Brew Markets

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.

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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

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Episode 139: Today, Ann takes a look at Robinhood’s $HOOD newly launched venture fund and why it’s getting a lukewarm reception from investors. Then, we dive into the race to monetize chatbots, as companies experiment with advertising inside AI platforms and OpenAI pivots away from Instant Checkout. Finally, we break down Live Nation’s settlement with the Department of Justice, including its agreement to “open source” parts of its ticketing model. 

 www.brewmarkets.com 

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Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

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 138: Today, Ann is joined by Lloyd Blankfein, former CEO and Chairman of Goldman Sachs, to discuss everything from the government’s role in public companies to whether gold has become a meme stock and the crypto industry. Drawing on his experience leading one of the world’s largest investment banks, Blankfein reflects on themes from his new book Streetwise: Getting To and Through Goldman Sachs – including steering the firm through the 2008 financial crisis, his rise from humble beginnings in New York and whether he sees a future for himself in public office.

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

Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

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 137: Today, Ann unpacks the Ratepayer Protection Pledge, signed by seven major tech companies with the goal of protecting consumers from potential rising electricity prices caused by data centers. Then we take a deep dive into battery manufacturer Amprius Technologies, its earnings results and look at where its batteries are being used (hint: in the air). Finally, shares of Six Flags are up, Victoria’s Secret are down and Burlington aims to be more than just great coats.

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

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

Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

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 136: Today, Ann explores the link between the conflict in Iran, South Korea’s market sell-off and what it could reveal about vulnerabilities around the AI surge.  Then, we dive into earnings from retail brands Bath & Body Works and Abercrombie & Fitch as well as Archer Aviation in its race to launch in the eVTOL space.  Finally, we look at the jump in Bitcoin and crypto-related stocks and what it could say about Bitcoin’s role as a potential safe-haven asset.

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

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

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

Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

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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