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All Episodes

Brew Markets — 186 episodes

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Title
1

IPOs to Watch This Week & Corning’s AI Pivot

2

The Air Taxi Reality Check & Under Armour Underperforms

3

AI and Private Equity Cozy Up & Dunkin’ Goin' Public

4

Beyond the Grid: Powering the AI Boom

5

The Retail Money Effect & Coach’s Gen Z Boost

6

Victoria’s Secret Billionaire Battle & Burger King’s Big Flip

7

Investing Like A Legend & Is Beer Back?

8

Why GameStop Wants eBay & Roblox v Reddit: A Tale of Two Earnings

9

Succession in the Age of AI & Founders Collaborating Across Generations

10

Uber Wants Your Whole Trip & Big Tech’s CapEx Showdown

11

Surviving the SaaSpocalypse & Starbucks' Protein-Powered Boost

12

Hot Tech Stocks with Dan Ives & OpenAI Miss Spooks Markets

13

Delayed: $85B Railway Merger & Air Taxis Take to NYC Skies

14

Powering the Future of Drones, Defense, and Air Taxis (ft. Amprius CEO Tom Stepien)

15

Tesla’s Earnings Raise a Bigger Question & What’s Driving One Key Consumer Sector

16

Adobe’s $25B Bet to Survive AI & Blackberry’s Shares Rise with Strategic Pivot

17

Who Gets $160B in Tariff Refunds & Why Earnings Beat Valuation Fears in a Bull Market

18

Netflix Co-Founder Signs Off & Who is Trump's Fed Chair Nominee Kevin Warsh?

19

The Personalities Shaping AI & The Future They're Building (with Sebastian Mallaby)

20

Will AI Destroy Figma? & Ticker-on-a-Sticker: Bank Earnings

21

Can NVIDIA Make Quantum Computing “Useful”? & AllBirds Flocks to AI

22

Amazon's $11B Space Bet & Rewriting the Rules for Blockbuster IPOs

23

BP Could Face a Shareholder Revolt & New AI Model Threatens Banking

24

Is Bitcoin at Risk from Quantum Computing? (with Rigetti CEO)

25

Amazon Delivers The Masters and GLP-1s & Delta’s Little-Known Fuel Hedge

26

Levi’s Stock Zips Up with Low Rise + Gen Z & Ann in San Fran!

27

Internet OG at 30: Yahoo’s Turnaround Plan with CEO Jim Lanzone

28

Jamie Dimon’s Revealing Annual Letter & Protein’s Boom, PowerBar’s Slump

29

Nike Hits the Wall & Can Shareholders Block Mergers?

30

Tilray Grows Beyond Cannabis & Iran Threatens U.S. Tech Giants

31

The Walmart Recession Indicator & McCormick-Unilever's $65B Spicy Deal

32

Alcohol Industry Mega Merger & Food Giant Sysco’s $29B Acquisition

33

Inside Tesla’s Growth Engine with Former President Jon McNeill

34

AI Disrupts the C-Suite & Housing Meets the Open Road

35

Disney CEO’s Roller Coaster First Week & Founders Return to Shoemaker On

36

Estée Lauder Eyes Puig Merger & Digging Into Critical Material Stocks

37

Oil Dips as Market Watches Middle East & Energy and Defense with ETFs

38

How Immuneering’s Journey Highlights Biotech’s Market Complexity

39

Activist Bites into Invisalign & LUNR Commercializing our Solar System

40

lululemon Leadership Drama & Trump Waives 100-Year-Old Maritime Law

41

Sobering Times for Guinness Owner & Defying Headwinds, Airlines Take Off

42

The S&P 500’s Concentration Problem & Hollywood’s Risky AI Bet

43

Inside Tracking Apps: Privacy, Permissions & Pets (Ft. Life 360 CEO)

