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Brew Markets

Brew Markets

著者: Morning Brew
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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.© 2025 Morning Brew, Inc. 個人ファイナンス 政治・政府 経済学
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  • Activist Fit-Checks Lululemon & Longhorn’s Earnings Are Well Done
    2025/12/18
    Episode 87: Today, Ann checks out Lululemon and the activist investor taking a billion dollar stake in the company with the goal of getting the athleisure OG to get its fit in check. Then we survey earnings from Darden, the parent company of the Olive Garden… apparently diners haven’t had their fill of neverending pasta - plus, Carmax seeks to win back customers with lower prices. Visit Vanguard.com/audio to learn 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 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 00:00 Welcome to Brew Markets Daily 00:00 Elliott's $1B bet on $LULU 00:00 Earnings: $DRI $KMX 00:00 Market Close 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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    26 分
  • Warner Bros Has Words With Paramount & Turning Losses into Tax Advantages
    2025/12/17
    Episode 86: Today, Ann analyzes Warner Bro’s scathing letter to shareholders - the board doesn’t mince words about why it rejected an offer from Paramount, including questioning if the money offered is even real! Then we sneak you a cheat sheet on today’s announced merger of online learning rivals Coursera and Udemy. Plus, a look at a listener-suggested manufacturing company Jabil, and how diversity is the key to its work with AI datacenters. Finally, we survey Medline’s landmark IPO - the biggest of the year, and why Blue Owl’s pullout of a deal with Oracle led to today’s AI selloff. Visit Vanguard.com/audio to learn 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 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 00:00 Welcome to Brew Markets Daily 00:30 NEW WARNER BROS M&A DRAMA 05:30 Merger in ED TECH 12:30 $JBL EARNINGS 17:30 Tax Optimization: Josh Krugman, Fidelity 24:00 Market Close 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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    31 分
  • Inside Today’s Delayed Jobs Data & The Agility Advantage of the Retail Investor
    2025/12/16
    Episode 85: Today, Ann sits down with Howard Lindzon - to discuss his 2026 outlook: from small-cap momentum to the psychology driving today’s bull market… and how he never predicted prediction markets. Then we look for clarity amidst the noise in today’s job’s data - how might the Fed act on the report’s mixed bag? Finally, Tesla hits a record high, guidance from Pfizer is a hard pill to swallow, and coming to a living room near you: Meta reels! 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 00:00 Welcome to Brew Markets Daily 00:00 Stocktwit’s Howard Lindzon Joins 00:00 Delayed November Jobs Report 00:00 $TSLA - $PFE - $META 00:00 Market Close 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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    33 分
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