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Please see disclosures: https://www.narwhal.com/disclosure]]>enBusinessCopyright Narwhal Capital Management, LLC 2016-Presenthttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/bfc75a4b219d71c21b28de93d3ed49c4.jpghttp://www.spreaker.com/show/the-investing-podcastWed, 05 Aug 2026 14:52:34 +0000Narwhal Capital ManagementNarwhal Capital Management, LLCcontact@narwhalcapital.comStock Market News, Analysis, Opinion & More.
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Please see disclosures: https://www.narwhal.com/disclosure]]>falseepisodichttps://www.spreaker.com/episode/spacex-picks-nvidia-over-amd-cvs-backs-lilly-on-glp-1s-august-5-2026-morning-market-briefing--73495630

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73495630Wed, 05 Aug 2026 13:34:18 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss SpaceX falling 11% despite laying out an ambitious AI and Starlink roadmap including Grok 5 trained on internal SpaceX data by year-end, 1.4GW of current compute growing toward 10GW by end of 2027, deploying NVL72-designed...

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https://www.narwhal.com/disclosure]]>1063falsefullhttps://www.spreaker.com/episode/industrial-demand-rips-ism-55-6-cat-10-pltr-15-as-data-centers-drive-growth-august-4-2026-morning-market-briefing--73440030
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73440030Tue, 04 Aug 2026 14:04:44 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the industrial demand train continuing to roll with ISM Manufacturing accelerating to 55.6 and employment turning positive for the first time in 33 months, Caterpillar raising guidance and surging 10% on data center engine...
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https://www.narwhal.com/disclosure]]>1138falsefullhttps://www.spreaker.com/episode/bessent-sells-euros-to-buy-yen-in-rare-us-japan-currency-intervention-august-3-2026-morning-market-briefing--73389483
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73389483Mon, 03 Aug 2026 14:58:30 +0000Narwhal Capital ManagementBen and Tom discuss the rare coordinated currency intervention with the US joining Japan and possibly Korea to prop up the yen from 164 to 155, Japan spending at least $53 billion with the US chipping in over $1 billion — reportedly by selling euros...
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https://www.narwhal.com/disclosure]]>1468falsefullhttps://www.spreaker.com/episode/apple-and-amazon-report-earnings-ai-focused-fund-blowup-july-31-2026-morning-market-briefing--73287220
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73287220Fri, 31 Jul 2026 16:32:40 +0000Narwhal Capital ManagementBen and Andrew discuss a plan for Hamas to disarm in Gaza, Apple and Amazon's earnings reports, and the blowup of the AI focused hedge fund Situational Awarness.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:...
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https://www.narwhal.com/disclosure]]>875falsefullhttps://www.spreaker.com/episode/warsh-holds-rates-in-9-3-split-as-microsoft-rips-8-meta-tanks-9-on-capex-fears-july-30-2026-morning-market-briefing--73259566
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73259566Thu, 30 Jul 2026 15:02:04 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Warsh holding rates at 3.50-3.75% in a divided 6-3 vote with market-implied inflation expectations dropping meaningfully since the last meeting, the BOE also holding at 3.75% in a matching 6-3 split, the emerging Mag-7...
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https://www.narwhal.com/disclosure]]>1542falsefullhttps://www.spreaker.com/episode/fed-meeting-today-warsh-faces-mutiny-chips-smashed-on-semi-stagflation-july-29-2026-morning-market-briefing--73237068

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73237068Wed, 29 Jul 2026 15:23:39 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss today's Fed meeting with a 35% chance of a rate hike and expectations of a hawkish hold from Warsh amid potential mutiny from Waller, Bostic, and Lisa Cook, the emerging "semi-stagflation" theme with memory prices...

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https://www.narwhal.com/disclosure]]>1239falsefullhttps://www.spreaker.com/episode/waller-vs-warsh-fed-infighting-breaks-out-as-chips-smashed-on-china-competition-july-28-2026-morning-market-briefing--73214430
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73214430Tue, 28 Jul 2026 13:29:48 +0000Narwhal Capital ManagementBen and Tom discuss the growing Fed infighting reported by WSJ's Nick Timiraos with Governor Chris Waller openly challenging new Fed Chair Kevin Warsh at a dinner over his five new outside expert task forces on communications, inflation framework,...
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https://www.narwhal.com/disclosure]]>1273falsefullhttps://www.spreaker.com/episode/nvidia-guarantees-250b-for-500b-openai-data-center-as-trump-pauses-iran-strikes-july-27-2026-morning-market-briefing--73193384

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]]>https://api.spreaker.com/episode/73193384Mon, 27 Jul 2026 14:28:14 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Nvidia agreeing to guarantee $250 billion in financing for OpenAI's $500 billion 10GW data center in southern Ohio developed by SoftBank Energy with Japan investing $33 billion in the natural gas power plant and the US...

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]]>971falsefullhttps://www.spreaker.com/episode/slb-beats-as-data-centers-hit-1b-intel-fades-on-capex-tenet-soars-16-july-24-2026-morning-market-briefing--73147431

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73147431Fri, 24 Jul 2026 14:12:31 +0000Narwhal Capital ManagementBen discusses SLB rising 5% after beating on broad-based international drilling activity with its Data Center Solutions business on track to exceed $1 billion annualized run rate this year and $2 billion by end of 2027, Intel's after-hours pop fading...

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https://www.narwhal.com/disclosure]]>940falsefullhttps://www.spreaker.com/episode/houthis-target-saudi-ships-in-red-sea-mixed-ai-earnings-railroads-ripping-july-23-2026-morning-market-briefing--73125525
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73125525Thu, 23 Jul 2026 13:52:11 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Houthis targeting Saudi tankers Encelia and Layla in the Red Sea with Trump vowing to destroy a bridge or power plant for every Strait attack, a mixed AI earnings print with ServiceNow up 6% cementing itself as the AI...
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https://www.narwhal.com/disclosure]]>1324falsefullhttps://www.spreaker.com/episode/us-widens-iran-strikes-saudi-arabia-gets-nuclear-deal-oil-to-95-july-22-2026-morning-market-briefing--73108821

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73108821Wed, 22 Jul 2026 14:43:54 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the widening Iran war with the US expanding airstrikes to a military site near Tabriz, Iran activating air defenses in Tehran and firing on US bases in Kuwait, Bahrain, and Jordan, the complete breakdown of diplomacy and...

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https://www.narwhal.com/disclosure]]>1398falsefullhttps://www.spreaker.com/episode/what-earnings-tell-us-stld-signals-broader-growth-financials-show-strong-consumer-july-21-2026-morning-market-briefing--73085785

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73085785Tue, 21 Jul 2026 13:45:11 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss what today's earnings say about a broadening economy with 3M raising full-year EPS guidance to $8.80-$8.95 on sharp acceleration in Safety/Industrial and Transportation/Electronics, Steel Dynamics posting +12% total steel...

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https://www.narwhal.com/disclosure]]>1343falsefullhttps://www.spreaker.com/episode/iran-war-escalates-us-troops-killed-oil-back-to-88-domino-s-signals-consumer-growth-july-20-2026-morning-market-briefing--73068449
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73068449Mon, 20 Jul 2026 14:25:58 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the escalating Iran war with an Iranian strike killing two US service members and injuring others in Jordan, oil rising to the high $80s and gas moving back above $4 over the weekend, Strait of Hormuz traffic grinding to a...
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https://www.narwhal.com/disclosure]]>967falsefullhttps://www.spreaker.com/episode/rough-day-for-us-tech-google-delays-gemini-3-5-netflix-10-china-ships-kimi-k3-july-16-2026-morning-market-briefing--73027269
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73027269Fri, 17 Jul 2026 13:10:16 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss a rough day for US tech with Google delaying Gemini 3.5 Pro after it underperformed on coding benchmarks, China's Moonshot releasing Kimi K3 with claims of rivaling OpenAI and Anthropic's top models, Netflix dropping 10%...
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https://www.narwhal.com/disclosure]]>861falsefullhttps://www.spreaker.com/episode/momentum-stocks-get-crushed-as-value-rips-spacex-starship-attempts-launch-tonight-july-16-2026-morning-market-briefing--73014918

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/73014918Thu, 16 Jul 2026 14:42:28 +0000Narwhal Capital ManagementBen and Tom discuss the sharp value-over-momentum rotation with high-flying names getting smashed while broader market breadth improves, SpaceX Starship's critical launch attempt tonight at 5:45 PM local time in South Texas after May's booster...

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https://www.narwhal.com/disclosure]]>1795falsefullhttps://www.spreaker.com/episode/paypal-pops-16-on-53b-stripe-advent-bid-lucid-crashes-on-bankruptcy-rumor-july-15-2026-morning-market-briefing--72990997
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72990997Wed, 15 Jul 2026 13:46:25 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Reuters report that Stripe and Advent are making a joint $53 billion bid for PayPal at $60.50 per share sending PYPL up 16%, Lucid's near-50% after-hours crash on an EV publication's report of a potential go-private or...
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https://www.narwhal.com/disclosure]]>1304falsefullhttps://www.spreaker.com/episode/cpi-falls-to-3-5-biggest-drop-since-2020-bank-earnings-kick-off-strong-july-14-2026-morning-market-briefing--72967435

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72967435Tue, 14 Jul 2026 13:50:35 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss June CPI falling to 3.5% and core CPI to 2.6% both below expectations with the biggest month-over-month drop since May 2020, Trump proposing a 20% fee on Strait of Hormuz cargo and reinstating the blockade sending WTI to...

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https://www.narwhal.com/disclosure]]>1552falsefullhttps://www.spreaker.com/episode/trump-eyes-australia-s-retirement-model-apple-sues-openai-over-trade-secrets-july-13-2026-morning-market-briefing--72949759
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72949759Mon, 13 Jul 2026 13:23:53 +0000Narwhal Capital ManagementBen and Tom discuss President Trump looking "very strongly" at Australia's mandatory 12% employer-contribution retirement model as a potential answer to the US entitlement problem, and Apple filing a "thermonuclear" lawsuit alleging that OpenAI...
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https://www.narwhal.com/disclosure]]>1287falsefullhttps://www.spreaker.com/episode/ben-bernanke-joins-anthropic-israel-warns-of-iran-plot-to-assassinate-trump-july-10-2026-morning-market-briefing--72914872

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72914872Fri, 10 Jul 2026 14:17:41 +0000Narwhal Capital ManagementThomas and Tom discuss former Fed Chair Ben Bernanke joining Anthropic's Long-Term Benefit Trust to advise on white-collar job displacement and AI bubble risks, Israel sharing intelligence with the US about a fresh Iranian plot to assassinate...

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https://www.narwhal.com/disclosure]]>1090falsefullhttps://www.spreaker.com/episode/war-escalates-iran-hits-us-bases-russia-bans-diesel-sk-hynix-ipo-7x-oversubscribed-july-9-2026-morning-market-briefing--72889488
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72889488Thu, 09 Jul 2026 14:17:12 +0000Narwhal Capital ManagementAndrew, Thomas, and Tom discuss the sharp Iran escalation with reports of a cruise missile impact on a nuclear power plant and missiles sent to Jordan following US strikes on 90 Iranian military targets, Russia's diesel export ban through July 31...
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https://www.narwhal.com/disclosure]]>848falsefullhttps://www.spreaker.com/episode/cut-out-the-cancer-trump-ends-iran-deal-oil-rips-yields-spike-fomc-preview-july-8-2026-morning-market-briefing--72868877
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72868877Wed, 08 Jul 2026 13:46:16 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump declaring the Iran MOU effectively over after calling Iranian leaders "evil sick people" and "cancer," the US retaliation "20 to 1" on Iranian cargo strikes, oil rising back to the mid-$70s and the 10-year climbing...
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https://www.narwhal.com/disclosure]]>770falsefullhttps://www.spreaker.com/episode/samsung-down-10-despite-150-growth-kospi-circuit-breaker-toyota-moves-tacoma-to-texas-july-7-2026-morning-market-briefing--72854055

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72854055Tue, 07 Jul 2026 13:51:05 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the ISM Services print showing broader strength with much of the employment gain tied to World Cup-related hiring, Samsung's 10% drop and the KOSPI hitting a circuit breaker despite 150% growth as memory chip volatility...

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https://www.narwhal.com/disclosure]]>1186falsefullhttps://www.spreaker.com/episode/memory-chips-rip-again-broadcom-wins-apple-asic-deal-through-2031-july-6-2026-morning-market-briefing--72839648

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72839648Mon, 06 Jul 2026 14:11:20 +0000Narwhal Capital ManagementAndrew and Tom discuss memory chips ripping again with ASML and LRCX up 5% on the SK Hynix listing, Broadcom's new multi-year custom ASIC deal with Apple through 2031, Solstice's $14.5 billion cash-and-stock acquisition of Element Solutions with...

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https://www.narwhal.com/disclosure]]>1195falsefullhttps://www.spreaker.com/episode/ism-manufacturing-improves-openai-wants-to-give-the-us-government-5-of-the-company-july-2-2026-morning-market-briefing--72790727

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72790727Thu, 02 Jul 2026 14:15:33 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the ISM Manufacturing report showing improving new orders and a shift toward hiring while prices moderate, alongside commentary highlighting Middle East pressure on CapEx and stabilizing supply chains, OpenAI's proposal to...

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https://www.narwhal.com/disclosure]]>1882falsefullhttps://www.spreaker.com/episode/jobs-data-under-the-microscope-adp-jolts-surprise-warsh-s-global-central-bank-panel-july-1-2026-morning-market-briefing--72771480
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72771480Wed, 01 Jul 2026 14:24:48 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss today's ADP jobs print with a 120K estimate, yesterday's JOLTS surprise beat at 7.594 million that seems suspiciously convenient against a low bar, Kevin Warsh's panel appearance alongside Christine Lagarde, Andrew Bailey,...
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https://www.narwhal.com/disclosure]]>986falsefullhttps://www.spreaker.com/episode/supreme-court-rules-lisa-cook-stays-at-the-fed-citi-bofa-call-a-market-top-june-30-2026-morning-market-briefing--72757164
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72757164Tue, 30 Jun 2026 13:28:44 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Supreme Court ruling that Fed Governor Lisa Cook can stay in her job for now with Chief Justice Roberts defending central bank independence while leaving the door open to a for-cause removal, the divergent Wall Street...
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https://www.narwhal.com/disclosure]]>1047falsefullhttps://www.spreaker.com/episode/comcast-20-on-nbcu-spinoff-korea-bets-880b-on-ai-chips-hormuz-fighting-resumes-june-29-2026-morning-market-briefing--72740746

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72740746Mon, 29 Jun 2026 15:00:03 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Comcast's 20% surge on the announced spinoff of NBCUniversal and Sky from its cable business, Korea's plan to orchestrate $880 billion in AI capacity spending by 2029 with Samsung and SK Group leading $570 billion of chip...

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https://www.narwhal.com/disclosure]]>1023falsefullhttps://www.spreaker.com/episode/openai-s-1t-ipo-delayed-to-2027-apple-microsoft-raise-prices-on-memory-crunch-june-26-2026-morning-market-briefing--72702592
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72702592Fri, 26 Jun 2026 13:56:00 +0000Narwhal Capital ManagementBen and Tom discuss OpenAI delaying its $1 trillion IPO to 2027 as bankers cite tech volatility and the post-SpaceX retail enthusiasm hangover, the resulting sell-off in AI infrastructure names with Softbank down 12% and Micron, NVDA, AVGO, and SNDK...
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https://www.narwhal.com/disclosure]]>855falsefullhttps://www.spreaker.com/episode/micron-pops-19-on-insane-ai-memory-demand-trump-s-88b-iran-farmer-ebola-ask-june-25-2026-morning-market-briefing--72688519
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72688519Thu, 25 Jun 2026 13:57:35 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Micron's blowout quarter with revenue up 346% to $41.5 billion, 84.9% gross margin, and DRAM/NAND supply now constrained through 2027, the implications of doubling CapEx to $40-50 billion in FY27, Trump's $88 billion...
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https://www.narwhal.com/disclosure]]>957falsefullhttps://www.spreaker.com/episode/oil-heads-to-the-60s-but-rates-won-t-budge-south-america-s-right-wing-sweep-june-24-2026-morning-market-briefing--72672496
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72672496Wed, 24 Jun 2026 14:39:30 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss oil's drop toward the $60s with WTI at $71.93 and Brent at $75.70 while the 10-year stubbornly holds at 4.48%, Trump directing the DOJ to investigate gasoline prices, Bessent's confidence that inflation is heading back to...
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https://www.narwhal.com/disclosure]]>1087falsefullhttps://www.spreaker.com/episode/ai-volatility-returns-korea-halts-trading-oracle-sheds-21k-jobs-adoption-slows-june-23-2026-morning-market-briefing--72651597

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72651597Tue, 23 Jun 2026 14:58:16 +0000Narwhal Capital ManagementBen and Tom discuss the return of AI volatility with Korea's stock market crashing 10% and triggering a 20-minute trading halt on forced ETF liquidations, SK Hynix and Samsung both down more than 20%, Oracle disclosing 21,000 job cuts over the past...

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https://www.narwhal.com/disclosure]]>911falsefullhttps://www.spreaker.com/episode/iran-us-report-major-progress-in-talks-after-strait-re-closes-june-22-2026-morning-market-briefing--72633726
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72633726Mon, 22 Jun 2026 14:14:50 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss UK Prime Minister Keir Starmer's resignation paving the way for socialist Andy Burnham as the favorite to succeed him in the country's 5th PM change in 4 years, the post-deal whiplash with Iran briefly re-closing the...
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https://www.narwhal.com/disclosure]]>1048falsefullhttps://www.spreaker.com/episode/warsh-shakes-up-the-fed-no-more-forward-guidance-dollar-soars-june-18-2026-morning-market-briefing--72580947

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72580947Thu, 18 Jun 2026 15:03:01 +0000Narwhal Capital ManagementAndrew and Ben discuss Kevin Warsh's first Fed meeting ending forward guidance and launching task forces on communication and data quality, the massive curve flattener with the 2-year jumping 17bps and the 30-year dropping 6bps, restored inflation...

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https://www.narwhal.com/disclosure]]>1346falsefullhttps://www.spreaker.com/episode/warsh-s-first-fed-meeting-uae-to-end-hormuz-dependency-retail-sales-preview-june-17-2026-morning-market-briefing--72563577

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72563577Wed, 17 Jun 2026 14:22:24 +0000Narwhal Capital ManagementAndrew and Ben discuss Kevin Warsh's first Fed meeting as Chair with key questions on how hawkish he'll be, how he describes working with Powell, and whether he'll discuss Fed reform, today's retail sales print and yesterday's strong 20-year auction,...

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https://www.narwhal.com/disclosure]]>1091falsefullhttps://www.spreaker.com/episode/eu-approves-us-trade-deal-at-15-tariffs-boj-hikes-without-ueda-andrew-on-elon-june-16-2026-morning-market-briefing--72550185

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72550185Tue, 16 Jun 2026 14:23:14 +0000Narwhal Capital ManagementAndrew and Ben discuss the BOJ hiking rates 25bps to 1% without Governor Ueda and signaling more hikes ahead despite a 250% debt/GDP ratio, the European Parliament ratifying the US-EU trade deal 440-151 with 15% tariffs on most EU goods and...

