Brew Markets

Bestselling author Michael Lewis, known for his explorations of finance and crisis, revisits insights from his iconic work on the 2008 financial disaster. He discusses how today’s social media could have impacted the crisis and compares current market dynamics to the internet bubble. Lewis highlights the faith many have in Bitcoin, likening it to a religious conviction. He shares his investment philosophy, a cautionary tale for young investors, and reflects on the economic and societal repercussions of AI.

Alexis Ohanian, co-founder of Reddit and a prominent venture capitalist, dives deep into the evolving landscape of the internet. He shares insights on why restoring human connection online is crucial. Alexis discusses his groundbreaking initiative, Athlos, the first women's-only professional track and field competition, and how he identified the untapped potential in women's sports. Additionally, he reflects on his complex relationship with Reddit and his concerns over AI-generated content compromising online trust.

Episode 93: Today, Ann revisits her October conversation with CNBC’s SquawkBox anchor and New York Times bestselling author, Andrew Ross Sorkin.  They discuss his latest book 1929: The Inside Story of The Greatest Crash in Wall Street History and the prevailing factors that predicated that year’s market crash and parallels at play today.  Sorkin talks prediction markets, the democratization of access to private capital, where he invests his money and so much more. Visit Vanguard.com/audio to learn more  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 Introducing Andrew Ross Sorkin 03:00 Andrew Ros Sorkin Joins 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 92: Today, Ann revisits her October conversation with economist and Fed insider Danielle DiMartino Booth.  With a dearth of data during the government shutdown, the Fed was flying nearly blind.  Danielle gives her insights on the state of the Fed, strategies for young people entering the workforce, if gold has become a meme stock and if we are about to experience Enron 2.0.   Visit Vanguard.com/audio to learn more  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 00:0 Welcome to Brew Markets Daily 00:30 Introducing Danielle DiMartino Booth 01:45 Danielle DiMartino Booth Joins 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

Prof. Karim Lakhani, a Harvard Business School professor, shares insights on AI adoption and productivity. He advocates for 'clinical trials' in corporations to assess AI's impact before hefty investments. Lakhani highlights P&G's findings on enhanced worker emotions and productivity with AI. He emphasizes that successful AI integration requires a shift in company workflows, where leadership plays a crucial role. Discussing the balance between technology and management, he warns of the urgency for firms to adapt or risk obsolescence.

Join Bitcoin advocate Natalie Brunell, author of 'Bitcoin is for Everyone,' as she passionately explores Bitcoin's role as a neutral and finite savings technology. She highlights its resilience against inflation, advocating for its accessibility even to modest savers. The conversation delves into Bitcoin's strengths versus traditional assets, real-world success stories in crisis situations, and how Bitcoin can serve as a lifeline during economic turmoil. Brunell also emphasizes the importance of spreading Bitcoin's message to empower individuals in their financial journeys.

Discover the intriguing history of the "Santa Claus Rally" and whether we're in for one this year. Dive into brand controversies of 2025, from American Eagle's ad backlash to Cracker Barrel's rebranding woes. Explore the impact of Southwest's new baggage fees and assigned seating on its brand identity. Plus, get the scoop on Paramount's bold $40 billion bid for Warner Bros and Janus Henderson going private amid activist interest. It's a lively discussion on market trends and brand resilience!

Codie Sanchez, founder of Contrarian Thinking and author of Main Street Millionaire, discusses the wealth-building potential of 'boring businesses.' She explores how these durable companies provide better investment opportunities compared to flashy startups. Codie shares her insights on tech applications for traditional enterprises, highlights important steps for financial freedom, and argues for diversified investments. Additionally, she offers a glimpse into her experiences investing in Latin America and gives practical advice for aspiring business buyers.

Activist investors are shaking things up, with a billion-dollar stake in Lululemon aiming to revitalize the brand. Meanwhile, Darden's earnings surprise shows diners can't get enough of their never-ending pasta. CarMax faces challenges and seeks to regain market share as competitors rise. CPI data reveals interesting trends, and Micron impresses with strong revenue tied to memory demand. Finally, merger talks between Spirit and Frontier Airlines resurface, hinting at more changes in the airline industry.

Josh Krugman, the Head of Brokerage Product Strategy at Fidelity, joins to demystify tax-loss harvesting, explaining how investors can cleverly offset taxable gains. He shares insights on the wash-sale rule and emphasizes the peak times for harvesting losses, especially December. Ann also dives into Warner Bros.'s tough rejection of Paramount's offer, questioning its financial solidity. Additionally, there's discussion on the merger of Coursera and Udemy, and a spotlight on Jabil's thriving AI-driven manufacturing business.