Brew Markets
Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by Ann Berry, an investor, board member and former CEO, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.
Episodes
Small-Cap Stocks Post Best First Half in 35 Years
Episode 1219: In a market dominated by glamorous mega-caps and AI hyperscalers, small-caps just had their best first half in 35 years. So today we revisit Ann’s January conversation with Manny Weintraub, Principal of Cannell & Spears. Manny explains how he defines the category, why we may be at “peak tech” and how simply buying a basket of small caps through an ETF may not be the best approach.
Investing Beyond the IPO Hype & Midterm Markets
Episode 218: Today, Ann revisits her May conversation with Mona Mahajan, Head of Investment Strategy at Edward Jones. They discuss what happens when investors buy on IPO day and how those stocks have historically performed against the broader market. They also cover how midterm elections tend to move markets, where investment opportunities exist beyond the U.S. and what we might expect from the Fe
The Tesla Playbook for Success (ft. Former President Jon McNeill)
Episode 217: Today, Ann revisits her March conversation with Jon McNeill, former President of Tesla and Co-Founder & CEO of DVx Ventures. Jon unpacks the five-step framework behind his book, The Algorithm, drawing on lessons from scaling Tesla, serving on the boards of General Motors and Lululemon, and working alongside Elon Musk. They discuss the leadership habits that drive high-performing compa
Fighting for the Biggest IPOs (ft. Nasdaq Vice Chairman)
Episode 1216: Today, Ann revisits her January conversation with Bob McCooey, Vice Chairman of the Nasdaq. Recorded before the SpaceX IPO, they discuss how the exchange competes for marquee listings from companies including SpaceX, Anthropic and Databricks. They also cover Walmart's unprecedented move from the NYSE to the Nasdaq, the rise of the retail investor, and how Bob and his team support com
When Legacy Brands Don't Survive Disruption (ft. Jacob Goldstein)
Episode 215: Today, we step back from the headlines to explore one of the biggest questions in business: How does an industry leader stay on top when the world changes around it? With retailers like Macy's, Victoria's Secret and Lululemon all working to reinvent themselves… or rekindle what worked previously… we look back at the company that once defined American retail: Sears. At its peak, Sears
Micron’s Memory Crunch Hits Consumers & Alexa+ Goes Shopping
Episode 214: Today, we survey Micron's blockbuster earnings, what they reveal about the next phase of the AI buildout and the ripple effect being felt in consumer product prices. Then, we spin through the headlines moving markets – including today's inflation report and what it could mean for the Fed's next rate decision. Plus: earnings from Darden Restaurants and BlackBerry. Finally, it's Prime D
The Power Plant in Your House & Cashing In on the World Cup
Episode 213: Today, we survey a new partnership between Tesla, Sunrun Solar and Renew Home that aims to turn millions of American homes into a single, massive virtual power plant. Then, we spin through the headlines moving markets – including earnings from KB Home and FedEx, Germany scrapping its warship project, Wendy's meme-stock moment and Alphabet's addition to the Dow Jones Industrial Average
Solving Crypto’s Volatility Problem & Today’s Tech Sell-Off
Episode 212: Today, we explore the global factors that precipitated today’s tech sell-off and which chip stocks to keep an eye on this week. Then, we spin through the headlines moving markets, including Walmart's acquisition of Vibe.co, earnings from Carnival Cruises and Domino's announcement of a new CEO. Finally, it's Money Mover day – and we're looking for insight into what is happening with B
Big Pharma’s “Patent Cliff” & Overheard on Earnings
Episode 211: Today, John digs into why pharma giant AbbVie is writing a $10.9 billion check for a clinical-stage company with no approved drugs and no product revenue - and why the “patent cliff” is forcing drugmakers to shop early. Then we take a spin through the headlines - including Getty’s deal with OpenAI and UPS’s investment in their cold chain logistics network. Next, we play a round of
This CEO Bet Everything on OpenDoor (ft. Kaz Nejatian)
Episode 210: Turnarounds are tough – especially as a public company where investors are watching every move. Today, Ann sits down with Kaz Nejatian, CEO of Opendoor, the largest iBuyer in the United States and a company in the midst of a major turnaround effort. In a candid conversation, Kaz explains how he's reshaping the business – from restructuring the real estate portfolio and leaning more he
The New Fed Playbook & Rebuilding Aging Internet Icons
Episode 209: Today, we survey the latest Fed rate decision and its new approach to communicating under Chair Kevin Warsh. Then, we spin through the headlines moving markets – and it's all about cars! OG online used-car retailer Carvana is betting on new cars, CarMax reported earnings and BMW just slashed its profit outlook. Finally, we dive into Bending Spoons – the company buying up famous-but-st
SpaceX Goes Shopping & Prediction Markets: Investing or Betting?
