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
February 3, 2026 • 27 mins
Episode 116: Today, Ann explores the possibility of Elon Musk helming two public companies at once with the announced tie-up and IPO of SpaceX and xAI - the dual-role has been done before, but with mixed results. Then we drill down on earnings from Grainger, the century-old industrial giant whose stock just hit a 52-week high - did the company deliver in its aim to stock an “endless assortment” of supplies? Finally, Disney, Paypa...
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February 2, 2026 • 28 mins
Episode 115: Today, Ann examines earnings from Disney - despite a boffo year at the box office and streaming growth, the stock is dragged down by expensive sports rights, fewer foreign visitors to U.S. parks and a looming succession challenge. Then we look at earnings from SoFi - despite having its first billion dollar quarter, shares are down as the market asks if the fintech can maintain its growth. Plus, we go behind the scene...
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January 30, 2026 • 26 mins
Episode 114: Today, Ann is at the Nasdaq in Times Square for a conversation with the exchange’s Vice Chairman Bob McCooey about the outlook for IPOs this year and how the company positions itself to potentially win rumored listings from the likes of SpaceX, Anthropic and Databricks. They also review investing in Asian companies, Walmart’s unprecedented move from the NYSE to the Nasdaq, the rise of the retail investor, what Bob and...
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January 29, 2026 • 25 mins
Episode 113: Today, Ann shares her firsthand experience at today’s NYC Starbucks Investor Day and how the coffee giant’s CEO Brian Niccol is positioning its comeback around an elevated customer experience. Next, we put tickers on stickers and role play as the biggest defense companies that reported earnings this week - military budgets are up as is scrutiny from the White House. Finally, Meta commits to its AI spend, Tesla is swi...
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January 28, 2026 • 26 mins
Episode 112: Today, Ann reviews Anta’s plan to buy a 29% stake in Puma - positioning China’s biggest sportswear group to take on Nike as the American sneaker OG struggles through a global turnaround. Then we look at earnings from AT&T and Seagate - the telecom veteran’s stock is up on low churn and the pioneer hard drive maker is innovating its product for AI build. Finally, we look at the latest from the Fed, Corning’s earnings ...
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January 27, 2026 • 19 mins
Episode 111: Today, Ann covers Meta’s multi-year deal with Corning for $6 billion of fiber-optic cable from the 175-year old glass company that also manufactures 100% of iPhone and Apple Watch cover glass… what a tech GLoW-up! Then we survey UnitedHealthcare’s struggles: soft earnings, investigations into its Medicare Advantage business and affordability pressure from the federal government have sent shares plummeting - can the r...
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January 26, 2026 • 21 mins
Episode 110: Episode 110: Today, Ann explores Capital One’s move into fintech with the acquisition of Brex at a nearly 60% discount from its peak valuation. VCs are looking to get their money out of long-running bets and this deal sees early investors making a good return, while others are left holding the bag. Then we go inside Intel’s supply and demand issues that have the stock tumbling - and six months later, where does the i...
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January 23, 2026 • 25 mins
Episode 109: Today, Ann discusses small-cap stocks with Manny Weintraub, Principal at investment firm Cannell & Spears. After a year dominated by mega-cap tech and AI, small-caps are making a run and Weintraub shares how he defines the category and evaluates companies for stability and cash flow. He previews some stocks that have his attention and lays out why ETFs may not be the best play here. Get ready to go small or go home ...
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January 22, 2026 • 24 mins
Episode 108: Today, Ann looks at a new partnership between insurer Lemonade and Tesla that uses driving data to cut rates for Full Self Driving cars - a move that sent shares higher today for both companies. Then we look at earnings from two historic companies: Procter and Gamble and General Electric - P&G is expanding luxury into diapers and GE is riding a tailwind in aviation. Finally, we survey what’s next for bankrupt Spirit...
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January 21, 2026 • 25 mins
Episode 107: Today, Ann surveys Berkshire Hathaway’s expected retreat from Kraft Heinz - a decade on and after billions in losses in the ill-fated food tie-up, Berkshire’s new CEO is already making big moves. Then we pour through Netflix’s earnings and the company’s PR campaign for Warner Brothers Discovery - the investor narrative is concern about debt, price hikes and content spend in 2026. Finally, we hit the highlights of Pres...
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January 20, 2026 • 26 mins
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 fa...
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January 16, 2026 • 32 mins
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 pr...
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January 15, 2026 • 27 mins
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...
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January 14, 2026 • 27 mins
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 ...
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January 13, 2026 • 24 mins
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 marke...
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January 12, 2026 • 28 mins
Episode 101: Today, Ann analyzes the market reaction to the Justice Department’s criminal investigation of Fed Chair Jerome Powell - and why investors largely shrugged off the escalating tension between the White House and the Fed. Then we look at Paramount's fresh salvo in the war over Warner Brothers Discovery and the role that legacy cable networks like TBS and CNN might ultimately play in the merger. Finally, survey the merge...
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January 9, 2026 • 29 mins
Episode 100: Today, Ann welcomes Jamie Siminoff, the Founder and Chief Inventor of Ring Doorbell and VP of Product at Amazon, to discuss the roller coaster ride of designing, building and marketing the device - and how a rejection on Shark Tank was followed by a $1 Billion acquisition by Amazon. We explore AI’s evolving role in neighborhood security and Fire Watch’s recent integration into the Ring app. Finally, we survey some of...
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January 8, 2026 • 24 mins
Episode 99: Today, Ann examines Apple’s credit card partnership moving from Goldman Sachs to JPMorgan and what the shift shift says about how different banks are built. Then we tap into earnings for Constellation Brands, the company behind Modelo and Corona beer - the share price jumped today, but does it mean brewskis are back? Finally we review Costco’s December sales results and preview some of the AI enhancements coming to Gm...
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January 7, 2026 • 24 mins
Episode 98: Today, Ann looks at the pipeline of 2026 IPOs - already featuring SpaceX and now Discord - and what it tells us about investors’ dash for cash. Then we review earnings for Cal-Maine, the largest egg producer in the US: their ticker remains CALM even as egg prices and their stock price continue to fall. Then we survey today's flurry of posts from President Trump. Each of which represents major policy shifts across defe...
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January 6, 2026 • 21 mins
Episode 97: Today, Ann surveys NVIDIA’s big CES unveils: including faster, COOLER AI chips and a doubling down on self-driving cars. Then we look into a listener’s question about Fast Retailing, the Japanese fashion giant behind Uniqlo - can it conquer the American Midwest? Finally, a wrapup of market headlines from Meta, Ford and Jollibee… Ann’s favorite burger!
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