Brew Markets

Episode 196: Today, Ann welcomes Peter Oey, Chief Financial Officer of Grab - the Southeast Asian super app serving 50 million users a month across 900 cities. Peter explains how what started as a ride-hailing service has grown into a platform combining mobility, food delivery and financial services for a region that's young, mobile-first and full of cities where two, three and four-wheelers all contribute to bustling traffic… and why that may slow the adoption of autonomous vehicles.

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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 195: Today, Ann dives into why the White House is reportedly making a major bet on America’s drone industry… and which public companies stand to benefit. Then, we unpack the first inflation report since new Fed Chair Kevin Warsh took over and what it could mean for the future rate decisions. Also: why Snowflake stock is surging, Best Buy’s better-than-expected earnings and Caesars Entertainment getting taken private. Finally, ticker-on-a-sticker is back: media edition - from Rupert Murdoch’s legacy empire to SiriusXM’s big podcast pivot.

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Stocks mentioned:

$UMAC $LMT $KTOS $AVAV $CZR $SNOW $BBY $IHRT $SIRI $NWS $FOX

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 194: Today, Ann dives into Ford’s latest growth engine and the unexpected business fueling it (hint:  it’s not cars or trucks). Then, we break down earnings from Dick’s Sporting Goods and what’s driving MGM Resorts’ shares higher. Also: Robinhood opens its platform to AI agents, and the latest update in Lululemon’s proxy battle. Finally, we take a question from the audience and dive into e.l.f. Beauty to survey why the stock is down 75% from its 2024 all-time high.

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Stocks mentioned:

$F $DKS $MGM $HOOD $LULU $ELF 

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 193: Today, Ann is joined by economist and former Fed insider Danielle DiMartino Booth to discuss what a Federal Reserve under new chair Kevin Warsh could look like – including the economic and market challenges he may inherit, and why Jerome Powell could end up being one of his biggest allies. They also dive into the disconnect between consumer sentiment and market performance, domestic manufacturing trends and whether current valuation levels reflect underlying economic reality. Plus: what Danielle is watching as the summer season heats up. Then, a spin through the headlines moving markets today –  including Eli Lilly’s move to acquire three companies, Micron Technology entering the $1 trillion club, and Dropbox founder Drew Houston stepping down.

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

Stocks mentioned:

$MU $LLY $DBX

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 192: On this special episode of Brew Markets, Ann sits down with social media powerhouse and NYT best selling author Haley Sacks (Mrs. Dow Jones) – live from the Brew Markets "Eyes on Her" event. They get into Haley's background in late night comedy, why she initially boxed herself out of finance, and the mantra she now lives by: exciting life, boring investments. Plus her takes on prediction markets, frictionless finance, and why renting might actually beat buying. Also: we get an exclusive peek at her new book – Future Rich Person: The New Rules for Building Wealth (Even if You're Stuck, Broke, and That Billionaire Won't Text You Back).

Visit Schwab.com/FinancialDecoder

www.brewmarkets.com 

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Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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

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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