Podcast · Business

Brew Markets

by Morning Brew · English · Business

Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by John Crotteau and Hanna Horvath, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.

New episodes: Daily
Typical length: 25 min
Latest: 7 Oct 2026
Language: English

Latest episode

7 Oct 2026 · 20 minNew

FanDuel’s Losing Streak & Beer Bounces Back

Episode 286: Today, John and Emily unpack earnings from Modelo and Corona parent Constellation Brands – and discuss why there’s more to the story than its strong topline sales number. Then, they dig into who’s actually involved in building Elon Musk’s massive Terafab facility – and where Intel and TSMC fit into the picture. Also, Flutter Entertainment has had a tough year. Can a bullish call from Citi help the floundering stock? Finally, we unpack a few market headlines including why Webull shares dropped 20% and earnings from Penguin Solutions. Visit Schwab.com/FinancialDecoder…

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Earlier episodes 29 most recent

6 Oct 2026 · 22 minNew

Uber’s Catering Push & Who Produces Your Fast Food Fries?

Episode 285: Today, John and Emily discuss Uber’s plan to buy catering company ezCater for $2.3 billion – and how the rideshare giant is continuing its push to become an “everything app.” Then, we dig into earnings from frozen potato giant Lamb Weston and what its latest quarter tells us about the appetite for fries. Also, Amazon just landed a six-year deal to become the exclusive global home of the Emmy Awards – we analyze the move. Finally, we spin through a few market headlines, including Paramount officially closing its merger with Warner Bros. Discovery and why memory maker Seagate’s…
5 Oct 2026 · 22 minNew

Brazil’s Election Rally & Are EVs Back?

Episode 284: Today, John and Kaila dive into Tesla’s latest delivery numbers and what they tell us about the broader EV market. Then, we unpack why Brazilian stocks are surging after a surprise first-round election result. Also: has memory supply finally caught up with AI demand? We dig into Micron’s latest numbers. Finally, we spin through two Merger Monday headlines: C.H. Robinson’s buyout of RXO and GE HealthCare’s plan to acquire SOFIE Biosciences. Visit Schwab.com/trading Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the…
2 Oct 2026 · 19 min

Vail Earnings Slope Down & The Superfan Economy

Episode 283: Today, John and Hanna review the latest earnings from Vail Resorts. Winter passes and skier volume are down, but is it weather or high prices? Then we explore the economy built around the superfan. Are you one? I am not. But a ladder of increasingly premium options is being built for those who are. Visit Schwab.com/FinancialDecoder 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 Listen to Brew Markets…
1 Oct 2026 · 26 min

Paramount’s New Co-CEOs & Why Treasury Yields Hit 24-Year Highs

Episode 282: Today, John and Hanna explore the disconnect of an economy that is holding up pretty well on paper… and the feeling that Americans seem to hate it. Then we explore why despite cooling inflation and a likely-deferred rate hike, 10-year U.S. Treasury yields just hit a generational high. Next, Paramount takes on a new co-CEO and debt and a naming challenge. Finally, we explore the announced spin out of the Knicks and the Rangers from MSGS and which new Nike shoe sold out today in just 2 hours! Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets…
30 Sep 2026 · 22 min

Inflation Cools & The Egg Boom Busts

Episode 281: Today, John and Emily review the latest government data that showed cooling inflation - and ask what it portends for the Fed. We also dig into earnings out of food giant Conagra: higher gas prices = fewer Slim Jims sold. Plus we explore why shares of America’s biggest egg producer dropped today. Finally, Leslie Pools declares bankruptcy and a Paramount poach leads to entertainment company leadership musical chairs. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on…
29 Sep 2026 · 22 min

Oura Ring Pauses IPO & Netflix’s “Worrying” Engagement

Episode 280: Today, John and Emily explore why shares in FICO plummeted today as the near-monopoly credit score company gets more direct competition. Then we discuss Oura Ring putting its planned IPO on ice… and the details coming out from Anthropic’s IPO prospectus. Later: does Netflix have an engagement problem? Finally, we dig into earnings results from CarMax and Carnival Cruise Lines… turns out the American vacation is sacrosanct! Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets…
28 Sep 2026 · 22 min

Meta Poaches A Rival CEO & Costco’s Membership Problem

Episode 279: Today, John and Emily kick things off by exploring Meta’s new Enterprise segment and the silicon valley veteran they poached to run it. Then we look at the latest earnings out of Costco and the unique membership situation analysts are following. Plus an update on the unusual takeover dance happening between MGM and Barry Diller’s People. Inc. Finally, a spin through the headlines including NVIDIA’s share buyback and SpaceX’s successful launch. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...…
25 Sep 2026 · 26 min

