Brew Markets

A groundbreaking partnership between TKO and Polymarket allows fans to trade prediction contracts live during UFC events, shaking up the sports betting landscape. Disney faces a mixed quarter, with streaming challenges and revenue misses, while Dillard’s stock soars thanks to its unique family-run structure. Cisco impresses with strong IoT growth and better-than-expected results. Meanwhile, Invesco's push for QQQ conversion sparks a voting dilemma, and Verizon prepares for significant leadership changes and workforce reductions.

Discover the turmoil surrounding Beyond Meat as its stock plummets and it faces tough implications for the plant-based sector. Examine On's impressive earnings and its record-breaking marathon shoe launch. Delve into Sony's financial strategy and successful IP, and find out why Oklo is seeing a rise in shares despite ongoing losses. Finally, meet the visionary behind Metzera, whose company is sparking a bidding war between major pharmaceutical players.

Ted Oakley, managing partner at Oxbow Advisors and seasoned investor, shares valuable insights from his military service and investment strategies. He discusses how market madness can impact valuations and emphasizes the importance of buffering investments during turbulent times. The conversation also touches on commodity exposure and the current landscape for gold and treasury investments. Additionally, they explore the evolving payments industry, including why some merchants may refuse high-fee rewards cards, which could change how consumers shop.

The podcast dives into the potential easing of the government shutdown and its impact on the markets. It reviews D-Wave's financial struggles despite a hefty market cap and addresses Tyson Foods' rising beef costs and supply challenges. The fascinating world of stock ticker symbols is explored, revealing how they are assigned and some quirky favorites. Finally, it highlights Warren Buffett's poignant message about Berkshire Hathaway's future leadership. Tune in for insights and market updates!

In this engaging conversation, Alexis Ohanian, technology entrepreneur and co-founder of Reddit, emphasizes the need for a more human-centric internet. He shares his insights into investing in women's sports and the creation of Athlos, the first women-only professional track and field competition. Ohanian also discusses his collaboration with former rival Kevin Rose to resurrect Dig, focusing on human-verified content amid AI flooding social platforms. His passion for rebuilding trust and excitement in the web shines throughout the dialogue.

Robinhood's stock plummets despite impressive revenue, raising questions about its future in prediction markets. Duolingo faces investor skepticism after prioritizing long-term user retention over quick profits. Planet Fitness discusses its unique position and strategies to fend off competition. The potential sale of Warner Bros. could significantly impact AMC and the movie industry. Plus, Ann clarifies stock splits and their effect on investor psychology using Netflix as a prime example.

This episode dives into McDonald’s latest earnings, revealing how Snack Wraps are a hit and what that says about consumer health. The discussion also covers Toast's impressive pivot during the pandemic and its partnership with Uber Eats. Lemonade's innovative use of AI in insurance is highlighted, contrasting its growth with cautious analyst opinions. Rivian shares its revenue success and future SUV plans. Finally, there's a legal spotlight on tariffs as the Supreme Court weighs presidential powers.

A hedge fund legend questions the value of AI stocks like NVIDIA and Palantir, sparking debates about potential bubbles. Yum! Brands considers selling Pizza Hut amidst mixed performance results. Hertz makes a notable comeback, while Fiserv's shocking stock drop raises eyebrows. The Big Bath Theory is explored, highlighting corporate strategies for resetting expectations. Meanwhile, Pfizer and Novo Nordisk battle it out over drug bids, adding drama to the pharmaceutical landscape.

Dive into the compelling world of pharma as Kimberly-Clark acquires Kenvue amidst political scrutiny over Tylenol. Explore Amazon's struggle to dominate the grocery sector despite strong cloud hosting performance with AWS. Unpack the high-stakes clash between Pfizer and Novo Nordisk as they vie for control over MetSera, with intriguing tactics and legal battles shaping the future of obesity treatment. A blend of business, politics, and competitive strategy that keeps you on the edge of your seat!

Faye Iosotaluno, former CEO of Tinder, shares her insights on how Gen Z is reshaping dating. She discusses the shift away from dating apps due to a desire for real-world experiences and how affordability impacts social outings. Faye explores the evolving gender roles in dating expenses and the potential of AI in creativity and trust. She warns about the isolating effects of companion AI and pondered whether a super app could emerge in the U.S. Her balanced view of AI reflects optimism coupled with a call for ethical responsibility.