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https://www.narwhal.com/disclosure]]>1277falsefullhttps://www.spreaker.com/episode/strait-of-hormuz-reopens-oil-drops-to-80-warsh-wants-less-fed-guidance-june-15-2026-morning-market-briefing--72536219

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72536219Mon, 15 Jun 2026 15:35:04 +0000Narwhal Capital ManagementBen and Tom discuss the Iran-US agreement to reopen the Strait of Hormuz with the blockade lifted immediately, $25 billion in phased sanction relief, a permanent end to hostilities including Lebanon, and an expected Friday signing in Geneva, the...

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https://www.narwhal.com/disclosure]]>1248falsefullhttps://www.spreaker.com/episode/spacex-ipo-goes-live-power-emergency-hits-the-southeast-iran-deal-takes-shape-june-12-2026-morning-market-briefing--72498687

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72498687Fri, 12 Jun 2026 14:16:48 +0000Narwhal Capital ManagementTom and Thomas discuss SpaceX's IPO trading kicking off around midday with crypto markets implying a $2.3 trillion valuation 30-50% above the IPO price, the heavy skepticism that SPCX can hold that level, the Trump administration's power emergency...

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https://www.narwhal.com/disclosure]]>1052falsefullhttps://www.spreaker.com/episode/oracle-tanks-8-on-90b-capex-blowout-ecb-hikes-for-first-time-since-2023-june-11-2026-morning-market-briefing--72480193
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72480193Thu, 11 Jun 2026 14:54:25 +0000Narwhal Capital ManagementBen and Tom discuss Oracle's 8% drop on a $40 billion capital raise plan and CapEx ballooning to $90-95 billion against just 6% EPS growth, the ECB hiking rates for the first time since 2023 to 2.25% into a sagging expansion, today's PPI print and...
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https://www.narwhal.com/disclosure]]>1739falsefullhttps://www.spreaker.com/episode/ai-cash-crunch-hits-smci-openai-perplexity-as-iran-deal-hangs-by-a-thread-june-10-2026-morning-market-briefing--72459153
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72459153Wed, 10 Jun 2026 14:11:56 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's Truth Social post declaring Iran's military "completely defeated" and the deal effectively dead, today's CPI print with consensus at +4.2% headline, the BOJ rate hike path complicated by Governor Ueda's...
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https://www.narwhal.com/disclosure]]>1339falsefullhttps://www.spreaker.com/episode/china-s-295b-ai-buildout-squeezes-out-nvidia-openai-s-ipo-race-to-catch-anthropic-june-9-2026-morning-market-briefing--72436721
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72436721Tue, 09 Jun 2026 13:37:01 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss China's $295 billion AI infrastructure plan that hands 80% of the buildout to Huawei and squeezes out Nvidia and AMD, Taiwan's tightening AI chip export controls, Korea's 8% rebound after yesterday's circuit breaker,...
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https://www.narwhal.com/disclosure]]>1524falsefullhttps://www.spreaker.com/episode/bond-traders-bet-on-a-4-3-cpi-surge-what-it-means-for-markets-after-korea-s-circuit-breaker-june-8-2026-morning-market-briefing--72419559
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72419559Mon, 08 Jun 2026 15:01:21 +0000Narwhal Capital ManagementAndrew, Tom, and Thomas discuss Korea's stock market hitting a circuit breaker overnight with an 8.5% drop, bond traders positioning for a 4.3% CPI surge that could complicate Kevin Warsh's rate-cut plans, and what the renewed inflation fears mean for...
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https://www.narwhal.com/disclosure]]>1060falsefullhttps://www.spreaker.com/episode/zelensky-s-open-letter-to-putin-spacex-denied-s-p-500-entry-june-5-2026-morning-market-briefing--72368108
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72368108Fri, 05 Jun 2026 13:56:43 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Zelensky's open letter to Putin proposing direct man-to-man peace talks with potential involvement from the US and Europe as security guarantors, while Trump is focused on Iran, and S&P Dow Jones Indices' surprise...
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https://www.narwhal.com/disclosure]]>1186falsefullhttps://www.spreaker.com/episode/netflix-uses-ai-to-solve-content-overload-bibi-threatens-to-restart-war-june-4-2026-morning-market-briefing--72344955
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72344955Thu, 04 Jun 2026 14:17:52 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Netflix's integration of generative AI and natural language processing to help viewers cut through content overload with personalized recommendations and a voice user interface, alongside the latest Iran update with the...
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https://www.narwhal.com/disclosure]]>1623falsefullhttps://www.spreaker.com/episode/spacex-ipo-targets-1-75t-valuation-new-tariffs-tied-to-slave-labor-june-3-2026-morning-market-briefing--72322390
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72322390Wed, 03 Jun 2026 14:03:43 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the SpaceX IPO targeting a $1.75 trillion valuation with a record $75 billion raise pricing next Thursday, historical data on how mega-IPOs perform and float dynamics, the anomalous JOLTS job openings jump in the West,...
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https://www.narwhal.com/disclosure]]>1098falsefullhttps://www.spreaker.com/episode/google-raises-80b-in-equity-to-fund-ai-capex-who-s-next-msft-or-orcl-june-2-2026-morning-market-briefing--72296987

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72296987Tue, 02 Jun 2026 14:13:21 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Google's $80 billion equity raise to fund AI infrastructure CapEx through mandatory convertible preferred stock, Class A and C common stock, and an at-the-market offering, Berkshire Hathaway taking a $10 billion stake at a...

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https://www.narwhal.com/disclosure]]>1164falsefullhttps://www.spreaker.com/episode/berkshire-buys-taylor-morrison-for-6-8b-nvidia-rtx-spark-superchip-disrupts-intel-june-1-2026-morning-market-briefing--72279067
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72279067Mon, 01 Jun 2026 15:11:48 +0000Narwhal Capital ManagementBen and Tom discuss Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison Homes at a 24% premium as Greg Abel's first big move as CEO and its integration with Clayton Homes for the Sunbelt first-time buyer market, and Nvidia's entry into...
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https://www.narwhal.com/disclosure]]>1511falsefullhttps://www.spreaker.com/episode/dell-blockbuster-earnings-impact-of-ipos-may-29-2026-morning-market-briefing--72225881
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]]>https://api.spreaker.com/episode/72225881Fri, 29 May 2026 13:39:03 +0000Narwhal Capital ManagementBen and Andrew discuss the Dell's strong earnings report, credit card defaults, and the impact of IPOs on the market.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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]]>1211falsefullhttps://www.spreaker.com/episode/pce-inflation-meta-releases-premium-features-may-28-2026-morning-market-briefing--72208450
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72208450Thu, 28 May 2026 13:46:19 +0000Narwhal Capital ManagementBen and Tom discuss the PCE Inflation Report, small buisness formation, and the new Meta subscriptions.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1591falsefullhttps://www.spreaker.com/episode/ai-mints-more-trillion-dollar-stocks-sk-hynix-micron-eli-lilly-may-27-2026-morning-market-briefing--72185657
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72185657Wed, 27 May 2026 13:56:19 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the AI-driven expansion of the trillion-dollar club with SK Hynix, Micron, and Eli Lilly crossing the $1T market cap threshold and Nvidia leading at $5.2T, Zscaler's 21% premarket drop on prudent guidance and sales...
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https://www.narwhal.com/disclosure]]>1210falsefullhttps://www.spreaker.com/episode/markets-swing-on-iran-deal-progress-oil-drops-to-low-90s-10-year-back-to-4-50-may-26-2026-morning-market-briefing--72169681
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72169681Tue, 26 May 2026 14:51:22 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the reported two-phase US-Iran deal to reopen the Strait of Hormuz and dispose of enriched uranium, market reactions with oil dropping to the low $90s and the 10-year falling to 4.50%, Kevin Warsh's first comments as Fed...
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https://www.narwhal.com/disclosure]]>1221falsefullhttps://www.spreaker.com/episode/economic-data-softens-as-iran-war-bites-kevin-warsh-sworn-in-as-fed-chair-today-may-22-2026-morning-market-briefing--72115775
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72115775Fri, 22 May 2026 14:52:39 +0000Narwhal Capital ManagementTom and Hannah discuss early signs of the Iran war, high oil prices, and interest rates weighing on growth with the AIA Architectural Billings Survey and Philly Fed Index softening, US-Iran peace talks progressing but stalling over the Strait of...
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https://www.narwhal.com/disclosure]]>963falsefullhttps://www.spreaker.com/episode/quantum-computing-gets-federal-boost-nvidia-eyes-200b-cpu-market-with-vera-rubin-may-21-2026-morning-market-briefing--72098062
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72098062Thu, 21 May 2026 13:33:30 +0000Narwhal Capital ManagementAndrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA...
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https://www.narwhal.com/disclosure]]>1328falsefullhttps://www.spreaker.com/episode/trump-wins-big-in-primaries-target-s-q1-blowout-signals-resilient-consumer-may-20-2026-morning-market-briefing--72085022
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72085022Wed, 20 May 2026 15:23:21 +0000Narwhal Capital ManagementBen and Tom discuss Trump's strong primary night with Burt Jones winning in Georgia and Gallrein beating Massie in Kentucky, Trump extending his Iran timeline beyond the prior 2-3 day window, and Target's better-than-expected Q1 results Join our live...
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https://www.narwhal.com/disclosure]]>907falsefullhttps://www.spreaker.com/episode/google-blackstone-form-25b-ai-cloud-venture-trump-rx-partners-with-mark-cuban-may-19-2026-morning-market-briefing--72069454
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72069454Tue, 19 May 2026 14:14:52 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Google and Blackstone teaming up on a massive $25 billion AI cloud infrastructure play to challenge CoreWeave, alongside the high-profile rollout of 600 new generic drugs on the expanded TrumpRx platform with Mark Cuban...
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https://www.narwhal.com/disclosure]]>1284falsefullhttps://www.spreaker.com/episode/nextera-s-66b-deal-for-dominion-energy-bond-sell-off-deepens-after-uae-drone-strike-may-18-2026-morning-market-briefing--72056927
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72056927Mon, 18 May 2026 15:29:14 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss NEE considering purchasing Dominion. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1502falsefullhttps://www.spreaker.com/episode/oil-rises-trump-back-from-china-may-15-2026-morning-market-briefing--72020950
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72020950Fri, 15 May 2026 14:41:37 +0000Narwhal Capital ManagementAndrew, Ben, and Tom Iran outlook and Trumps return from China. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1148falsefullhttps://www.spreaker.com/episode/cisco-s-5b-ai-surge-hyperscale-demand-trump-and-tech-ceos-meet-xi-in-beijing-may-14-2026-morning-market-briefing--72005869
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/72005869Thu, 14 May 2026 14:00:28 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Cisco's earnings and Trump's meeting with Xi.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1082falsefullhttps://www.spreaker.com/episode/ppi-surges-trump-friends-fly-to-china-may-13-2026-morning-market-briefing--71991815
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71991815Wed, 13 May 2026 16:10:40 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's trip to China and PPI. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1053falsefullhttps://www.spreaker.com/episode/cpi-comes-in-hot-home-sellers-outnumber-buyers-by-record-630k-may-12-2026-morning-market-briefing--71976226
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71976226Tue, 12 May 2026 13:59:21 +0000Narwhal Capital ManagementAndrew and Ben discuss this morning's CPI data, the state of the housing market, and NFIB small business.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>983falsefullhttps://www.spreaker.com/episode/trump-rejects-iran-demands-ahead-of-xi-summit-may-11-2026-morning-market-briefing--71957605
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71957605Mon, 11 May 2026 14:22:49 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's rejection of Iran's demands ahead of his visit to China.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1525falsefullhttps://www.spreaker.com/episode/doj-probes-nfl-antitrust-exemption-lime-scooters-ipo-may-8-2026-morning-market-briefing--71923647
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71923647Fri, 08 May 2026 14:29:24 +0000Narwhal Capital ManagementAndrew, Thomas, and Tom discuss the latest NFL streaming drama, Lime Scooters' IPO, and Trump's trip to China.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>1165falsefullhttps://www.spreaker.com/episode/m-a-lawyers-charged-in-insider-trading-ring-hantavirus-outbreak-may-7-2026-morning-market-briefing--71908205
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71908205Thu, 07 May 2026 15:36:21 +0000Narwhal Capital ManagementThomas and Tom discuss the insider trading scheme involving lawyers and an Iran update.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1262falsefullhttps://www.spreaker.com/episode/nvidia-s-500m-investment-in-corning-why-memory-prices-keep-going-up-may-6-2026-morning-market-briefing--71891360
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71891360Wed, 06 May 2026 14:25:54 +0000Narwhal Capital ManagementThomas and Tom discuss the price of memory and Nvidia's latest investment.   Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1301falsefullhttps://www.spreaker.com/episode/iran-fires-on-us-warships-ryan-cohen-s-wild-56b-ebay-strategy-may-5-2026-morning-market-briefing--71876187
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71876187Tue, 05 May 2026 14:13:05 +0000Narwhal Capital ManagementTom discusses Iran firing on US warships and Gamestop CEO Ryan Cohen's wild interview.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1131falsefullhttps://www.spreaker.com/episode/spirit-airlines-ceases-operations-gamestop-launches-bid-for-ebay-may-4-2026-morning-market-briefing--71856896
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71856896Mon, 04 May 2026 15:43:19 +0000Narwhal Capital ManagementTom discusses his beef with Star Wars, Spirit's bankruptcy, and GameStop's bid for eBay.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1197falsefullhttps://www.spreaker.com/episode/trump-cuts-british-whisky-tariffs-elon-musk-testifies-against-openai-may-1-2026-morning-market-briefing--71814416
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71814416Fri, 01 May 2026 13:58:20 +0000Narwhal Capital ManagementAndrew, Tom, and Thomas discuss Trump's Meeting with King Charles & Elon Musk testifying against OpenAI.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1031falsefullhttps://www.spreaker.com/episode/powell-s-final-fed-meeting-white-house-blocks-anthropic-s-mythos-expansion-plan-april-30-2026-morning-market-briefing--71779124
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71779124Thu, 30 Apr 2026 14:06:37 +0000Narwhal Capital ManagementAndrew, Tom, and Thomas discuss Powell's last meeting as chair & the White House blocking Anthropic's plan to expand Mythos.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing...
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https://www.narwhal.com/disclosure]]>838falsefullhttps://www.spreaker.com/episode/uae-abandons-opec-after-60-years-what-it-means-for-oil-prices-april-29-2026-morning-market-briefing--71733435
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71733435Wed, 29 Apr 2026 14:26:49 +0000Narwhal Capital ManagementTom and Thomas discuss the UAE dumping OPEC.   Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1042falsefullhttps://www.spreaker.com/episode/openai-misses-revenue-targets-why-you-can-t-beat-the-polymarket-bots-april-28-2026-morning-market-briefing--71706506
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71706506Tue, 28 Apr 2026 13:59:19 +0000Narwhal Capital ManagementTom and Thomas discuss OpenAI's financial issues and state of prediction markets.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1255falsefullhttps://www.spreaker.com/episode/china-halts-meta-s-2b-acquisition-white-house-correspondents-dinner-shooting-april-27-2026-morning-market-briefing--71672998
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71672998Mon, 27 Apr 2026 14:35:24 +0000Narwhal Capital ManagementTom and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1270falsefullhttps://www.spreaker.com/episode/out-with-the-old-microsoft-meta-purge-veterans-while-deloitte-cuts-perks-april-24-2026-morning-market-briefing--71613807
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71613807Fri, 24 Apr 2026 13:46:53 +0000Narwhal Capital ManagementBen and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1321falsefullhttps://www.spreaker.com/episode/lululemon-s-new-ceo-drama-the-potential-500m-spirit-airlines-takeover-april-23-2026-morning-market-briefing--71590621
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71590621Thu, 23 Apr 2026 14:26:10 +0000Narwhal Capital ManagementBen and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1375falsefullhttps://www.spreaker.com/episode/kevin-warsh-s-independence-test-is-the-fed-responsible-for-its-own-failures-april-22-2026-morning-market-briefing--71556495
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71556495Wed, 22 Apr 2026 13:27:59 +0000Narwhal Capital ManagementBen and Tom discuss Kevin Warsh's Senate confirmation.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1274falsefullhttps://www.spreaker.com/episode/tim-cook-steps-down-why-engineer-john-ternus-is-apple-s-next-pick-april-21-2026-morning-market-briefing--71522289
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71522289Tue, 21 Apr 2026 14:37:54 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Tim Cook stepping down.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1519falsefullhttps://www.spreaker.com/episode/trump-s-jimmy-carter-fear-why-the-us-is-avoiding-kharg-island-april-20-2026-morning-market-briefing--71493229
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71493229Mon, 20 Apr 2026 14:48:37 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this weekends news on the strait.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1120falsefullhttps://www.spreaker.com/episode/tech-turnover-reed-hastings-steps-down-apple-executives-flee-april-17-2026-morning-market-briefing--71408752
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71408752Fri, 17 Apr 2026 13:57:36 +0000Narwhal Capital ManagementBen and Tom discuss tech world turnover and the week ahead.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1272falsefullhttps://www.spreaker.com/episode/nyc-s-5m-pied-a-terre-tax-the-2029-free-grocery-delay-april-16-2026-morning-market-briefing--71368966
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71368966Thu, 16 Apr 2026 13:49:16 +0000Narwhal Capital ManagementBen and Tom discuss the New York luxury tax and various earnings.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1211falsefullhttps://www.spreaker.com/episode/trump-iran-war-very-close-to-over-bessent-s-plan-for-the-fed-april-15-2026-morning-market-briefing--71344974
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71344974Wed, 15 Apr 2026 14:44:13 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss ASML earnings, Bessent's WSJ interview, and Trump seeing the end of the Iran war. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71316379Tue, 14 Apr 2026 13:43:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss PPI, Iran, and bank earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1449falsefullhttps://www.spreaker.com/episode/us-iran-negotiations-fail-goldman-s-growth-april-13-2026-morning-market-briefing--71291428
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71291428Mon, 13 Apr 2026 14:28:00 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Iran negotiations and various company news. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1345falsefullhttps://www.spreaker.com/episode/cpi-data-howard-marks-latest-memo-april-10-2026-morning-market-briefing--71233940
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71233940Fri, 10 Apr 2026 14:25:07 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss CPI, the latest Howard Marks memo, and Sheinbaum does a 180 on fracking.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1155falsefullhttps://www.spreaker.com/episode/hormuz-gridlock-persists-while-trump-eyes-next-conquest-april-9-2026-morning-market-briefing--71210703
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71210703Thu, 09 Apr 2026 14:03:34 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the market's reaction to the ceasefire.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1151falsefullhttps://www.spreaker.com/episode/world-peace-iran-agrees-to-ceasefire-april-8-2026-morning-market-briefing--71184019
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71184019Wed, 08 Apr 2026 14:08:36 +0000Narwhal Capital ManagementBen and Tom discuss the Iran ceasefire.   Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1347falsefullhttps://www.spreaker.com/episode/ai-usage-is-accelerating-iran-peace-proposal-april-7-2026-morning-market-briefing--71159362
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71159362Tue, 07 Apr 2026 14:19:41 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss AI usage and Iran war update. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71132311Mon, 06 Apr 2026 13:28:27 +0000Narwhal Capital ManagementBen and Thomas discuss Trump's tweets from the weekend and Citrini's latest report.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71063160Thu, 02 Apr 2026 14:00:39 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's speech from last night.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71044798Wed, 01 Apr 2026 14:41:25 +0000Narwhal Capital ManagementAndrew, Ben, Thomas, and Tom discuss Ben's travels, Trump's speech tonight, and covid bubbles bursting.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1263falsefullhttps://www.spreaker.com/episode/trump-signals-willingness-to-end-the-war-hegseth-in-hot-water-march-31-2026-morning-market-briefing--71020026
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/71020026Tue, 31 Mar 2026 14:02:48 +0000Narwhal Capital ManagementAndrew, Thomas, and Tom discuss Trump's willingness to end the war, Hegseth's trading issue, and Unilever to combine its food business with McCormick.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:...
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https://www.narwhal.com/disclosure]]>1165falsefullhttps://www.spreaker.com/episode/sunbelt-investor-day-recap-iran-update-march-30-2026-morning-market-briefing--70998680
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70998680Mon, 30 Mar 2026 14:35:56 +0000Narwhal Capital ManagementAndrew, Thomas, and Tom recap Sunbelt investor day and provide an update on Iran.   Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>854falsefullhttps://www.spreaker.com/episode/energy-strike-pause-trump-s-10-day-window-for-iran-dhs-funding-progress-march-27-2026-morning-market-briefing--70925967
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70925967Fri, 27 Mar 2026 14:08:11 +0000Narwhal Capital ManagementAndrew and Tom discuss Tom's appearance at a conference yesterday, DHS funding, and Andrew issues an apology.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>1365falsefullhttps://www.spreaker.com/episode/iran-s-5-conditions-for-ending-the-war-andrew-s-5-market-reaction-scenarios-march-26-2026-morning-market-briefing--70897180
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70897180Thu, 26 Mar 2026 14:23:38 +0000Narwhal Capital ManagementAndrew gives his thoughts on Iran.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70872352Wed, 25 Mar 2026 14:10:29 +0000Narwhal Capital ManagementAndrew and Tom discuss the US 15-point plan for Iran. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1645falsefullhttps://www.spreaker.com/episode/saudia-arabia-moves-closer-to-joining-the-war-update-on-dhs-funding-deal-march-24-2026-morning-market-briefing--70851793
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70851793Tue, 24 Mar 2026 14:11:19 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Iran and the  DHS funding deal. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1240falsefullhttps://www.spreaker.com/episode/air-travel-troubles-consequences-of-higher-oil-prices-march-23-2026-morning-market-briefing--70830270
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70830270Mon, 23 Mar 2026 14:29:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss airline travel issues, an update on Iran, and Zuckerberg's AI agent push. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1142falsefullhttps://www.spreaker.com/episode/why-homruz-must-be-opened-this-weekend-march-20-2026-morning-market-briefing--70779492
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70779492Fri, 20 Mar 2026 13:53:33 +0000Narwhal Capital ManagementBen and Tom recap the Atlanta CFA meeting, discuss bank deregulation, and FedEx earnings.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1400falsefullhttps://www.spreaker.com/episode/are-there-any-vibes-left-peak-market-apathy-march-19-2026-morning-market-briefing--70747174
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70747174Thu, 19 Mar 2026 13:40:36 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the potential end of the Iran war, again.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1802falsefullhttps://www.spreaker.com/episode/oil-prices-decline-20-year-auction-surprises-march-18-2026-morning-market-briefing--70717755
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70717755Wed, 18 Mar 2026 14:27:27 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the potential end of the Iran war.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1367falsefullhttps://www.spreaker.com/episode/nvidia-eyes-1t-in-sales-as-sec-proposes-to-eliminate-quarterly-reporting-march-17-2026-morning-market-briefing--70687684
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70687684Tue, 17 Mar 2026 14:25:21 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Fed's confusion with the current economic data, Nvidia's $1 Trillion sales claim, and the SEC's proposal to eliminate quarterly reporting.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:...
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https://www.narwhal.com/disclosure]]>1608falsefullhttps://www.spreaker.com/episode/meta-slashes-20-of-staff-to-fund-27b-nebius-ai-contract-march-16-2026-morning-market-briefing--70658531
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70658531Mon, 16 Mar 2026 14:21:28 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Meta's layoffs, NY City estate tax, and Trump's recent Truths.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1419falsefullhttps://www.spreaker.com/episode/mines-in-the-strait-of-hormuz-pce-data-reaction-march-13-2026-morning-market-briefing--70622831
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70622831Fri, 13 Mar 2026 13:56:40 +0000Narwhal Capital ManagementAndrew and Tom discuss the Strait of Hormuz, PCE data, and Adobe earnings.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1413falsefullhttps://www.spreaker.com/episode/hormuz-still-not-open-as-iran-hits-tankers-ceo-confidence-march-12-2026-morning-market-briefing--70608962
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70608962Thu, 12 Mar 2026 14:03:43 +0000Narwhal Capital ManagementBen and Tom discuss the Hormuz still not open, trade probes, and CEO confidence.    Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1059falsefullhttps://www.spreaker.com/episode/cpi-comes-in-flat-new-us-oil-refinery-march-11-2026-morning-market-briefing--70591776
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70591776Wed, 11 Mar 2026 14:08:06 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's CPI, energy costs, and an update on the Middle East.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1533falsefullhttps://www.spreaker.com/episode/is-trump-ending-the-iran-war-sooner-than-later-march-10-2026-morning-market-briefing--70567656