Tokenizing Stocks & The Billion-Dollar Battle for Your Dashboard

Episode 278: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Dylan dives into Robinhood’s plans to tokenize stocks and why AMC’s CEO is publicly pushing back. Then, Hanna explores how the rapidly aging U.S. population – combined with falling birth rates and lower immigration – could soon impact economic growth. And finally, John drives into the weekend with a look at the hidden revenue streams that come after an initial sale of a car – and why companies are battling for control of the dashboard. Visit Schwab.com/FinancialDecoder…
24 Sep 2026 · 22 min

Oracle Plays Defense & Diller Folds on MGM

Episode 277: Today, Dylan and Hanna kick things off with a look at macro, diving into yields, the housing market and mortgage rates – and how they’re all intertwined. Then, we unpack why Barry Diller backed out of his MGM takeover plans and take a broader look at the Vegas economy. Also: Oracle just took steps to protect itself from Project Jupiter, the massive New Mexico data-center project being developed by Blue Owl. We unpack what the move reveals about the increasingly circular nature of the AI economy. Finally, John runs through the closing numbers and brings us a quick headline on why…
23 Sep 2026 · 23 min

McDonald’s Investor Pitch & Royal Caribbean Lands on Sandals

Episode 276: Today, Dylan and Hanna bring us the details from McDonald’s Investor Day – including how Wall Street is reacting to its refresh strategy and whether the fast-food chain can get investors back on board. Then, we cruise into Royal Caribbean’s deal to buy a 50% stake in Sandals and Beaches Resorts and unpack why the cruise operator is expanding from sea to land. Next, we delve into the latest AI-related IPO: data center company NScale. We get into the numbers and discuss how much of the company’s growth is being driven by just a few big names. Finally, John spins through the market…
22 Sep 2026 · 24 min

Meta’s New Muse & Paramount Cleared to Buy Warner Bros.

Episode 276: Today, Dylan and John dive into Meta’s AI strategy with its Muse agent and how it could unlock a new revenue stream for the tech giant. Then, Paramount just cleared a major hurdle in its $110 billion takeover of Warner Bros. Discovery. We unpack the antitrust settlement the entertainment giant reached with 12 states. Also: California Governor Gavin Newsom is hoping a higher-ethanol gas blend will help combat soaring gas prices – we explore the reality. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter:…
21 Sep 2026 · 26 min

Novo's Next Act & What Happened to Nike?

Episode 274: Novo Nordisk is entering its next act. Today, Dylan and John discuss the drugmaker’s pivot and how it plans to expand beyond the weight-loss market. Then, Nike just got booted from the S&P 100. We unpack how it lost nearly 80% of its market value along the way. Also – SoftBank just launched the largest corporate bond issuance in Japanese history. We delve into what it has to do with AI. And finally, a spin through today’s headlines, including an update on the Paramount-Warner Bros. deal, how Meta’s Muse AI agent is moving markets and Washington’s deal with Greenland. Visit…
18 Sep 2026 · 29 min

Fashion’s Dupe Problem & Matthew Rhys Economy

Episode 273: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Hanna looks at how the rise of dupes and increasingly selective consumers is squeezing fashion brands. Then, John reports back from the Brooklyn Bridge Marina, where he spoke with Brunswick’s CEO about the boating business – and caught up with Emmy-winning actor and boating enthusiast Matthew Rhys. Finally, Dylan breaks down BlackRock’s plans to bring more pension-like offerings to 401(k) plans. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew…
17 Sep 2026 · 26 min

Nuclear Cools on AI Jitters & Supertanker Demand Spikes

Episode 272: Today, Dylan and Hanna discuss nuclear company Holtec's decision to pull its IPO amid what it called a "perfect storm" in the AI sector. Then, we examine the oil market's wild swings and break down which sectors are winning and losing from the volatility. John also brings us a listener question, and we look at the business behind Take-Two Interactive ahead of GTA 6's November launch. And finally, Mastercard just introduced a new feature that could let AI agents shop for users. We dive into the details and ask whether consumers actually want AI checking out on their behalf. Visit…
16 Sep 2026 · 29 min

Fed’s Unanimous Rate Hike & Jewelry Sales Shine

Episode 271: Today, it’s Fed decision day! Dylan and Hanna discuss the Federal Reserve’s latest rate decision, what drove it, and what Fed Chair Kevin Warsh is telling us about the path ahead. Then, we take a deeper look at the relationship between interest rates and the stock market. Next, we pivot to tech and examine Bending Spoons’ acquisition strategy through its latest purchase of digital workspace Miro. And finally, consumers are leaning into bling! We break down why jewelry is outperforming, even as shoppers get more selective about discretionary spending. Visit…
15 Sep 2026 · 26 min

Senate Blocks Crypto Bill & Dave and Buster’s Joyless Quarter

Episode 270: Today, the CLARITY Act failed to advance in the Senate – Dylan and Hanna break down what the setback means for the bill and discuss what the legislation is actually trying to accomplish. Then, Bank of America’s CEO is warning that investment banking activity is slowing, just one quarter after big banks posted record growth. What does that tell us about the broader industry? We also dig into the housing affordability crisis and ask whether high mortgage rates are the new normal. Finally, Dave & Buster’s reported earnings, and John brings us the latest on why the stock is…
14 Sep 2026 · 25 min

AI Warnings Grow & Canada Courts International Investors

Episode 269: Today, Dylan and Hanna discuss the growing warnings about AI, a blog post from Anthropic’s CEO, and how companies are responding. Then, Mark Carney is pitching Canada to global investors – will it work? Also, John answers a listener's question about Kratos Defense and explains why drone stocks haven’t taken off this year. Finally, the US Open just wrapped up, so we break down the business behind the tennis tournament – including the fan-favorite Honey Deuce. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter:…
11 Sep 2026 · 30 min

The New Shape of the U.S. Economy & Private Equity’s NFL Play

Episode 268: What shape is the economy? Today, Dylan and Hanna break down the alphabet soup of economic narratives – from the K-shaped economy to Treasury Secretary Scott Bessent’s new addition to the mix: the C-shaped economy. Then, as NFL season kicks off, we look at private equity’s growing role in the league and why investment firms are so interested in owning a piece of America’s sports franchises. Finally, John wraps up the week with a game of “Overheard on Earnings,” as Dylan and Hanna try to match the quote to the company executive. Visit Schwab.com/FinancialDecoder…
10 Sep 2026 · 22 min

Gen Z Goes Shopping & Treasury Triples Buyback Plans

Episode 267: Today, Dylan and Hanna discuss why shares of Cooper Companies, the parent company of contact lens brands like Proclear and Biofinity, are tumbling. Then, they dive into earnings from Macy’s and American Eagle Outfitters and ask whether the American mall is making a comeback. Finally, the U.S. Treasury announced plans for a $6 billion bond buyback – and we break down the market reaction. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram:…
9 Sep 2026 · 24 min

Apple Joins the Fold & Casey’s Consumer Check

Episode 266: Today, Hanna and Dylan dive into Apple’s first event under new CEO John Ternus and the launch of its foldable phone – the iPhone Duo. Then, they break down GE Aerospace’s acquisition of Consolidated Precision Products and how the AI boom is driving demand for gas turbines. Also, we unpack how Chime is buying its way into becoming an actual bank with its latest acquisition. Finally, they discuss earnings from Casey’s – the self-proclaimed “Official Pizza and Beer Headquarters” – and why the stock is tumbling despite a quarterly earnings beat. Visit Schwab.com/FinancialDecoder…
8 Sep 2026 · 28 min

Canada’s Tariffs Take Effect & Summer Box Office Boom

Episode 265: Today, Hanna and Dylan are back after the long weekend, with gas prices hitting a record high for the holiday and Canada’s retaliatory tariffs taking effect. Plus, what it could all mean for the Fed’s upcoming meeting. Then, we take a look at smart-ring maker Oura Health’s IPO filing and what the numbers reveal about the business. Also, Novartis’ stock dropped after another late-stage trial setback, adding to its recent pipeline struggles. Finally, the summer box office officially wrapped over Labor Day weekend with record-setting numbers at American theaters. So, we ask: Are…
4 Sep 2026 · 27 min

El Niño Hits Business & Robotaxi Race Accelerates

Episode 264: The Vanguard 500 turns 50! Dylan and Hanna look back at the history of the first index fund for individual investors and discuss how it transformed the way people invest. Then, we pivot to the weather and break down how the El Niño developing over the Pacific Ocean could impact everything from tinned fish to AI data centers. Finally, it’s been a busy week in the robotaxi world – and John brings us the latest developments as the race to hit the roads accelerates. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter:…
3 Sep 2026 · 23 min