Episode 208: Today, Ann surveys SpaceX's $60 billion acquisition of AI coding platform Cursor and what it suggests about SPCX’s new life as a public company. Then, we spin through market headlines, including earnings out of Dave & Buster's and Pizza Hut's exodus from Yum! Brands. Finally, we welcome JB Mackenzie, Vice President and General Manager of Futures and Prediction Markets at Robinhood, t
Banning Kids from Social Media & SpaceX's Ripple Effect
Episode 207: Today, Ann unpacks the UK’s proposal to ban children under 16 from major social media platforms – and the impact it could have on the social media companies themselves. Then, it’s a Monday full of merger moments – as Salesforce, Fox and American Express announce acquisition plans. Finally, as SpaceX wraps its first full day of public trading, we answer a listener’s question about whic
Ketchup, Cookouts & Kraft Heinz's Biggest Campaign Ever
Episode 206: It’s almost the Fourth of July! Ann welcomes Todd Kaplan, Chief Marketing Officer of North America at Kraft Heinz, to the show. They discuss how the company is celebrating America 250 with its first-ever portfolio-wide campaign: 'The United Tastes of America,' which brings together its household brands, from Heinz Ketchup to Oscar Mayer. They also discuss Kraft Heinz’s decision to st
Mercedes-Benz's Drone Bet & ETFs vs. Mutual Funds… explained!
Episode 205: Today, Ann unpacks Mercedes-Benz's decision to look skyward for its next frontier of growth by entering the drone arms race. Then, we survey earnings out of Navan and Oracle. Also: the European Central Bank just raised interest rates for the first time since 2023, - days before the Federal Reserve's next policy decision. Finally, we take a question from the audience to discuss the di
Hot Inflation Ahead of Fed Meeting & The Knicks Market Rally
Episode 204: Today, Ann delves into the newly released inflation numbers - just one week before the Federal Reserve's next interest rate decision. Then, what Cracker Barrel's earnings say about its turnaround efforts and what has Casey's stock on a tear. Also: we explore why Super Micro Computer shares are falling. Finally, we unpack the Wall Street story inside the NBA Finals and why shares of Ma
OpenAI’s IPO Plan & Will Retail Investors Be Crushed?
Episode 203: Today, Ann digs into OpenAI’s IPO filing and the race to go public as a wave of blockbuster tech offerings head to Wall Street. Then, we survey earnings from J.M. Smucker, drugmaker GSK's $10.6 billion acquisition of Nuvalent and one of the largest private credit deals in history: Anthropic's newly finalized financing package led by Apollo and Blackstone. Finally, we welcome Erik Hirs
Corning Keeps Winning & The Underwater Arms Race
Episode 202: Today, Ann explores the multibillion-dollar agreement between Corning and Amazon to help build out the tech giant’s next generation of U.S. AI data centers – and why Corning has emerged as one of the AI boom’s most unexpected winners. Then, we dive into earnings from Campbell's and Optical Cable Corporation. Also: Marvell Technology secures a spot in the S&P 500. Finally, we answer a
Securing the World Cup & Counter-Drones Take Off
Episode 201: Today, Ann welcomes Josh Isner, President of Axon - the public safety technology company originally known for the TASER and now behind body cameras, drones, counter-drone technology and AI-powered dispatch. Josh walks us through Axon's role in securing the World Cup, the explosive growth of its counter-drone business - up 300% last quarter - and what privacy issues come with the scale
SpaceX’s Unorthodox IPO & The Honeywell Spinoffs
Episode 200: Today, Ann explores the unorthodox SpaceX IPO on the docket for next week - including Elon Musk’s “take it or leave it” approach to pricing. Then we look at headlines moving the market, including earnings results out of Five Below and Petco and what sent their shares lower. Finally, we answer a listener’s question about the breakup of Honeywell’s industrial conglomerate.
