Brew Markets

Dive into the intriguing world of a low-key CEO raking in wealth from Oracle's AI-driven success. Explore why Rent The Runway is struggling with its stock and facing investor frustration. Discover how Nuuly is outsmarting competitors in the rental market. Gain insights into NASDAQ's new partnership with the Gemini crypto exchange and what it means for the future of digital trading. Lastly, catch up on the latest market trends and IPO highlights shaking things up in the financial landscape.

Discover the intriguing shift of Potbelly from public to private ownership and its implications for restaurant stocks. Dive into the Murdoch family's succession saga, revealing contrasting visions for their media empire and the financial stakes involved. Learn about the nuances of insider sales, especially regarding key executives, and how to differentiate between warning signs and valid financial needs. Finally, explore the latest market highlights and the economic forces at play, including inflation and labor trends.

Discover the innovative partnership between Uber and Joby Aviation that promises seamless on-demand helicopter rides. Explore the highs and lows of Starbucks under CEO Brian Niccol, as he tackles challenges in revamping the coffee giant. Learn about the VIX, the 'fear gauge,' and its significance in understanding market volatility. Finally, get insights into recent market movers and IPO trends, including Klarna's success and Oracle's strong cloud sales forecast.

In this conversation with Eric Jackson, an investor at EMJ Capital known for advocating for retail investors, the potential of Opendoor Technologies takes center stage. Jackson argues passionately for an $82 valuation, contrasting sharply with bearish market ratings. Topics include the distinction between cult and meme stocks, the critical governance challenges facing real estate innovation, and Opendoor's groundbreaking iBuying model. The discussion probes deep into market dynamics, encouraging listeners to reconsider the future of digital real estate.

Explore Robinhood's leap into the S&P 500, symbolizing a pivotal moment for investors. Discover the implications of SpaceX's massive $17 billion spectrum purchase and how it reshapes mobile communications. Delve into the intricacies of Fed rate cut probabilities and what they mean for market dynamics. Plus, insights on Klarna's upcoming IPO and its potential to stir interest in tech stocks as the market shifts towards profitability.

A jaw-dropping discussion unfolds around Elon Musk's potential trillion-dollar pay package, raising eyebrows on CEO compensation. American Eagle's stock surge is critically examined, revealing a disconnect between market excitement and the company's financial reality. The podcast delves into American Depository Receipts, offering insights on international investing and portfolio diversification. Lastly, it highlights market movements, focusing on Goldman Sachs' recent investment in T. Rowe Price and its implications for future asset management.

The discussion dives into the impatience of the market regarding Salesforce's AI transitions and their recent stock decline despite solid earnings. The intricacies of stock lock-ups are unraveled, highlighting why longtime Figma investors may opt to extend theirs despite a hot IPO. Additionally, the implications of public companies going private are examined, detailing how shareholders are compensated and the potential impact on market trust.

The discussion kicks off with Google's legal win concerning Chrome, highlighting the impact of generative AI on competition. It then dives into the booming pet industry, showing how pet parents are treating their furry friends like family, leading to increased spending. Petco’s pivot towards in-store experiences and affordable options aims to attract customers. Finally, the emergence of new stock exchanges in Texas is explored, showcasing the state's growing influence in the financial sector.

Spirit Airlines faces a critical future as it files for bankruptcy for the second time, raising questions about possible mergers. Meanwhile, Kraft Heinz is splitting into two focused companies after ten years, but is this move favorable for investors? The discussion also reflects on Warren Buffett's legacy and the potential shifts in Berkshire Hathaway’s succession plan. All this unfolds against a backdrop of changing consumer preferences in the food industry and volatility in airline stocks.

Episode 11: Welcome to Brew Markets. Today, with the markets closed for Labor Day, we listen back to a conversation with Ann and Shark Tank’s Kevin O’Leary - AKA Mr. Wonderful.  To start, Ann and Kevin discuss the growing speculation that the United States will create a sovereign wealth fund and what it would take to be adopted.  Next, they examine what Elon Musk is doing right across his many business ventures.  Finally, Kevin makes the argument for collectibles as an alternative asset,  foreshadowing his recent partnership in the blockbuster purchase of a $12.9 million 2007-08 Michael Jordan and Kobe Bryant dual Logoman card.   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 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 trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.