44

Costco Tariff Refund Lawsuit & Earnings: Dollar General v Ollie’s Army

45

The $90B E-Waste Opportunity & The Rise of Delivery Bots

46

YouTube’s Ad Revenue Triumph & Casey’s Earnings Pop… and Beer… and Pizza

47

Robinhood Ventures Beyond Trading & Ads Infiltrate AI Chatbots

48

Lloyd Blankfein on Leading Goldman & Govt’s Place in Public Companies

49

Tech Giants' Energy Pledge, Drone Batteries & Six Flags Stock Rides Higher

50

Inside South Korea’s Market Crash & Unpacking Retail Earnings

51

The Market’s Hidden Divide & Target and Best Buy Lead the S&P

52

Markets React to Iran Conflict & Live Nation Goes to Trial

53

Bill Gurley on Broken IPOs, Founder CEOs & Buying the AI Dip

54

Joby’s Flight Path to Air Taxi Approval & CLEAR’s Breakout Year

55

Market Takeaways from the SOTU & GoDaddy Registering AI Agents

56

GLP-1 War Heats Up as Prices Slim Down & Powering the AI Age

57

SCOTUS Rules on Trump Tariffs & Inside the Software Stock Sell-off

58

Inside the Health Insurance Recovery Plan at Oscar

59

Consulting’s AI Reckoning & Driveway Delivery: Walmart v. DoorDash

60

Investing in the Knicks and Rangers & Earnings: $WING $FVRR $MCO

61

Activist Investors Cruise Into Travel Stocks & Snack Shares Sink

62

Investing in the Time of Swipe Fatigue & The Vatican’s Divine Dividends

63

Meta’s Financial Engineering & Robinhood: Broker or Bookie?

64

Kraft Heinz Presses Pause on Split & Unity Hits Reset on Advertising

65

Spotify Pops on Earnings Beat & Inside the "Software-mageddon" Sell-off

66

Just Another Manic $MNDY & DraftKings and FanDuel’s Prediction Bet

67

Understanding Dollar Valuation and Global Currencies & Olympic Metals

68

PepsiCo’s Super Bowl Playbook & ELF’s Billion Dollar Beauty Bet

69

AI Hammers Software Stocks & Uber’s Earnings Don’t Deliver

70

Can Musk Helm Two Public Companies? & A Wave of New CEOs Take Charge

71

Disney Magic Comes at a Price & SoFi Adds A Million Members

72

The 2026 IPO Pipeline with Nasdaq’s Vice Chairman Bob McCooey

73

A Robust Starbucks Investor Day & Defense Earnings Roundup

74

Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles

75

Corning Glass: Unlikely AI Winner & UnitedHealth in Critical Condition

76

Capital One Going Fintech with Brex & Inside Intel’s Supply Issues

77

Small-Cap Stocks Are Having A Run: What to Know

78

Discounts to Insure Self-Driving Cars + P&G's Premium Diaper

79

Berkshire May Exit Kraft Heinz Debacle & Netflix Shares Hit 52-Week Low

80

Greenland Hits the Markets & International Intrigue at Coupang

81

Drilling Down on Global Energy & AI’s Nuclear Ambition vs Risk

82

The Founder Effect & Bank Earnings Aren't Boring!

83

Congressional Insider Trading & Saks’ Luxury Goes Bankrupt

84

Healthcare Teaming with Tech & Grocery Wars: Amazon v Walmart

85

Markets Shrug Off Fed Investigation & Paramount Launches Proxy War

86

Ring Doorbell Founder on Home Security Tech & The Value of 100 Episodes

87

The Apple Card Breakup & Beer: Don’t Call it a Comeback

88

Discord Enters Hot IPO Pipeline & Egg Prices Fell - Stay CALM

89

NVIDIA’S CES Unveils & Uniqlo Expands In the U.S.

90

The Venezuela Trade & Rocket Lab’s Sky-High Valuation

91

Michael Lewis: Revisiting Insights from “The Big Short”

92

Alexis Ohanian: Revisiting the Return of Trust and Fun to the Web

93

Andrew Ross Sorkin: Revisiting Lessons From the 1929 Market Crash

94

Danielle DiMartino Booth: Revisiting an Inside Look at the Fed

95

Prof. Karim Lakhani: Revisiting the Corporate Challenge of Adopting AI

96

Bitcoin’s Historic Year Winds Down & FDA Weighs in on GLP-1 Pill

97

Here Comes the Santa Claus Rally? & The Year in Brand Backlash

98

“Boring Businesses” that Build Wealth w/ Codie Sanchez & RTR Soars

99

Activist Fit-Checks Lululemon & Longhorn’s Earnings Are Well Done

100

Warner Bros Has Words With Paramount & Turning Losses into Tax Advantages

101

Inside Today’s Delayed Jobs Data & Retail Investing’s Agile Advantage

102

Roomba Hits the Dustbin & Will Spinning Off Cable Nets Reignite Comcast?