Check o
Palantir Deal Under Fire & Our Favorite Ticker Rebrands
Episode 199: Today, Ann looks at the latest around Palantir, which has long been a lightning rod for this wave of tech ambivalence. From protests to a new UK report, the company is finding itself under fire - with shares down 7% today. Then we survey new jobs numbers and takeaways from Macy’s recent earnings report. Finally, we dig into Victoria’s Secret ticker rebrand - VSXY - that signals the
Berkshire Embracing Tech & Investing in Space (ft. Seana Smith)
Episode 198: Today, Ann dives into Berkshire Hathaway’s $10 billion investment in Alphabet and what it signals about the company’s future under new CEO Greg Abel. Then, we welcome Seana Smith, Senior Investment Strategist at Global X ETFs and former Yahoo Finance anchor, back to the show – we discuss opportunities in space, why markets remain resilient despite geopolitical uncertainty and the evol
Hilton Cashes in on College Nostalgia & Berkshire’s Homebuilder Bet
Episode 197: Today, Ann dives into Hilton’s bet on college nostalgia with the launch of Undergraduate by Hilton. Then, we take a spin through the market headlines - including People Inc.’s proposal to acquire MGM Resorts and Anthropic’s plan to go public. Finally, we unpack Berkshire Hathaway’s first major deal under new CEO Greg Abel – and Warren Buffett’s reaction to the $6.8 billion acquisitio
The Rise of the Super App & Investing in Southeast Asia (ft. Grab CFO)
Episode 196: Today, Ann welcomes Peter Oey, Chief Financial Officer of Grab - the Southeast Asian super app serving 50 million users a month across 900 cities. Peter explains how what started as a ride-hailing service has grown into a platform combining mobility, food delivery and financial services for a region that's young, mobile-first and full of cities where two, three and four-wheelers all c
The Drone Arms Race Escalates & Legacy Media’s Hidden Assets
Episode 195: Today, Ann dives into why the White House is reportedly making a major bet on America’s drone industry… and which public companies stand to benefit. Then, we unpack the first inflation report since new Fed Chair Kevin Warsh took over and what it could mean for the future rate decisions. Also: why Snowflake stock is surging, Best Buy’s better-than-expected earnings and Caesars Entertai
Ford Veers Toward AI & Is Price e.l.f.’s Problem?
Episode 194: Today, Ann dives into Ford’s latest growth engine and the unexpected business fueling it (hint: it’s not cars or trucks). Then, we break down earnings from Dick’s Sporting Goods and what’s driving MGM Resorts’ shares higher. Also: Robinhood opens its platform to AI agents, and the latest update in Lululemon’s proxy battle. Finally, we take a question from the audience and dive into e
Are Markets Ignoring the Economy? & Eli Lilly Moves Beyond GLP-1s
Episode 193: Today, Ann is joined by economist and former Fed insider Danielle DiMartino Booth to discuss what a Federal Reserve under new chair Kevin Warsh could look like – including the economic and market challenges he may inherit, and why Jerome Powell could end up being one of his biggest allies. They also dive into the disconnect between consumer sentiment and market performance, domestic m
Mrs. Dow Jones on Building Wealth: Exciting Life, Boring Investments
Episode 192: On this special episode of Brew Markets, Ann sits down with social media powerhouse and NYT best selling author Haley Sacks (Mrs. Dow Jones) – live from the Brew Markets "Eyes on Her" event. They get into Haley's background in late night comedy, why she initially boxed herself out of finance, and the mantra she now lives by: exciting life, boring investments. Plus her takes on predict
Inside Spotify Investor Day & SpaceX’s IPO
Episode 191: Today, Ann reports back from Spotify’s first investor day since 2022 – and the first under its new co-CEOs, who took the helm earlier this year. Then, we take a spin through earnings reports out of Walmart and Ralph Lauren. Also, why a Trump administration announcement is sending quantum-computing stocks rallying and Oura Health’s move to go public. Finally, we unpack the main takeawa
TJ Maxx Treasure Hunters & Monetizing Celebrity IP
Episode 190: Today, Ann brings you highlights from the World Department Store Summit – including her key takeaways from interviewing Authentic Brands Group (Sports Illustrated, Guess, Juicy Couture and DOZENS of other brands) founder Jamie Salter in one of his final interviews as CEO, as the company pivots to a possible IPO in the next 12 months. Then, we break down earnings from CAVA, Lowe’s and
