Episodes

  • Tilray Grows Beyond Cannabis & Iran Threatens U.S. Tech Giants
    Apr 1 2026
    Episode 156: Today, Ann explores escalating tensions in the Middle East, after Iran’s Revolutionary Guard threatens major U.S. companies, including MAG7 members. Then, Tilray Brands Chairman and CEO Irwin Simon joins the show to discuss the cannabis company’s latest earnings and its diversification into beverages - making it the 4th largest craft brewer in the US. Finally, the FDA hits pause on fast-tracking nicotine pouch approvals, Eli Lilly’s GLP-1 pill Foundayo gets the green light… and Allbirds sells its assets. Learn more about IBIT and view a prospectus at www.ishares.com/us/strategies/ways-to-invest-in-bitcoin 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 Stocks mentioned: $NVDA $AAPL $MSFT $GOOG $META $TSLA $CSCO $HPQ $INTC $ORCL $IBM $DELL $JPM $GE $BA $IXIC $TLRY $NVO $LLY $PM $BIRD 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
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    29 mins
  • The Walmart Recession Indicator & McCormick-Unilever's $65B Spicy Deal
    Mar 31 2026
    Episode 155: Today, Ann breaks down the “Walmart Recession Signal” – coined by market strategist Jim Paulsen – and what it might indicate about the current state of the economy. Then, over to the McCormick-Unilever deal announced today that would create a $65B sauces and spices behemoth... bringing Old Bay together with Hellmann's. Finally, activist investor Irenic Capital Management pushes to “Save Snap Now,” and Novo Nordisk rolls out a Wegovy subscription plan. 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 Stocks mentioned: $WMT $SPGLGUN $MKC $UL $LLY $NVO $SNAP 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
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    23 mins
  • Alcohol Industry Mega Merger & Food Giant Sysco’s $29B Acquisition
    Mar 30 2026
    Episode 154: Today, Ann breaks down the potential mega-merger between beverage companies Pernod Ricard and Brown-Forman – and how it could mix Absolut and Jack Daniel’s brands while reshaping the global alcohol industry. Then, we dive into food giant Sysco’s $29 billion purchase of Restaurant Depot and investor skepticism that sent shares down 15% today. Finally, Palo Alto Networks gets a CEO-backed boost, while in the airline industry: Air Canada’s CEO announces his retirement amid controversy and JetBlue raises baggage fees. 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 Stocks mentioned: $PRNDY $BF.B $SYY $PANW $ACDVF $JBLU 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
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    20 mins
  • Inside Tesla’s Growth Engine with Former President Jon McNeil
    Mar 27 2026
    Episode 153: Today, Ann is joined by Jon McNeil, former President of Tesla and Co-Founder and CEO of DVx Ventures, for a spirited conversation with specific stories about what it takes to build a successful company. Drawing on his experience at Tesla and as a board member of companies including General Motors and Lululemon, Jon discusses his new book The Algorithm - which Ann devoured! We explore his five-step playbook, the companies getting it right (hint: Amazon) and what he learned working alongside Elon Musk. 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 Stocks mentioned: $TSLA $GM $AMZN $DASH $LULU Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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
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    33 mins
  • AI Reshapes the C-Suite & Housing Meets the Open Road
    Mar 26 2026
    Episode 152: Today, Ann breaks down a shift in corporate America as some C-suite leaders step aside for AI-savvy successors. Then, we dive into earnings from KB Home and Winnebago to discuss how geopolitical tensions may be weighing on demand for homes, including those that are mobile. Finally, Snapchat faces regulatory pressure in Europe, Henkel moves to acquire haircare brand Olaplex and Diageo sells its IPL cricket team. 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 Stocks mentioned: $ADBE $KO $WMT $WGO $KBH $SNAP $OLPX $HENKY $DEO Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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. Past performance is no guarantee of future results. An investment in the VanEck Gold Miners ETF (“GDX,” or the “Fund”) involves risks, including those related to gold and silver mining companies; Canadian, Australian, and African issuers; foreign and emerging market securities; foreign currency; depositary receipts; small- and mid-cap companies; and equity securities. Additional risks include market, operational, index tracking, authorized participant concentration, lack of an active trading market, trading issues, passive management, fund share trading, premiums/discounts, liquidity, non-diversification, and index-related concentration, all of which could adversely affect the Fund. Emerging market and foreign issuers may face political, economic, regulatory, repatriation, currency, operational, settlement, and disclosure risks. Small- and mid-cap companies may involve elevated risks. © 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
