Episode 50: With $1.5 trillion spent worldwide on AI this year, Ann is joined by Professor Karim Lakhani to discuss his research on productivity and measuring the return on AI spend. He explores if corporations should have “clinical trials” of AI before putting more money behind it. Finally we wrap up the week with Target’s turnaround and earnings out of Proctor and Gamble.
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00:00 Welcome to Brew Markets Daily
01:00 Exploring the AI ROI
03:00 Professor Karim Lakhani Joins
30:00 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
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
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35:05
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35:05
TSLA vs. Musk’s Robot Army & Southwest's Identity Crisis
Episode 49: Welcome to Brew Markets. Today, Ann dives into Tesla’s earnings: with vehicle deliveries up and operating income down, why Elon Musk wants to secure his voting control. Then we look at earnings for Southwest and American Airlines for travel trends, what’s signal and what’s noise? Then Ann nerds out over quantum computing: Nobel prizes, solving 150 year old mysteries and now interest from the White House. Finally, we wrap with market headlines from Rivian, Las Vegas Sands and Honeywell.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
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Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
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Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets
00:00 Welcome to Brew Markets Daily
01:00 What Musk Wants From $TSLA
04:00 Earnings Roundup
10:30 Quantum Computing In The News
13:00 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
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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17:58
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17:58
Netflix Falls on Earnings & Ozempic’s Non-Profit Drama
Episode 48: Today, Ann explores the drama unfolding at Novo Nordisk after the company cuts its profit growth forecast for the third time this year. Then an earnings roundup that finds Netflix getting squeezed by a Brazilian tax and leaning into live… Hilton embracing international travel… and Mattel feeling down on Barbie and FIsher Price. Finally, Ann is joined by LinkedIn’s Chief Economist Karin Kimbrough to discuss the state of the labor market and the role AI may or may not be playing.
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
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Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
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00:00 Welcome to Brew Markets Daily
01:00 Drama At Novo Nordisk
03:00 Earnings Roundup - Netflix, Mattel, Hilton
14:00 LinkedIn’s Chief Economist Karin Kimbrough
25:00 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
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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28:42
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28:42
Warner Bros. Discovery For Sale & Coke and GM Earnings Insights
Episode 47: Today, Ann explores the Merger Moment of French luxury powerhouse Kering agreeing to sell its beauty division to cosmetics giant L’Oréal - how will both parties benefit? Then we break down today’s news out of Hollywood that storied studio Warner Brothers Discovery is considering putting itself up for sale. Plus - it’s earnings season! What nuggets did we glean today from Coke, Philip Morris, General Motors and GE? Finally: exactly who are the players taking Hologic private?
Listen to Capital Ideas on your favorite podcast player
https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204
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Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
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Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets
00:00 Welcome to Brew Markets Daily
00:35 Kering to sell beauty division to L’Oréal
04:20 $WBD FOR SALE?
12:30 Earnings Roundup
18:11 Market Close
19:00 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
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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23:13
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23:13
Activist Eyes Cooper Companies & Inside the Luxury Resale Boom
Episode 46: Today, Ann looks into the activist investor inside Cooper Companies that might be eyeing a link up with Bausch + Lomb. Then we dig into the luxury markets: why Gen Z prefers to buy their handbags second-hand and which marketplace companies are benefitting. Later, Ann busts the jargon around margin debts at record highs. Finally, we wrap up with Apple’s stock hitting a high, Molson Coors pivoting to more non-alcoholic beverages and Weight Watchers partnering with Amazon.
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:
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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 Activist Investor in Cooper Companies
04:00 Luxury Resale on the Rise
10:00 QFA: What is Margin Debt?
14:15 Market Close
16:00 Final Thought
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 and Morning Brew 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.
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
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.
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