103

The Right Stuff: Build-A-Bear’s CEO & Lululemon's Rebirth of Cool

104

Disney: When You Wish Upon AI & Oracle Loses $100B in Market Cap

105

A Divided and Data-Blind Fed Decision & Cracker Barrel Reheats the Brand

106

NVIDIA’s Kickback: Don’t Call It an Export Tax & AutoZone’s Muffled Earnings

107

Paramount Gets Hostile Over Netflix-WBD Deal & Ulta: Beauty's Beast is Back

108

Trust Issues: Wikipedia’s Founder on Big Tech, Social Media and AI & Are Malls Back?

109

Meta’s Virtual Reality Check & Kroger Shelves Its Automation Push

110

Automakers Hit the Brakes on EV & Can Macy’s Be Luxurious Again?

111

Lab Grown Diamonds for Christmas & Costco Joins Tariff Lawsuits

112

Demystifying the Housing Market & Disney’s Boffo Box Office

113

Meet Nuuly: Urban’s Rental Gem & Petco: An Old Dog Learns New Tricks

114

NVIDIA Insists It’s Not Enron & Smucker’s Billion-Dollar Sandwich

115

Eli Lilly Joins an Exclusive Club & Does Netflix Really Want Warner Bros?

116

Hungry for Data at Kellanova & Bath and Bodyworks Circles the Drain

117

Does Walmart Fancy Itself A Tech Company? & Nvidia Fails to Assuage Fears

118

Inside Adobe’s AI Identity Crisis & Target Misses the Mark

119

Travel’s ‘Frictionless Future’ with CLEAR’s CEO & Home Depot Weathers Few Storms

120

Which Companies Are Chattiest about AI & Sinclair Takes a Stake in Scripps

121

Will Walmart’s CEO Exit On Top? & StubHub Snubbed On No Guidance

122

Prediction Markets Enter the Octagon & Disney Experiences a Drop

123

Is Beyond Meat Beyond Hope? & The Sneaker Race is ‘On’ with Nike and HOKA

124

Visa, Mastercard, and the Price of a Swipe & Instacart Delivering Tech

125

D-Wave's Qubits Bet & WOOF FUN: The Story of Ticker Symbols

126

Alexis Ohanian on Bringing Life Back to the Web & The Future of Women’s Sports

127

Will Investors Bet on Robinhood? & Duolingo’s Learning Patience

128

McDonald’s Consumer Reality Check & Tariffs Head to the SCOTUS

129

Pizza Hut For Sale & Betting Against AI: Big Short or “Bat S**t”?

130

Can Amazon Deliver on Grocery & Novo Nordisk and Pfizer’s Drug War

131

Love in the Age of AI with ex-CEO of Tinder, Faye Iosotaluno

132

Inside Meta’s Mega Stock Drop & Is Chipotle Losing Its Spice?

133

Fed Rate Reaction & Will A Bespoke Shakeup Help Etsy?

