Brew Markets

They unpack the so‑called Walmart recession signal and other economic warning signs tied to consumer behavior and market volatility. They dive into a massive $65B sauces and spices tie‑up that reshapes food and beverage M&A. They cover activist pressure at a major social app and a new subscription plan from a leading weight‑loss drug maker.

A deep dive into a potential mega-merger that would pair Absolut with Jack Daniel’s and shake up global booze market dynamics. A major food distributor’s $29B takeover sparks investor backlash and strategy debates. Quick hits on a big insider stock buy and fresh airline moves including leadership changes and new baggage fees.

Jon McNeil, former President of Tesla and founder of DVX Ventures, shares his five-step playbook for scaling companies. He tells stories about manual-first processes, why automating too early can fail, and lessons from Tesla, Amazon, and DoorDash. He also discusses building operator-focused teams, thematic ETFs, and negotiating in China.

A look at C-suite shakeups as companies seek AI-savvy leaders. Coverage of KB Home and Winnebago earnings and how geopolitical tensions may be denting housing demand. A rundown of regulatory scrutiny for Snapchat in Europe and major consumer-brand dealmaking, including a big haircare acquisition and a sports-team sale.

A leadership shakeup at Swiss sneaker maker and the founders' surprising return spark talk of deeper company strain. Disney's new CEO faces a chaotic first week with billion-dollar deals, gaming bets and TV programming fallout. Tech giants face legal and market drama as social media liability, TSA-driven stock moves and SpaceX IPO rumors make headlines.

A deep dive into merger talks shaking up the beauty industry and the market reactions that followed. A look at U.S. critical mineral companies, their contracts and scaling questions. Coverage of a new U.S. router restriction, a major food company buying a protein brand, and FedEx jumping into ultra-fast delivery.

Seana Smith, Senior Investment Strategist at Global X and former Yahoo Finance anchor, offers ETF-focused market perspective. She discusses energy ETF buckets and when midstream beats producers. She explores international vs U.S. equity opportunities, dollar effects, China exposure, and defense tech access through ETFs.

Ben Zeskind, Co-founder and CEO of Immuneering, leads development of deep cyclic inhibitors for durable, better‑tolerated cancer treatments. He discusses striking phase 2 pancreatic survival results, how the drugs target cancer’s escape mechanisms, quality‑of‑life benefits, company strategy from research to IPO, and why markets often miss durable, long‑term approaches in biotech.

A deep dive into Elliott Management’s move into a struggling orthodontics maker and why its shares cratered. A look at Intuitive Machines’ push to commercialize lunar missions and the wild swings that follow each landing. Coverage of regulator scrutiny on an EV giant’s self-driving tech, a new robotaxi tie-up for Rivian, and a retail name surprising investors.

A 60-day waiver of a century-old U.S. shipping law and its impact on fuel shipments and oil markets. A corporate power struggle shaking up lululemon’s leadership and boardroom drama. Meta winding down its virtual world as it pivots away from the metaverse. Recap of a women-and-wealth event and quick market updates on interest rates, producer prices, and retail and consumer earnings.