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70567656Tue, 10 Mar 2026 13:48:53 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump potentially ending the war and NFIB small business optimism.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...

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https://www.narwhal.com/disclosure]]>1180falsefullhttps://www.spreaker.com/episode/straight-of-hormuz-remains-effectively-closed-march-9-2026-morning-market-briefing--70548923

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70548923Mon, 09 Mar 2026 14:39:18 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Strait of Hormuz, Iran's new leader, and Trump leaning towards boots on the ground.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...

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https://www.narwhal.com/disclosure]]>1275falsefullhttps://www.spreaker.com/episode/bleak-jobs-numbers-iran-war-extension-march-6-2026-morning-market-briefing--70507432

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70507432Fri, 06 Mar 2026 14:43:45 +0000Narwhal Capital ManagementBen and Tom discuss this morning's jobs data, the Iran War extension, and the week ahead.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...

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https://www.narwhal.com/disclosure]]>1491falsefullhttps://www.spreaker.com/episode/ism-services-accelerates-strong-broadcom-earnings-march-5-2026-morning-market-briefing--70483727
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70483727Thu, 05 Mar 2026 15:11:38 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss their takeaways from the First Trust Forum, ISM Services, and the Fed Beige Book.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>1354falsefullhttps://www.spreaker.com/episode/yesterday-s-market-the-fed-s-refusal-to-cut-march-4-2026-morning-market-briefing--70442913
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70442913Wed, 04 Mar 2026 14:50:42 +0000Narwhal Capital ManagementAndrew and Tom discuss yesterday's market, the Fed's refusal to cut, and an update on the Blackstone employee bail-in.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>1076falsefullhttps://www.spreaker.com/episode/why-bonds-are-selling-off-private-credit-fund-redemptions-march-3-2026-morning-market-briefing--70410168
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70410168Tue, 03 Mar 2026 14:48:44 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Iran, bonds selling off, and Blackstone private credit fund redemptions.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1225falsefullhttps://www.spreaker.com/episode/the-war-on-iran-ism-manufacturing-march-2-2026-morning-market-briefing--70389660
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70389660Mon, 02 Mar 2026 15:29:23 +0000Narwhal Capital ManagementAndrew and Tom discuss Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1150falsefullhttps://www.spreaker.com/episode/block-lays-of-40-of-workforce-hotter-than-expected-ppi-february-27-2026-morning-market-briefing--70331861
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70331861Fri, 27 Feb 2026 15:24:01 +0000Narwhal Capital ManagementAndrew and Tom discuss Block's massive lay-off, Dell crushing earnings, and PPI coming in hotter than expected.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>1381falsefullhttps://www.spreaker.com/episode/nvidia-flat-after-earnings-is-freight-going-to-rebound-february-26-2026-morning-market-briefing--70301019
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70301019Thu, 26 Feb 2026 15:23:38 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Nvidia earnings, the potential rebound in freight, and an update on bonds.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1211falsefullhttps://www.spreaker.com/episode/state-of-the-union-highlights-consumer-confidence-improves-february-25-2026-morning-market-briefing--70270084
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70270084Wed, 25 Feb 2026 14:57:00 +0000Narwhal Capital ManagementAndrew and Ben discuss the SOTU highlights & yesterday's Consumer Confidence report.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1250falsefullhttps://www.spreaker.com/episode/citrini-report-hits-stocks-jpm-investor-day-february-24-2026-morning-market-briefing--70250092
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70250092Tue, 24 Feb 2026 14:33:58 +0000Narwhal Capital ManagementBen and Tom discuss the Citrini Report's hit to stocks, JP Morgan investor day, and 10% tariffs taking effect.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>1387falsefullhttps://www.spreaker.com/episode/tariff-change-impact-chaos-in-puerto-vallarta-february-23-2026-morning-market-briefing--70226916
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70226916Mon, 23 Feb 2026 15:31:02 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the impact of the Supreme Court's decision on Trump's tariffs, Mexico cracking down on cartels, and an update on the WBD acquisition.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70157678Fri, 20 Feb 2026 19:05:00 +0000Narwhal Capital ManagementOn this episode of The Morning Market Briefing, we welcome Amy O'Dell, Founder and CEO of Jacob's Ladder. Jacob's Ladder, a nonprofit organization based in Roswell, provides therapeutic and educational support for individuals with neurodevelopmental...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70178262Fri, 20 Feb 2026 15:13:53 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's GDP data and issues surrounding private credit.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1600falsefullhttps://www.spreaker.com/episode/the-fed-leans-hawkish-earnings-surprise-the-market-february-19-2026-morning-market-briefing--70148221

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70148221Thu, 19 Feb 2026 14:31:17 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's Fed minutes, some surprising earnings, and Trump's speech today in Georgia.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...

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https://www.narwhal.com/disclosure]]>1331falsefullhttps://www.spreaker.com/episode/japan-s-550b-us-investment-kicks-off-why-us-inflation-feels-sticky-february-18-2026-morning-market-briefing--70133303

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70133303Wed, 18 Feb 2026 15:33:25 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Japan's initial investments in the US, why US inflation may feel stickier relative to other countries, and Mamdani's budget proposal. Join our live YouTube stream Monday through Friday at 8:30 AM EST:...

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https://www.narwhal.com/disclosure]]>1515falsefullhttps://www.spreaker.com/episode/elliot-management-s-stake-in-norwegian-anthropic-s-ai-guardrails-february-17-2026-morning-market-briefing--70099407

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70099407Tue, 17 Feb 2026 15:56:57 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Elliot's stake in Norwegian, YTD bond performance, and Anthropic's plan for AI guardrails.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...

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https://www.narwhal.com/disclosure]]>1433falsefullhttps://www.spreaker.com/episode/inflation-lower-than-expected-are-rate-cut-expectations-cooling-off-february-13-2026-morning-market-briefing--70036649

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70036649Fri, 13 Feb 2026 15:24:52 +0000Narwhal Capital ManagementAndrew & Tom discuss this morning's CPI data, yesterday's 30-year auction, and RELX earnings.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...

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https://www.narwhal.com/disclosure]]>1265falsefullhttps://www.spreaker.com/episode/jobless-claims-higher-than-expected-is-unemployment-really-5-february-12-2026-morning-market-briefing--70015383

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/70015383Thu, 12 Feb 2026 15:32:40 +0000Narwhal Capital ManagementAndrew & Tom discuss initial jobless claims data, McDonald's earnings, and Washington State advancing the millionaire's tax.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing...

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https://www.narwhal.com/disclosure]]>1563falsefullhttps://www.spreaker.com/episode/130k-jobs-surprise-legislation-to-break-up-big-medicine-february-11-2026-morning-market-briefing--69974977

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69974977Wed, 11 Feb 2026 15:45:57 +0000Narwhal Capital ManagementAndrew & Tom discuss non-farm payrolls data & the odd collab to break up Big Medicine.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...

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https://www.narwhal.com/disclosure]]>1207falsefullhttps://www.spreaker.com/episode/costco-non-food-sales-accelerate-nfib-optimism-holds-strong-february-10-2026-morning-market-briefing--69952834


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69952834Tue, 10 Feb 2026 15:39:23 +0000Narwhal Capital ManagementBen & Tom discuss Costco earnings, small business optimism, and Trump on Warsh.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69887504Mon, 09 Feb 2026 15:25:23 +0000Narwhal Capital ManagementBen & Tom discuss CPI ahead of Friday's release, Japan elections, and GLP-1 copycats.   Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...


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https://www.narwhal.com/disclosure]]>1255falsefullhttps://www.spreaker.com/episode/howard-marks-on-ai-bubble-stellantis-26b-ev-wipeout-february-6-2026-morning-market-briefing--69845679


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69845679Fri, 06 Feb 2026 15:44:12 +0000Narwhal Capital ManagementBen & Tom discuss Howard Marks at the CFA Society, Stellantis cuts some EV vehicle products, and bitcoin gets blasted.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please...


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https://www.narwhal.com/disclosure]]>1511falsefullhttps://www.spreaker.com/episode/scott-bessent-testimony-chaos-google-s-big-earnings-blowout-february-5-2026-morning-market-briefing--69812460


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69812460Thu, 05 Feb 2026 15:15:38 +0000Narwhal Capital ManagementTom discusses Google earnings and Scott Bessent's testimony to the House.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...


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https://www.narwhal.com/disclosure]]>1171falsefullhttps://www.spreaker.com/episode/ai-self-cannibalization-why-saas-is-getting-smashed-february-4-2026-morning-market-briefing--69785316


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69785316Wed, 04 Feb 2026 15:14:51 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss software companies getting smashed by AI, Fed policy, and Texas Instruments buying Silicon Labs.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing...


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69761558Tue, 03 Feb 2026 14:59:36 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the SpaceX–xAI merger, the India Trade deal, and Palantir earnings.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...


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https://www.narwhal.com/disclosure]]>1168falsefullhttps://www.spreaker.com/episode/shutdown-deal-progresses-as-nvidia-is-rumored-to-pull-back-on-ai-funding-february-2-2026-morning-market-briefing--69741193


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69741193Mon, 02 Feb 2026 15:31:54 +0000Narwhal Capital ManagementAndrew and Ben discuss Korean stocks getting smashed, the potential government shutdown, and the AI funding mess.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...


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https://www.narwhal.com/disclosure]]>1163falsefullhttps://www.spreaker.com/episode/trump-nominates-kevin-warsh-as-fed-chair-january-30-2026-morning-market-briefing--69686254

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69686254Fri, 30 Jan 2026 15:28:55 +0000Narwhal Capital ManagementAndrew and Ben discuss Trump nominating Kevin Warsh as Fed chair, PPI data, and Xi dismissing his top leaders.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69666276Thu, 29 Jan 2026 14:41:02 +0000Narwhal Capital ManagementAndrew and Ben discuss the Fed's decision to keep rates steady, AI spending spree, and questions about gold.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...

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https://www.narwhal.com/disclosure]]>1357falsefullhttps://www.spreaker.com/episode/markets-brace-for-the-fed-amazon-cuts-jobs-and-trump-de-escalates-january-28-2026-morning-market-briefing--69645774
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69645774Wed, 28 Jan 2026 15:03:50 +0000Narwhal Capital ManagementAndrew and Ben discuss who will replace Powell, Amazon's layoff email, and Trump's TACO-ing.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1363falsefullhttps://www.spreaker.com/episode/shutdown-risk-rises-as-markets-digest-durable-goods-dollar-moves-january-26-2026-morning-market-briefing--69591584
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69591584Mon, 26 Jan 2026 14:35:38 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss rising shutdown risk, durable goods data, and the dollar’s recent weakness rumors. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>1136falsefullhttps://www.spreaker.com/episode/mixed-earnings-as-boj-kicks-off-global-central-bank-meetings-january-23-2026-morning-market-briefing--69559395
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69559395Fri, 23 Jan 2026 14:18:14 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Intel earnings and BOJ leaving rates unchanged.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69547464Thu, 22 Jan 2026 15:43:53 +0000Narwhal Capital ManagementBen and Tom discuss winter storm Fern, the Greenland U-turn, and an update on Lisa Cook and the Fed Chair.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69533030Wed, 21 Jan 2026 15:42:04 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Netflix earnings and recap last night's event.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69520274Tue, 20 Jan 2026 15:45:59 +0000Narwhal Capital ManagementBen and Fish discuss Trump's latest comments on Greenland and the market sell-off. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>972bessent,bloomberg,china,cnbc,greenland,india,inflation,tariff,treasury,trump,youtubefalsefullhttps://www.spreaker.com/episode/high-yield-savings-rates-are-falling-where-to-put-your-cash-january-16-2026-morning-market-briefing--69468692
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69468692Fri, 16 Jan 2026 15:37:43 +0000Narwhal Capital ManagementAndrew and Ben discuss where to place your high-yield savings and "The Great Healthcare Plan." Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69454325Thu, 15 Jan 2026 15:38:04 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Saks filing for bankruptcy and bank earnings.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>1418falsefullhttps://www.spreaker.com/episode/mortgage-applications-surge-november-ppi-accelerates-january-14-2026-morning-market-briefing--69438656
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69438656Wed, 14 Jan 2026 15:19:41 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss mortgage applications ripping, November PPI, and Trump's latest on Greenland. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69420911Tue, 13 Jan 2026 15:06:28 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's CPI data, yesterday's 10-year bond auction, and small business optimism.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69402334Mon, 12 Jan 2026 15:34:57 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the DOJ investigation into Jay Powell, Trump’s push to cap credit card interest rates, and Eli Lilly’s consideration of acquiring Abivax. Join our live YouTube stream Monday through Friday at 8:30 AM EST:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69372381Fri, 09 Jan 2026 15:35:40 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's ADP employment data, tariff refunds, and Trump's plan to buy $200b of mortgage bonds.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69355547Thu, 08 Jan 2026 15:31:56 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's Truth about defense companies, Apple's card moving to JPMorgan, and Constellation reports soft alcohol demand. Join our live YouTube stream Monday through Friday at 8:30 AM EST:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69341795Wed, 07 Jan 2026 15:21:57 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss ADP Employment, Rubio's push to buy Greenland, and Mobileye acquiring Mentee.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69325051Tue, 06 Jan 2026 15:20:35 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Nvidia's Alpamayo announcement and ISM manufacturing.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69307006Mon, 05 Jan 2026 15:45:58 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump backing off on tariffs & Maduro's capture. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69260846Wed, 31 Dec 2025 15:34:04 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss what surprised them in 2025 and what many people aren’t thinking about for 2026.   Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see...
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https://www.narwhal.com/disclosure]]>2335falsefullhttps://www.spreaker.com/episode/meta-eyes-manus-acquisition-dallas-fed-observations-december-30-2025-morning-market-briefing--69251393
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69251393Tue, 30 Dec 2025 15:29:18 +0000Narwhal Capital ManagementAndrew and Ben discuss Meta's latest acquisition plans and the Dallas Fed survey.  Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>856bonds,china,funny,india,inflation,jre,manus,meta,stocks,streaming,tesla,treasury,trump,youtubefalsefullhttps://www.spreaker.com/episode/nvidia-acquires-groq-ukraine-peace-talks-december-29-2025-morning-market-briefing--69241716
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69241716Mon, 29 Dec 2025 16:00:18 +0000Narwhal Capital ManagementBen provides an update on Ukraine peace talks and Nvidia's latest acquisition.  Join our live YouTube stream Monday through Friday at 8:30 EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69182879Tue, 23 Dec 2025 15:29:16 +0000Narwhal Capital ManagementBen provides an update on geopolitics and Q3 GDP data. Today was our final stream on Zoom. Starting next Monday, the 29th, we’ll be streaming on YouTube. Link to our channel is below.  http://www.youtube.com/@TheMorningMarketBriefing Song: Last...
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Song: Mele Kalikimaka - Jimmy Buffett


