Brew Markets

Episode 215: Today, we step back from the headlines to explore one of the biggest questions in business: How does an industry leader stay on top when the world changes around it? With retailers like Macy's, Victoria's Secret and Lululemon all working to reinvent themselves… or rekindle what worked previously… we look back at the company that once defined American retail: Sears. At its peak, Sears was the Amazon of its era, reaching two-thirds of American households every quarter before ultimately fading into irrelevance. John sits down with Jacob Goldstein – former Planet Money co-host and host of Business History and What's Your Problem – to unpack Sears' rise and fall, why Walmart was better positioned for the next wave of disruption and what that history reveals about today's battle between Amazon, Walmart and Costco. 

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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
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Episode 214: Today, we survey Micron's blockbuster earnings, what they reveal about the next phase of the AI buildout and the ripple effect being felt in consumer product prices. Then, we spin through the headlines moving markets – including today's inflation report and what it could mean for the Fed's next rate decision. Plus: earnings from Darden Restaurants and BlackBerry. Finally, it's Prime Day... and Alexa wants to help you shop. We welcome Daniel Rausch, Vice President of Alexa and Echo at Amazon, to discuss Alexa's AI-era upgrades, how consumers are responding... and whether Alexa is really always listening.

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Stocks mentioned:

$MU $AAPL $MSFT $BB $DRI $AMZN

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

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Episode 213: Today, we survey a new partnership between Tesla, Sunrun Solar and Renew Home that aims to turn millions of American homes into a single, massive virtual power plant. Then, we spin through the headlines moving markets – including earnings from KB Home and FedEx, Germany scrapping its warship project, Wendy's meme-stock moment and Alphabet's addition to the Dow Jones Industrial Average. Finally, it's “Goal or Red Card?” We shine a light on the stocks getting a World Cup boost - and those getting the boot.

Visit: Aflac.com/BrewMarkets

www.brewmarkets.com 

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Stocks mentioned:

$TSLA $RUN $FDX $GOOG $KBH $WEN $STUB $FOX $COKE $NKE $BUD $DKNG

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

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Episode 212: Today, we explore the global factors that precipitated today’s tech sell-off and which chip stocks to keep an eye on this week. Then, we spin through the headlines moving markets, including Walmart's acquisition of Vibe.co, earnings from Carnival Cruises and Domino's announcement of a new CEO. Finally, it's Money Mover day – and we're looking for insight into what is happening with Bitcoin Ann welcomes Les Borsai, Co-Founder of Wave, an SEC-registered investment adviser focused on digital assets. They discuss how institutional investors could reshape the industry, what's driving the recent volatility and why the CLARITY Act keeps running into roadblocks in Congress.

Visit: Aflac.com/BrewMarkets

www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

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Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Stocks mentioned:

$ $WMT $CCL $DPZ $BTC $AMD $INTC $AVGO $NVDA $SNDK $WDC $MU $STX

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
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Episode 211: Today, John digs into why pharma giant AbbVie is writing a $10.9 billion check for a clinical-stage company with no approved drugs and no product revenue - and why the “patent cliff” is forcing drugmakers to shop early. Then we take a spin through the headlines - including Getty’s deal with OpenAI and UPS’s investment in their cold chain logistics network. Next, we play a round of Overheard on Earnings with Morning Brew Daily’s Neal Freyman… you can play along… you might score higher than Neal. Finally, we remember former Fed Chair, Alan Greenspan.

Visit: Aflac.com/BrewMarkets

www.brewmarkets.com

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

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Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Stocks mentioned:

$ABBV $APGE $GETY $UPS $GOOGL $JNJ $REGN

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
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