Episode 161: Today, Ann broadcasts from San Francisco and reports how she’s putting insights from former Tesla President Jon McNeill into practice at a manufacturing company (Ann’s conversation with Jon linked below!). Then, we dig into earnings from Delta Air Lines… business travel is back, baby! Along with new baggage fees and clever hedges against high fuel prices. Also, Brown-Forman - the maker of Jack Daniel’s - is suddenly the most popular kid on the block, fielding interest for another potential merger deal. Finally, Amazon CEO Andy Jassy goes all-in on AI in his annual shareholder letter, and Disney plans more layoffs. Ann’s conversation with Jon McNeill https://www.youtube.com/watch?v=vyurMcr9NM4&amp;t=107s Learn more at Schwab.com/trading 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 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: $DAL $​​BF.B $AMZN $DIS An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 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

Amazon Delivers The Masters and GLP-1s & Delta’s Little-Known Fuel Hedge

Brew Markets

# Full Transcript

**Podcast:** Brew Markets

## Transcript

There's more to investing than stocks and bonds. With iBit, you can broaden your investment mix and get Bitcoin exposure. Learn more about iBit with iShares by BlackRock. The market is yours. The Masters, AI and GLP-1s, only one giant can possibly reach across them all. We break down the latest from Amazon. Whether you're old-fashioned in Manhattan or feeling a little sour, there's news for all whiskey fans.

We pour over the new deal bubbling for Jack Daniels Maker. And Delta. Live from a week on trains, planes and automobiles, we unpack what's new in the push for premium travelers. For Thursday, April 9th, it's Brew Markets Daily and I'm Ann Berry. More market details to come, but first, yes, I am still on the road. I am still living out of a suitcase. And I'm now in San Francisco where I've actually spent the day with a manufacturing company that I'm very deeply involved with.

And the reason I'm bringing this up is because I've been busy putting to work some of the learnings from John McNeil's book, The Algorithm. So just to look back, in recent weeks, I had the great privilege of sitting down with the former president of Tesla. That's John McNeil and the author. And his real focus in that book is teaching people how to simplify processes to get rid of the waste, waste of time, waste of energy and waste of activities that customers don't really pay you for.

So we'll repost the link to that episode. Little secret, it was one of our absolute favorites so far on Brew Markets. There was consensus across the board here. And it's just amazing to be here on the ground in California, which feels pertinent since that is, of course, the home of Tesla, putting into practice in a manufacturing business some of the learnings and insights that John shared with us. So definitely going to be revisiting that, reporting back when I'm home in New York and back in studio on some of the key actions that were taken as a result of that.

Well, in a moment, we'll share the latest from Delta, including its unique hedge on fuel prices, and look a little bit later on a merger love triangle that is brewing up in the beverage world. We'll have the latest on reports that the maker of Woodford Reserve has not one but two spirit suitors. But first, a word from our sponsor, Charles Schwab. Trading at Schwab is powered by Ameritrade, bringing you an expanding library of education with even more ways to sharpen your trading skills.

Access new online courses, insightful webcasts, articles, engaging videos, and more, all curated just for traders. Plus guided learning paths with content designed to fit your unique interests. There's no sifting to find exactly what you need, so you can spend your time learning to trade brilliantly. Learn more at schwab.com slash trading. Well, one story that is near and dear to my heart at the moment is the latest on what is going on with the airlines. And I have literally been living ...

Amazon Delivers The Masters and GLP-1s & Delta’s Little-Known Fuel Hedge

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Amazon Delivers The Masters and GLP-1s & Delta’s Little-Known Fuel Hedge

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.