Brew Markets

Episode 106: Today, ahead of President Trump’s appearance in Davos, Ann examines the latest in the White House bid for Greenland, what’s at stake for the European-US trade relationship and how markets are reacting to the rhetoric.  Then we explore the fallout from a data breach at South Korea’s Coupang - the e-commerce giant that draws comparisons to Amazon: a CEO is out, a former employee is on the lam and many analysts see the fallen share price as an opportunity.  Finally we survey stories impacting the markets including sales numbers out of OpenAI and a Lululemon legging that’s been pulled after just 3 days. 

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00:00 Welcome to Brew Markets Daily

00:00 Greenland Hits the Markets

00:00 Data Breach at Coupang

00:00 Market Close

Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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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Episode 105:  Today, Ann welcomes energy guru Alix Steel - Principal at DrivePath Advisors and formerly of Bloomberg - to demystify the energy sector.  The engaging and dynamic conversation brings context and life to a jargon-filled industry.  Alix guides us through OPEC, U.S. shale and Venezuela’s gooey heavy crude.  We explore why oil majors have diversified into renewables and why they might not want to see offshore wind farm projects shut down. Plus, with a rally around nuclear to address AI power needs we ask if there’s a regulatory appetite to see it advance and who ultimately takes on the risk.   

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 www.brewmarkets.com 

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

Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. 

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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Episode 104: Today, Ann surveys revealing research: that a century of market gains are due to just a few stocks - what it says about market concentration, timing and founder control. Then we tear through this week’s earnings from the six biggest US banks - they’re unique - they’re important - and at the end of our conversation we treat you to a randomly fun airline story. Finally we look at headline deals between Netflix and Sony along with Boston Scientific and Penumbra.

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00:00 Welcome to Brew Markets Daily

00:30 The Founder Effect

05:15 Bank Earnings Roundup!

21:15 Market Close

Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. 

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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Episode 103: Today, Ann reviews Congress’s fresh attempt to self-regulate their personal stock trading - will the newly proposed legislation actually curb insider trading and, as the committee chair claims, “restore the public’s trust in their elected officials”?  Then we look at Saks Global’s bankruptcy filing just a year after it acquired Neiman Marcus and survey the possible beneficiaries from Macy’s Bloomingdales to discounter TJMaxx.  Finally, AirBNB updates its AI leadership, Netflix updates its bid for Warner Brothers Discovery and Tesla updates its purchase terms for self-driving.

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00:00 Welcome to Brew Markets Daily

00:00 Regulating Congressional Stock Trade

00:00 Bankrupt: Saks, Neiman and Bergdorf

00:00 Market Close

Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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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Episode 102: Today, Ann surveys Eli Lilly’s new billion-dollar partnership with NVIDIA to create a “co-innovation lab”, plus the latest obesity-drug deals and other future-of-medicine announcements coming from JP Morgan’s Healthcare Conference.   Then we explore the latest twist in the grocery wars with Amazon building a big box store and Walmart expanding delivery... with drones.  Finally, we cover the stories that moved the market - parsing the inflation report, adding color to oil’s price swings and checking on Delta’s premium push.

VISIT PUBLIC.COM/BREWMARKETS FOR MORE

 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

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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

00:30 $NVDA & $LLY Healthcare Partnership

05:00 Grocery Wars: Amazon v Walmart

14:30 Market Close

Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. 

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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