Episode 74: Today, Ann takes a look at the major battle shaping up in real estate over ‘private listings” - how Zillow’s ban on off-market and brokerage-exclusive listings is putting it at odds with several of the biggest brokerages. Then, Ann is joined by Kamini Rangappan Lane, the President and CEO of Coldwell Banker Realty to discuss market conditions, mortgage rates and what it means for potential homebuying individuals to stay on the sidelines while commercial buyers claim inventory. Finall...
Dec 01, 2025•28 min
Episode 73: Ann explores Nuuly, the hidden gem inside Urban Outfitters that’s pushing Rent the Runway off the catwalk and bringing in predictable, recurring revenue for the clothing giant. Then we look at Dell, the decades-old PC maker that has found a path in bespoke AI solutions. Plus, Petco is begging for a turnaround, Uber robotaxis launch in Abu Dhabi and what exactly did Campbell’s have to say about the suggestion the company 3D-prints its chicken? We’ll be back on Monday - have a great Th...
Nov 26, 2025•25 min
Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition is heating up, with Meta is in talks to buy billions of dollars of Google's TPUs. Then, we break down some of today’s earnings: why Smucker’s is protecting its billion-dollar frozen sandwich and how Foot Locker aims to tame the shoe wall. Finally, is Abercrombie back and was there a spy at TSMC… prep and espionage ripped from the headlines. For a l...
Nov 25, 2025•23 min
Episode 71: Today, Eli Lilly becomes the first healthcare company to join the Trillion-Dollar Market Cap Club - Ann looks at this intriguing and historical collection of companies. Plus, Warner Brothers Discovery has put itself up for sale, we survey which Hollywood heavy hitters have submitted bids: Paramount seems to be in the lead, but can Comcast overcome debt and political headwinds… and will Netflix embrace theatrical releases? Finally, a peak behind the curtain of Ann’s appearance on Fox ...
Nov 24, 2025•30 min
Episode 70: Ann welcomes Charisse Hughes, the Chief Growth Officer of Kellanova (think Pringles and Special K) to explore how the company is using advanced analytics for greater customer insights and applying AI to marketing tasks while retaining the human creative. Plus we look at the frank comments made by the CEO of Bath and Bodyworks after the company’s recent poor earnings report and stock hit. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-ma...
Nov 21, 2025•23 min
Episode 69: Today, Ann reviews Abbott Labs’ purchase of Cologuard maker Exact Sciences and what it could mean for the future of precision oncology. Then, we survey earnings from Walmart and Nvidia - they’re both giants - but are they both tech companies… and why did shares rise today for one and not the other? Then, Ann explores why Professor Yann LeCun - one of the godfathers of modern AI - is leaving Meta for his own startup. Finally, Ann looks at Intuit’s earnings as they come over the wire. ...
Nov 20, 2025•26 min
Episode 68: Today, Ann looks at Adobe’s struggle with lack of innovation and why she found today’s announcement that the company is buying Semrush for $1.9 billion… anticlimactic. Then we look at earnings for Target and if an additional $1B refresh can turn the company around. Plus, Viking River Cruises is thriving without kids on-board. Finally, Ann answers your question about a 53-week reporting period. For a limited time, you can get up to $10,000 when you transfer your investment portfolio t...
Nov 19, 2025•26 min
Episode 67: Today, Ann takes a look at CLEAR, the identity security company whose service you may use to cut those airport lines. Ann sits down with CEO Caryn Seidman Becker for the latest on the impact of the government shutdown and what’s next for biometrics. Then we take a look at earnings for Home Depot and why a quiet storm season may have driven down revenue. Plus, Klarna expands into credit card offerings - looking to expand now and profit later. For a limited time, you can get up to $10,...
Nov 18, 2025•29 min
Episode 66: Today, Ann explores a report of which companies have spoken about AI on their earnings calls and what it could potentially mean. Next up, a look at Aramark’s earnings report and what it means for the $10 billion food giant. Then a look at the potential merger between local news operators Scripps and Sinclair. And finally a look at how Alphabet keeps hitting record-highs. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage...
Nov 17, 2025•24 min
Episode 65: Welcome to Brew Markets. Today, Ann looks at the 12-year tenure of Walmart’s CEO after today’s announcement that he’s stepping down.. is he going out on top? Then we examine what the headlines missed on StubHub’s earnings, how Sally Beauty is seeking a makeover and if Virgin Galactic will get its next space vehicle off the ground. 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.co...
