Brew Markets

Steve Aoki, a globally renowned DJ, producer, and entrepreneur, shares his unique perspective on investing. He reveals how his music career influences his investing strategies, discussing early ventures in real estate, art, and restaurants. Aoki dives into his focus on health and longevity through Aoki Labs, highlighting successful startups like Superpower and Symbiotica. He also explores the intersection of AI and music, emphasizing the irreplaceable nature of live performances, while offering advice for young creators navigating the evolving landscape.

Episode 29: Welcome to Brew Markets. Today, Ann looks at US government investments in the private sector and ponders if we will see a surge in “golden shares”. Then, Bumble is cozying up with AI - we look at founder Whitney Wolfe Herd’s first 6 months back as CEO.  Plus, Starbucks announced a significant restructuring today - is this what the market’s been waiting for?  Finally, CarMax misses estimates, Amazon pays a record FTC fine and Spotify is rooting out AI slop. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets  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 00:28 More Golden Shares? 04:33 AI & $BMBL Cozy Up 13:18 $SBUX Restructures 10:22 Market Close 19:10 Final Thought 20:24 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

Discover how Boeing is revolutionizing its manufacturing efficiency through Palantir's AI software. Dive into the merger between the two largest real estate brokers in the U.S. and what it means for listings and market dynamics. Learn about the controversial 'pump and dump' schemes that have plagued investors for years, alongside insights on rising mining stocks and Alibaba's stake in AI. Plus, explore the implications of AI surpassing professional exams and reshaping talent development in various industries.

Marc Winterhoff, the Interim CEO of Lucid Motors and former COO, shares insights on the future of electric vehicles and Lucid's strategic positioning. He discusses the importance of federal EV tax credits and Lucid's commitment to luxury amidst competition from brands like Tesla. Winterhoff addresses the company's decision to support Tesla's Superchargers, ensuring a better customer experience. Additionally, he reveals plans for a partnership with Uber focused on tailored robo-taxis and highlights Lucid's expansion strategy in the US, Europe, and the Middle East.

In this engaging discussion, John Ciampaglia, CEO of Sprott Asset Management and expert in commodity funds, shares insights on why gold is hitting record highs amid growing investor demand. He delves into the dynamics of the gold market and its role as a safe haven. The conversation also highlights President Trump's comments about a potential TikTok deal involving Lachlan Murdoch, and explores Reddit's new AI negotiations with Google, revealing their implications for social media and tech industries.

Dan Ives, Global Head of Technology Research at Wedbush Securities and founder of the AI Revolution ETF, shares his insights on the evolving landscape of AI and technology investing. He discusses his bullish outlook on stocks like Palantir, Nvidia, and Tesla, along with his role on the board of Eightco Holdings. Ives also highlights the transformative impact of AI across various industries. In lighter news, there's optimism about falling coffee prices thanks to favorable conditions in Brazil and Vietnam.

Discover how PayPal is teaming up with Alphabet to revitalize its potential after years of stagnation. Gain insights into the Federal Reserve's voting process, including the roles of the Board of Governors and the FOMC. Plus, delve into market highlights like NVIDIA's strategic moves, Darden's innovative menu adjustments linked to GLP-1, and the FTC's actions against Live Nation. This episode connects financial innovation with the latest market trends!

The Federal Reserve's recent rate cut signals a focus on labor market challenges. Workday is making waves with a spree of AI acquisitions, boosting its growth potential. Lyft's CEO, David Risher, is in the spotlight for his dynamic leadership and partnerships that are revitalizing the company. Additionally, there are rising tensions in US-China tech relations, particularly concerning Nvidia chips, which could impact trade negotiations. A lively discussion on these key topics showcases the current market landscape and its players.

The discussion dives into Exxon's initiative to empower retail investors, suggesting it's more about self-interest than altruism. A fierce rivalry emerges as Luckin Coffee threatens Starbucks with aggressive pricing and innovative strategies, prompting Starbucks to rethink its brand. The segment also clarifies the ins and outs of over-the-counter shares, and the latest market movements set the stage for a pivotal Federal Reserve meeting, adding suspense to the financial landscape.

Discover the latest updates at Opendoor, including the impact of a new CEO and board changes. Dive into StubHub's IPO preparations and the challenges it faces in a competitive ticketing market. The discussion also sheds light on the implications of dual class shares for corporate governance. Finally, explore market fluctuations and the evolving landscape for major players. It's a blend of investment insights and corporate dynamics!