Starbucks CEO’s First Year & Who Wins As Uber Links Up With Blade?
Episode 18: Welcome to Brew Markets. Today, Ann digs into Uber’s partnership with Joby Aviation to take its Blade helicopter services on-demand - and unveils some hidden winners from the deal. Then, we take the back-to-school vibe to Starbucks, to grade CEO Brian Niccol’s performance on his one year anniversary at the coffee giant. Finally, Ann jargon busts the VIX, aka the “fear gauge”, and we wrap with a selection of the day’s market movers.
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00:00 Welcome to Brew Markets Daily
00:00 $UBER & $JOBY HIDDEN WINNERS
00:00 GRADING $SBUX CEO
00:00 What is the “Fear Index”?
00:00 Market Close
00:00 Final Thought
00:00 Credits
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.
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Opendoor: Meme Stock or Misunderstood? A Debate with Eric Jackson
Episode 17: Welcome to Brew Markets. Today, Ann hones in on Opendoor Technologies - is it a meme stock or just misunderstood? She unpacks how institutions have moved to rate the volatile stock to a hold or sell, with price targets below $2. Then, she interviews Eric Jackson of EMJ Capital on why he believes retail investors could look to a thesis supporting an $82 valuation instead.
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00:00 Welcome to Brew Markets Daily
00:31 $OPEN For Debate
05:45 Eric Jackson Joins
24:14 Market Close
25:02 Final Thought
25:43 Credits
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.
Episode 16: Welcome to Brew Markets. Today, Ann breaks down what Robinhood’s entry into the S&P 500 - or what she calls stocks’ Team USA - symbolizes for the market. Then we go through SpaceX’s $17 billion purchase of spectrum from EchoStar and why it’s setting the stage for a new chapter in mobile communications. Plus, jargon-busting the “probability” of a Fed rate cut and what Klarna’s upcoming IPO may signal about the appetite for tech stocks.
For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets
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00:00 Welcome to Brew Markets Daily
00:33 $HOOD Joins the Mainstream
05:51 $SATS Sells to SpaceX
11:05 What is the Probability of a Rate Cut
15:11 Market Close
15:55 Final Thought
00:00 Credits
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.
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Leverage: Musk’s Trillion Dollar Deal & American Eagle Beyond The Ads
Episode 15: Welcome to Brew Markets. Today, Ann explores the trillion dollar pay package that Tesla’s proposed for Elon Musk - will it set a precedent for other key man CEOs? Then Ann busts through American Eagle’s 38% share price jump to study its financials with cold, hard math. Finally, Ann walks us through how ADRs let US investors buy stocks overseas, with closing thoughts on Goldman Sachs investing in T. Rowe Price and what that means for alternative assets.
For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets
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00:00 Welcome To Brew Markets Daily
00:23 Musk’s $1T Pay Package ($TSLA)
04:30 Inside American Eagle’s Earnings ($AEO)
07:52 What Is An ADR?
11:56 Markets
13:02 Final Thought - Goldman Sachs investing in T. Rowe Price
15:20 Credits
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.
As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here.
Episode 14: Welcome to Brew Markets. Today, Ann explores if the market is too impatient for AI pivots by Salesforce and other software OGs. Then, we explain what a stock lock-up is and why long-time Figma investors would sign up to extend one, despite a flashy IPO. Finally, Ann explains what happens to your shares in a public company when it goes private.
For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets
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00:00 WELCOME TO BREW MARKETS DAILY
00:29 $CRM: CASH OR GROWTH?
05:09 $FIG STAYS LOCKED-UP
12:10 GOING PRIVATE - WHAT HAPPENS?
15:11 MARKET CLOSE
16:27 FINAL THOUGHT - CONGRESS
18:06 CREDITS
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.
Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by Ann Berry, an investor, board member and former CEO, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.