NVIDIA Embraces Hugging Face & Victoria’s Secret Struggles

Episode 263: Today, Dylan and Hanna discuss how NVIDIA is expanding its AI foothold with its nearly $13 billion acquisition of Hugging Face. Then, they break down Campbell’s earnings, including why snack sales are tumbling. Also: Can Victoria’s Secret bring sexy back? Investors aren’t so sure – we unpack why. Finally, Google avoids a breakup of its ad business. We break down the case, the market reaction and what it could signal for the broader Big Tech antitrust fight. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter:…
2 Sep 2026 · 26 min

Dell’s AI Server Demand Surges & Chevron’s Venezuela Expansion

Episode 262: Today, Hanna and Dylan dive into Dell’s blockbuster, AI-fueled earnings report and discuss where the computer industry fits into the AI ecosystem. Then, they unpack Chevron’s plan to invest more than $7 billion in its Venezuela operations over the next five years – and what it says about the expanding U.S. presence in the country. Also, they break down the copper rally, what’s fueling it, and the role data centers are playing. Finally, with the launch of Dyson’s $500 toothbrush, they delve into the growing wellness-tech industry and ask: How much health data do consumers…
1 Sep 2026 · 25 min

FTC Sues Amazon & Shein (Finally) Goes Public

Episode 261: Today, Hanna and Dylan delve into the FTC’s lawsuit against Amazon, which accuses the retail giant of running a “secret ad surcharge scheme.” Then, they discuss Shein’s IPO and why the fast-fashion retailer, once valued at $100 billion, went public at just a quarter of that valuation. Also, we examine the rise of the live-shopping economy, which has helped companies like Whatnot double their valuations in less than a year. Finally, we get into all things bond markets – and what’s behind the recent global turmoil. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to…
31 Aug 2026 · 21 min

Tim Cook’s Apple Legacy & Utilities’ Wildfire Responsibility

Episode 260: Today, we welcome Hanna Horvath and Dylan Lewis to the host seats! On Tim Cook’s last day as Apple CEO, we look back at his tenure and the challenges facing his successor, John Ternus. Then, we unpack why utility stocks are tumbling – and what Governor Gavin Newsom and an ongoing legislative battle in California have to do with it. We also go inside Aon’s $17 billion deal to buy insurance brokerage USI from KKR. Finally, we break down the key takeaways from Fed Chair Kevin Warsh’s latest statement and what investors should be watching next. Visit: Aflac.com/BrewMarkets…
28 Aug 2026 · 47 min

The Business of Owning a Sports Team (ft. Orioles Owner David Rubenstein)

Episode 259: What does owning a sports team actually involve – and can they be run like regular businesses? Today, Ann sits down with David Rubenstein, owner of the Baltimore Orioles and co-founder of the Carlyle Group ahead of the release of his new book, “Inside the Owner’s Box.” They unpack the soaring valuations of sports franchises, the rise of private equity and startup leagues, and why David believes ownership is about more than making money. Plus, David discusses his commitment to Baltimore and what he calls “patriotic philanthropy.” Finally, Ann gives more details on her next steps.…
27 Aug 2026 · 29 min

NVIDIA’s Hidden Venture Fund & Lucky Strike + Show Announcement

Episode 258: Today, Ann breaks down yet another blockbuster quarter from NVIDIA and why its nearly $48 billion worth of private-company investments caught our attention. Then, we spin through market headlines, including earnings from Dollar Tree, Dollar General, Okta and Salesforce, plus why Wendy’s shares are sliding. We hit the lanes with Lucky Strike and unpack its push to reinvent bowling for a younger generation – and whether the strategy is paying off. Finally, we announce big changes coming to the Brew Markets Daily show. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe…
26 Aug 2026 · 26 min

Meta’s Addiction Case Settlement & Tracking Tariffs

Episode 257: Today, Ann explores Meta’s $16.7 billion settlement in the landmark trial over teen social media addiction – and the changes coming to how teens can use its apps. Then, we spin through market headlines, including earnings from J.M. Smucker, Bath & Body Works and Abercrombie & Fitch, plus the cyberattack sending Boston Scientific shares sliding. Finally, from where tariff refunds are showing up in corporate earnings to the escalating trade war between the U.S. and Canada – we delve into the world of tariffs. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the…

About Brew Markets

Brew Markets is a English business podcast from Morning Brew. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Morning Brew
Language: English
Category: Business
New episodes: Daily
Typical length: 25 min
Latest episode: 7 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1833544764

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