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69167644Mon, 22 Dec 2025 15:27:07 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Apollo pulling back on risk, Chicago shifting property taxes away from commercial properties, and Beth Hammack urging a pause in rate cuts. Song: Mele Kalikimaka - Jimmy Buffett For information on how to join the Zoom...
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Song: Wonderful Christmastime - Paul McCartney


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69133455Fri, 19 Dec 2025 14:52:29 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Nike’s earnings, FedEx’s earnings, and the weakening yen. Song: Wonderful Christmastime - Paul McCartney For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Wonderful Christmastime - Paul McCartney


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Song: YMCA (Christmas Version) - Furnace and the Fundamentals

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69118744Thu, 18 Dec 2025 14:58:05 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning’s CPI data, Micron’s earnings, and Trump’s address to the nation. Song: YMCA (Christmas Version) - Furnace and the Fundamentals For information on how to join the Zoom calls live each morning at 8:30 EST,...
Song: YMCA (Christmas Version) - Furnace and the Fundamentals

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https://www.narwhal.com/disclosure]]>1506bessent,bonds,china,chinese,cpi,earnings,funny,india,indian,inflation,investing,jre,micron,powell,stocks,treasury,trump,warrior-dividendfalsefullhttps://www.spreaker.com/episode/openai-secures-10b-from-amazon-uk-inflation-falls-december-17-2025-morning-market-briefing--69097894
Song: The Christmas Shoes - NewSong

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69097894Wed, 17 Dec 2025 14:51:59 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss OpenAI’s Amazon deal, UK inflation, and expectations ahead of Trump’s address to the nation. Song: The Christmas Shoes - NewSong For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: The Christmas Shoes - NewSong

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https://www.narwhal.com/disclosure]]>1240falsefullhttps://www.spreaker.com/episode/october-november-jobs-reports-ford-scales-back-ev-plans-december-16-2025-morning-market-briefing--69078817
Song: Little Saint Nick - Beach Boys

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69078817Tue, 16 Dec 2025 15:21:27 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the October and November jobs reports and Ford’s restructuring of its EV program. Song: Little Saint Nick - Beach Boys For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Little Saint Nick - Beach Boys

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https://www.narwhal.com/disclosure]]>1217falsefullhttps://www.spreaker.com/episode/irobot-files-for-bankruptcy-servicenow-s-latest-acquisition-december-15-2025-morning-market-briefing--69058237
Song: Christmas in Dixie - Alabama

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69058237Mon, 15 Dec 2025 15:36:16 +0000Narwhal Capital ManagementBen and Tom discuss iRobot’s bankruptcy, ServiceNow’s latest acquisition, and the Fed chair search narrowing to two Kevins.  Song: Christmas in Dixie - Alabama For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Christmas in Dixie - Alabama

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https://www.narwhal.com/disclosure]]>1350falsefullhttps://www.spreaker.com/episode/lululemon-ceo-to-step-down-while-earnings-come-in-strong-december-12-2025-morning-market-briefing--69008112







Song: That Was A Crazy Game of Poker - O.A.R.

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/69008112Fri, 12 Dec 2025 15:19:52 +0000Narwhal Capital ManagementAndrew and Tom give an update on the market and discuss several earnings reports. Song: That Was A Crazy Game of Poker - O.A.R. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...







Song: That Was A Crazy Game of Poker - O.A.R.

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Song: I Will Possess Your Heart - Death Cab for Cutie

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68991978Thu, 11 Dec 2025 15:23:46 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss their takeaways from yesterday’s Fed meeting and break down Oracle’s earnings. Song: I Will Possess Your Heart - Death Cab for Cutie For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: I Will Possess Your Heart - Death Cab for Cutie

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https://www.narwhal.com/disclosure]]>1559bonds,china,fed,funny,india,inflation,jre,lending,money,oracle,powell,regulatory,russia,stocks,treasury,trumpfalsefullhttps://www.spreaker.com/episode/fed-decision-day-will-the-fed-cut-rates-december-10-2025-morning-market-briefing--68976806
Song: Pardon Me - Incubus

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68976806Wed, 10 Dec 2025 15:03:21 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the potential outcomes of today's Fed meeting. Song: Pardon Me - Incubus For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Pardon Me - Incubus

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https://www.narwhal.com/disclosure]]>1568apple,ashtead,bessent,bonds,cambodia,china,fed,funny,housing-market,india,inflation,investing,jre,narwhal,nvidia,powell,rate-cut,russia,stocks,trumpfalsefullhttps://www.spreaker.com/episode/nvidia-h200-cleared-for-china-december-9-2025-morning-market-briefing--68960733
Song: Shut Your Eyes - Snow Patrol

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68960733Tue, 09 Dec 2025 15:28:11 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the ensuing Paramount drama, Nvidia’s H200 approval to China, and Trump’s affordability tour. Song: Shut Your Eyes - Snow Patrol For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Shut Your Eyes - Snow Patrol

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https://www.narwhal.com/disclosure]]>1716asia,bonds,china,ellison,h200,india,investing,nfib,nvidia,paramount,stock,tariffs,trumpfalsefullhttps://www.spreaker.com/episode/ibm-nears-11b-confluent-deal-trump-s-farm-aid-program-december-8-2025-morning-market-briefing--68944235
Song: The Space Between - Dave Matthews Band

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68944235Mon, 08 Dec 2025 15:24:07 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss IBM’s near $11B deal for data-infrastructure company Confluent, the Trump administration’s $12B farm-aid program, and why the ECB’s next move could be a rate hike. Song: The Space Between - Dave Matthews Band For...
Song: The Space Between - Dave Matthews Band

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https://www.narwhal.com/disclosure]]>1265falsefullhttps://www.spreaker.com/episode/warner-bros-begins-exclusive-deal-talks-with-netflix-december-5-2025-morning-market-briefing--68899871
Song: Drops of Jupiter (Tell Me) - Train

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68899871Fri, 05 Dec 2025 15:11:35 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Warner Bros. and Netflix deal talks, Meta scaling back the Metaverse, and Scheinbaum’s first meeting with Trump.  Song: Drops of Jupiter (Tell Me) - Train For information on how to join the Zoom calls live each...
Song: Drops of Jupiter (Tell Me) - Train

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https://www.narwhal.com/disclosure]]>1375bonds,funny,india,investing,jre,meta,narwhal,netflix,personal-finance,scheinbaum,stocks,trump,warner-brosfalsefullhttps://www.spreaker.com/episode/trump-signals-support-for-cute-japanese-kei-cars-december-4-2025-morning-market-briefing--68881488
Song: Colder Weather - Zac Brown Band

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68881488Thu, 04 Dec 2025 14:57:04 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump’s announcements yesterday and bond investors’ concerns about Kevin Hassett.  Song: Colder Weather - Zac Brown Band For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Colder Weather - Zac Brown Band

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https://www.narwhal.com/disclosure]]>1320bessent,bonds,india,investing,kei,kevin-hassett,narwhal,schwab,sorkin,stock-market,stocks,trumpfalsefullhttps://www.spreaker.com/episode/more-cautious-consumer-spending-the-dell-family-donation-december-3-2025-morning-market-briefing--68850277
Song: Back to December - Taylor Swift

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68850277Wed, 03 Dec 2025 15:21:42 +0000Narwhal Capital ManagementBen and Tom discuss ADP employment, the Dell family donation, and updates on the consumer. Song: Back to December - Taylor Swift For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Back to December - Taylor Swift

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https://www.narwhal.com/disclosure]]>1201falsefullhttps://www.spreaker.com/episode/code-red-at-openai-mixed-ism-manufacturing-report-december-2-2025-morning-market-briefing--68832448
Song: A Long December - Counting Crows

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68832448Tue, 02 Dec 2025 14:44:56 +0000Narwhal Capital ManagementBen discusses Apple's AI chief stepping down, OpenAI's 'code red' warning, Signet's earnings, and ISM Manufacturing data. Song: A Long December - Counting Crows For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: A Long December - Counting Crows

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https://www.narwhal.com/disclosure]]>1237ai,apple,bonds,china,funny,gemini,india,inflation,investing,jre,meta,nyse,openai,putin,signet,stock-market,stocks,trumpfalsefullhttps://www.spreaker.com/episode/black-friday-sales-central-bank-rate-cuts-december-1-2025-morning-market-briefing--68818808
Song: December - Collective Soul

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68818808Mon, 01 Dec 2025 15:21:36 +0000Narwhal Capital ManagementBen and Tom discuss Black Friday sales, central bank rate cuts, and slowing auto sales. Song: December - Collective Soul For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: December - Collective Soul

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https://www.narwhal.com/disclosure]]>1315adobe,adp-employement,auto-sales,bonds,central-bank,china,india,investing,ism-manufacturing,litigation,mastercard,putin,stocks,trumpfalsefullhttps://www.spreaker.com/episode/urban-outfitters-posts-strong-earnings-nvidia-continues-to-play-defense-november-26-2025-morning-market-briefing--68756272
Song: Thank God I’m a Country Boy - John Denver

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68756272Wed, 26 Nov 2025 14:30:19 +0000Narwhal Capital ManagementAndrew and Tom discuss Urban Outfitters earnings, Nvidia defending itself once again, and a college football preview. Song: Thank God I’m a Country Boy - John Denver For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Thank God I’m a Country Boy - John Denver

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https://www.narwhal.com/disclosure]]>1318falsefullhttps://www.spreaker.com/episode/ukraine-agrees-to-potential-peace-deal-meta-to-use-alphabet-s-tpus-november-25-2025-morning-market-briefing--68741329

Song: Mountain Music - Alabama

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68741329Tue, 25 Nov 2025 15:25:39 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the potential Russia/Ukraine peace deal, Meta in talks to use Alphabet's TPUs, and Nvidia's "We're not Enron" memo. Song: Mountain Music - Alabama For information on how to join the Zoom calls live each morning at 8:30...

Song: Mountain Music - Alabama

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https://www.narwhal.com/disclosure]]>1548apollo,bonds,china,fed,federal-reserve,funny,india,investing,jre,michael-burry,nvidia,powell,russia,stocks,trump,ukrainefalsefullhttps://www.spreaker.com/episode/bessent-speaks-on-inflation-russia-ukraine-peace-deal-progress-november-24-2025-morning-market-briefing--68722830
Song: Little Bitty - Alan Jackson

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68722830Mon, 24 Nov 2025 14:40:13 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Bessent's interview with Meet the Press, progress on the Russia/Ukraine peace deal, and Lenovo stockpiling memory chips.  Song: Little Bitty - Alan Jackson For information on how to join the Zoom calls live each morning...
Song: Little Bitty - Alan Jackson

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https://www.narwhal.com/disclosure]]>1236bessent,bonds,china,india,inflation,lenovo,mamdani,markets,nyse,russia,stock-market,stocks,trump,ukraine,venezulafalsefullhttps://www.spreaker.com/episode/market-sell-off-continues-gap-earnings-november-21-2025-morning-market-briefing--68677815
Song: Hash Pipe - Weezer

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68677815Fri, 21 Nov 2025 14:28:05 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the sell-off, GAP earnings, and the week ahead.  Song: Hash Pipe - Weezer For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Hash Pipe - Weezer

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https://www.narwhal.com/disclosure]]>1140bonds,china,dallas-fed-manufacturing-index,gap,hedging,india,inflation,investing,narwhal,nvidia,stocks,trumpfalsefullhttps://www.spreaker.com/episode/nvidia-shocks-the-market-with-an-earnings-beat-november-20-2025-morning-market-briefing--68655714
Song: All My Rowdy Friends (Have Settled Down) - Hank Williams Jr.

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68655714Thu, 20 Nov 2025 15:05:56 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Nvidia earnings, Walmart's move to Nasdaq, and Mamdani's upcoming visit to the White House. Song: All My Rowdy Friends (Have Settled Down) - Hank Williams Jr. For information on how to join the Zoom calls live each...
Song: All My Rowdy Friends (Have Settled Down) - Hank Williams Jr.

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https://www.narwhal.com/disclosure]]>1158falsefullhttps://www.spreaker.com/episode/saudi-arabia-commits-nearly-1-trillion-in-us-investment-november-19-2025-morning-market-briefing--68640810
Song: Every Rose Has Its Thorn - Poison

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68640810Wed, 19 Nov 2025 15:22:58 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's meeting with MBS and an update on the China rare earth deal.  Song: Every Rose Has Its Thorn - Poison For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Every Rose Has Its Thorn - Poison

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https://www.narwhal.com/disclosure]]>1336falsefullhttps://www.spreaker.com/episode/what-to-make-of-the-market-sell-off-november-18-2025-morning-market-briefing--68618545
Song: You Don’t Know How It Feels - Tom Petty

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68618545Tue, 18 Nov 2025 14:48:36 +0000Narwhal Capital ManagementBen and Tom discuss Home Depot earnings and what to make of the market sell-off.  Song: You Don’t Know How It Feels - Tom Petty For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: You Don’t Know How It Feels - Tom Petty

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https://www.narwhal.com/disclosure]]>1106falsefullhttps://www.spreaker.com/episode/tim-cook-preparing-to-step-down-as-apple-ceo-november-17-2025-morning-market-briefing--68603921
Song: Wrapped Around Your Finger - The Police

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68603921Mon, 17 Nov 2025 15:25:21 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Apple stepping up its succession planning for Tim Cook, Berkshire's stake in Alphabet, and the week ahead.  Song: Wrapped Around Your Finger - The Police For information on how to join the Zoom calls live each morning at...
Song: Wrapped Around Your Finger - The Police

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https://www.narwhal.com/disclosure]]>982falsefullhttps://www.spreaker.com/episode/yesterday-s-market-portable-mortgages-november-14-2025-morning-market-briefing--68567522
Song: Kokomo - The Beach Boys

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68567522Fri, 14 Nov 2025 15:11:56 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss what happened in yesterday's market, the bidding war for Warner Bros, portable mortgages, and the week ahead.  Song: Kokomo - The Beach Boys For information on how to join the Zoom calls live each morning at 8:30 EST,...
Song: Kokomo - The Beach Boys

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https://www.narwhal.com/disclosure]]>1504amd,bessent,bonds,china,india,inflation,investing,netflix,nvda,portable-mortgage,powell,stocks,tariffs,trump,warner-bros,wbdfalsefullhttps://www.spreaker.com/episode/government-shutdown-ends-michael-burry-closes-shop-november-13-2025-morning-market-briefing--68554062
Song: The Ride - David Allan Coe

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68554062Thu, 13 Nov 2025 15:16:09 +0000Narwhal Capital ManagementBen and Tom discuss the end of the shutdown and its impact, Michael Burry’s decision to close his hedge fund, and various earnings reports. Song: The Ride - David Allan Coe For information on how to join the Zoom calls live each morning at 8:30 EST,...
Song: The Ride - David Allan Coe

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https://www.narwhal.com/disclosure]]>1150bessent,bonds,china,disney,finance,funny,india,investing,jre,michael-burry,powell,shutdown,stocks,trumpfalsefullhttps://www.spreaker.com/episode/bessent-says-tariff-relief-on-fruit-and-coffee-is-coming-november-12-2025-morning-market-briefing--68537721
Song: Pinball Wizard - The Who

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68537721Wed, 12 Nov 2025 14:59:18 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Bessent's latest comments on tariffs, AMD reenergizing data center interest, and the US Navy considering a temporary base near Gaza.  Song: Pinball Wizard - The Who For information on how to join the Zoom calls live each...
Song: Pinball Wizard - The Who

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https://www.narwhal.com/disclosure]]>1219amd,bessent,bonds,china,duration,finance,funny,gaza,india,investing,israel,jre,powell,stocks,trumpfalsefullhttps://www.spreaker.com/episode/senate-passes-shutdown-deal-nfib-small-business-optimism-november-11-2025-morning-market-briefing--68522479
Song: Fortunate Son - Creedence Clearwater Revival 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68522479Tue, 11 Nov 2025 15:05:32 +0000Narwhal Capital ManagementBen and Tom discuss the Senate passing the shutdown deal and NFIB small business optimism.  Song: Fortunate Son - Creedence Clearwater Revival  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Fortunate Son - Creedence Clearwater Revival 

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https://www.narwhal.com/disclosure]]>1252falsefullhttps://www.spreaker.com/episode/visa-mastercard-nearing-settlement-with-merchants-shutdown-progress-november-10-2025-morning-market-briefing--68497693
Song: Where the Blacktop Ends - Keith Urban

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68497693Mon, 10 Nov 2025 15:12:21 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Visa/Mastercard settlement and an update on the shutdown.  Song: Where the Blacktop Ends - Keith Urban For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Where the Blacktop Ends - Keith Urban

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https://www.narwhal.com/disclosure]]>1565falsefullhttps://www.spreaker.com/episode/record-5-53-trillion-in-mmf-november-7-2025-morning-market-briefing--68462267
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68462267Fri, 07 Nov 2025 15:00:26 +0000Narwhal Capital ManagementBen discusses various company's news, the effects of record high MMF balances, and gives his thoughts on football for the weekend ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>921falsefullhttps://www.spreaker.com/episode/tariff-hearings-in-the-supreme-court-apple-s-deal-with-google-for-ai-siri-november-6-2025-morning-market-briefing--68447839
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68447839Thu, 06 Nov 2025 14:53:10 +0000Narwhal Capital ManagementBen discusses the tariff hearings in the Supreme Court, Bank of England, and Apple's new deal with Google for AI Siri. We had internet issues this morning, so I apologize for the poor audio in the first five minutes.  For information on how to join...
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https://www.narwhal.com/disclosure]]>1019falsefullhttps://www.spreaker.com/episode/nyc-mayoral-election-results-november-5-2025-morning-market-briefing--68435130
Song: In Spite of Ourselves - John Prine

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68435130Wed, 05 Nov 2025 17:26:43 +0000Narwhal Capital ManagementBen and Tom discuss the New York mayoral election results, weight loss drugs, Japan, AI company earnings, and Google's acquisition of Wiz. Song: In Spite of Ourselves - John Prine For information on how to join the Zoom calls live each morning at...
Song: In Spite of Ourselves - John Prine

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https://www.narwhal.com/disclosure]]>1449falsefullhttps://www.spreaker.com/episode/local-election-day-across-the-us-ism-manufacturing-suggests-lower-inflation-november-4-2025-morning-market-briefing--68414602
Song: O.D.'d In Denver - Hank Williams Jr.

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68414602Tue, 04 Nov 2025 14:33:32 +0000Narwhal Capital ManagementBen and Tom discuss the New York mayoral elections, the ISM Manufacturing Report, and Starbucks selling 60% of its China unit to Boyu Capital.  Song: O.D.'d In Denver - Hank Williams Jr. For information on how to join the Zoom calls live each...
Song: O.D.'d In Denver - Hank Williams Jr.

