Brew Markets

Episode 135: Today, Ann examines market dispersion, looking beyond the relative stability of major indexes and ETFs and diving into volatility hidden beneath the surface - the phenomenon that makes some investors nervous and others excited for stock picking.  Then, we break down Target and Best Buy earnings and how their “not-as-bad-as-expected” results were enough to send shares higher, making them the two best-performing stocks in the S&P 500. Finally, we continue tracking market reactions on the second day of trading following the strikes on Iran and discuss how uncertainty contributed to broad market declines.

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Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

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
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Episode 134: Today, Ann previews the government’s antitrust trial of Live Nation that could result in Ticketmaster being spun out from the concert giant. Then, we survey how the markets are reacting to the US-Israeli strikes on Iran and what a shutdown of the Strait of Hormuz could mean for the price of oil.  Finally, Paramount announces plans for Warner Brothers Discovery and Netflix sees its shares rise.

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

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
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Episode 133: Today, Ann is joined by Bill Gurley, renowned venture capitalist, who offers his perspective on the market today, why fewer big tech winners are going public and how IPOs need to change to work for retail investors.  Drawing on his experience investing in and serving on the boards of companies like Nextdoor, OpenTable and Uber, Bill discusses themes from his new book Runnin’ Down A Dream - including curiosity, lifelong learning, and going where the action is - and how those traits show up in successful CEOs, offering a bit of an antidote to rising fears around AI.

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

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

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Episode 132: Today, Ann reviews highlights from CLEAR’s recent earnings that sent the stock up 40% - while shining a light on the company’s CEO Caryn Seidman-Becker who bought the company out of bankruptcy and pursues a “cash is queen” mentality while rolling out new products including a move into healthcare.Then we look at earnings from Joby Aviation as the air taxi maker partners with Uber and navigates FAA approval in anticipation of a 2026 customer launch. Finally, we survey the battle for your morning buzz with earnings from Krispy Kreme and Celsius, plus a new fashion bid at eBay and the market response to NVIDIA’s earnings.

 

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00:00 Welcome to Brew Markets Daily

00:00 

00:00 

00:00 Market Close

Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

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

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Episode 131: Today, Ann zooms in on three market takeaways from President Trump’s State of the Union address, including policy around energy for AI, retirement plans and tariffs - plus an investing issue that received bipartisan support.  Then we look at earnings nuggets from GoDaddy, including the company’s goal of registering agentic agents - and Cava’s new super-secret loyalty tier.  Finally - we cover earnings headlines that had two security stocks soaring and one home improvement store CEO saying “We’re certainly bouncing along what we hope would be a bottom.” 

State of the Union Transcript:

https://apnews.com/article/donald-trump-transcript-state-of-union-2026-c13e2a07df999b464b733f4a6e84dbd4

 www.brewmarkets.com 

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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 Market Takeaways from the SOTU

05:20 Earnings: GoDaddy $GDDY

12:30 Earnings: $CAVA

18:30 Market Close - $AXON - $YOU - $HD - $LOW

Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

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