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

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]

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]