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https://www.narwhal.com/disclosure]]>1498bonds,china,denny's,fed,federal-reserve,finance,india,investing,ism-manufacturing,narwhal,palantir,personal-finance,starbucks,stocks,uberfalsefullhttps://www.spreaker.com/episode/alphabet-selling-euros-to-fund-ai-expansion-china-deal-update-november-3-2025-morning-market-briefing--68400103
Song: Rock’n Me - Steve Miller Band

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68400103Mon, 03 Nov 2025 15:17:17 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Alphabet selling 3 billion Euros and update on the China deal.      Song: Rock’n Me - Steve Miller Band For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Rock’n Me - Steve Miller Band

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https://www.narwhal.com/disclosure]]>1081falsefullhttps://www.spreaker.com/episode/money-20-20-conference-the-morning-market-briefing-live-leveraging-a-firm-podcast-to-educate-clients-and-build-trust--68369086

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68369086Fri, 31 Oct 2025 18:38:59 +0000Narwhal Capital ManagementThis past week, we traveled to Las Vegas to do a live podcast at the Money 20/20 conference. This is the recording from our session.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1516bonds,china,finance,fintech,funny,india,investing,jre,money20/20,podcast,stocksfalsefullhttps://www.spreaker.com/episode/apple-amazon-earnings-more-private-credit-fraud-october-31-2025-morning-market-briefing--68364575
Song: Thriller - Michael Jackson

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68364575Fri, 31 Oct 2025 14:14:43 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss more big tech earnings and the latest private credit fraud.    Song: Thriller - Michael Jackson For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Thriller - Michael Jackson

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https://www.narwhal.com/disclosure]]>1543amazon,apple,aws,bitcoin,blackrock,bonds,china,finance,india,investing,personal-finance,stockfalsefullhttps://www.spreaker.com/episode/trump-meets-with-xi-big-tech-earnings-october-30-2025-morning-market-briefing--68349395
Song: Jet Airliner - Steve Miller Band

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68349395Thu, 30 Oct 2025 13:47:31 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's meeting with Xi and big tech earnings.   Song: Jet Airliner - Steve Miller Band For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Jet Airliner - Steve Miller Band

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https://www.narwhal.com/disclosure]]>1205falsefullhttps://www.spreaker.com/episode/live-from-las-vegas-nvidia-s-new-partnerships-us-japan-trade-deal-october-29-2025-morning-market-briefing--68333923
Song: The Gambler - Kenny Rogers

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68333923Wed, 29 Oct 2025 13:47:18 +0000Narwhal Capital ManagementAndrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Nvidia's new partnerships, and the US-Japan trade deal. Please forgive the poor audio quality this morning, as we’re using our travel setup. Song: The Gambler - Kenny...
Song: The Gambler - Kenny Rogers

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https://www.narwhal.com/disclosure]]>884falsefullhttps://www.spreaker.com/episode/live-from-las-vegas-amazon-job-cuts-ups-crushes-earnings-october-28-2025-morning-market-briefing--68312230
Song: Waking Up In Vegas - Katy Perry

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68312230Tue, 28 Oct 2025 14:02:03 +0000Narwhal Capital ManagementAndrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Amazon job cuts, UPS earnings, and SBUX in China. Please forgive the poor audio quality this morning, as we’re using our travel setup. Song: Waking Up In Vegas - Katy...
Song: Waking Up In Vegas - Katy Perry

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https://www.narwhal.com/disclosure]]>959falsefullhttps://www.spreaker.com/episode/live-from-las-vegas-argentina-elections-apple-s-plan-for-more-ads-october-27-2025-morning-market-briefing--68297511
Song: Ben played something strange this morning. 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68297511Mon, 27 Oct 2025 14:11:59 +0000Narwhal Capital ManagementAndrew and Tom, live from Las Vegas, discuss the latest conference topics, Argentina’s elections, and Apple's plan for ads on maps. Please forgive the poor audio quality this morning, as we’re using our travel setup. Song: Ben played something...
Song: Ben played something strange this morning. 

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https://www.narwhal.com/disclosure]]>1275apple,bessent,bonds,china,finance,india,investing,money2020,north-korea,nvidia,stocks,trumpfalsefullhttps://www.spreaker.com/episode/trump-terminates-canada-trade-talks-cpi-comes-in-cold-october-24-2025-morning-market-briefing--68265167
Song: Sold (The Grundy County Auction Incident) - John Michael Montgomery

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68265167Fri, 24 Oct 2025 13:29:05 +0000Narwhal Capital ManagementAndrew and Ben discuss the Canada trade talks, Argentina elections, September CPI, and various earnings.   Song: Sold (The Grundy County Auction Incident) - John Michael Montgomery For information on how to join the Zoom calls live each morning at...
Song: Sold (The Grundy County Auction Incident) - John Michael Montgomery

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https://www.narwhal.com/disclosure]]>1098falsefullhttps://www.spreaker.com/episode/sanctions-on-russian-oil-companies-tesla-earnings-october-23-2025-morning-market-briefing--68253253
Song: Pride and Joy - Stevie Ray Vaughan

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68253253Thu, 23 Oct 2025 14:02:58 +0000Narwhal Capital ManagementAndrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings.  Song: Pride and Joy - Stevie Ray Vaughan For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Pride and Joy - Stevie Ray Vaughan

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https://www.narwhal.com/disclosure]]>1267bonds,china,elon-musk,fed,investing,jerome-powell,lukoil,oil,personal-finance,rosneft,rubio,russia,stocks,tesla,trumpfalsefullhttps://www.spreaker.com/episode/us-india-deal-seems-likely-uk-inflation-october-22-2025-morning-market-briefing--68239954
Song: Change the World - Eric Clapton

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68239954Wed, 22 Oct 2025 13:53:01 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings.  Song: Change the World - Eric Clapton For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Change the World - Eric Clapton

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https://www.narwhal.com/disclosure]]>1401bonds,china,chinese,gold,india,inflation,investing,modi,narwhal,netflix,oil,personal-finance,russia,stocks,tariff,trumpfalsefullhttps://www.spreaker.com/episode/us-army-meets-with-private-equity-october-21-2025-morning-market-briefing--68227386
Song: Blue Sky - The Allman Brothers Band

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68227386Tue, 21 Oct 2025 14:12:54 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings.  Song: Blue Sky - The Allman Brothers Band For information on how to join the Zoom calls live each morning at 8:30 EST,...
Song: Blue Sky - The Allman Brothers Band

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https://www.narwhal.com/disclosure]]>1397bonds,china,fed,india,investing,markets,private-equity,stocksfalsefullhttps://www.spreaker.com/episode/why-do-we-own-these-companies-october-20-2025-morning-market-briefing--68214153
Song: The Beatles - Get Back

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68214153Mon, 20 Oct 2025 14:25:24 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review the weekend’s college football games and discuss a handful of companies we own and why. Song: The Beatles - Get Back For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: The Beatles - Get Back

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https://www.narwhal.com/disclosure]]>950falsefullhttps://www.spreaker.com/episode/bad-loans-the-dangers-of-alternative-fixed-income-october-17-2025-morning-market-briefing--68178705

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68178705Fri, 17 Oct 2025 13:57:07 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Andrew's birthday surprise, bad loans from regional banks/private credit, market volatility, earnings results, and the college football slate for the weekend. For information on how to join the Zoom calls live each...

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https://www.narwhal.com/disclosure]]>1672falsefullhttps://www.spreaker.com/episode/beige-book-overview-a-comeback-in-u-s-manufacturing-october-16-2025-morning-market-briefing--68164860

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68164860Thu, 16 Oct 2025 14:00:34 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earnings updates, and the increased prevalence of long-term revenue forecasts as drivers of AI company...

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https://www.narwhal.com/disclosure]]>1070falsefullhttps://www.spreaker.com/episode/ai-company-updates-bank-earnings-reports-october-15-2025-morning-market-briefing--68149360

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68149360Wed, 15 Oct 2025 13:53:06 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss updates on companies tied to the AI boom, markets making a comeback, Powell's Adam Smith Award lecture, and GSIB earnings reports. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>931falsefullhttps://www.spreaker.com/episode/rate-cuts-on-the-horizon-power-demand-for-ai-october-14-2025-morning-market-briefing--68132620

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68132620Tue, 14 Oct 2025 14:27:30 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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Please see disclosures:
https://www.narwhal.com/disclosure]]>1083falsefullhttps://www.spreaker.com/episode/market-sell-off-and-rebound-october-13-2025-morning-market-briefing--68118132

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68118132Mon, 13 Oct 2025 13:18:53 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Friday's sell-off, international news, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1136falsefullhttps://www.spreaker.com/episode/ai-trade-is-back-on-october-10-2025-morning-market-briefing--68090315

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68090315Fri, 10 Oct 2025 13:25:33 +0000Narwhal Capital ManagementBen discusses the pick up in AI trade, international news, and what to be on the lookout for next week. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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Please see disclosures:
https://www.narwhal.com/disclosure]]>921falsefullhttps://www.spreaker.com/episode/new-prime-minister-in-france-and-first-brands-bankruptcy-october-9-2025-morning-market-briefing--68076385

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68076385Thu, 09 Oct 2025 13:10:27 +0000Narwhal Capital ManagementAndrew and Tom discuss international news, First Brands bankruptcy, and various company earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1133falsefullhttps://www.spreaker.com/episode/oracle-s-ai-cloud-business-and-fed-minutes-october-8-2025-morning-market-briefing--68062643

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68062643Wed, 08 Oct 2025 13:30:01 +0000Narwhal Capital ManagementBen and Tom discuss Oracle's AI Cloud Business, Fed Minutes, and 10-year auction expectations. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68047218Tue, 07 Oct 2025 14:01:42 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Tesla news, Constellation Brands, and bond rate expectations. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/68030694Mon, 06 Oct 2025 13:34:21 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Foxconn sales, Japan's prime minister, and give an update on the government shutdown.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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Song: My Own Prison - Creed


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67999699Fri, 03 Oct 2025 13:36:20 +0000Narwhal Capital ManagementAndrew and Tom discuss yesterday's CFA meeting and the week ahead.  Song: My Own Prison - Creed For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: My Own Prison - Creed


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Song: Closing Time - Semisonic


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67986663Thu, 02 Oct 2025 14:25:01 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the government shutdown and yesterday's ISM manufacturing report. Song: Closing Time - Semisonic For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Closing Time - Semisonic


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Song: Closing Time - Semisonic


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67969535Wed, 01 Oct 2025 13:20:21 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Nike earnings, TrumpRX and the government shutdown.  Song: Closing Time - Semisonic For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Closing Time - Semisonic


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Song: Meet in the Middle - Diamond Rio


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67951491Tue, 30 Sep 2025 13:58:53 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the major points of the Israel-Gaza peace announcement, an update on the potential government shutdown, and Hegseth's mystery meeting with top military officials.  Song: Meet in the Middle - Diamond Rio For information...
Song: Meet in the Middle - Diamond Rio


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Song: Rhiannon - Fleetwood Mac


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67940233Mon, 29 Sep 2025 14:16:29 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the latest M&A activity, potential government shutdowns, and Goldman Sachs' upgrade of equities to overweight.  Song: Rhiannon - Fleetwood Mac For information on how to join the Zoom calls live each morning at 8:30...
Song: Rhiannon - Fleetwood Mac


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Song: Good Vibrations - The Beach Boys


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67908685Fri, 26 Sep 2025 14:26:40 +0000Narwhal Capital ManagementBen and Tom discuss this morning's PCE data, GDP revision, and more Fed talk.  Song: Good Vibrations - The Beach Boys For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Good Vibrations - The Beach Boys


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Song: Fly Like an Eagle - Steve Miller Band


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67896198Thu, 25 Sep 2025 14:31:26 +0000Narwhal Capital ManagementBen and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting. Song: Fly Like an Eagle - Steve Miller Band For information on how to join the Zoom calls live each morning at...
Song: Fly Like an Eagle - Steve Miller Band


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https://www.narwhal.com/disclosure]]>1350falsefullhttps://www.spreaker.com/episode/micron-crushes-earnings-trump-at-the-un-general-assembly-september-24-2025-morning-market-briefing--67877756
Song: Touch of Grey - Grateful Dead


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67877756Wed, 24 Sep 2025 14:25:05 +0000Narwhal Capital ManagementBen discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation.  Song: Touch of Grey - Grateful Dead For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Touch of Grey - Grateful Dead


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Song: If This Is Just a Game - David Allan Coe 


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67865107Tue, 23 Sep 2025 13:56:44 +0000Narwhal Capital ManagementBen discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI.  Song: If This Is Just a Game - David Allan Coe  For information on how to join the Zoom calls live each...
Song: If This Is Just a Game - David Allan Coe 


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Song: September - Earth, Wind, & Fire


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67851291Mon, 22 Sep 2025 14:15:00 +0000Narwhal Capital ManagementBen discusses Pfizer's latest acquisition and the implications of the new H-1B rules.  Song: September - Earth, Wind, & Fire For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: September - Earth, Wind, & Fire


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Song: Amie - Pure Prairie League


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67822194Fri, 19 Sep 2025 14:25:54 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead.  Song: Amie - Pure Prairie League For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Amie - Pure Prairie League


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Song: You Never Even Called Me by My Name - David Allan Coe

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67807999Thu, 18 Sep 2025 14:15:02 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel.  Song: You Never Even Called Me by My Name - David Allan Coe For information on how to join the Zoom calls live each morning at 8:30...

Song: You Never Even Called Me by My Name - David Allan Coe

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67794846Wed, 17 Sep 2025 14:14:16 +0000Narwhal Capital ManagementAndrew and Ben discuss the TikTok deal framework, pharma companies investing in the US, and a preview of the Fed meeting today.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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Song: Fire on the Mountain - The Marshall Tucker Band
 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67779115Tue, 16 Sep 2025 13:59:25 +0000Narwhal Capital ManagementBen and Tom discuss international issues and their potential impact on the market and tomorrow's Fed meeting.  Song: Fire on the Mountain - The Marshall Tucker Band   For information on how to join the Zoom calls live each morning at 8:30 EST,...

Song: Fire on the Mountain - The Marshall Tucker Band
 

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Song: Family Tradition - Hank Williams Jr.
 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67765756Mon, 15 Sep 2025 14:25:15 +0000Narwhal Capital ManagementAndrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead.  Song: Family Tradition - Hank Williams Jr.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Family Tradition - Hank Williams Jr.
 

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Song: Minute by Minute - The Doobie Brothers 
 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67735239Fri, 12 Sep 2025 14:26:17 +0000Narwhal Capital ManagementAndrew, Ben, and Tom share thoughts ahead of next week's Fed meeting.  Song: Minute by Minute - The Doobie Brothers    For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Minute by Minute - The Doobie Brothers 
 

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Song: Where Were You - Alan Jackson
 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67720366Thu, 11 Sep 2025 14:13:54 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the tragic assassination of Charlie Kirk and yesterday's market.  Song: Where Were You - Alan Jackson   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Where Were You - Alan Jackson
 

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Song: Karma Police - Radiohead
 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67702919Wed, 10 Sep 2025 13:53:19 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Oracle's jump after earnings, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data.  Song: Karma Police - Radiohead   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Karma Police - Radiohead
 

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Song: Say It Ain't So - Weezer
 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67689652Tue, 09 Sep 2025 13:41:47 +0000Narwhal Capital ManagementBen and Tom discuss France's firing of their Prime Minister, the NFIB Small Business Optimism, and a preview of Apple's event today. Song: Say It Ain't So - Weezer   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Say It Ain't So - Weezer
 

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https://www.narwhal.com/disclosure]]>1144falsefullhttps://www.spreaker.com/episode/bessent-blasts-the-fed-in-latest-articles-september-8-2025-morning-market-briefing--67676375 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67676375Mon, 08 Sep 2025 14:25:39 +0000Narwhal Capital ManagementAndrew, Ben, Hannah, and Tom discuss Bessent's latest articles on the Fed, Japan's Prime Minister's plan to resign, and the week ahead.    For information on how to join the Zoom calls live each morning at 8:30 EST, visit:... 

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Song: Walkin' on the Sun - Smash Mouth 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67644678Fri, 05 Sep 2025 14:07:45 +0000Narwhal Capital ManagementAndrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings.  Song: Walkin' on the Sun - Smash Mouth  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

Song: Walkin' on the Sun - Smash Mouth 

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Song: Band On The Run - Paul McCartney 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67632735Thu, 04 Sep 2025 14:02:52 +0000Narwhal Capital ManagementAndrew and Hicks discuss the JOLTS report, CRM earnings, the German economy expectation of slower growth, and Stephen Miran facing Senate confirmation today.  Song: Band On The Run - Paul McCartney  For information on how to join the Zoom calls live...
Song: Band On The Run - Paul McCartney 

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Song: (Just Like) Starting Over - John Lennon 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67616487Wed, 03 Sep 2025 13:55:24 +0000Narwhal Capital ManagementAndrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing.   Song: (Just Like) Starting Over - John Lennon  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: (Just Like) Starting Over - John Lennon 

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Song: Maggie May - Rod Stewart 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67595271Tue, 02 Sep 2025 14:27:00 +0000Narwhal Capital ManagementAndrew and Tom discuss this weekend's college football, Kraft Heinz splitting up, and Eurozone inflation.  Song: Maggie May - Rod Stewart  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Maggie May - Rod Stewart 

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We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67553212Fri, 29 Aug 2025 13:46:52 +0000Narwhal Capital ManagementAndrew provides five things you should rethink about college football, some individual team themes, and a preview of the weekend.  We got a new mixer. If the sound isn't great, please let me know. Still figuring it out.  For information on how to...
We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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https://www.narwhal.com/disclosure]]>1393falsefullhttps://www.spreaker.com/episode/nvidia-earnings-mexico-to-increase-tariffs-on-china-august-28-2025-morning-market-briefing--67542759
We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67542759Thu, 28 Aug 2025 13:55:36 +0000Narwhal Capital ManagementAndrew and Hicks discuss Nvidia earnings, Mexico increasing Tariffs on China, and tonight's college football games.  We got a new mixer. If the sound isn't great, please let me know. Still figuring it out.  For information on how to join the Zoom...
We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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https://www.narwhal.com/disclosure]]>1072falsefullhttps://www.spreaker.com/episode/india-tariffs-jump-to-50-record-levels-of-share-buybacks-august-27-2025-morning-market-briefing--67530567
We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67530567Wed, 27 Aug 2025 13:47:14 +0000Narwhal Capital ManagementAndrew and Hicks discuss the concerns surrounding Lisa Cook's firing, India's tariff jumping to 50%, and share buybacks hitting record highs.   We got a new mixer. If the sound isn't great, please let me know. Still figuring it out.  For information...
We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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https://www.narwhal.com/disclosure]]>1005falsefullhttps://www.spreaker.com/episode/lisa-the-fraudster-cook-is-fired-august-26-2025-morning-market-briefing--67517902
We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67517902Tue, 26 Aug 2025 13:55:59 +0000Narwhal Capital ManagementAndrew and Tom discuss Trump firing Lisa Cook, Eli Lilly completing late-stage trial of Oforgilpron, and EssilorLuxxotica reportedly taking a 20% stake in Nikon.  We got a new mixer. If the sound isn't great, please let me know. Still figuring it...
We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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https://www.narwhal.com/disclosure]]>1478falsefullhttps://www.spreaker.com/episode/us-takes-stake-in-intel-chili-s-is-back-august-25-2025-morning-market-briefing--67506675

Song: I Saw Her Standing There - The Beatles


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67506675Mon, 25 Aug 2025 14:26:49 +0000Narwhal Capital ManagementAndrew and Tom discuss Powell's speech from Friday, the US taking its 10% stake in Intel, and Chili's is back. Song: I Saw Her Standing There - The Beatles For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

Song: I Saw Her Standing There - The Beatles


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https://www.narwhal.com/disclosure]]>1340falsefullhttps://www.spreaker.com/episode/nvidia-halts-h20-production-jackson-hole-preview-august-22-2025-morning-market-briefing--67478211
Song: A New Man - Jerry Hutcheson