A “Phenomenal” Earnings Season & The IPO Hype Trap
Episode 189: Today, Ann is joined by Mona Mahajan, Head of Investment Strategy at Edward Jones, to discuss why this earnings season has been "absolutely phenomenal" - and what's driving the results. They also get into oil prices and if markets are already pricing in a resolution to the Middle East conflict. Then, why buying on IPO day is often a losing bet and a spin through macro: U.S. Treasur
Lululemon’s Founder Battle & Powering Data Center Alley
Episode 188: Today, Ann brings you the latest in the Lululemon saga, as the athleisure giant issues its first major public response in its ongoing battle with founder Chip Wilson. Then, we dive into Berkshire Hathaway’s revamped investment portfolio under its new CEO. Also: Why Publicis Groupe is acquiring LiveRamp and why shares of Regeneron Pharmaceuticals are tumbling. Finally, we wrap it up wi
The Battle to Own Travel and Experiences
Episode 187: Soaring fuel prices, geopolitical tensions and airline disruptions are putting pressure on the travel industry. Consumers still want to travel - they’re just changing how they do it. Today, Ann is joined by Airbnb CFO Ellie Mertz to discuss how travelers are adapting amid global uncertainty, why Airbnb is expanding further into boutique hotels, and where the company is seeing its big
Telecom Titans Join Forces & Latest From China Summit
Episode 186: Today, Ann dives into a major telecom partnership between AT&T, T-Mobile, and Verizon focused on satellite-based, direct-to-device technology – designed to connect phones in remote areas where traditional cell towers can’t reach. Then, we unpack Cerebras’ blockbuster IPO and what it says about momentum in the AI semiconductor space. We also break down earnings from Honda, Cisco, YETI
IPOs to Watch This Week & Corning’s AI Pivot
Episode 185: Today, Ann dives into the demand for AI through the lens of the upcoming Cerebras IPO – on track to raise up to $4.8 billion at a valuation just shy of $50 billion. Then, we unpack earnings from Birkenstock and Alibaba – why one stock is falling while the other is on the rise. Also: Rent the Runway loses its founder and geothermal company Fervo Energy gets a warm welcome to the public
The Air Taxi Reality Check & Under Armour Underperforms
Episode 184: Today, Ann dives into earnings results out of Archer Aviation – why investors are looking beyond the concept phase and focusing on execution metrics, plus Archer’s legal battle with competitor Joby Aviation. Then, Ann is joined by Tony Bancroft, Portfolio Manager of the Commercial Aerospace & Defense ETF at GAMCO Investors. They discuss whether the U.S. is spending enough on defense –
AI and Private Equity Cozy Up & Dunkin’ Goin' Public
Episode 183: Today, Ann dives into the growing partnerships between AI giants and private equity firms – including what’s driving the deals and why they’re being adopted so quickly. Then, shares in Monday.com jump after reporting earnings, Dunkin’ Donuts heads back to Wall Street, and Sony Music expands its catalog by more than 45,000 songs. We also break down the Trump administration’s move to br
Beyond the Grid: Powering the AI Boom
Episode 182: The AI boom is here but how are we actually POWERING it and can the U.S. electric grid handle the growth? Today, Ann is joined by Aman Joshi, Bloom Energy’s Chief Commercial Officer to discuss the company’s scaling of solid oxide fuel cells that convert fuel directly into electricity without combustion, generating power on-site without relying entirely on the grid. They survey what
The Retail Money Effect & Coach’s Gen Z Boost
Episode 181: Where does retail money go and why does it move so quickly? Today, Ann is joined by Steph Guild, Chief Investment Officer at Robinhood, the platform that holds around $307 billion in total retail investor assets. We discuss why access to information is pushing markets to move faster We also delve into the latest big tech earnings – why Steph is watching Amazon but disappointed in Mic
Victoria’s Secret Billionaire Battle & Burger King’s Big Flip
Episode 180: Today, Ann unpacks how Burger King helped drive better-than-expected results for parent company Restaurant Brands International, even as other brands in the portfolio struggled to keep pace. Then, we survey earnings from Disney, Uber, CVS Health, and Compass, all trading higher after reporting results. Finally, a look at Victoria’s Secret’s proxy fight with one of its biggest sharehol
Investing Like A Legend & Is Beer Back?
