Morning Brew Daily

Latest Episodes:

DeepSeek Craze Tanks Tech Stocks & New Look Starbucks is Here Jan 28, 2025

Show notes

Episode 506: Neal and Toby recap the fallout of tech shares plummeting after Chinese AI startup DeepSeek came onto the scene with its comparable performance to OpenAI but at a fraction of the cost. Then, Starbucks rolls out a slew of new changes that go back to its roots. Also, tax season is here. Find out what some of the newest changes are this year that could affect your returns. Meanwhile, Toby looks at the trend of fast walking, less talking. Finally, a roundup of the latest headlines from the day.

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The Chinese AI Startup Rivaling OpenAI & Trump Fires Tariffs at Colombia? Jan 27, 2025

Show notes

Episode 505: Neal and Toby dive into a Chinese start up has created an AI model that rivals OpenAI for a fraction of the cost. Then the first international scuffle under the Trump presidency, as he announces retaliatory tariffs against Colombia after they reject deportation planes. Then, Plus, avian flu continues to ravage the egg supply setting it up for the highest prices in years. Meanwhile, Costco and sports parlays are the weekend’s winners. Lastly, what you need to know in the week ahead.

Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.

Download the Yahoo! Finance App (on the Play and App store) for real-time alerts on news and insights tailored to your portfolio and stock watchlists.

Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD

Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow

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.

APY as of 1/16/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.

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Trump Targets DEI Programs & Walmart Managers Make $600K? Jan 24, 2025

Show notes

Episode 504: Neal and Toby recap Trump’s address in Davos at the World Economic Forum where he made strong comments about bringing oil costs and interest rates down. Then, Federal DEI programs are on their way out under the Trump administration. Also, Oscar nominations are out and this year’s Best Picture prize is up for grabs. Meanwhile, Walmart managers are the Stock of the Week and EA is the Dog of the Week. Finally, a roundup of the biggest headlines to close out your week.

Get your MBD hoody for the Winter! https://shop.morningbrew.com/products/morning-brew-daily-sweatshirt?variant=44491852316892

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Download the Yahoo! Finance App (on the Play and App store) for real-time alerts on news and insights tailored to your portfolio and stock watchlists.

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00:00 - Dental Debate

02:40 - DEI Policies in Corporate World

07:30 - Trump in Davos

12:15 - Oscar Nominations Released

17:40 - Stock of the Week

21:30 - Dog of the Week

24:00 - Headlines

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Musk Doubts Trump’s AI Venture & International Travel is So Back Jan 23, 2025

Show notes

Episode 503: Neal and Toby unpack some major quotes said by industry leaders, starting with Elon Musk casting some doubt on Trump’s joint AI infrastructure investment, then JPMorgan's Jamie Dimon has some blunt words about tariffs, and then a ByteDance direction has optimistic words for finding TikTok’s buyer. Meanwhile, Ross Ulbricht, the man behind the controversial Silk Road receives a presidential pardon. Plus, Neal shares his favorite numbers on international travel, India’s popcorn tax, and Kidz Bop still going strong. Lastly, final headlines to close out your day. Let’s ride!

00:00 - Get your MBD Hoodie

2:50 - Elon doubts Trump’s AI venture

6:20 - Dimon says “Get over it”

9:50 - ByteDance director optimistic for TikTok

12:00 - Silk Road creator pardoned

17:45 - Record-breaking travel

21:00 - Popcorn tax??

23:30 - Kidz Bop turns 50

25:50 - Sprint Finish!

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Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.

Download the Yahoo! Finance App (on the Play and App store) for real-time alerts on news and insights tailored to your portfolio and stock watchlists.

Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD

Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow

APY as of 1/16/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.

*Terms and Conditions apply.

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RTO Wave Hits Federal Workers & $500B Investment Powers AI Industry Jan 22, 2025

Show notes

Episode 502: Neal and Toby chat about Trump’s order to make all Federal workers to work in the office full-time. Will this ultimately be a winning move in Washington? Then, a multi-billion dollar joint venture by AI leaders and the Trump Administration to power American AI infrastructure. Plus, Netflix reports a record-breaking performance in its last quarter, adding millions of subscribers thanks to its hit shows and live sports. Meanwhile, Olympic athletes are noticing their medals are slowly deteriorating…but weren’t the medals made by LVMH? The company doesn’t see a problem. Lastly, Costco, a rare Winter storm, JetBlue, and Ichiro are in today’s roundup of headlines.

