Episodios

  • Activist Bites into Invisalign & LUNR Commercializing our Solar System

    Activist Bites into Invisalign & LUNR Commercializing our Solar System
    Mar 19 2026
    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 commercialize our solar system. Finally, Tesla stock falls after U.S. regulators expand their investigation into its self-driving technology, Rivian gains as it becomes Uber’s latest robotaxi partner and Five Below gets a boost after earnings. https://www.economist.com/business/2026/03/19/elliott-management-and-the-art-of-telling-bosses-theyre-wrong 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $ALGN $LUNR $TSLA $UBER $RIVN $UBER $FIVE Disclosure for 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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 m
  • lululemon Leadership Drama & Trump Waives 100-Year-Old Maritime Law

    lululemon Leadership Drama & Trump Waives 100-Year-Old Maritime Law
    Mar 18 2026
    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 network, as it continues pulling back from the metaverse. Plus, we recap Brew Markets’ Eyes on Her: Women, Wealth & What’s Next event and our biggest takeaways from the panels. Finally, the Federal Reserve holds interest rates steady, the Producer Price Index rises, and we survey earnings from Macy’s and General Mills. 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 Get started at CMEGROUP.COM/PODCAST Disclosure for 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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 m
  • Sobering Times for Guinness Owner & Defying Headwinds, Airlines Take Off

    Sobering Times for Guinness Owner & Defying Headwinds, Airlines Take Off
    Mar 17 2026
    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 Diageo, the parent company of Guinness. Finally, activist investors take aim at Six Flags, advanced nuclear reactor company OKLO secures a key license, and Uber continues to expand its robotaxi partnerships. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $DAL $AAL $JBLU $DEO $FUN $OKLO $UBER $NVDA Disclosure for 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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • The S&P 500’s Concentration Problem & Hollywood’s Risky AI Bet

    The S&P 500’s Concentration Problem & Hollywood’s Risky AI Bet
    Mar 16 2026
    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 strong earnings, Peloton’s expansion into gyms, and the potential headcount costs of Meta’s AI push. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $INX $NFLX $WBD $PSKY $DIS $CMCSA $PTON $DLTR $META Disclosure for 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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 m
  • Inside Tracking Apps: Privacy, Permissions & Pets (Ft. Life 360 CEO)

    Inside Tracking Apps: Privacy, Permissions & Pets (Ft. Life 360 CEO)
    Mar 13 2026
    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 approach to the stock. 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 Disclosure for 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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • Costco Tariff Refund Lawsuit & Earnings: Dollar General v Ollie’s Army

    Costco Tariff Refund Lawsuit & Earnings: Dollar General v Ollie’s Army
    Mar 12 2026
    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’ Investor Day and how the markets reacted. Finally, Bumble reports earnings and unveils a new AI initiative, and we look at the new Pokémon game helping push Nintendo’s stock higher. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $COST $WOOF $DKS $OLLI $DG $LCID Disclosure for 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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 m
  • The $90B E-Waste Opportunity & The Rise of Delivery Bots

    The $90B E-Waste Opportunity & The Rise of Delivery Bots
    Mar 11 2026
    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 partnerships. We also look at market reactions to the International Energy Agency historic announcement as the Middle East conflict continues. Finally, Campbell’s disappointing earnings and a potential international acquisition of Papa John’s. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $SERV $CPB $PZZA $ORCL Disclosure for 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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • YouTube’s Ad Revenue Triumph & Casey’s Earnings Pop… and Beer… and Pizza

    YouTube’s Ad Revenue Triumph & Casey’s Earnings Pop… and Beer… and Pizza
    Mar 10 2026
    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 Texas and Applied Materials partners up with Micron. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $GOOG $WBD $DIS $CMCSA $PSKY $CASY $XOM $KSS $AMAT $MU $AMZN Disclosure for 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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m