Brew Markets

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

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

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 a

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 pitchi

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

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, the

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 G

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.

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 p

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 Campbel

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

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 disc

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

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 Balti

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.

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

The Treasury vs. Fed & Foot Locker Stumbles

Episode 256: Today, Ann is joined by economist and Fed expert Danielle DiMartino Booth to discuss the Treasury’s buyback plan and what she’s watching for at the Jackson H

The Global Reach of Iran Sanctions & Royal Caribbean’s Premium Push

Episode 255: Today, Ann breaks down the Trump administration’s plan to expand economic pressure on Tehran – and why the latest wave of sanctions could have consequences f

Why Prudential is Shrinking to Grow (ft. CFO Yanela Frias)

Episode 254: Prudential Financial, the 150-year-old insurance OG, is in the midst of a strategic pivot as it works to reshape its business. For insight into the transform

Walmart’s Warning Sign & Unusual AI Data Sources

Episode 253: Today, Ann dives into Walmart’s latest earnings – and unpacks what the retail bellwether’s rare sales miss tells us about the state of the consumer. Then, we