Hilton Cashes in on College Nostalgia & Berkshire’s Homebuilder Bet

Hilton Cashes in on College Nostalgia & Berkshire’s Homebuilder Bet

Episode 197: Today, Ann dives into Hilton’s bet on college nostalgia with the launch of Undergraduate by Hilton. Then, we take a spin through the market headlines - including People Inc.’s proposal to acquire MGM Resorts and Anthropic’s plan to go public. Finally, we unpack Berkshire Hathaway’s first major deal under new CEO Greg Abel – and Warren Buffett’s reaction to the $6.8 billion acquisition.  Check out: Liquid.Trade/BrewMarkets [http://liquid.trade/BREWMARKETS] 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: $HLT $TNL $TMHC $BRK.B $MGM 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]

The Rise of the Super App & Investing in Southeast Asia (ft. Grab CFO)

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. 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]

The Drone Arms Race Escalates & Legacy Media’s Hidden Assets

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. 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: $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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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]