Brew Markets

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 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 Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 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 Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 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 Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 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 Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 plunging. 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 Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices