A “Phenomenal” Earnings Season & The IPO Hype Trap

Ford Veers Toward AI & Is Price e.l.f.’s Problem?

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. Visit Schwab.com/FinancialDecoder [http://schwab.com/FinancialDecoder] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [https://www.youtube.com/@BrewMarkets] 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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Are Markets Ignoring the Economy? & Eli Lilly Moves Beyond GLP-1s

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. Visit Schwab.com/FinancialDecoder [http://schwab.com/FinancialDecoder] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Mrs. Dow Jones on Building Wealth: Exciting Life, Boring Investments

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 [http://schwab.com/FinancialDecoder] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Inside Spotify Investor Day & SpaceX’s IPO

Episode 191: Today, Ann reports back from Spotify’s first investor day since 2022 – and the first under its new co-CEOs, who took the helm earlier this year. Then, we take a spin through earnings reports out of Walmart and Ralph Lauren. Also, why a Trump administration announcement is sending quantum-computing stocks rallying and Oura Health’s move to go public. Finally, we unpack the main takeaways from SpaceX’s 277-page S-1 filing – ahead of what could become the largest IPO in history. Visit Schwab.com/FinancialDecoder [http://schwab.com/FinancialDecoder] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [https://www.youtube.com/@BrewMarkets] Stocks mentioned: $SPOT $RL $WMT $IBM $GFS $RGTI $QBTS  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 [https://megaphone.fm/adchoices]

TJ Maxx Treasure Hunters & Monetizing Celebrity IP

Episode 190: Today, Ann brings you highlights from the World Department Store Summit – including her key takeaways from interviewing Authentic Brands Group (Sports Illustrated, Guess, Juicy Couture and DOZENS of other brands) founder Jamie Salter in one of his final interviews as CEO, as the company pivots to a possible IPO in the next 12 months.  Then, we break down earnings from CAVA, Lowe’s and Hasbro. Finally, we dive into earnings results from TJX - the parent company of TJ Maxx, Marshalls and HomeGoods - and what they reveal about the state of the consumer. Visit Schwab.com/FinancialDecoder [http://schwab.com/FinancialDecoder] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [https://www.youtube.com/@BrewMarkets] Stocks mentioned: $CAVA $LOW $HAS $TJX 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 [https://megaphone.fm/adchoices]