Brew Markets

Episode 100: Today, Ann welcomes Jamie Siminoff, the Founder and Chief Inventor of Ring Doorbell and VP of Product at Amazon, to discuss the roller coaster ride of designing, building and marketing the device - and how a rejection on Shark Tank was followed by a $1 Billion acquisition by Amazon.  We explore AI’s evolving role in neighborhood security and Fire Watch’s recent integration into the Ring app.  Finally, we survey some of the titles in the Warner Bros. TV catalog - all of which have 100+ episodes and all of which would be very valuable to WBD’s next owner.   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 AI in Home Tech 01:45 Jamie Siminoff Joins 24:15 100 Episodes! 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 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

Episode 98: Today, Ann looks at the pipeline of 2026 IPOs - already featuring SpaceX and now Discord - and what it tells us about investors’ dash for cash.  Then we review earnings for Cal-Maine, the largest egg producer in the US: their ticker remains CALM even as egg prices and their stock price continue to fall.  Then we survey today's flurry of posts from President Trump. Each of which represents major policy shifts across defense, financials and housing.  Finally, a look at airlines, with American and Alaska both making headlines.   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 00:45 2026’S HOT IPO MARKET 05:00 Earnings: CALM 14:00 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 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