Episode · Brew Markets
Senate Blocks Crypto Bill & Dave and Buster’s Joyless Quarter
15 Sep 2026 · 25 min
Episode notes
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…
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Brew Markets
Morning Brew · Business · English
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.
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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:…
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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…
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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…
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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…
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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…
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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:…
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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…
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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:…
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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…
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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…