Episode 179: Today, Ann is joined by Adam Patti, CEO of VistaShares, to discuss how he builds ETFs around the playbooks of legendary investors – and why he says it’s time to look beyond indexes dominated by the Mag 7. Then, Intel shares surge on reports of a potential partnership with Apple. Plus, earnings from Anheuser-Busch InBev get a boost… but without the buzz. And finally, Microsoft’s gaming
Why GameStop Wants eBay & Roblox v Reddit: A Tale of Two Earnings
Episode 178: Today, Ann unpacks GameStop’s bold and bizarre $55 billion bid for eBay… and why the video game retailer is going after a company multiple times its size. Then, we survey the logistics industry reaction as Amazon expands its own supply chain offerings. Also – why crypto companies are gaining after a key development in the CLARITY Act. Plus, we unpack earnings from Norwegian Cruise Lin
Succession in the Age of AI & Founders Collaborating Across Generations
Episode 177: Today, a rare conversation with a founder-CEO at a turning point. Ann is joined by Dave Girouard, Co-Founder of fintech Upstart, as he steps down as CEO after scaling the AI-driven credit platform to nearly a $3 billion market cap. They break down how Upstart hit record revenue and profitability in 2025, why it’s setting aggressive growth targets and what’s driving its push for a nati
Uber Wants Your Whole Trip & Big Tech’s CapEx Showdown
Episode 176: Today, Ann surveys Uber’s latest bid to become a one-stop shop for all things travel and mobility through its new partnership with Expedia Group. Then, Ticker on a Sticker: Big Tech edition. Ann and John step into the shoes of the hyperscalers to break down their latest earnings. Plus, an update on oil prices – and what’s pushing them higher. Finally, ’tis the season… earnings keep ro
Surviving the SaaSpocalypse & Starbucks' Protein-Powered Boost
Episode 175: Today, Ann joins us live from Miami as the Possible conference continues. After attending a conversation with iHeartMedia CEO Bob Pittman, she breaks down the possibility of a SiriusXM-iHeartMedia merger and what it could mean for the radio industry. Then, we bring you the highlights from Ann’s fireside chat with Zeta Global CEO David Steinberg - they discuss building AI-native produc
Hot Tech Stocks with Dan Ives & OpenAI Miss Spooks Markets
Episode 174: Today, Ann breaks down why reports of OpenAI missing internal targets rattled markets, dragging down names like Oracle and Nvidia. Then we’re joined by Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, to talk about the scope of AI, his take on the “SaaSpocalypse” and specific smaller-cap stocks on his radar. Next, we examine the geopolitical fallou
Delayed: $85B Railway Merger & Air Taxis Take to NYC Skies
Episode 173: Today, Ann joins live from the Possible Conference in Miami with what she’s hearing on the ground at a time when marketing technology stocks - like Adobe and Figma - are under real pressure. Then, we answer an audience question on Norfolk Southern railway and where its proposed $85 billion merger with Union Pacific stands – and what it means for the company’s latest earnings. Next, we
Powering the Future of Drones, Defense, and Air Taxis (ft. Amprius CEO Tom Stepien)
Episode 172: Last month, we covered an audience question about Amprius Technologies – today, we’re going straight to the source. CEO Tom Stepien joins the show! Ann and Tom break down Amprius’ evolution, its path to going public, and where he sees the biggest growth opportunities across its target markets.
They also dig into the company’s shift away from owning manufacturing facilities toward thi
Tesla’s Earnings Raise a Bigger Question & What’s Driving One Key Consumer Sector
Episode 171: Today, Ann breaks down Tesla’s first-quarter earnings: strong headline numbers, but revenue that missed Wall Street expectations. Then Carolyn Aronson, founder and CEO of It’s a 10, joins the show with an inside look at the beauty industry – including what it takes to stay competitive as trends shift. Plus, Lululemon names a new CEO, Netflix bets on itself with a $25 billion stock buy
Adobe’s $25B Bet to Survive AI & Blackberry’s Shares Rise with Strategic Pivot
Episode 170: Today, Ann discusses Adobe’s comeback attempt and whether the software giant’s bet on itself will pay off. Then we take a look at Blackberry’s pivot success story. Once known for mobile phones (and brickbreaker) is now a software company specializing in secure communications. We break down how and why that transformation worked. Then, we survey news out of the aviation industry – from
Who Gets $160B in Tariff Refunds & Why Earnings Beat Valuation Fears in a Bull Market
Episode 169: Today, Ann dives into $160 billion in tariff refunds – how companies are claiming them and the questions around who should be getting that money. Then, we’re joined by Ryan Detrick, Chief Market Strategist at Carson Group, to survey the state of the market – from high P/E ratios to why this bull market may still have room to run. Plus, the market reacts to Tim Cook stepping down, Amaz
Netflix Co-Founder Signs Off & Who is Trump's Fed Chair Nominee Kevin Warsh?
