Brew Markets

Episode 184: Today, Ann dives into earnings results out of Archer Aviation – why investors are looking beyond the concept phase and focusing on execution metrics, plus Archer’s legal battle with competitor Joby Aviation. Then, Ann is joined by Tony Bancroft, Portfolio Manager of the Commercial Aerospace & Defense ETF at GAMCO Investors. They discuss whether the U.S. is spending enough on defense – and which companies could become the next-generation defense primes. Also, we unpack Under Armour’s disappointing earnings and why Nelson Peltz wants to take Wendy's private. Finally: BuzzFeed gets a new CEO and eBay officially rejects GameStop’s unsolicited offer.

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Stocks mentioned:

$ACHR $BZFD $UAA $WEN $EBAY $GME $GCAD 

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 183: Today, Ann dives into the growing partnerships between AI giants and private equity firms – including what’s driving the deals and why they’re being adopted so quickly. Then, shares in Monday.com jump after reporting earnings, Dunkin’ Donuts heads back to Wall Street, and Sony Music expands its catalog by more than 45,000 songs. We also break down the Trump administration’s move to bring down soaring cattle prices. Finally, we take a spin through fin-tech company Block’s earnings report – and how the “buy now, pay later” model is fueling growth.

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

Stocks mentioned:

$XYZ $MNDY $SONY

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 182: The AI boom is here but how are we actually POWERING it and can the U.S. electric grid handle the growth?  Today, Ann is joined by Aman Joshi, Bloom Energy’s Chief Commercial Officer to discuss the company’s scaling of solid oxide fuel cells that convert fuel directly into electricity without combustion, generating power on-site without relying entirely on the grid.  They survey what Aman took with him from his decades at GE, why he believes the U.S. needs more nuclear energy and how Bloom’s founder’s background as an engineer and inventor is a unique advantage for the company as it scales its technology and supply chain.

Visit Schwab.com/FinancialDecoder

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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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Episode 181: Where does retail money go and why does it move so quickly? Today, Ann is joined by Steph Guild, Chief Investment Officer at Robinhood, the platform that holds around $307 billion in total retail investor assets. We discuss why access to information is pushing markets to move faster We also delve into the latest big tech earnings – why Steph is watching Amazon but disappointed in Microsoft. Plus, whether the White House push for infrastructure investment can outlive election cycles and her expectation for the Fed under likely new chair, Kevin Warsh. Finally, we dive into whether prediction markets will appear in her managed portfolios.

Visit Schwab.com/FinancialDecoder

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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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Episode 180: Today, Ann unpacks how Burger King helped drive better-than-expected results for parent company Restaurant Brands International, even as other brands in the portfolio struggled to keep pace. Then, we survey earnings from Disney, Uber, CVS Health, and Compass, all trading higher after reporting results. Finally, a look at Victoria’s Secret’s proxy fight with one of its biggest shareholders, who is pushing for a board seat.

Visit ⁠Schwab.com/FinancialDecoder⁠

⁠www.aflac.com/brewmarkets⁠

⁠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

Stocks mentioned:

$QSR $DIS $UBER $CVS $VSCO

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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