AI Reshapes the C-Suite & Housing Meets the Open Road
Brew Markets
How Middle East Tensions Affect Housing Demand
Ann Berry explains links between oil, inflation expectations, mortgage rates, and buyer sentiment affecting affordability.
Episode 152: Today, Ann breaks down a shift in corporate America as some C-suite leaders step aside for AI-savvy successors. Then, we dive into earnings from KB Home and Winnebago to discuss how geopolitical tensions may be weighing on demand for homes, including those that are mobile. Finally, Snapchat faces regulatory pressure in Europe, Henkel moves to acquire haircare brand Olaplex and Diageo sells its IPL cricket team.
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
Follow Ann Berry on social:
Instagram: instagram.com/annberry_nyc
X: x.com/AnnBerry_NYC
Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee
Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets
Stocks mentioned:
$ADBE $KO $WMT
$WGO $KBH
$SNAP $OLPX $HENKY $DEO
Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
Learn more about GDX at vaneck.com/BrewGDX
Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. Past performance is no guarantee of future results.
An investment in the VanEck Gold Miners ETF (“GDX,” or the “Fund”) involves risks, including those related to gold and silver mining companies; Canadian, Australian, and African issuers; foreign and emerging market securities; foreign currency; depositary receipts; small- and mid-cap companies; and equity securities. Additional risks include market, operational, index tracking, authorized participant concentration, lack of an active trading market, trading issues, passive management, fund share trading, premiums/discounts, liquidity, non-diversification, and index-related concentration, all of which could adversely affect the Fund. Emerging market and foreign issuers may face political, economic, regulatory, repatriation, currency, operational, settlement, and disclosure risks. Small- and mid-cap companies may involve elevated risks.
© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.
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
The AI-powered Podcast Player