Episode 168: Today, Ann looks at why Netflix co-founder Reed Hastings is leaving the board of the company and if the growth in the streaming giant’s AI policies have anything to do with his departure. Then, Ann and John discuss President Trump’s pick for Fed Chair, Kevin Warsh, and what that confirmation could mean for investors. Finally, a roundup of market headlines you need to know to wrap your
The Personalities Shaping AI & The Future They're Building (with Sebastian Mallaby)
Episode 167: AI is omnipresent, seeping into every part of our lives. It’s dominating global news cycles, showing up in Washington hearings and moving markets. But how did we get here? Today, Ann is joined by Sebastian Mallaby, two-time Pulitzer Prize finalist and senior fellow at the Council on Foreign Relations, to discuss not only the current state of AI, but the path that led us here. Through
Will AI Destroy Figma? & Ticker-on-a-Sticker: Bank Earnings
Episode 166: Today, Ann explains why Anthropic’s Chief Product Officer stepping down from Figma’s board could signal trouble for the software company (hint: AI may be coming for Figma). Then, we bring back Ticker-on-a-Sticker to survey Q1 earnings from some of the biggest banks, including JPMorgan and Goldman Sachs. Also: reports of Spirit Airlines potentially liquidating, PepsiCo shares rise as i
Can NVIDIA Make Quantum Computing “Useful”? & AllBirds Flocks to AI
Episode 165: Today, Ann discusses NVIDIA’s new AI model designed to “accelerate the path to useful quantum computers” and what it means for the industry. Then, we unpack AllBirds’ pivot from shoes to AI and explore what sent the stock soaring over 600% today. In other retail news: a vote of confidence for Nike from its CEO and Tim Cook and American Eagle Outfitters unveils its new Sydney Sweeney c
Amazon's $11B Space Bet & Rewriting the Rules for Blockbuster IPOs
Episode 164: Today, Ann presents this week’s Merger Moment: Amazon’s $11 billion acquisition of satellite telecom company Globalstar – and why the e-commerce giant agreed to pay more than a 30% premium to recent trading levels. Then, we take a look at the new fast-track lane into the Nasdaq 100 ahead of SpaceX’s anticipated blockbuster IPO. Finally, United Airlines and American Airlines shares tak
BP Could Face a Shareholder Revolt & New AI Model Threatens Banking
Episode 163: Today, Ann explains what's going on behind the scenes at oil giant BP – and why the company could face a shareholder revolt at its upcoming annual meeting. Then, we survey the reaction to Anthropic’s new AI tool, Claude Mythos, which prompted Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell to summon major bank CEOs to Washington, D.C. Finally, Dell shares pop
Is Bitcoin at Risk from Quantum Computing? (with Rigetti CEO)
Episode 162: Many of you requested it - today is an engaging survey of the state of quantum computing through the lens of one public company, Rigetti. Ann is joined by Dr. Subodh Kulkarni, Rigetti’s President and CEO to discuss share price for a company on the frontier of new technology, the milestones investors should watch and when they might be able to expect revenue to come in at scale.
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Amazon Delivers The Masters and GLP-1s & Delta’s Little-Known Fuel Hedge
Episode 161: Today, Ann broadcasts from San Francisco and reports how she’s putting insights from former Tesla President Jon McNeill into practice at a manufacturing company (Ann’s conversation with Jon linked below!). Then, we dig into earnings from Delta Air Lines… business travel is back, baby! Along with new baggage fees and clever hedges against high fuel prices. Also, Brown-Forman - the ma
Levi’s Stock Zips Up with Low Rise + Gen Z & Ann in San Fran!