00:00 - Do audiobooks count as reading?

3:20 - Trump wants Fed workers back in the office

8:30 - AI infrastructure gets $100B boost

12:00 - Netflix reports record-breaking Q4

18:00 - LVMH Olympic medals tarnished

21:00 - Sprint finish!

Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.

Download the Yahoo! Finance App (on the Play and App store) for real-time alerts on news and insights tailored to your portfolio and stock watchlists.

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Trump's Exec Actions Impact Energy and Inflation & TikTok is Very Back Jan 21, 2025

Show notes

Episode 501: Neal and Toby recap Trump’s inauguration and discuss the laundry-list of executive orders on trade, immigration, government efficiency, and more. Then, TikTok was finally banned… Then it went back online, with the app giving credit to President Trump. Plus, Trump launches a meme coin, Trump Coin, which sees a record spike shortly after he steps into the White House. Lastly, what you need to know for the week ahead.

00:00 - 5PM Sunset in NYC

2:40 - Trump’s 1st day in office

9:00 - TikTok is back…for now

15:30 - Trump Coin takes off

21:00 - Week Ahead

Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.

Download the Yahoo! Finance App (on the Play and App store) for real-time alerts on news and insights tailored to your portfolio and stock watchlists.

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Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow

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'Maxinomics' Explains Tariffs, the Space Race, Can the US Buy Greenland? And More Jan 20, 2025

Show notes

Episode 500: Neal and Toby talk to the man behind ‘Maxinomics’ Phil Andrews about why tariffs are more powerful than we think, the history behind the space race and why today’s space race is an entirely different animal. Then, can Southwest survive the rapidly changing airline industry? Plus, Phil explains what he means by ‘calories per dollar’ and why Chipotle wins out against McDonald’s in this measurement. Lastly, why the Sunbelt is losing its shine.

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Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.

Download the Yahoo! Finance App (on the Play and App store) for real-time alerts on news and insights tailored to your portfolio and stock watchlists.

Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD

Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow

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Short Seller Hindenburg Closes Up Shop & Bezos Enters the Space Race Jan 17, 2025

Show notes

Episode 499: Neal and Toby talk about the sudden closure of famous (or infamous) short-seller firm Hindenburg Research. Then, Jeff Bezos’ Blue Origin has officially entered the space race as it sends its first rocket into orbit. Meanwhile, MBAs are looking like they’re losing their prestige as even Harvard MBAs are having a tough time landing a job post-college. Plus, Nintendo is the Stock of the Week, while UnitedHealth Group is the Dog of the Week. Finally, Scott Bessent, Zyn, Tubi, and Duolingo are in the headlines.

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Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD

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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 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. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

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Big Banks Fuel Stock Market Rally & The FTC's Next Target... John Deere Jan 16, 2025

Show notes

Episode 498: Neal and Toby recap the good day Wall Street has thanks to big profits brought by the big banks of America. Then, the US will ban a red dye used in food and drugs that is linked to cancer. Plus, the FTC accuses John Deere of making repairs for their machines hard without their authorized dealers which puts farmers in a costly bind. Meanwhile, Neal shares his stand-out numbers on congestion pricing, the Getty Villa, and Robbie Williams’ biopic. Lastly, a wrap up of the headlines for the day.

Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.

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Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD

Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow

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 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.

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Americans Flock to TikTok Alternative & Bourbon Boom is Running Dry Jan 15, 2025

Show notes

Episode 497: Neal and Toby talk about the latest craze over RedNote, the Chinese social media app that Americans hope to be the TikTok alternative as the ban looms closer. Then, America’s bourbon boom is running dry as liquor sales decline thanks to the rise of cannabis, non-alcoholic drinks, and weight-loss drugs. Also, Starbucks will no longer allow anybody to hang out at its cafes as it requires patrons to pay if they want to stay. Meanwhile, cottage cheese is making a comeback thanks to Americans looking to up their protein intake, bro. Finally, food warning labels, Meta, Capital One, and cursive are making headlines.

Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.

Checkout public.com/morningbrew for more

Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD

Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow

00:00 - Australian Open on YouTube

02:30 - Americans Head to TikTok Alternative

07:45 - Whiskey and Bourbon Struggles

11:50 - Starbucks Bathroom Policy

16:45 - Cottage Cheese on the Rise

21:20 - Headlines

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