Nov 14, 2025•26 min
Episode 64: Today, Ann explores the new partnership between TKO - the boxing and ultimate fighting heavyweight - and prediction market leader, Polymarket… and why it could have sport-betting companies shaking in their boxer shorts. Then, we look at Disney’s earnings and examine the family-run department store with an $11b market cap that you may not have heard of. Later, Ann explains why investors in QQQ are being hounded to vote. Finally, change is about to hit Verizon. For a limited time, you ...
Nov 13, 2025•24 min
Episode 63: Today, Ann examines what went wrong at Beyond Meat - tanking stock, briefly meme’d, dropped by McDonald’s… and what it might signal for the plant-based sector. Then we jump into earnings for On, the Swiss shoe company that’s setting race records - and look at IP at Sony and why shares in Okla are up despite reporting a loss. Finally, Ann presents our CEO of the week: the man behind Metsera, the company that’s just 3 years old and already the target of an extraordinary bidding war bet...
Nov 12, 2025•25 min
Episode 62: Today, Ann examines the evolution of Instacart - from marketplace to software-as-a-service - and where the new CEO wants to go next. Then we discuss the potential changes coming to payments and why your pricey rewards card may be rejected by some merchants. Plus in honor of Veterans Day, we welcome asset manager Ted Oakley to share not only his market perspectives, but lessons learned from his time in the Army. For a limited time, you can get up to $10,000 when you transfer your inve...
Nov 11, 2025•22 min
Episode 61: Today, Ann reviews the progress made toward re-opening the government and the markets’ strong reaction. Then, we take a look at quarterly earnings for D-Wave, the quantum computing company that has raised a lot of cash, but hasn’t yet seen big returns... plus what has Tyson asking "where's the beef?". Then Ann answers a question from the audience and explores the naming process for stock tickers - including some of our favorites: PZZA, FUN and WOOF. Finally, Ann considers Warren Buff...
Nov 10, 2025•21 min
Episode 60: Ann sits down with the co-founder of Reddit, Alexis Ohanian, who explains why the internet needs to feel human again and how he’s partnered with his arch-nemesis to restore trust and fun to the web. He shares a story about working with Sam Altman during OpenAI's earliest era. They also discuss his launch of Athlos - the first women's-only professional track and field competition - his successes in investing in women’s sports and what he would have done differently. www.brewmarkets.co...
Nov 07, 2025•32 min
Episode 59: Today, Ann examines why Robinhood’s stock is down today despite posting blockbuster revenue - will the trading platform lean into prediction markets? Then we take a look at earnings: investors balk at Duolingo’s long-term play, Planet Fitness names its greatest competitor and what a sale of Warner Brothers might mean to AMC. Then, Ann answers a question from the audience about Netflix’s planned stock split and how they play to investor psychology. For a limited time, you can earn an ...
Nov 06, 2025•27 min
Episode 58: Today, Ann examines McDonald’s earnings and what they - along with the CEO - have to say about the state of the consumer (hint: they like Snack Wraps). Then a conversation about earnings from Toast, Lemonade and Rivian… is its future riding on the next SUV? Finally, Ann sets the table for today’s massive legal moment as the Supreme Court considers Trump’s tariffs. For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerag...
Nov 05, 2025•26 min
Episode 57: Today, Ann examines why famed hedge fund investor, Michael Burry is betting against Palantir & NVIDIA and which CEO called him crazy for shorting chips. Then we look for nuggets in quarterly earnings: Hertz is back in the driver’s seat, while Yum! Is open to selling Pizza Hut. Later, FiServ’s stock dropped off a cliff - did the CEO prompt it on purpose? Ann explores The Big Bath Theory. Plus an update on Pfizer and Novo’s drug war over Metsera. For a limited time, you can earn an...
Nov 04, 2025•28 min
Episode 56: Today, Ann breaks down Kimberly-Clark’s purchase of Tylenol maker Kenvue - with the drug in the political spotlight, who stands to win and what is there to lose? Then we look at Amazon’s cloud hosting wins while the company struggles to deliver on Whole Food’s grocery business. Finally, Ann breaks down Pfizer and Novo Nordisk’s unprecedented battle over who gets to buy Metsera, the biotech company focused on obesity treatments. For a limited time, you can earn an uncapped 1% bonus wh...
Nov 03, 2025•26 min
Episode 55: Ann sits down with Tinder’s former CEO Faye Iosotaluno for an exclusive conversation on how Gen Z is reshaping modern dating. They explore why younger users are craving more real world connection and how technology is changing what authenticity looks like online. Plus, we wrap up the week with earnings from Hershey that explain why the Halloween candy season got off to a slow start. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark......