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    21 mins
  • Disney CEO’s Roller Coaster First Week & Founders Return to Shoemaker On
    Mar 25 2026
    Episode 151: Today, Ann explains why the leadership shakeup at Swiss sneaker company On Holding could signal deeper struggles and why the stock slid on the news. Then, in our “CEO of the Week” segment we spotlight Disney’s new leader and his roller coaster first week - including billion-dollar turbulent partnerships and Bachelorette drama. Finally, Meta and YouTube are found liable in a major social media addiction trial, Clear’s stock surges amid TSA chaos and EchoStar jumps on SpaceX IPO speculation. 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 Stocks mentioned: $ONON $DIS $META $GOOG $YOU $SATS Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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. Past performance is no guarantee of future results. An investment in the VanEck Gold Miners ETF (“GDX,” or the “Fund”) involves risks, including those related to gold and silver mining companies; Canadian, Australian, and African issuers; foreign and emerging market securities; foreign currency; depositary receipts; small- and mid-cap companies; and equity securities. Additional risks include market, operational, index tracking, authorized participant concentration, lack of an active trading market, trading issues, passive management, fund share trading, premiums/discounts, liquidity, non-diversification, and index-related concentration, all of which could adversely affect the Fund. Emerging market and foreign issuers may face political, economic, regulatory, repatriation, currency, operational, settlement, and disclosure risks. Small- and mid-cap companies may involve elevated risks. © 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
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    23 mins
  • Estée Lauder Eyes Puig Merger & Digging Into Critical Material Stocks
    Mar 24 2026
    Episode 150: Today, Ann breaks down the potential merger between Estée Lauder and Spain-based beauty company Puig – and what it could mean for consumers, investors and the broader beauty industry. Then, we dive into earnings from two U.S. critical mineral companies and whether the growing demand is actually showing up in their bottom lines. Finally, what a U.S. ban on foreign routers means for American companies, why a French food giant is buying a protein shake brand and how FedEx is jumping into the ultra-fast delivery race. 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 Stocks mentioned: $EL $PUGBY $UAMY $UEC $NTGR $DANOY $FDX $AMZN $WMT $TGT Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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. Past performance is no guarantee of future results. An investment in the VanEck Gold Miners ETF (“GDX,” or the “Fund”) involves risks, including those related to gold and silver mining companies; Canadian, Australian, and African issuers; foreign and emerging market securities; foreign currency; depositary receipts; small- and mid-cap companies; and equity securities. Additional risks include market, operational, index tracking, authorized participant concentration, lack of an active trading market, trading issues, passive management, fund share trading, premiums/discounts, liquidity, non-diversification, and index-related concentration, all of which could adversely affect the Fund. Emerging market and foreign issuers may face political, economic, regulatory, repatriation, currency, operational, settlement, and disclosure risks. Small- and mid-cap companies may involve elevated risks. © 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
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    23 mins
  • Oil Dips as Market Watches Middle East & Energy and Defense with ETFs
    Mar 23 2026
    Episode 149: Today, Ann breaks down the latest developments in the Middle East and what they mean for oil prices, global supply chains, and broader markets. Then, Ann is joined by Seana Smith, Senior Investment Strategist at Global X ETFs and former Yahoo Finance anchor. They discuss energy ETFs, international stocks and where investors are finding opportunities right now. Finally, Elliott Investment Management builds a multibillion-dollar investment in Synopsys and why BTS’ return to the stage isn’t hitting the right note for some investors. 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 Get started at CMEGROUP.COM/PODCAST Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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
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    30 mins