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The Investing Podcast

  • 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
  • Israel's Response to Iran & Meta's Llama 3 | April 19, 2024 – Morning Market Briefing

    19 APR 2024 · Andrew, Ben, and Tom discuss Israel's drone strike on Iran, Meta launching Llam 3 AI, more earnings, and the Bitcoin halving.  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
    14m 8s
  • Weak Transportation Earnings & Pension Funds Dump Stocks | April 18, 2024 – Morning Market Briefing

    18 APR 2024 · Apologies for today's audio; wifi is down at the office. Ben reviews JBHT and KNX earnings, the Fed Beige book, TSM earnings, and pension funds pulling out of stocks.  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
    12m 4s
  • Central Banks Pivot the Pivot & Biden's Election Playbook | April 17, 2024 – Morning Market Briefing

    17 APR 2024 · Ben, Tom, and Andrew discuss Jay Powell's recent comments on the 12-month core PCE, Biden's mention of student loan forgiveness, and the Bank of America Fund Manager Survey.  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
    18m 9s
  • Why The Market Dipped Yesterday | April 16, 2024 – Morning Market Briefing

    16 APR 2024 · Ben and Tom discuss yesterday's dip in the market and BAC, UNH, and JNJ 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
    15m 37s
  • Iran Attacks Israel and Tesla Layoffs | April 15, 2024 – Morning Market Briefing

    15 APR 2024 · Ben and Tom discuss Iran's attack on Israel, Salesforce eyeing Informatica, Tesla's layoffs, 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
    21m 3s

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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