Oct 31, 2025•36 min
Episode 54: Ann explores why after a mega CaPex AI spending spree, Meta shareholders may by saying: show me the money - and what the company plans for 2026. Then, we break down the earnings of other Mag7s: Microsoft and Alphabet including how the cloud is boosting revenue - plus we find out why Chipotle shares were down 20% on earnings. Finally, YouTubeTV squares off with Disney and Ann gives an update on negotiations with China. www.brewmarkets.com Subscribe to the Brew Markets newsletter: http...
Oct 30, 2025•26 min
Episode 53: Today, Ann examines the Fed’s vote to cut interest rates and if there may be one more this year. Then we do a roundup of earnings reports moving markets today: Boeing’s ongoing turbulence with its 777x program, Caterpillar’s AI-fueled growth and a bespoke shakeup in leadership at Etsy. Ann then answers your question: why are there record stock buy-backs this year and should the market be skeptical? Finally, NVIDIA touches $5 trillion and Chili’s is crushing it. www.brewmarkets.com Su...
Oct 29, 2025•22 min
Episode 52: Today, Ann examines OpenAI’s split into two: a nonprofit that will control a $500 billion for-profit arm, the powerhouse board and how the restructuring might pave the way for an IPO. Then, we dive into highlights from today’s earnings - including UPS weaning itself off of Amazon, Royal Caribbean hitting rough seas and Wayfair shares way up on brick and mortar. Later, Ann jargon busts the creative financing at play in Keurig Dr Pepper’s acquisition of JDE Peet’s coffee and we look at...
Oct 28, 2025•25 min
Episode 51: Welcome to Brew Markets. Today, Ann explores the rollout of eVTOL (electric vertical take off and landing aircraft) air taxis and talks to the Founder and CEO of Archer Aviation about what timelines investors should expect and if public safety concerns about small aircraft like helicopters can be overcome by software capabilities in their electric counterparts. Then, Travis Kelce is taking a stake in Six Flags amusement parks - we explore what makes this celebrity investment unique. ...
Oct 27, 2025•39 min
Episode 50: With $1.5 trillion spent worldwide on AI this year, Ann is joined by Professor Karim Lakhani to discuss his research on productivity and measuring the return on AI spend. He explores if corporations should have “clinical trials” of AI before putting more money behind it. Finally we wrap up the week with Target’s turnaround and earnings out of Proctor and Gamble. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id12061...
Oct 24, 2025•35 min
Episode 49: Welcome to Brew Markets. Today, Ann dives into Tesla’s earnings: with vehicle deliveries up and operating income down, why Elon Musk wants to secure his voting control. Then we look at earnings for Southwest and American Airlines for travel trends, what’s signal and what’s noise? Then Ann nerds out over quantum computing: Nobel prizes, solving 150 year old mysteries and now interest from the White House. Finally, we wrap with market headlines from Rivian, Las Vegas Sands and Honeywel...
Oct 23, 2025•18 min
Episode 48: Today, Ann explores the drama unfolding at Novo Nordisk after the company cuts its profit growth forecast for the third time this year. Then an earnings roundup that finds Netflix getting squeezed by a Brazilian tax and leaning into live… Hilton embracing international travel… and Mattel feeling down on Barbie and FIsher Price. Finally, Ann is joined by LinkedIn’s Chief Economist Karin Kimbrough to discuss the state of the labor market and the role AI may or may not be playing. Liste...
Oct 22, 2025•29 min
Episode 47: Today, Ann explores the Merger Moment of French luxury powerhouse Kering agreeing to sell its beauty division to cosmetics giant L’Oréal - how will both parties benefit? Then we break down today’s news out of Hollywood that storied studio Warner Brothers Discovery is considering putting itself up for sale. Plus - it’s earnings season! What nuggets did we glean today from Coke, Philip Morris, General Motors and GE? Finally: exactly who are the players taking Hologic private? Listen to...
Oct 21, 2025•23 min
Episode 46: Today, Ann looks into the activist investor inside Cooper Companies that might be eyeing a link up with Bausch + Lomb. Then we dig into the luxury markets: why Gen Z prefers to buy their handbags second-hand and which marketplace companies are benefitting. Later, Ann busts the jargon around margin debts at record highs. Finally, we wrap up with Apple’s stock hitting a high, Molson Coors pivoting to more non-alcoholic beverages and Weight Watchers partnering with Amazon. Listen to Cap...
Oct 20, 2025•21 min
Episode 45: Ann is joined by author Michael Lewis to reflect on 15 years of “The Big Short” - how the 2008 financial crisis might have unfolded in today’s social media environment, why the current market feels more like the internet bubble (with a twist) and how faith in Bitcoin is practically a religious belief. Plus Michael outlines his approach to the research and writing of his best-sellers… and reveals how he ended up investing in gold. Finally, a quick round of guess the ticker symbol. Lis...
Oct 17, 2025•47 min