Episode 160: Today, Ann broadcasts from San Francisco - home of the historic Levi’s Plaza… and nearby Levi’s Stadium.. as we dive into Levi Strauss’ better-than-expected earnings, with sales getting a boost from younger shoppers and possibly from a’90s icon featured on a recent TV series. Then we survey the market reaction to the Middle East ceasefire and why travel stocks are getting a lift. We
Internet OG at 30: Yahoo’s Turnaround Plan with CEO Jim Lanzone
Episode 159: Today, Ann is joined by Yahoo CEO Jim Lanzone, for an in-depth conversation about the ongoing transformation of the company that was the OG homepage of the internet. They discuss the progress of his restructuring efforts – including which products he’s shuttered and which classic brands endure (think: Finance, Fantasy Sports and Mail). Lanzone outlines the traits shared by Yahoo’s ge
Jamie Dimon’s Revealing Annual Letter & Protein’s Boom, PowerBar’s Slump
Episode 158: Today, Ann unpacks JPMorgan CEO Jamie Dimon’s annual letter that spans private credit, AI and foreign policy… and what it might signal about Dimon’s political future. Then, we dive into BellRing Brands and what’s behind the protein company’s stock slump: a saga starring PowerBar and Premier Protein shakes. Finally, AMC gets a boost from the Super Mario Galaxy movie, Paramount secures
Nike Hits the Wall & Can Shareholders Block Mergers?
Episode 157: Today, Ann answers a question from the audience, surveying the rare cases where shareholders strike down a board-recommended merger. Then, we lace up for Nike’s earnings and outlook that sent shares down to a decade low… bottom line: China’s not buying it and the CEO is tired. Finally, Bed Bath & Beyond purchases the Container Store, The New York Times becomes your new in-flight ente
Tilray Grows Beyond Cannabis & Iran Threatens U.S. Tech Giants
Episode 156: Today, Ann explores escalating tensions in the Middle East, after Iran’s Revolutionary Guard threatens major U.S. companies, including MAG7 members. Then, Tilray Brands Chairman and CEO Irwin Simon joins the show to discuss the cannabis company’s latest earnings and its diversification into beverages - making it the 4th largest craft brewer in the US. Finally, the FDA hits pause on f
The Walmart Recession Indicator & McCormick-Unilever's $65B Spicy Deal
Episode 155: Today, Ann breaks down the “Walmart Recession Signal” – coined by market strategist Jim Paulsen – and what it might indicate about the current state of the economy. Then, over to the McCormick-Unilever deal announced today that would create a $65B sauces and spices behemoth... bringing Old Bay together with Hellmann's. Finally, activist investor Irenic Capital Management pushes to “
Alcohol Industry Mega Merger & Food Giant Sysco’s $29B Acquisition
Episode 154: Today, Ann breaks down the potential mega-merger between beverage companies Pernod Ricard and Brown-Forman – and how it could mix Absolut and Jack Daniel’s brands while reshaping the global alcohol industry. Then, we dive into food giant Sysco’s $29 billion purchase of Restaurant Depot and investor skepticism that sent shares down 15% today. Finally, Palo Alto Networks gets a CEO-back
Inside Tesla’s Growth Engine with Former President Jon McNeill
Episode 153: Today, Ann is joined by Jon McNeill, former President of Tesla and Co-Founder and CEO of DVx Ventures, for a spirited conversation with specific stories about what it takes to build a successful company. Drawing on his experience at Tesla and as a board member of companies including General Motors and Lululemon, Jon discusses his new book The Algorithm - which Ann devoured! We explor
AI Disrupts the C-Suite & Housing Meets the Open Road
Episode 152: Today, Ann breaks down a shift in corporate America as some C-suite leaders step aside for AI-savvy successors. Then, we dive into earnings from KB Home and Winnebago to discuss how geopolitical tensions may be weighing on demand for homes, including those that are mobile. Finally, Snapchat faces regulatory pressure in Europe, Henkel moves to acquire haircare brand Olaplex and Diageo
Disney CEO’s Roller Coaster First Week & Founders Return to Shoemaker On
Episode 151: Today, Ann explains why the leadership shakeup at Swiss sneaker company On Holding could signal deeper struggles and why the stock slid on the news. Then, in our “CEO of the Week” segment we spotlight Disney’s new leader and his roller coaster first week - including billion-dollar turbulent partnerships and Bachelorette drama. Finally, Meta and YouTube are found liable in a major soci
Estée Lauder Eyes Puig Merger & Digging Into Critical Material Stocks
Episode 150: Today, Ann breaks down the potential merger between Estée Lauder and Spain-based beauty company Puig – and what it could mean for consumers, investors and the broader beauty industry. Then, we dive into earnings from two U.S. critical mineral companies and whether the growing demand is actually showing up in their bottom lines. Finally, what a U.S. ban on foreign routers means for Ame
