Will Investors Bet on Robinhood? & Duolingo’s Learning Patience
Episode 59: Today, Ann examines why Robinhood’s stock is down today despite posting blockbuster revenue - will the trading platform lean into prediction markets? Then we take a look at earnings: investors balk at Duolingo’s long-term play, Planet Fitness names its greatest competitor and what a sale of Warner Brothers might mean to AMC. Then, Ann answers a question from the audience about Netflix’s planned stock split and how they play to investor psychology.
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00:00 Welcome to Brew Markets Daily
01:00 $HOOD Prediction Markets
03:30 EARNINGS: $DUOL $PLNT $AMC
17:00 QFA: Stock Splits
22:00 Market Close
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.
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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27:03
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27:03
McDonald’s Consumer Reality Check & Tariffs Head to the SCOTUS
Episode 58: Today, Ann examines McDonald’s earnings and what they - along with the CEO - have to say about the state of the consumer (hint: they like Snack Wraps). Then a conversation about earnings from Toast, Lemonade and Rivian… is its future riding on the next SUV? Finally, Ann sets the table for today’s massive legal moment as the Supreme Court considers Trump’s tariffs.
For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets
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00:00 Welcome to Brew Markets Daily
01:00 McDonald’s Earnings
03:00 Earnings: $TOST $LMND $RIVN
17:30 Tariffs Before SCOTUS
23:00 Market Close
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.
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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26:18
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26:18
Pizza Hut For Sale & Betting Against AI: Big Short or “Bat S**t”?
Episode 57: Today, Ann examines why famed hedge fund investor, Michael Burry is betting against Palantir & NVIDIA and which CEO called him crazy for shorting chips. Then we look for nuggets in quarterly earnings: Hertz is back in the driver’s seat, while Yum! Is open to selling Pizza Hut. Later, FiServ’s stock dropped off a cliff - did the CEO prompt it on purpose? Ann explores The Big Bath Theory. Plus an update on Pfizer and Novo’s drug war over Metsera.
For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets
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00:00 Welcome to Brew Markets Daily
01:00 One Man’s Short Position
04:00 Earnings Roundup
18:00 $FI: The Big Bath Theory
22:00 Market Close
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.
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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27:31
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27:31
Can Amazon Deliver on Grocery & Novo Nordisk and Pfizer’s Drug War
Episode 56: Today, Ann breaks down Kimberly-Clark’s purchase of Tylenol maker Kenvue - with the drug in the political spotlight, who stands to win and what is there to lose? Then we look at Amazon’s cloud hosting wins while the company struggles to deliver on Whole Food’s grocery business. Finally, Ann breaks down Pfizer and Novo Nordisk’s unprecedented battle over who gets to buy Metsera, the biotech company focused on obesity treatments.
For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets
www.brewmarkets.com
Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...
Follow Brew Markets on social:
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Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets
00:00 Welcome to Brew Markets Daily
01:00 Kimberly-Clark buying Kenvue
03:00 Amazon’s Earnings
16:00 Novo Nordisk & Pfizer’s Drug War
21:00 Market Close
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.
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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26:13
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26:13
Love in the Age of AI with ex-CEO of Tinder, Faye Iosotaluno
Episode 55: Ann sits down with Tinder’s former CEO Faye Iosotaluno for an exclusive conversation on how Gen Z is reshaping modern dating. They explore why younger users are craving more real world connection and how technology is changing what authenticity looks like online. Plus, we wrap up the week with earnings from Hershey that explain why the Halloween candy season got off to a slow start.
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Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets
00:00 Welcome to Brew Markets Daily
01:00 Faye Isotoluno Joins
31:00 Market Close
Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc.
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
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.
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