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67478211Fri, 22 Aug 2025 13:45:11 +0000Narwhal Capital ManagementAndrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole.  Song: A New Man - Jerry Hutcheson For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: A New Man - Jerry Hutcheson

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https://www.narwhal.com/disclosure]]>1047falsefullhttps://www.spreaker.com/episode/fed-governer-lisa-cook-under-fire-initial-jobless-claims-august-21-2025-morning-market-briefing--67467410
Song: When I Come Around - Green Day

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67467410Thu, 21 Aug 2025 13:44:26 +0000Narwhal Capital ManagementAndrew and Tom discuss Nick Timiraos's unusual article comparing Jay Powell to the pope, Fed Governor Lisa Cook's mortgage fraud, and initial jobless claims.  Song: When I Come Around - Green Day For information on how to join the Zoom calls live...
Song: When I Come Around - Green Day

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https://www.narwhal.com/disclosure]]>1059ai,bonds,china,college-football,fed,federal-reserve,finance,india,jay-powell,jobless-claims,lisa-cook,meta,nick-timiraos,stock-market,stocks,walmartfalsefullhttps://www.spreaker.com/episode/target-taps-coo-to-lead-turnaround-truist-s-bold-new-strategy-august-20-2025-morning-market-briefing--67453617
Song: Oye Como Va - Santana

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67453617Wed, 20 Aug 2025 13:13:40 +0000Narwhal Capital ManagementAndrew and Tom discuss Target's new CEO, Trump's bond portfolio, and Truist's latest strategy to capture the "Mass Affluent."  Song: Oye Como Va - Santana For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Oye Como Va - Santana

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https://www.narwhal.com/disclosure]]>1057bonds,china,economy,finance,markets,money,stock-market,stocks,target,truist,trump,winningfalsefullhttps://www.spreaker.com/episode/trump-pushing-for-a-trilat-with-zelensky-and-putin-august-19-2025-morning-market-briefing--67437430
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67437430Tue, 19 Aug 2025 14:17:03 +0000Narwhal Capital ManagementAndrew and Tom discuss yesterday's meeting with Zelensky in DC, Chamath's new SPAC, and HD earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1021falsefullhttps://www.spreaker.com/episode/zelensky-returns-to-dc-to-meet-with-trump-and-european-leaders-august-18-2025-morning-market-briefing--67415644
Song: Sweet Child O' Mine - Guns N' Roses

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67415644Mon, 18 Aug 2025 14:32:04 +0000Narwhal Capital ManagementAndrew and Tom discuss Trump's meeting with Putin and Zelensky returning to DC today.  Song: Sweet Child O' Mine - Guns N' Roses For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Sweet Child O' Mine - Guns N' Roses

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https://www.narwhal.com/disclosure]]>1154falsefullhttps://www.spreaker.com/episode/the-us-takes-stake-in-intel-retail-sales-august-15-2025-morning-market-briefing--67377984
Song: Chillin' in Alaska - Tim Heidecker

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67377984Fri, 15 Aug 2025 14:01:08 +0000Narwhal Capital ManagementAndrew, Ben, Tom, and Pedro discuss Berkshire's recent buy of UNH, the US taking a stake in Intel, and retail sales.  Song: Chillin' in Alaska - Tim Heidecker For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Chillin' in Alaska - Tim Heidecker

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https://www.narwhal.com/disclosure]]>1153falsefullhttps://www.spreaker.com/episode/ppi-comes-in-hotter-than-expected-august-14-2025-morning-market-briefing--67367631
Song: I'm in a Hurry (And Don't Know Why) - Alabama

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67367631Thu, 14 Aug 2025 14:10:00 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's PPI data and various earnings.   Song: I'm in a Hurry (And Don't Know Why) - Alabama For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: I'm in a Hurry (And Don't Know Why) - Alabama

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https://www.narwhal.com/disclosure]]>1428falsefullhttps://www.spreaker.com/episode/perplexity-offers-to-buy-google-chrome-yesterday-s-rally-august-13-2025-morning-market-briefing--67356186
Song: Innerbloom - Rüfüs Du Sol

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67356186Wed, 13 Aug 2025 13:51:28 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's market rally, Bessent's latest comments on rates, and Perplexity's offer to buy Google Chrome.   Song: Innerbloom - Rüfüs Du Sol For information on how to join the Zoom calls live each morning at 8:30 EST,...
Song: Innerbloom - Rüfüs Du Sol

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https://www.narwhal.com/disclosure]]>1066bond-market,college-football,dow-jones,earnings-reports,economic-news,economic-trends,federal-reserve,financial-news,global-markets,inflation-trends,interest-rates,investing-news,market-analysis,market-commentary,market-update,market-volatility,nasdaq,portfolio-insights,sp500,stock-marketfalsefullhttps://www.spreaker.com/episode/small-business-optimism-rises-cpi-remains-steady-august-12-2025-morning-market-briefing--67344014
Song: Beautiful Disaster - 311

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67344014Tue, 12 Aug 2025 14:07:51 +0000Narwhal Capital ManagementBen and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger.  Song: Beautiful Disaster - 311 For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Beautiful Disaster - 311

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https://www.narwhal.com/disclosure]]>1181falsefullhttps://www.spreaker.com/episode/amd-nvidia-to-pay-15-china-revenue-to-the-us-august-11-2025-morning-market-briefing--67331318
Song: Roundabout - YES

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67331318Mon, 11 Aug 2025 14:15:50 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss AMD and Nvidia paying 15% of their China revenue to the US. Please reach out to hfish@narwhal.com if you are interested in our fantasy football league.  Song: Roundabout - YES For information on how to join the Zoom...
Song: Roundabout - YES

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https://www.narwhal.com/disclosure]]>937falsefullhttps://www.spreaker.com/episode/meta-lands-funding-deal-with-pimco-and-blue-owl-august-8-2025-morning-market-briefing--67301332
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67301332Fri, 08 Aug 2025 14:02:26 +0000Narwhal Capital ManagementBen and Tom discuss Meta's funding plan and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1119falsefullhttps://www.spreaker.com/episode/apple-600-investment-announcement-100-tariffs-on-semiconductors-august-7-2025-morning-market-briefing--67284691
Song: Corduroy - Pearl Jam

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67284691Thu, 07 Aug 2025 13:41:09 +0000Narwhal Capital ManagementAndrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings. Song: Corduroy - Pearl Jam For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Corduroy - Pearl Jam

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https://www.narwhal.com/disclosure]]>1019falsefullhttps://www.spreaker.com/episode/where-are-we-in-the-cycle-early-vs-late-cycle-august-6-2025-morning-market-briefing--67270561
Song: Drown - Smashing Pumpkins

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67270561Wed, 06 Aug 2025 13:56:26 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings.  Song: Drown - Smashing Pumpkins For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Drown - Smashing Pumpkins

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https://www.narwhal.com/disclosure]]>1907falsefullhttps://www.spreaker.com/episode/san-francisco-fed-president-mary-daly-calls-for-cuts-august-5-2025-morning-market-briefing--67258108
Song: Heaven Beside You - Alice In Chains

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67258108Tue, 05 Aug 2025 13:49:52 +0000Narwhal Capital ManagementAndrew and Ben discuss San Francisco Fed President Mary Daly's call for interest rate cuts, trade balance data, and various earnings.  Song: Heaven Beside You - Alice In Chains For information on how to join the Zoom calls live each morning at 8:30...
Song: Heaven Beside You - Alice In Chains

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https://www.narwhal.com/disclosure]]>1129falsefullhttps://www.spreaker.com/episode/bls-director-erika-mcentarfer-fired-august-4-2025-morning-market-briefing--67245551
Song: Sharp Dressed Man - ZZ Top

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67245551Mon, 04 Aug 2025 14:19:35 +0000Narwhal Capital ManagementAndrew and Ben discuss BLS Director Erika McEntarfer being fired by Trump, Fed Governor replacement for Andrea Kugler, and Berkshire Hathaway earnings.  Song: Sharp Dressed Man - ZZ Top For information on how to join the Zoom calls live each morning...
Song: Sharp Dressed Man - ZZ Top

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https://www.narwhal.com/disclosure]]>1126falsefullhttps://www.spreaker.com/episode/july-jobs-fall-short-of-expectations-august-1-2025-morning-market-briefing--67216662
Song: Spiderwebs - No Doubt

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67216662Fri, 01 Aug 2025 14:04:38 +0000Narwhal Capital ManagementBen, Mason, and Pedro discuss this morning's jobs data, tariffs, the presidential fitness test, earnings, and Mason's exit interview.  Song: Spiderwebs - No Doubt For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Spiderwebs - No Doubt

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https://www.narwhal.com/disclosure]]>1811falsefullhttps://www.spreaker.com/episode/too-late-powell-leaves-rates-unchanged-july-31-2025-morning-market-briefing--67201941
Song: Found Out About You - Gin Blossoms

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67201941Thu, 31 Jul 2025 13:45:28 +0000Narwhal Capital ManagementAndrew, Ben, Thomas, and Tom discuss yesterday's Fed meeting, the crash in copper prices, an update on trade deals, and Thomas's exit interview.  Song: Found Out About You - Gin Blossoms For information on how to join the Zoom calls live each...
Song: Found Out About You - Gin Blossoms

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https://www.narwhal.com/disclosure]]>1574falsefullhttps://www.spreaker.com/episode/gdp-jumps-to-3-consumer-confidence-increases-july-30-2025-morning-market-briefing--67189033
Song: Georgy Porgy - Toto

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67189033Wed, 30 Jul 2025 13:43:45 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss jobs numbers, consumer confidence, and this morning's GDP data.  Song: Georgy Porgy - Toto For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Georgy Porgy - Toto

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https://www.narwhal.com/disclosure]]>1525falsefullhttps://www.spreaker.com/episode/trump-floats-patent-system-overhaul-fed-preview-july-29-2025-morning-market-briefing--67175671
Song: Untitled - Smashing Pumpkins

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67175671Tue, 29 Jul 2025 13:56:35 +0000Narwhal Capital ManagementAndrew and Ben discuss Trump's potential patent system overhaul, a Fed preview, and various earnings.  Song: Untitled - Smashing Pumpkins For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Untitled - Smashing Pumpkins

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https://www.narwhal.com/disclosure]]>1280falsefullhttps://www.spreaker.com/episode/eu-tariff-deal-and-an-update-on-tariff-revenue-july-28-2025-morning-market-briefing--67152994
Song: Nights on Broadway - Bee Gees

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67152994Mon, 28 Jul 2025 14:29:14 +0000Narwhal Capital ManagementAndrew, Ben, Hannah, and Tom discuss EU tariff deal, Goldman Sachs forgoes job cuts, and the week ahead.  Song: Nights on Broadway - Bee Gees For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Nights on Broadway - Bee Gees

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https://www.narwhal.com/disclosure]]>800falsefullhttps://www.spreaker.com/episode/trump-tours-federal-reserve-building-more-m-a-activity-july-25-2025-morning-market-briefing--67111650
Song: Real American - Rick Derringer 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67111650Fri, 25 Jul 2025 14:18:12 +0000Narwhal Capital ManagementAden, Ben, & Tom discuss Trump's tour of the Federal Reserve building, M&A activity, various earnings, and closing questions for Aiden's last day.  Song: Real American - Rick Derringer  For information on how to join the Zoom calls live each...
Song: Real American - Rick Derringer 

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https://www.narwhal.com/disclosure]]>981falsefullhttps://www.spreaker.com/episode/ecb-keeps-rates-steady-trump-ai-action-plan-july-24-2025-morning-market-briefing--67100043

Song: War Pigs / Luke's Wall - Black Sabbath 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67100043Thu, 24 Jul 2025 14:05:12 +0000Narwhal Capital ManagementBen and Tom discuss the ECB keeping rates steady, Trump's AI action plan, and various earnings.  Song: War Pigs / Luke's Wall - Black Sabbath  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

Song: War Pigs / Luke's Wall - Black Sabbath 

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https://www.narwhal.com/disclosure]]>1624falsefullhttps://www.spreaker.com/episode/japan-to-invest-550b-in-the-us-july-23-2025-morning-market-briefing--67087027

Song: War Pigs / Luke's Wall - Black Sabbath 

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67087027Wed, 23 Jul 2025 14:43:17 +0000Narwhal Capital ManagementBen and Tom discuss the Japan trade deal and various earnings.  Song: War Pigs / Luke's Wall - Black Sabbath  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

Song: War Pigs / Luke's Wall - Black Sabbath 

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https://www.narwhal.com/disclosure]]>1212falsefullhttps://www.spreaker.com/episode/coca-cola-philip-morris-general-motors-earnings-july-22-2025-morning-market-briefing--67072303

Song: Mr. Brightside- The Killers

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67072303Tue, 22 Jul 2025 14:01:47 +0000Narwhal Capital ManagementBen and Tom discuss earnings for KO, GM, PM, DHR, LMT, RTX, and NOC.  Song: Mr. Brightside- The Killers For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

Song: Mr. Brightside- The Killers

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https://www.narwhal.com/disclosure]]>1179falsefullhttps://www.spreaker.com/episode/bank-earnings-pressure-on-the-fed-atlanta-s-growth-july-21-2025-morning-market-briefing--67056438
Song: Still The Same - Bob Seger & The Silver Bullet Band

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67056438Mon, 21 Jul 2025 14:33:03 +0000Narwhal Capital ManagementBen and Tom give their thoughts on last week's market and the Wall Street Journal's article on Atlanta's growth slowing.  Song: Still The Same - Bob Seger & The Silver Bullet Band For information on how to join the Zoom calls live each morning...
Song: Still The Same - Bob Seger & The Silver Bullet Band

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https://www.narwhal.com/disclosure]]>1422falsefullhttps://www.spreaker.com/episode/united-pacific-in-talks-to-buy-norfolk-southern-july-18-2025-morning-market-briefing--67027977
Song: Over the Hills and Far Away - Led Zeppelin

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67027977Fri, 18 Jul 2025 14:09:42 +0000Narwhal Capital ManagementAndrew and Pedro discuss UNP potentially buying NSC, NFLX earnings, & Iran is rearming its militia allies.  Song: Over the Hills and Far Away - Led Zeppelin For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Over the Hills and Far Away - Led Zeppelin

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https://www.narwhal.com/disclosure]]>649falsefullhttps://www.spreaker.com/episode/voting-age-in-uk-lowered-eu-fighting-us-tariffs-july-17-2025-morning-market-briefing--67014010

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/67014010Thu, 17 Jul 2025 14:09:56 +0000Narwhal Capital ManagementAndrew and Thomas discuss the UK lowering its voting age to 16 and the EU preparing a list of retaliatory measures, including tariffs on the US.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>800falsefullhttps://www.spreaker.com/episode/indonesia-trade-deal-401-k-private-investments-july-16-2025-morning-market-briefing--66997382
Song: Trippin' on a Hole in a Paper Heart - Stone Temple Pilots

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66997382Wed, 16 Jul 2025 13:59:19 +0000Narwhal Capital ManagementAndrew, Thomas, and Tom discuss this morning's PPI data, the U.S. trade deal with Indonesia, and Trump's executive order to include private investments in 401(k) plans.  Song: Trippin' on a Hole in a Paper Heart - Stone Temple Pilots For information...
Song: Trippin' on a Hole in a Paper Heart - Stone Temple Pilots

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https://www.narwhal.com/disclosure]]>1114falsefullhttps://www.spreaker.com/episode/cpi-comes-in-slightly-cold-nvidia-exporting-chips-to-china-july-15-2025-morning-market-briefing--66985426
Song: Whatever - Oasis

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66985426Tue, 15 Jul 2025 14:08:43 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's CPI data, BofA Fund Manager Survey, and various company updates.  Song: Whatever - Oasis For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: Whatever - Oasis

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https://www.narwhal.com/disclosure]]>1353falsefullhttps://www.spreaker.com/episode/u-s-june-budget-surplus-crypto-week-in-congress-july-14-2025-morning-market-briefing--66974615
Song: The Gambler - Kenny Rogers

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66974615Mon, 14 Jul 2025 14:29:35 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Mexico's potential tariff deal, the U.S. June budget surplus, and crypto week in Congress.  Song: The Gambler - Kenny Rogers For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
Song: The Gambler - Kenny Rogers

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https://www.narwhal.com/disclosure]]>1009falsefullhttps://www.spreaker.com/episode/u-s-selling-weapons-to-nato-narwhal-relay-race-july-11-2025-morning-market-briefing--66944960
Song: Scarface (Push it to the Limit) - Paul Engemann

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66944960Fri, 11 Jul 2025 14:37:39 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Waller's recent statements about the Fed, Trump's sale of weapons to NATO with the understanding that they are intended for Ukraine, and an update on Narwhal's Relay Race.  Song: Scarface (Push it to the Limit) - Paul...
Song: Scarface (Push it to the Limit) - Paul Engemann

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https://www.narwhal.com/disclosure]]>631falsefullhttps://www.spreaker.com/episode/long-bond-interest-rates-fall-ferrero-to-buy-kellogg-july-10-2025-morning-market-briefing--66926655

Song: Your Mama Don't Dance - Loggins & Messina

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66926655Thu, 10 Jul 2025 13:48:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss long-bond interest rates falling, Costco sales, and Ferrero to buy Kellogg.  Song: Your Mama Don't Dance - Loggins & Messina For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

Song: Your Mama Don't Dance - Loggins & Messina

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https://www.narwhal.com/disclosure]]>1300falsefullhttps://www.spreaker.com/episode/trump-threatens-50-tariffs-on-copper-200-on-pharmaceuticals-july-9-2025-morning-market-briefing--66913170

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66913170Wed, 09 Jul 2025 13:57:56 +0000Narwhal Capital ManagementAndrew and Tom discuss Trump's threat of 50% tariffs on copper and 200% on pharmaceuticals, the EU trade deal is ready to be signed, and Apple is losing executives.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1354falsefullhttps://www.spreaker.com/episode/tariff-letters-sent-small-business-optimism-remains-steady-july-8-2025-morning-market-briefing--66897527

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66897527Tue, 08 Jul 2025 14:10:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's letters to countries that didn't make a tariff deal and NFIB small business optimism.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1269falsefullhttps://www.spreaker.com/episode/what-the-one-big-beautiful-bill-means-for-you-july-7-2025-morning-market-briefing--66884000

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66884000Mon, 07 Jul 2025 14:15:26 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the BBB, tariffs, and Tesla.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1438falsefullhttps://www.spreaker.com/episode/we-went-nuclear-a-special-on-iran-u-s-relations--66859922

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66859922Fri, 04 Jul 2025 12:38:02 +0000Narwhal Capital ManagementGrab a case of Coors Light, because Moe Reza and Andrew Hall dive deep into the history of Iran and U.S. foreign policy, the Iranian Nuclear program, and modern-day nuclear weapons. Have a great Fourth of July weekend.  For information on how to...

