Morning Brew Daily

Episode 567: Neal and Toby chat about Tesla reporting a wide miss on its Q1 earnings (no surprise there), but Elon Musk says he is coming back from Washington to Tesla. Then, RFK Jr.'s move to ban food dyes in the food supply could shake up the industry. Also, Chobani and Roche are now the latest companies that have announced investments of new factories on US soil amid tariff threats. Meanwhile, Japan faces a rice shortage crisis that forces it to import rice from neighboring countries.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Huhti 26min

Episode 566: Neal and Toby chat about why the US dollar continues to stumble against world currencies and how gold is having another moment. Then, the world mourns over the passing of Pope Francis and, of course, prediction markets are taking bets on who the next pope will be. Plus, Chipotle plans to open up its first restaurant in Mexico, something other chains have attempted to do but failed. Can Chipotle pull it off? Meanwhile, Toby dives into the Dubai Chocolate trend taking over the world.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Hue new? Scientists claim to have found colour no one has seen before | Science | The Guardian Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Huhti 28min

Episode 565: Neal and Toby talk about the Federal Reserve approving the mega merger between Capital One and Discover. Then, another big step for AI robotics, but another big flex for China in the tech arms race as they show off a humanoid robot completing its first half marathon. Also, Ryan Coogler’s ‘Sinners’ opens in theaters and there’s details about the movie deal that could upend Hollywood. Meanwhile, Home Depot’s flower business and the LA Clipper’s ‘Wall’ are the weekend’s winners. Lastly, a preview of what’s coming in the week ahead.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Pope Francis Dies at 88 2:20 - Capital One Buying Discover 6:30 - Robots Run a Half Marathon 11:00 - ‘Sinners’ Shaking Up Hollywood 17:45 - Home Depot’s Flower Business Bloomin’ 21:30 - LA Clippers’ Home-Court Advantage 24:00 - Week Ahead 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 (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative and involves a high degree of risk. Cryptocurrency holdings are not protected by the FDIC or SIPC. APY as of 3/18/25,  subject to change. *Terms and Conditions apply. Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Huhti 30min

Episode 564: Neal and Toby recap the fallout from a federal judge’s ruling of Google monopolizing the ad tech space. Then, President Trump goes on the offensive, calling for the termination of Fed Chair Jerome Powell after he said tariffs would increase inflation. Plus, Netflix could be well on its way to a $1 trillion market cap as it reports another strong quarter. Meanwhile, the car rental company Hertz is the Stock of the Week, while UnitedHealthGroup is the Dog of the Week. Finally, a roundup of the hot n’ fresh news from the fast food world.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 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 (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative and involves a high degree of risk. Cryptocurrency holdings are not protected by the FDIC or SIPC. APY as of 3/18/25,  subject to change. *Terms and Conditions apply. Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Huhti 31min

Episode 563: Neal and Toby talk about how Nvidia became the latest victim in the US-China trade war, which could hurt its chip sales. Then, Harvard has stood up against the Trump administration and hopes other elite schools will join their fight. Also, Chinese influencers are flooding TikTok claiming popular name brands and luxury brands can be bought for cheap by going directly to the factories they’re made. Meanwhile, Neal shares his favorite numbers on family business, nepo homeowners, and flying iPhones.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Spotify Outage  03:10 - Nvidia In US-China Crossfire 07:40 - Harvard vs Trump Admin 11:20 - Chinese Wholesalers Head to TikTok 18:20 - Neal’s Numbers  25:00 - Headlines 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 (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative and involves a high degree of risk. Cryptocurrency holdings are not protected by the FDIC or SIPC. APY as of 3/18/25,  subject to change. *Terms and Conditions apply. Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Huhti 31min

Episode 562: Neal and Toby talk about the latest chapter in the US-China trade war, with China holding out on two things: rare earth minerals and Boeing deliveries. Then, Mark Zuckerberg takes the stand in the trial against the FTC where old emails are being dubbed the ‘smoking gun’. Also, LVMH loses its crown to Hermès in market cap. Plus, Twitter founder Jack Dorsey and Elon Musk agree on something: IP law should be deleted. Do they have a strong case? Finally, American Airlines offers free WI-FI, OpenAI’s naming flubs, and the baseball to photographer career path. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow How much progress have we made this year: https://year-progress.cnln.dev/ 00:00 - Year in Progress 03:00 - China Makes a Move vs US 07:40 - Meta vs the FTC 12:35 - LVMH Sto Drops 17:40 - IP Law Debate 21:45 - Headlines  Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Huhti 28min

Episode 561: Neal and Toby dive into Nvidia’s announcement to build its first-ever American-made AI supercomputers in Texas and the history of manufacturing in the US. Then, Goldman Sachs equities traders have been riding the wave to record revenue during the markets’ volatility from the trade war. Plus, Katy Perry, Gayle King, and an all-female space crew take a tour around space in Blue Origin’s 11th mission in the last 4 years. Meanwhile, Toby looks at the trend of restaurants putting caviar on everything. Also, Hollywood has been banking on franchises and sequels to bring life into the box office, which has left original movies struggling to attract movie-goers. Finally, robotaxi riders are leaving love notes for future riders. Cute.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Coachella Tickets  02:50 - Nvidia Goes in On Texas  09:00 - Goldman Sachs Revenue 11:30 - Blue Origin's All Female Crew 16:45 - Toby’s Trends: Caviar 20:00 - Original Movies Struggle 23:40 - Headlines  Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Huhti 29min

Episode 560: Neal and Toby review the exemption for smartphones, computers, and other electronics from Trump’s reciprocal tariffs since a massive portion of our electronic manufacturing comes from overseas. Then, the US dollar and bond market has tumbled in the last few weeks, leading to world markets selling off all-things USA. Also, Meta has its day in court against the FTC, who accuses it of using antitrust ways to squash its competitors. Meanwhile, the resale market is booming and golfers are eyeing the coveted green Masters jacket, making it the weekend’s winners. Finally, what you need to know in the week ahead.  00:00 - Vote for Macy and Dan at the Webby’s! 2:15 - Tariff exemptions…for now 7:00 - Sell USA era? 10:40 - Meta vs. FTC trial 15:00 - Winner: Resale market 17:30 - Winner: Masters’ green jacket 21:00 - Week Ahead Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 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 (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative and involves a high degree of risk. Cryptocurrency holdings are not protected by the FDIC or SIPC. APY as of 3/18/25,  subject to change. *Terms and Conditions apply. Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Huhti 27min