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Episode 296: Today, John and Hanna break down Netflix’s Q3 earnings and why shares are falling despite positive headline numbers. Plus, the bigger problem facing the streaming giant. Then, we turn to the macro picture, exploring the growing competition for the same pool of money – and who ultimately gets the cash. Finally, we round up the latest market headlines, including why AT&T shares are plunging despite beating earnings estimates, Elon Musk’s comments on a potential SpaceX-Tesla merger, and Abbott Laboratories’ plans to spin off its embattled nutrition business. Visit schwab.com/trading www.brewmarkets.com  Join us at the Unshaken Investor Event! Get your tickets here https://www.brewmarkets.com/events/the-unshaken-investor 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 295: Today, John and Emily break down the state of the U.S. housing market and why luxury homes are booming while the starter and middle markets are stalling. Then, we dive into Hasbro's earnings, the magic behind one of its biggest assets, and why the toy giant is leaving Rhode Island after more than a century. We also unpack 3M's earnings and its expanded data center partnership with Amazon. Plus, we round up the latest market headlines, including MSG Sport's upcoming split, Best Buy's push into gaming, Amazon's holiday hiring spree, Salesforce's acquisition of Braze and why shares of South Korea's Elice Group plunged in their market debut. Visit Schwab.com/FinancialDecoder Join us at the Unshaken Investor Event! Get your tickets here https://www.brewmarkets.com/events/the-unshaken-investor 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 294: Today, John and Emily break down Elon Musk’s plan to give American kids shares of SpaceX… and the renewed speculation about a potential SpaceX-Tesla merger. Then, we dig into J.B. Hunt’s earnings and how rising fuel and labor costs are squeezing the trucking giant. We also unpack results from steelmaker Cleveland-Cliffs and examine how tariffs are providing a boost to its business. Finally, we round up the latest market headlines, including Merck Group’s acquisition of Silence Therapeutics, Unilever’s decision to sell its colorful bandage brand Welly, and the New York Stock Exchange’s push toward extended trading hours. 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 293: Bumble goes private! ...at a fraction of its original valuation. Today, John and Hanna discuss the deal, what caused Bumble’s decline in value and how it reflects the larger dating app ecosystem.Then we head back to the analyst disco, breaking down why Crocs and Texas Roadhouse both scored analyst upgrades. 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 292: Today, John and Emily break down the latest wave of AI jitters rattling the market and why TSMC and CoreWeave are feeling the pressure. Then, we switch lanes to unpack Penske Automotive Group’s decision to go private. Also: we dive into earnings from staffing giant ManpowerGroup and explore how AI is making the hiring process both more efficient and more complicated. Finally, we round up the latest market headlines, including September’s PPI report, Lyft’s push into chauffeur services, Rocket Lab’s stock plunge and what Anthropic’s third-quarter results reveal. 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 291: Today, John and Emily break down why Bank of America was slapped with a $1.2 billion fine by the U.S. Treasury. Then, we unpack the legal battle brewing between grocery giants Albertsons and Kroger. We also take a look at steel coating company AZZ and how industrial projects and power grid investments helped fuel its record earnings. Finally, we round up the latest market headlines, including Netflix’s sweeping layoffs, Anthropic’s talks with prospective investors and Berkshire Hathaway’s fresh investment in Bending Spoons.  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 290: Today, John and Hanna break down earnings from Wall Street’s biggest banks — including JPMorgan, Goldman Sachs, Citi and Wells Fargo — and explain why market volatility is proving surprisingly profitable for some. Then, they zoom out to the broader economy to ask if growth can continue as borrowing costs climb higher. Plus, SpaceX is making a push into the mobile market – and Wall Street is divided over what that means for traditional telecom giants. Finally, we round up the latest market headlines, including Apple’s new smart home lineup, a sell-off in Six Flags shares, Domino’s earnings and Starbucks shutting down rumors of a Chipotle takeover. 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 289: When did Halloween become a four-month-long holiday? Today, John is joined by Stacy Taffet, Chief Growth and Marketing Officer at The Hershey Company, to unpack how Halloween became a nearly billion-dollar season for the candy giant. They also discuss why the rise of GLP-1s could be a tailwind for parts of Hershey's business and what's driving its expansion into salty snacks. Plus, they delve into the new Hershey movie hitting theaters next month – and reveal what candy Stacy will be handing out this Halloween! 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 288: Today, John and Hanna dive into the world of brand collabs to explore why they’re suddenly everywhere – and whether they actually move the needle on the bottom line. Then, we unpack Levi’s latest earnings and ask whether the '90s nostalgia craze is translating into sales for the denim giant. Finally, we hit the analyst disco, breaking down why Harley-Davidson just scored an upgrade while Sphere Entertainment was hit with a downgrade. 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 287: Stocks are rallying, but the bond market isn't sharing the enthusiasm. Today, John and Hanna unpack what this disconnect tells us about the economy. Then, we dig into PepsiCo's latest earnings and why the snack and beverage giant is struggling to win over North American consumers. Meanwhile, Uniqlo's parent company, Fast Retailing, is taking America by storm – and it's showing up in the numbers. Finally, we round out the show with a few market headlines, including Amazon's new Alexa tablet, Microsoft's Nvidia-powered computer and Starbucks' reportedly eyeing Chipotle. 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 286: Today, John and Emily unpack earnings from Modelo and Corona parent Constellation Brands – and discuss why there’s more to the story than its strong topline sales number. Then, they dig into who’s actually involved in building Elon Musk’s massive Terafab facility – and where Intel and TSMC fit into the picture. Also, Flutter Entertainment has had a tough year. Can a bullish call from Citi help the floundering stock? Finally, we unpack a few market headlines including why Webull shares dropped 20% and earnings from Penguin Solutions. 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 285: Today, John and Emily discuss Uber’s plan to buy catering company ezCater for $2.3 billion – and how the rideshare giant is continuing its push to become an “everything app.” Then, we dig into earnings from frozen potato giant Lamb Weston and what its latest quarter tells us about the appetite for fries. Also, Amazon just landed a six-year deal to become the exclusive global home of the Emmy Awards – we analyze the move. Finally, we spin through a few market headlines, including Paramount officially closing its merger with Warner Bros. Discovery and why memory maker Seagate’s stock is falling. 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 284: Today, John and Kaila dive into Tesla’s latest delivery numbers and what they tell us about the broader EV market. Then, we unpack why Brazilian stocks are surging after a surprise first-round election result. Also: has memory supply finally caught up with AI demand? We dig into Micron’s latest numbers. Finally, we spin through two Merger Monday headlines: C.H. Robinson’s buyout of RXO and GE HealthCare’s plan to acquire SOFIE Biosciences. Visit Schwab.com/trading Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast 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 283: Today, John and Hanna review the latest earnings from Vail Resorts.  Winter passes and skier volume are down, but is it weather or high prices?  Then we explore the economy built around the superfan.  Are you one?  I am not.  But a ladder of increasingly premium options is being built for those who are.  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 282: Today, John and Hanna explore the disconnect of an economy that is holding up pretty well on paper… and the feeling that Americans seem to hate it.  Then we explore why despite cooling inflation and a likely-deferred rate hike, 10-year U.S. Treasury yields just hit a generational high.  Next, Paramount takes on a new co-CEO and debt and a naming challenge. Finally, we explore the announced spin out of the Knicks and the Rangers from MSGS and which new Nike shoe sold out today in just 2 hours! 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