134

UPS Delivers, Royal Caribbean Shares Sink & OpenAI’s Critical Split

135

Travis Kelce Looks to Fix Six Flags & Flying Taxis Are Taking Off

136

Clinical Trials For AI? with Prof. Karim Lakhani

137

TSLA vs. Musk’s Robot Army & Southwest's Identity Crisis

138

Netflix Falls on Earnings & Ozempic’s Non-Profit Drama

139

Warner Bros. Discovery For Sale & Coke and GM Earnings Insights

140

Activist Eyes Cooper Companies & Inside the Luxury Resale Boom

141

Michael Lewis on What “The Big Short” Taught Us - 15 Years Later

142

Nestle’s New CEO Cuts 16k Jobs, Plus A Timber Merger and Banking Jitters

143

Andrew Ross Sorkin on the 1929 Market Crash and Parallels to Today

144

JPMorgan’s $10B Investment in America & Consumer Taste for Domino’s

145

Is This A Watershed Moment for the Fed? With Danielle DiMartino Booth

146

Anthony “The Mooch” Scaramucci on Hedge Funds in the Age of AI

147

Can Pepsi’s CEO Turn It Around? & Delta Flies High

148

The Meme ETF Is Back! & Why Your Local Bank Is Scaling Up

149

Polymarket Joins NYSE’s Family & Why Beer Stocks Aren’t Shining

150

Does OpenAI’s AMD Deal Signal a Bubble? & Who Is Watching “Prediction Markets”

151

Why Spotify is Trying Two CEOs & Data Centers Demystified with Wes Cummins

152

Amazon is Going After Grocery & Inside Corporate Venture with Sally Shin

153

Turning Around: Can Nike Just Do It? & Gold Hits Another Record-High

154

Inside Pfizer’s White House Deal & Why Etsy's ChatGPT Sync Up Changes the Game

155

Why the Markets Don't (Yet) Care About a Govt Shutdown & Is Costco Overvalued?

156

How Steve Aoki Discovers the Next Thing in Music and Investing

157

Bumble CEO Embraces AI & Starbucks: Is Today’s $1 Billion Move Enough?

158

Boeing Integrates Palantir’s AI and A Major Real Estate Merger

159

Lucid CEO Joins on EVs, NikeSKIMS is Coming & NASDAQ: Our Day Onsite

160

TikTok & Fox: A New War for Social? Plus Reddit’s AI Might & Gold’s New High

161

Hot Stocks with Dan Ives and His AI Revolution ETF

162

PayPal Partners With Alphabet & Inside the Fed: Who Votes?

163

The Fed Rallies Around Rate Cut and Lyft’s CEO in the Spotlight

164

Why Exxon Is Wooing Retail Investors & Luckin Coffee Comes For Starbucks

165

Why StubHub Risks A Chill in a Hot IPO Market & Opendoor’s New Team

166

Why Rent The Runway is Out of Time & Gemini: Doubling Up on NASDAQ

167

Rupert Murdoch Locks Down His Legacy & Potbelly: This Week’s Merger Moment

168

Starbucks CEO’s First Year & Who Wins As Uber Links Up With Blade?

169

Opendoor: Meme Stock or Misunderstood? A Debate with Eric Jackson

170

SpaceX Buys Spectrum: Deal Quirks Unveiled & Robinhood’s S&P 500 Adulting

171

Leverage: Musk’s Trillion Dollar Deal & American Eagle Beyond The Ads

172

Figma Stock’s Mysterious Lock-Up & Why Salesforce Can’t Catch A Break

173

Petco Woos Pet Parents and The Irony: AI Threat Saves Google’s Chrome

174

Why Spirit Airlines’ Bankruptcy May Spark Mergers & Kraft Heinz Splits

175

Kevin O’Leary on a U.S. Sovereign Wealth Fund and Elon Musk

176

Trade School Stocks Defy AI & Urban Outfitters Beats Rent The Runway

177

Uber Goes Back to Basics and Dick’s Foot Locker Merger Approved

178

Williams Sonoma Is Winning and Why Warren Buffett Derailed Train Deal Rumors

179

Spectrum Wars: AT&T, EchoStar & Musk plus Figma Falls and Quantum News

180

Keurig Dr Pepper $18B Coffee Deal & the USA Invests in Intel

181

Zoom Zooms Up, Intuit’s Human Touch & Powell’s Ambiguous Speech

182

What is Walmart's Hidden Gem & ESPN Builds on New Streaming Service

183

Can A New CEO Save Target? Plus: Amazon Will Sell Hertz's Used Cars

184

Intel Gets $2B Lifeline from SoftBank & Best Buy Launches a Marketplace

185

What Ulta Breakup Means for Target & Soho House Goes Private in $2.7B Deal

186

Introducing Brew Markets