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https://www.narwhal.com/disclosure]]>6063falsefullhttps://www.spreaker.com/episode/jobs-come-in-hot-more-trade-deals-july-3-2025-morning-market-briefing--66850096

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66850096Thu, 03 Jul 2025 13:46:14 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's jobs data, the BBB, more trade deals, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1592falsefullhttps://www.spreaker.com/episode/bbb-passes-through-senate-constellation-earnings-july-2-2025-morning-market-briefing--66834260

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66834260Wed, 02 Jul 2025 14:04:02 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the BBB passing through the Senate, Constellation earnings, and ADP employment numbers.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1162falsefullhttps://www.spreaker.com/episode/first-half-of-2025-in-review-bbb-update-july-1-2025-morning-market-briefing--66821053

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66821053Tue, 01 Jul 2025 14:14:57 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the first half of 2025 in review, Musk vs. Trump, and an update on the BBB.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1440falsefullhttps://www.spreaker.com/episode/canada-backs-off-digital-services-tax-june-30-2025-morning-market-briefing--66805655

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66805655Mon, 30 Jun 2025 14:20:41 +0000Narwhal Capital ManagementBen and Tom discuss Canada backing down from the digital services tax, banks passing stress tests, and BBB passing a key procedural vote.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>987falsefullhttps://www.spreaker.com/episode/big-beautiful-bill-trade-deal-update-june-27-2025-morning-market-briefing--66772061

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66772061Fri, 27 Jun 2025 14:01:40 +0000Narwhal Capital ManagementAndrew, Ben, and Pedro discuss the status of the Big Beautiful Bill, PCE inflation, and provide an update on the China trade deal.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1059falsefullhttps://www.spreaker.com/episode/fed-cuts-supplementary-leverage-ratio-micron-earnings-june-26-2025-morning-market-briefing--66756586

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66756586Thu, 26 Jun 2025 14:17:34 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Fed's decision to cut the Supplementary Leverage Ratio, Trump's consideration of naming a Fed chair early, and Micron's earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>975falsefullhttps://www.spreaker.com/episode/recaping-powell-s-day-in-congress-nyc-mayoral-primary-june-25-2025-morning-market-briefing--66739723

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66739723Wed, 25 Jun 2025 13:37:26 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Jay Powell testifying on the Hill and the New York City mayoral primary.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1253falsefullhttps://www.spreaker.com/episode/too-late-jerome-powell-continues-to-face-scrutiny-june-24-2025-morning-market-briefing--66725434

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66725434Tue, 24 Jun 2025 13:51:51 +0000Narwhal Capital ManagementBen and Tom discuss the tentative Iran/Israel peace deal, a preview of the NATO conference, and Jerome Powell's day in Congress.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1259falsefullhttps://www.spreaker.com/episode/us-strikes-iran-nuclear-sites-june-23-2025-morning-market-briefing--66707521

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66707521Mon, 23 Jun 2025 14:10:59 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the US strike on Iran, the passing of FedEx founder Fred Smith, and Trump's attack on Powell.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1355falsefullhttps://www.spreaker.com/episode/fed-meeting-summary-june-20-2025-morning-market-briefing--66653648

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66653648Fri, 20 Jun 2025 14:35:57 +0000Narwhal Capital ManagementBen and Tom recap Wednesday's Fed meeting and preview the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1292falsefullhttps://www.spreaker.com/episode/trump-weighs-israel-iran-options-june-18-2025-morning-market-briefing--66602541

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66602541Wed, 18 Jun 2025 13:57:31 +0000Narwhal Capital ManagementAndrew and Tom discuss Trump weighing Israel/Iran options, US plans to increase bank liquidity, and a Fed meeting preview. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1093falsefullhttps://www.spreaker.com/episode/g-7-summit-20-year-bond-auction-results-june-17-2025-morning-market-briefing--66591220

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66591220Tue, 17 Jun 2025 14:14:51 +0000Narwhal Capital ManagementBen and Tom discuss the G-7 Summit, EU trade negotiations, and an update on bonds.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1480falsefullhttps://www.spreaker.com/episode/oil-prices-rise-amid-conflict-june-16-2025-morning-market-briefing--66578952

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66578952Mon, 16 Jun 2025 14:18:32 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the current state of the Israel/Iran conflict, Gallup's latest poll, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>986falsefullhttps://www.spreaker.com/episode/israel-strikes-iran-restoration-hardware-earnings-june-13-2025-morning-market-briefing--66548418

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66548418Fri, 13 Jun 2025 13:58:09 +0000Narwhal Capital ManagementAndrew, Ben, Pedro, and Tom discuss Israel's strike on Iran, Adobe earnings, and Restoration Hardware earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1309falsefullhttps://www.spreaker.com/episode/ppi-comes-in-cold-iran-s-nuclear-push-june-12-2025-morning-market-briefing--66531001
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66531001Thu, 12 Jun 2025 13:59:05 +0000Narwhal Capital ManagementAndrew, Ben, and Tom recap their conference in DC, discuss PPI coming in lower than expected, and Iran's progress in its nuclear program.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1487falsefullhttps://www.spreaker.com/episode/robotaxis-china-truce-june-11-2025-morning-market-briefing--66507896

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66507896Wed, 11 Jun 2025 14:40:31 +0000Narwhal Capital ManagementAndrew and Hicks discuss an update on the Robotaxis, China truce, and CPI.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>859falsefullhttps://www.spreaker.com/episode/china-trade-update-pod-talk-june-10-2025-morning-market-briefing--66493840

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66493840Tue, 10 Jun 2025 14:16:59 +0000Narwhal Capital ManagementAndrew and Hicks discuss the state of the podcast, Apple's WWDC conferance, Trump accounts, and an update on China trade talks.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1237falsefullhttps://www.spreaker.com/episode/schwab-conference-recap-june-9-2025-morning-market-briefing--66472344

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66472344Mon, 09 Jun 2025 14:34:28 +0000Narwhal Capital ManagementAndrew discusses the LA riots, a preview of Apple's WWDC, and his time at the Schwab conference.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1002falsefullhttps://www.spreaker.com/episode/elon-vs-trump-lululemon-earnings-june-6-2025-morning-market-briefing--66419954

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66419954Fri, 06 Jun 2025 13:58:08 +0000Narwhal Capital ManagementAden, Pedro, and Tom discuss the Trump/Elon feud, Lululemon earnings, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1027falsefullhttps://www.spreaker.com/episode/mixed-ism-services-report-june-5-2025-morning-market-briefing--66408026

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66408026Thu, 05 Jun 2025 13:54:20 +0000Narwhal Capital ManagementTom discusses the ISM services report data, ECB rate cuts, and Trump's travel ban.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>856falsefullhttps://www.spreaker.com/episode/steel-tariffs-take-effect-jobs-data-june-4-2025-morning-market-briefing--66395642

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66395642Wed, 04 Jun 2025 14:10:43 +0000Narwhal Capital ManagementBen and Tom discuss steel tariffs taking effect today, jobs data, and various company news.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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https://www.narwhal.com/disclosure]]>1400falsefullhttps://www.spreaker.com/episode/dutch-government-collapses-ism-manufacturing-june-3-2025-morning-market-briefing--66381828
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66381828Tue, 03 Jun 2025 13:55:52 +0000Narwhal Capital ManagementBen and Tom discuss ISM Manufacturing data, the Dutch government's collapse, and Meta buying nuclear power from Constellation.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1249falsefullhttps://www.spreaker.com/episode/improving-income-inflation-and-spending-data-june-2-2025-morning-market-briefing--66368576
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66368576Mon, 02 Jun 2025 14:33:00 +0000Narwhal Capital ManagementBen and Tom discuss Russia/Ukraine and improving US economic data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1279falsefullhttps://www.spreaker.com/episode/china-trade-talks-stalled-elon-s-last-day-may-30-2025-morning-market-briefing--66339856
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66339856Fri, 30 May 2025 13:40:17 +0000Narwhal Capital ManagementAndrew, Tom, and Thomas discuss the status of the China trade talks, Trump's meeting with Powell, and Elon's last day.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1016falsefullhttps://www.spreaker.com/episode/nvidia-earnings-trump-tariffs-ruled-illegal-may-29-2025-morning-market-briefing--66327082
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66327082Thu, 29 May 2025 14:00:09 +0000Narwhal Capital ManagementAndrew and Tom discuss Nvidia earnings and Trump's tariffs being ruled illegal in federal court.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>992falsefullhttps://www.spreaker.com/episode/surprisingly-strong-consumer-confidence-may-28-2025-morning-market-briefing--66313629
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66313629Wed, 28 May 2025 14:30:33 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's consumer confidence report, Macy's earnings, and Trump's day off.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1194falsefullhttps://www.spreaker.com/episode/stocks-rebound-as-50-eu-tariff-threat-is-delayed-may-27-2025-morning-market-briefing--66293640
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66293640Tue, 27 May 2025 14:19:37 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's delay of the 50% tariff on the EU, Japanese bond issuance, and Redfin's home data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1116falsefullhttps://www.spreaker.com/episode/the-big-beautiful-bill-moves-to-the-senate-may-23-2025-morning-market-briefing--66227208
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66227208Fri, 23 May 2025 14:03:49 +0000Narwhal Capital ManagementAndrew, Ben, Pedro, and Tom discuss the Big Beautiful Bill, the MAHA Report, and Booz Allen Hamilton earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1134falsefullhttps://www.spreaker.com/episode/yesterday-s-bond-equity-sell-off-may-22-2025-morning-market-briefing--66202027
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66202027Thu, 22 May 2025 14:17:37 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's sell-off and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1368falsefullhttps://www.spreaker.com/episode/bloomberg-terminal-outage-bonds-sell-off-again-may-21-2025-morning-market-briefing--66184630
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66184630Wed, 21 May 2025 14:33:37 +0000Narwhal Capital ManagementBen and Tom discuss the Bloomberg outage and bonds selling off again.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1040falsefullhttps://www.spreaker.com/episode/japanese-bond-auction-impact-of-tariffs-may-20-2025-morning-market-briefing--66171606
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66171606Tue, 20 May 2025 14:38:09 +0000Narwhal Capital ManagementBen and Tom discuss last night's Japanese bond auction and the impact of tariffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>965falsefullhttps://www.spreaker.com/episode/budget-goes-to-the-house-us-debt-downgraded-may-19-2025-morning-market-briefing--66150550
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66150550Mon, 19 May 2025 14:12:06 +0000Narwhal Capital ManagementBen and Tom discuss the University of Michigan survey data, the current status of the budget, and the US debt downgrade.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1024falsefullhttps://www.spreaker.com/episode/charter-in-talks-to-merge-with-cox-communications-may-16-2025-morning-market-briefing--66118739
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66118739Fri, 16 May 2025 14:09:39 +0000Narwhal Capital ManagementBen and Tom discuss the potential Charter and Cox Communications merger, Meta's AI delays, and Novo Nordisk firing its CEO.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1159falsefullhttps://www.spreaker.com/episode/bank-deregulation-trump-vs-apple-may-15-2025-morning-market-briefing--66101115
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66101115Thu, 15 May 2025 14:19:47 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss deregulation for banks, Apple increasing production in the United States, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1504falsefullhttps://www.spreaker.com/episode/medicaid-cuts-fighting-inflated-payments-may-14-2025-morning-market-briefing--66084968
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66084968Wed, 14 May 2025 14:01:03 +0000Narwhal Capital ManagementAndrew discusses Medicaid cuts to control inflated government payments, Saudi Arabia's investment in the U.S., and Microsoft layoffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>639falsefullhttps://www.spreaker.com/episode/yesterday-s-market-rally-cpi-comes-in-low-may-13-2025-morning-market-briefing--66071440
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66071440Tue, 13 May 2025 14:17:44 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's market rally, this morning's CPI data, and NFIB Small Business Optimism.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1185falsefullhttps://www.spreaker.com/episode/china-trade-deal-90-day-reduction-in-tariffs-may-12-2025-morning-market-briefing--66054972
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66054972Mon, 12 May 2025 14:18:44 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the China tariff deal, prescription drug price reduction, and Apple's 2027 product list.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1620falsefullhttps://www.spreaker.com/episode/trade-deal-updates-tax-hikes-may-9-2025-morning-market-briefing--66017271
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/66017271Fri, 09 May 2025 14:48:10 +0000Narwhal Capital ManagementBen, Tom, and Pedro discuss trade updates with the UK and China, potential tax changes for high-earners/carried interest, and semiconductor earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1720falsefullhttps://www.spreaker.com/episode/fed-meeting-recap-may-8-2025-morning-market-briefing--65999547
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65999547Thu, 08 May 2025 14:45:09 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's Fed meeting, a UK/U.S. trade deal, and a big announcement from the administration coming Monday. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1139falsefullhttps://www.spreaker.com/episode/fed-meeting-preview-trade-deals-on-the-horizon-may-7-2025-morning-market-briefing--65972512
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65972512Wed, 07 May 2025 14:08:16 +0000Narwhal Capital ManagementAndrew and Ben discuss today's Fed meeting, potential trade deals with the UK & China, and earnings updates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1223falsefullhttps://www.spreaker.com/episode/ism-services-pmi-a-surprising-election-outcome-in-germany-may-6-2025-morning-market-briefing--65939939
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65939939Tue, 06 May 2025 14:11:11 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the ISM Services PMI, the German chancellor election, and earnings updates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1325falsefullhttps://www.spreaker.com/episode/buffett-to-step-down-as-ceo-of-berkshire-hathaway-may-5-2025-morning-market-briefing--65921498
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65921498Mon, 05 May 2025 13:39:38 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Buffett's retirement, Trump's interview on Meet the Press, and currency volatility. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1024falsefullhttps://www.spreaker.com/episode/jobs-come-in-hot-amazon-earnings-may-2-2025-morning-market-briefing--65856290
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65856290Fri, 02 May 2025 14:34:49 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's ISM manufacturing release, this morning's jobs data, and AAPL/AMZN earnings.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1569falsefullhttps://www.spreaker.com/episode/progress-on-trade-deals-tesla-considered-replacing-musk-as-ceo-may-1-2025-morning-market-briefing--65825672
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65825672Thu, 01 May 2025 14:23:11 +0000Narwhal Capital ManagementBen and Tom discuss Trump trade deals and business updates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1618falsefullhttps://www.spreaker.com/episode/gdp-declines-treasury-refunding-plan-april-30-2025-morning-market-briefing--65808661
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65808661Wed, 30 Apr 2025 14:29:53 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's speech yesterday, the Treasury refunding plan, and this morning's GDP data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1662falsefullhttps://www.spreaker.com/episode/canada-election-results-european-power-outage-april-29-2025-morning-market-briefing--65793118
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65793118Tue, 29 Apr 2025 14:17:41 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Canada's narrow election, Europe's power outage, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1084falsefullhttps://www.spreaker.com/episode/trump-s-muni-bond-portfolio-review-april-28-2025-morning-market-briefing--65780120
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65780120Mon, 28 Apr 2025 13:31:39 +0000Narwhal Capital ManagementAndrew and Tom discuss this morning's article by the WSJ on Trump's muni bond portfolio, Bessent's interview on ABC, and Canada's elections.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1363falsefullhttps://www.spreaker.com/episode/apple-to-produce-all-us-sold-iphones-in-india-april-25-2025-morning-market-briefing--65725286
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65725286Fri, 25 Apr 2025 14:03:55 +0000Narwhal Capital ManagementAndrew, Pedro, and Tom discuss GOOGL earnings, Apple shifting US-sold iPhone production to India, and Witkoff in Ukraine.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>710falsefullhttps://www.spreaker.com/episode/bessent-speaks-at-institute-of-international-finance-april-24-2025-morning-market-briefing--65702396
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65702396Thu, 24 Apr 2025 13:53:36 +0000Narwhal Capital ManagementAndrew and Tom discuss Bessent's speech at the Institute of International Finance, China fighting protestors, and various earnings updates.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1083falsefullhttps://www.spreaker.com/episode/elon-to-cut-back-on-doge-time-april-23-2025-morning-market-briefing--65680122
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65680122Wed, 23 Apr 2025 14:09:21 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss progress in tariffs and Tesla earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1170falsefullhttps://www.spreaker.com/episode/nomura-makes-largest-acquisition-since-lehman-april-22-2025-morning-market-briefing--65664535
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65664535Tue, 22 Apr 2025 14:09:03 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pill underperforming Eli Lilly.  For information on how to join the Zoom calls live each morning at 8:30...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1601falsefullhttps://www.spreaker.com/episode/muni-market-turbulence-medicaid-budget-cuts-april-21-2025-morning-market-briefing--65651601
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65651601Mon, 21 Apr 2025 14:05:29 +0000Narwhal Capital ManagementBen and Tom discuss the death of Pope Francis, muni market turbulence, and Medicaid budget cuts.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1058falsefullhttps://www.spreaker.com/episode/jay-powell-remains-hawkish-april-17-2025-morning-market-briefing--65610870
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65610870Thu, 17 Apr 2025 14:18:16 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Powell's speech, the ECB rate cut, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1315falsefullhttps://www.spreaker.com/episode/hong-kong-halts-shipments-bound-for-us-april-16-2025-morning-market-briefing--65593192
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65593192Wed, 16 Apr 2025 13:55:12 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Bessent's interview on Yahoo Finance, China's retaliation, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1188falsefullhttps://www.spreaker.com/episode/bofa-fund-manager-survey-global-growth-expectations-hits-record-low-april-15-2025-morning-market-briefing--65580707
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65580707Tue, 15 Apr 2025 14:22:48 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1334falsefullhttps://www.spreaker.com/episode/u-of-michigan-consumer-sentiment-delusion-vs-reality-april-14-2025-morning-market-briefing--65566708
Apologies in advance for the minor audio drop five minutes in. 

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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65566708Mon, 14 Apr 2025 14:01:41 +0000Narwhal Capital ManagementBen and Tom discuss the University of Michigan's Sentiment report, Medicaid budget cuts, and Goldman Sachs earnings. Apologies in advance for the minor audio drop five minutes in.  For information on how to join the Zoom calls live each morning at...
Apologies in advance for the minor audio drop five minutes in. 