Oil Dips as Market Watches Middle East & Energy and Defense with ETFs
Episode 149: Today, Ann breaks down the latest developments in the Middle East and what they mean for oil prices, global supply chains, and broader markets. Then, Ann is joined by Seana Smith, Senior Investment Strategist at Global X ETFs and former Yahoo Finance anchor. They discuss energy ETFs, international stocks and where investors are finding opportunities right now. Finally, Elliott Investm
How Immuneering’s Journey Highlights Biotech’s Market Complexity
Episode 148: Today, Ann is joined by Ben Zeskind, PhD, Co-Founder and CEO of Immuneering. They break down the science behind cancer treatment and how the company’s Deep Cyclic Inhibitors are taking a different approach to pancreatic cancer by targeting not just tumors, but why treatments fail over time. They also discuss how the technology aims to improve survival rates while maintaining quality o
Activist Bites into Invisalign & LUNR Commercializing our Solar System
Episode 147: Today, Ann discusses activist investor Elliott Investment Management’s new stake in Invisalign-maker Align Technology. The orthodontics company saw strong organic and acquisition-driven growth after its IPO, but shares have since fallen more than 75% from their all-time highs. Then, we break down earnings from Intuitive Machines - LUNR - and how the aerospace company is working to com
lululemon Leadership Drama & Trump Waives 100-Year-Old Maritime Law
Episode 146: Today, Ann breaks down the 100-year-old U.S. shipping law President Trump just waived and why the White House’s attempt to bring oil prices down may not be working. Then we dig into lululemon’s latest earnings and how a corporate power struggle has destabilized the yoga pants empire. We also discuss Meta’s decision to shut down Horizon Worlds, the company’s virtual reality social netw
Sobering Times for Guinness Owner & Defying Headwinds, Airlines Take Off
Episode 145: Today, Ann explains how airline travel is the latest indicator that the K shaped economy is alive and well. Despite higher jet fuel prices, extreme weather and TSA delays, demand for travel isn’t wavering, resulting in some airlines raising their outlook. Then, we celebrate St. Patrick’s Day – Brew Markets style – by breaking down the struggling alcohol industry through the lens of D
The S&P 500’s Concentration Problem & Hollywood’s Risky AI Bet
Episode 144: Today, Ann breaks down how one chart challenges the popular “set it and forget it” narrative around investing in the S&P 500, and why the index may not be as diversified as many investors think. Then, we discuss the role of AI in Hollywood as some media companies embrace the technology as a “tool” and others as a full content generator. Finally, the factors driving Dollar Tree’s stron
Inside Tracking Apps: Privacy, Permissions & Pets (Ft. Life 360 CEO)
Episode 143: Today, Ann is joined by Lauren Antonoff, CEO of Life360. They break down the company’s latest earnings, its move into advertising, and how the platform aims to evolve with its consumer base to serve families at every life stage, including new tools for pets and aging parents. Plus how the company handles all that data and manages user permissions - along with investors’ wait-and-see
Costco Tariff Refund Lawsuit & Earnings: Dollar General v Ollie’s Army
Episode 142: Today, Ann breaks down a new lawsuit from a Costco member over who gets to keep the money from $160 billion in tariff refunds retailers could receive after the Supreme Court struck down President Trump’s tariff law. Then, ticker-on-a-sticker makes a comeback as Ann and John step into the companies’ shoes to break down several major retail earnings reports. We also recap Lucid Motors’
The $90B E-Waste Opportunity & The Rise of Delivery Bots
Episode 141: Today, Ann dives into the world of e-waste recycling and how rising demand for critical minerals - along with the price of precious metals - is turning old electronics into a new business opportunity. Then, we break down earnings from Serve Robotics, the company behind the cutesy delivery robots appearing on sidewalks across the U.S., and how it’s expanding through data collection and
YouTube’s Ad Revenue Triumph & Casey’s Earnings Pop… and Beer… and Pizza
Episode 140: Ann breaks down YouTube’s record-breaking ad revenue and how the platform is now bringing in more advertising dollars than its four largest media rivals combined, reshaping the traditional media landscape. Then, we dig into Casey’s latest earnings to see what’s fueling the convenience chain’s profits. Finally, Kohl’s struggles with its meme stock moment, Exxon Mobile is headed to Texa
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