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The Investing Podcast

  • AAPL Earnings & Jobs Day in America | May 3, 2024 – Morning Market Briefing

    3 MAY 2024 · Andrew, Ben, & Tom discuss AAPL earnings and jobs numbers.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    17m 32s
  • Fed is on Hold & ISM Manufacturing | May 2, 2024 – Morning Market Briefing

    2 MAY 2024 · Ben and Tom discuss yesterday's ISM manufacturing numbers, the Fed's decision to hold rates, the Canadian rail strike, and big earnings blow-ups.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    22m 52s
  • April Economic Data Isn't Great & the Fed Plays Bad Cop | May 1, 2024 – Morning Market Briefing

    1 MAY 2024 · Andrew, Ben, & Tom discuss April's poor economic data, the Fed signaling to maintain higher rates, Tesla killing the supercharger network team, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    23m 17s
  • Apple's AI Efforts & Strong Chip Earnings| April 30, 2024 – Morning Market Briefing

    30 APR 2024 · Ben & Tom discuss the Japanese government's Yen solution, Germany emerging from recession, Apple's AI efforts, and strong chip earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    20m 28s
  • Nick Timiraos Suggests the Neutral Rate May Be Higher & the Yen Has a Wild Trading Day | April 29, 2024 – Morning Market Briefing

    29 APR 2024 · Apologies for the delay, we been grindin over here. Andrew, Ben, and Tom discuss Nick Timiraos' comments on the neutral potentially being higher and the crazy trading day of the Japanese Yen.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    15m 53s
  • PCE Inflation & NFL Draft | April 26, 2024 – Morning Market Briefing

    26 APR 2024 · Andrew, Ben, & Tom review PCE inflation and the NFL Draft.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    25m 46s
  • GDP Declines & META, CMG, CAT Report Earnings | April 25, 2024 – Morning Market Briefing

    25 APR 2024 · Andrew and Ben cover earnings and react to this morning's GDP number.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    19m 5s
  • Appaloosa Sues Credit Suisse & the Earnings Keep Coming | April 24, 2024 – Morning Market Briefing

    24 APR 2024 · Appaloosa sues Credit Suisse over AT1 bond wipeout, FTC votes to ban non-compete agreements, and more earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    21m 59s
  • Industrials, Consumer Staples, Healthcare, & Energy Earnings | April 23, 2024 – Morning Market Briefing

    23 APR 2024 · The United States sues to prevent the Coach/Michael Kors merger, and multiple earnings are reviewed this morning.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    13m 57s
  • House Approves More Aid to Ukraine & the Week Ahead | April 22, 2024 – Morning Market Briefing

    22 APR 2024 · Ben and Tom discuss the new bill the House approved over the weekend, Georgia attracting immigrants, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    15m 6s

The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment. Visit our website: https://www.narwhalcapital.com/ Please see disclosures: https://www.narwhalcapital.com/disclosure

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The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment.

Visit our website: https://www.narwhalcapital.com/
Please see disclosures: https://www.narwhalcapital.com/disclosure
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