03, 2026
    Show notes

    Episode 240: Today, Ann unpacks Visa’s $2.4 billion acquisition of fraud intelligence company BioCatch as the payments giant looks to combat increasingly sophisticated cyberattacks and AI-powered scams. Then, we spin through market headlines, including reports of a pharmaceutical mega-merger between AstraZeneca and Bristol Myers Squibb, earnings from Tyson Foods and Nissan, and Boeing securing FAA clearance for its smallest 737 Max after years of delays. Finally, we dive into Weyerhaeuser – the 126-year-old timber company looking to double its profit with an AI-powered strategy.


    Visit Schwab.com/FinancialDecoder

    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


    Stocks mentioned:

    $V $TSN $AZN $BMY $BA $WY


    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


    Why Hotels are Selling Experiences - Not Just Rooms (ft. Marriott International CEO) Jul 31, 2026
    Show notes

    Episode 239: Today, Ann is joined by Anthony Capuano, President & CEO of Marriott International, for a wide-ranging conversation about the future of travel, how AI could reshape hotel bookings, and the importance of Marriott's Bonvoy loyalty program. They also discuss whether the K-shaped economy is showing up in hotel demand, the rise of experiential travel and the leadership lessons that have guided Anthony's rise to the top of one of the world's largest hospitality companies.


    Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast


    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

    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


    Chipotle Faces Lettuce Scare & Airlines Defy Fuel Costs Jul 30, 2026
    Show notes

    Episode 238: Today, Ann unpacks Chipotle's stronger-than-expected quarter and why the fast-casual chain was able to shake off an industry-wide food safety scare. Then, it's another earnings bonanza as we break down why Meta shares are plunging while Microsoft stock is soaring. Plus, from sneakers to coffee to tacos, what Steve Madden, Starbucks and Yum! Brands’ earnings are telling us. Finally, we put tickers on stickers and fly through the airline earnings that are taking off – even as fuel costs soar.


    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


    Stocks mentioned:

    $CMG $META $MSFT $SHOO $SBUX $YUM $DAL $UAL $LUV $AAL $ALK $JBLU


    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 Fed & LVMH’s Succession Story Jul 29, 2026
    Show notes

    Episode 237: Today, hot off the press, Ann unpacks the Fed’s decision to hold rates steady – and why policymakers weren’t all united. Then, it’s an earnings bonanza as we survey results from Ford, Procter & Gamble and Wingstop. Plus, the CBIZ–Grant Thornton merger, set to create the fifth-largest audit firm in the U.S. – and why DoorDash is taking to the skies. Finally, we discuss all things LVMH: earnings, succession and the family exposé that pushed CEO Bernard Arnault to fire back on X.


    Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast


    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


    Stocks mentioned:

    $F $PG $WING $CBIZ $DASH $LVMUY


    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


    The Coke Consumer Indicator & J&J’s $5.5B Talc Settlement Jul 28, 2026
    Show notes

    Episode 236: Today, Ann unpacks Coca-Cola's earnings and asks whether a can of Coke is really an indicator of economic health. Then, we spin through market headlines including why Corning stock is tumbling, whether investors are buying into UPS' turnaround strategy, PayPal's impressive quarter and Johnson & Johnson's proposed settlement that could finally bring its decade-long talc litigation to an end. Finally, Ann is joined by David Schassler, Head of Multi-Asset Solutions at VanEck, for a wide-ranging conversation about gold, China's position in the AI race and this week's Fed meeting.


    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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    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


    Stocks mentioned:

    $KO $GLW $UPS $JNJ $PYPL


    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


    Tariffs Return & Silicon Valley’s AI Debate Jul 27, 2026
    Show notes

    Episode 235: Today, Ann discusses the latest wave of tariffs - this time hitting a market already grappling with a host of other pressures. Then we spin through market headlines including the Paramount-Warner Bros. Discovery merger delay, Peacock’s content heading to YouTube and Cracker Barrel’s leadership shake-up. We also cover the U.S. resuming Mexican cattle imports and China's blockbuster IPO. Finally, we survey the open vs. closed model AI debate dividing Silicon Valley.


    Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast


    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


    Stocks mentioned:

    $NVDA $PSKY $WBD $CMCSA $GOOG $CBRL $TSN


    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


    Why AI Can't "Vibe Code" Business Travel Jul 24, 2026
    Show notes

    Episode 234: Today, Ann is joined by Ariel Cohen, co-founder and CEO of Navan, the corporate travel and expense management platform that counts Yahoo!, Netflix and Anthropic among its clients. They discuss why Cohen describes Navan as an "Amazon for travel” and how the company is disrupting and modernizing business travel. They also unpack how Navan is using AI to improve the traveler experience, the acquisition strategy supporting its global expansion and why the lines between business and personal travel are increasingly blurring.


    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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    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


    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


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