Brew Markets

Alix Steele, an energy communication expert and former Bloomberg reporter, dives into the intricate world of global energy. She unpacks OPEC, U.S. shale evolution, and the significance of Venezuelan crude. The conversation shifts to majors’ renewable strategies and concerns over offshore wind project risks. Alix explores the nuclear energy revival linked to AI demands while addressing regulatory challenges. Discover how risk allocation among investors, banks, and private equity is crucial for advancing large-scale energy projects.

Discover how a mere 86 stocks have driven half of the U.S. market gains since 1926, revealing insights about market concentration and the power of founder-led companies. Dive into the earnings of the six largest U.S. banks, exploring their unique strengths and challenges. The conversation also touches on the potential financial impact of GLP-1 medication adoption on airlines. Finally, enjoy a quirky airline story and updates on significant M&A deals involving Netflix and Sony.

Congress faces a new challenge with proposed legislation aimed at curbing insider trading among its members. Will this restore trust in our elected officials? Meanwhile, Saks Global's surprising bankruptcy just a year post-Neiman Marcus acquisition raises eyebrows, with potential winners like Macy's and TJ Maxx eying the fallout. In tech news, Airbnb updates its AI leadership, Netflix revisits its bid for Warner Brothers Discovery, and Tesla shakes up its self-driving purchase terms. A dynamic market landscape indeed!

Discover Eli Lilly's groundbreaking partnership with NVIDIA to revolutionize drug discovery through AI. Dive into the latest in obesity treatments and the fierce grocery wars as Amazon plans a massive supercenter to compete against Walmart's innovative drone delivery service. Explore market movements, including fluctuating oil prices and trends in Delta's premium travel growth. Plus, get insights into credit card rate changes and the banking landscape. It's a whirlwind of health tech and retail strategies impacting the economy!

The conversation dives into the market's surprising indifference to the Justice Department's investigation of Fed Chair Jerome Powell. Paramount's bold move in the battle for Warner Brothers Discovery is dissected, especially its direct competition with Netflix. The challenges facing legacy cable networks are highlighted, along with the implications of a recent merger in the airline industry. Finally, Apple's collaboration with Google for Siri's upgrade and a key appointment at Meta showcase trends in tech and AI.

Jamie Siminoff, the Founder and Chief Inventor of Ring Doorbell, shares his incredible journey from the brink of bankruptcy to Amazon's billion-dollar acquisition. He highlights how Shark Tank provided invaluable exposure and discusses the impact of celebrities like Richard Branson on marketing. The conversation dives into the integration of AI in home security, including innovative features like Firewatch for emergency response. Siminoff also envisions a future where home technology minimizes stress, with intelligent automation transforming daily living.

Episode 99: Today, Ann examines Apple’s credit card partnership moving from Goldman Sachs to JPMorgan and what the shift shift says about how different banks are built. Then we tap into earnings for Constellation Brands, the company behind Modelo and Corona beer - the share price jumped today, but does it mean brewskis are back? Finally we review Costco’s December sales results and preview some of the AI enhancements coming to Gmail. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:00 The Apple Card Breakup 00:00 Earnings: Constellation Brands 00:00 Market Close: $APPL $COST $GOOG 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

The discussion dives into the exciting 2026 IPO pipeline featuring Discord and SpaceX, revealing investor eagerness. It also examines Cal-Maine's earnings, highlighting dramatic revenue drops as egg prices fall. A strategic pivot towards specialty eggs and prepared foods is explored. Shifts in political policy from Trump are analyzed, affecting housing and defense sectors. Finally, the podcast touches on Alaska Air's significant Boeing order and American Airlines' latest loyalty perks and free Wi-Fi initiatives.

Episode 97: Today, Ann surveys NVIDIA’s big CES unveils: including faster, COOLER AI chips and a doubling down on self-driving cars. Then we look into a listener’s question about Fast Retailing, the Japanese fashion giant behind Uniqlo - can it conquer the American Midwest? Finally, a wrapup of market headlines from Meta, Ford and Jollibee… Ann’s favorite burger! www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:00 NVIDIA’S CES UNVEILS 00:00 Uniqlo Expanding in the US 00:00 Market Close 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

Episode 96: Today, Ann reviews the market movement in the wake of the weekend’s extraordinary actions in Venezuela - what might it mean long-term for oil and defense companies and the banks that fund them? Then we review the major analyst and bank predictions for the year ahead - will 2026 see a 4th consecutive increase for the S&P 500?  Then, Ann answers a listener who wants to know why Rocket Lab’s valuation has gotten so high and how it might inform a SpaceX IPO.  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:30 The Venezuela Trade 04:00 Market Predictions for 2026 17:15 QFA: Rocket Lab’s Valuation 22:14 Market Close 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