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Please see disclosures:
https://www.narwhal.com/disclosure]]>1235falsefullhttps://www.spreaker.com/episode/ppi-declines-china-retaliates-with-tariffs-of-125-april-11-2025-morning-market-briefing--65538969
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65538969Fri, 11 Apr 2025 13:36:10 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's PPI data, China's retaliation, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1459falsefullhttps://www.spreaker.com/episode/market-jumps-10-after-trump-authorizes-90-day-pause-april-10-2025-morning-market-briefing--65526422
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65526422Thu, 10 Apr 2025 13:43:45 +0000Narwhal Capital ManagementBen and Tom discuss yesterday's market reaction to the 90-day pause and this morning's CPI data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1466falsefullhttps://www.spreaker.com/episode/tariffs-kick-in-china-fights-back-april-9-2025-morning-market-briefing--65470803
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65470803Wed, 09 Apr 2025 13:39:07 +0000Narwhal Capital ManagementBen and Tom discuss tariffs kicking in and China's retaliation.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1580falsefullhttps://www.spreaker.com/episode/market-volatility-nfib-small-business-optimism-april-8-2025-morning-market-briefing--65442093
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65442093Tue, 08 Apr 2025 14:12:08 +0000Narwhal Capital ManagementBen and Tom discuss yesterday's market volatility and this morning's NFIB small business optimism report.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1778falsefullhttps://www.spreaker.com/episode/foreign-markets-crumble-overnight-april-7-2025-morning-market-briefing--65403962
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65403962Mon, 07 Apr 2025 13:52:29 +0000Narwhal Capital ManagementBen discusses the beginning of foreign trade negotiations and the overnight market turmoil.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1129falsefullhttps://www.spreaker.com/episode/jobs-report-yesterday-s-sell-off-april-4-2025-morning-market-briefing--65348901
https://us02web.zoom.us/j/85238933141?pwd=o0HN1RQsVBz4MsRLdZzSdZrXvR5xiw.1

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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65348901Fri, 04 Apr 2025 13:30:05 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's sell-off and this morning's jobs report. Please join our Macro event today at noon via the Zoom link below. ...
https://us02web.zoom.us/j/85238933141?pwd=o0HN1RQsVBz4MsRLdZzSdZrXvR5xiw.1

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Please see disclosures:
https://www.narwhal.com/disclosure]]>1155falsefullhttps://www.spreaker.com/episode/the-implications-of-reciprocal-tariffs-april-3-2025-morning-market-briefing--65335864
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65335864Thu, 03 Apr 2025 13:56:39 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the reciprocal tariffs released yesterday by Trump.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1644falsefullhttps://www.spreaker.com/episode/liberation-day-preview-april-2-2025-morning-market-briefing--65315576
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65315576Wed, 02 Apr 2025 13:56:30 +0000Narwhal Capital ManagementBen and Tom discuss Liberation Day, Walmart pushing China on tariffs, and the battle for the Apple Card.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1518falsefullhttps://www.spreaker.com/episode/kid-rock-in-the-oval-office-dallas-fed-survey-april-1-2025-morning-market-briefing--65287005
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65287005Tue, 01 Apr 2025 13:57:46 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's Executive Order on ticket scalping and the Dallas Fed Survey.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>975falsefullhttps://www.spreaker.com/episode/rocket-to-buy-mortgage-servicer-mr-cooper-march-31-2025-morning-market-briefing--65256603
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65256603Mon, 31 Mar 2025 14:24:12 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump's latest comments on tariffs, Goldman's economic forecast, and Rocket buying Mr. Cooper.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1428falsefullhttps://www.spreaker.com/episode/mark-carney-calls-for-trade-renegotiation-with-us-march-28-2025-morning-market-briefing--65189987
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65189987Fri, 28 Mar 2025 13:30:06 +0000Narwhal Capital ManagementAndrew and Pedro discuss Mark Carney's call to renegotiate trade agreements with the US, the EU's plans for retaliatory tariffs on US big tech, and this morning's PCE data.  For information on how to join the Zoom calls live each morning at 8:30 EST,...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>577falsefullhttps://www.spreaker.com/episode/25-tariffs-on-vehicles-manufactured-outside-the-us-march-27-2025-morning-market-briefing--65161285
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65161285Thu, 27 Mar 2025 14:15:01 +0000Narwhal Capital ManagementAndrew and Ben discuss the tariffs on cars and light trucks manufactured outside the US, WSJ hits the insurers on Medicaid fraud, and yesterday's market.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1085falsefullhttps://www.spreaker.com/episode/copper-tariffs-private-equity-eyeing-401-k-s-march-26-2025-morning-market-briefing--65134931
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65134931Wed, 26 Mar 2025 14:19:43 +0000Narwhal Capital ManagementAndrew and Ben discuss the potential copper tariffs, private equity eyeing 401(k)s, and Dollar Tree earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>995falsefullhttps://www.spreaker.com/episode/kb-homes-disappoints-on-earnings-meta-s-new-subscriptions-march-25-2025-morning-market-briefing--65105742
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65105742Tue, 25 Mar 2025 13:52:50 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss KB Home earnings, Meta's new subscription plans, and yesterday's market rally.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1117falsefullhttps://www.spreaker.com/episode/white-house-narrows-scope-of-april-2nd-liberation-day-march-24-2025-morning-market-briefing--65083089
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65083089Mon, 24 Mar 2025 15:11:13 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Liberation Day, 23andMe bankruptcy, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1066falsefullhttps://www.spreaker.com/episode/doge-cuts-continue-doordash-partners-with-klarna-march-21-2025-morning-market-briefing--65014453
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/65014453Fri, 21 Mar 2025 14:17:18 +0000Narwhal Capital ManagementHicks and Tom discuss the recent DOGE cuts, DoorDash partnering with Klarna, and various earnings updates.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1310falsefullhttps://www.spreaker.com/episode/the-fed-bank-of-england-keep-rates-unchanged-march-20-2025-morning-market-briefing--64994535
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64994535Thu, 20 Mar 2025 13:59:00 +0000Narwhal Capital ManagementAndrew and Tom discuss yesterday's Fed meeting, Swizz National Bank cutting rates, and Bank of England keeping rates unchanged.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>996falsefullhttps://www.spreaker.com/episode/risk-control-summit-recap-yesterday-s-20-year-auction-march-19-2025-morning-market-briefing--64974963
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64974963Wed, 19 Mar 2025 14:31:52 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Risk Control Summit and yesterday's 20-year bond auction.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1403falsefullhttps://www.spreaker.com/episode/y-all-street-nasdaq-planning-second-us-headquarters-in-dallas-march-18-2025-morning-market-briefing--64955366
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64955366Tue, 18 Mar 2025 14:24:56 +0000Narwhal Capital ManagementAndrew and Tom discuss the ZEW indicator of Economic Sentiment, Nasdaq planning a second US headquarters in Dallas, and fed meeting preview.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1072falsefullhttps://www.spreaker.com/episode/soft-retail-sales-forever-21-goes-bankrupt-march-17-2025-morning-market-briefing--64935065
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64935065Mon, 17 Mar 2025 14:36:32 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss February retail sales data, Forever 21 bankruptcy, and Trump's message to the Houthis.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>988falsefullhttps://www.spreaker.com/episode/shutdown-avoided-soft-30-year-bond-auction-march-14-2025-morning-market-briefing--64880878
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64880878Fri, 14 Mar 2025 13:53:47 +0000Narwhal Capital ManagementBen and Tom discuss Schumer's vote to keep the government open, the Senate hearing for Dr. Oz, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1319falsefullhttps://www.spreaker.com/episode/ppi-is-down-despite-tariffs-march-13-2025-morning-market-briefing--64862084
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64862084Thu, 13 Mar 2025 14:24:29 +0000Narwhal Capital ManagementBen and Tom discuss this morning's PPI number, Adobe earnings, and the looming government shutdown.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1385falsefullhttps://www.spreaker.com/episode/cpi-cooler-than-expected-mortgage-applications-up-again-march-12-2025-morning-market-briefing--64837516
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64837516Wed, 12 Mar 2025 13:32:59 +0000Narwhal Capital ManagementBen and Tom discuss this morning's economic data, foreign holdings of US stocks, and an update on Greenland.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1184falsefullhttps://www.spreaker.com/episode/what-happened-yesterday-why-we-see-opportunity-not-panic-march-11-2025-morning-market-briefing--64811002
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64811002Tue, 11 Mar 2025 13:58:05 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's market, NFIB Small Business Optimism, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1338falsefullhttps://www.spreaker.com/episode/mark-carney-is-canada-s-next-prime-minister-march-10-2025-morning-market-briefing--64789762
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64789762Mon, 10 Mar 2025 14:18:30 +0000Narwhal Capital ManagementBen and Tom discuss Mark Carney as the next PM of Canada, ServiceNow buying AI Agent Moveworks, and an update on TikTok.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1356falsefullhttps://www.spreaker.com/episode/ukraine-negotiations-begin-on-monday-broadcom-earnings-march-7-2025-morning-market-briefing--64749398
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64749398Fri, 07 Mar 2025 15:17:52 +0000Narwhal Capital ManagementAndrew, Ben, and Pedro discuss Ukraine negotiations, Bessent at the Economic Club of New York, FAST numbers, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>991falsefullhttps://www.spreaker.com/episode/ecb-cuts-rates-beige-book-shows-economic-activity-up-slightly-march-6-2025-morning-market-briefing--64731751
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64731751Thu, 06 Mar 2025 15:05:06 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1267falsefullhttps://www.spreaker.com/episode/germany-s-massive-fiscal-stimulus-trump-addresses-joint-session-of-congress-march-5-2025-morning-market-briefing--64712115
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64712115Wed, 05 Mar 2025 15:07:41 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss ADP employment data, Germany's fiscal stimulus, and Trump's address to Congress.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1365falsefullhttps://www.spreaker.com/episode/taiwan-semiconductor-to-invest-100b-in-us-march-4-2025-morning-market-briefing--64693212
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64693212Tue, 04 Mar 2025 15:15:25 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Target earnings, Taiwan Semiconductor investing $100b in the US, and an update on tariffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1363falsefullhttps://www.spreaker.com/episode/zelensky-in-the-oval-office-china-stimulus-march-3-2025-morning-market-briefing--64674001
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64674001Mon, 03 Mar 2025 15:19:58 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Zelensky in The Oval Office, China's stimulus plan, and tariffs going into effect tomorrow.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1135falsefullhttps://www.spreaker.com/episode/trump-talks-tariffs-with-keir-starmer-february-28-2025-morning-market-briefing--64627608
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64627608Fri, 28 Feb 2025 15:08:29 +0000Narwhal Capital ManagementAndrew and Tom talk Trump's meeting with Keir Starmer, yesterday's sell-off, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>782falsefullhttps://www.spreaker.com/episode/mr-beast-is-raising-capital-nvidia-beats-earnings-february-27-2025-morning-market-briefing--64605459
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64605459Thu, 27 Feb 2025 14:48:35 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss GDP revision, Mr. Beast raising capital, Nvidia earnings, and an update on tariffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1187falsefullhttps://www.spreaker.com/episode/ukraine-mineral-rights-deal-the-gold-card-february-26-2025-morning-market-briefing--64586068
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64586068Wed, 26 Feb 2025 15:10:41 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Ukraine mineral rights deal, The Gold Card, and a preview of Nvidia earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1106falsefullhttps://www.spreaker.com/episode/crypto-crumbles-bonds-rip-february-25-2025-morning-market-briefing--64563674
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64563674Tue, 25 Feb 2025 14:52:44 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss current market sentiment and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>907falsefullhttps://www.spreaker.com/episode/buffett-s-annual-letter-microsoft-canceling-data-center-leases-february-24-2025-morning-market-briefing--64544752
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64544752Mon, 24 Feb 2025 15:36:07 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Warren Buddett's annual letter, Microsoft canceling data center leases, and Trump at CPAC.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1058falsefullhttps://www.spreaker.com/episode/doj-investigates-medicare-billing-practices-at-unh-february-21-2025-morning-market-briefing--64494901
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64494901Fri, 21 Feb 2025 14:29:51 +0000Narwhal Capital ManagementAndrew, Ben, Pedro, and Tom discuss the USA vs Canada hockey game, Musk at CPAC, and the DOJ investigating UNH.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>923falsefullhttps://www.spreaker.com/episode/slashing-the-defense-budget-by-8-annually-february-20-2025-morning-market-briefing--64475426
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64475426Thu, 20 Feb 2025 15:02:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's Fed minutes, defense budget cuts, and the new iPhone 16e.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1014falsefullhttps://www.spreaker.com/episode/canadian-pacific-s-strong-start-to-the-year-today-s-apple-event-february-19-2025-morning-market-briefing--64450633
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64450633Wed, 19 Feb 2025 15:01:30 +0000Narwhal Capital ManagementBen and Tom discuss Canadian Pacific's presentation at the Citi Global Conference, today's Apple Event, and Bill Ackman working with Howard Hughes.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1138falsefullhttps://www.spreaker.com/episode/housing-market-update-russia-ukraine-peace-talks-february-18-2025-morning-market-briefing--64434964
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64434964Tue, 18 Feb 2025 15:21:36 +0000Narwhal Capital ManagementAndrew, Ben, and Tom give an update on the housing market, the US pushing INTC into a deal, and Russia/Ukraine peace talks.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1253falsefullhttps://www.spreaker.com/episode/retail-sales-drops-more-tariffs-february-14-2025-morning-market-briefing--64377946
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64377946Fri, 14 Feb 2025 15:12:23 +0000Narwhal Capital ManagementTom and Pedro discuss Trump's "fair and reciprocal plan” to address the US trade deficit, Vance on Russia/Ukraine, Retail Sales data, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1269falsefullhttps://www.spreaker.com/episode/budget-proposals-ppi-comes-in-hot-february-13-2025-morning-market-briefing--64359570
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64359570Thu, 13 Feb 2025 15:29:06 +0000Narwhal Capital ManagementTom discusses this morning's PPI numbers and Jay Powell at Congress.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>948falsefullhttps://www.spreaker.com/episode/cpi-comes-in-hot-powell-gives-no-sign-of-rate-cuts-february-12-2025-morning-market-briefing--64341873
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64341873Wed, 12 Feb 2025 15:40:25 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Powell's comments yesterday to Congress and this morning's CPI data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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https://www.narwhal.com/disclosure]]>1241falsefullhttps://www.spreaker.com/episode/small-business-optimism-jay-powell-testifies-in-the-senate-february-11-2025-morning-market-briefing--64320415
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64320415Tue, 11 Feb 2025 14:40:31 +0000Narwhal Capital ManagementBen and Tom discuss the NFIB Small Business Optimism report, Jay Powell testifying in the Senate, and the Israel-Hamas Truce ending on Saturday.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>978falsefullhttps://www.spreaker.com/episode/tariffs-on-imports-of-steel-and-aluminum-february-10-2025-morning-market-briefing--64299845
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64299845Mon, 10 Feb 2025 15:02:23 +0000Narwhal Capital ManagementAndrew and Tom discuss the tariffs on steel and aluminum, the Nippon steal deal, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>733falsefullhttps://www.spreaker.com/episode/jobs-day-in-america-february-7-2025-morning-market-briefing--64250649
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64250649Fri, 07 Feb 2025 14:36:16 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's jobs numbers and last nights Macro event.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>937falsefullhttps://www.spreaker.com/episode/x-debt-sees-stronger-demand-than-anticipated-february-6-2025-morning-market-briefing--64230078
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64230078Thu, 06 Feb 2025 14:46:43 +0000Narwhal Capital ManagementAndrew and Tom discuss banks selling X debt and Skyworks dropping after earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1297falsefullhttps://www.spreaker.com/episode/trump-proposes-the-us-takes-over-gaza-february-5-2025-morning-market-briefing--64205972
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64205972Wed, 05 Feb 2025 14:10:50 +0000Narwhal Capital ManagementAndrew and Ben discuss Trump's proposal to take over Gaza and tech earnings.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1339falsefullhttps://www.spreaker.com/episode/america-s-sovereign-wealth-fund-ism-manufacting-booms-february-4-2025-morning-market-briefing--64187727
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64187727Tue, 04 Feb 2025 14:13:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the latest on tariffs, the new sovereign wealth fund, and ISM manufacturing data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1253falsefullhttps://www.spreaker.com/episode/canada-mexico-and-china-react-to-new-tariffs-february-3-2025-morning-market-briefing--64168119
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64168119Mon, 03 Feb 2025 14:02:25 +0000Narwhal Capital ManagementBen and Tom continue to dissect the new tariffs imposed on Friday.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1172falsefullhttps://www.spreaker.com/episode/tariffs-to-be-imposed-on-canada-mexico-january-31-2025-morning-market-briefing--64084458
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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64084458Fri, 31 Jan 2025 15:21:17 +0000Narwhal Capital ManagementAndrew, Ben, Tom, and Pedro discuss gold's record high, Trump's new tariffs, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...
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Please see disclosures:
https://www.narwhal.com/disclosure]]>1224falsefullhttps://www.spreaker.com/episode/gdp-comes-in-cold-fed-maintains-rates-january-30-2025-morning-market-briefing--64043104

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64043104Thu, 30 Jan 2025 14:47:54 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's GDP numbers, yesterday's Fed meeting, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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Please see disclosures:
https://www.narwhal.com/disclosure]]>1150falsefullhttps://www.spreaker.com/episode/beyond-the-portfolio-how-ai-is-redefining-law-order-with-the-good-judge-ment-podcast--64000126
The Good Judge-ment Podcast website:
https://www.goodjudgepod.com/
The Good Judge-ment Podcast
https://podcasts.apple.com/us/podcast/the-good-judge-ment-podcast/id1473052556



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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/64000126Wed, 29 Jan 2025 16:56:58 +0000Narwhal Capital ManagementIn this episode of Beyond the Portfolio, Ben and Tom sit down with Wade Padgett and Tain Kell, the hosts of The Good Judge-ment Podcast. Topics include the use of AI in the courts, the path to becoming a judge, the politics of being a judge, why they...
The Good Judge-ment Podcast website:
https://www.goodjudgepod.com/
The Good Judge-ment Podcast
https://podcasts.apple.com/us/podcast/the-good-judge-ment-podcast/id1473052556



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Please see disclosures:
https://www.narwhal.com/disclosure]]>4014falsefullhttps://www.spreaker.com/episode/alibaba-s-new-ai-apple-partners-with-starlink-january-29-2025-morning-market-briefing--63997263

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/63997263Wed, 29 Jan 2025 14:43:15 +0000Narwhal Capital ManagementAndrew, Ben, and Tom preview today's Fed meeting, Alibaba's new AI, Apple partnering with Starlink, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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Please see disclosures:
https://www.narwhal.com/disclosure]]>1252falsefullhttps://www.spreaker.com/episode/yesterday-s-market-fallout-january-28-2025-morning-market-briefing--63963092

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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/63963092Tue, 28 Jan 2025 15:11:57 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's market reaction to DeepSeek, the potential buyers of TikTok, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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Please see disclosures:
https://www.narwhal.com/disclosure]]>1169falsefullhttps://www.spreaker.com/episode/deepseek-crashes-the-market-columbia-s-tariffs-january-27-2025-morning-market-briefing--63935146

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Please see disclosures:
https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/63935146Mon, 27 Jan 2025 17:18:41 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the rise of DeepSeek and Trump imposing 25% tariffs on Columbia.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...

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Please see disclosures:
https://www.narwhal.com/disclosure]]>1113falsefullhttps://www.spreaker.com/episode/the-world-economic-forum-boj-hikes-rates-january-24-2025-morning-market-briefing--63876219


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https://www.narwhal.com/disclosure]]>https://api.spreaker.com/episode/63876219Fri, 24 Jan 2025 14:38:00 +0000Narwhal Capital ManagementAndrew, Ben, and Pedro discuss The World Economic Forum, the Bank of Japan hiking rates, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit:...


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Please see disclosures:
https://www.narwhal.com/disclosure]]>1104falsefullhttps://www.spreaker.com/episode/saudi-arabia-pledges-600b-to-the-us-january-23-2025-morning-market-briefing--63850445


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Please see disclosures:
https://www.narwhal.com/disclosure
]]>https://api.spreaker.com/episode/63850445Thu, 23 Jan 2025 15:21:30 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Saudi Arabia's pledge of $600b to the US, NATO Secretary General Mark Rutte asking Europe to “urgently step up its defense spending,” and various earnings.  For information on how to join the Zoom calls live each...


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Please see disclosures:
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]]>997falsefullhttps://www.spreaker.com/episode/stargate-pledges-500b-investment-in-us-ai-january-22-2025-morning-market-briefing--63813264


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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63813264Wed, 22 Jan 2025 15:11:36 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Stargate, TikTok, and Jamie Dimon's thoughts on tariffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1373falsefullhttps://www.spreaker.com/episode/trump-inauguration-takeaways-january-21-2025-morning-market-briefing--63783230


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63783230Tue, 21 Jan 2025 15:24:06 +0000Narwhal Capital ManagementBen and Tom discuss the Trump inauguration 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...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1015falsefullhttps://www.spreaker.com/episode/bessent-confirmation-recap-january-17-2025-morning-market-briefing--63727226


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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63727226Fri, 17 Jan 2025 15:22:20 +0000Narwhal Capital ManagementBen recaps the confirmation of Scott Bessent for Treasury Secretary, JB Hunt earnings, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>828falsefullhttps://www.spreaker.com/episode/yesterday-s-market-rally-beige-book-update-january-16-2025-morning-market-briefing--63714163


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63714163Thu, 16 Jan 2025 15:26:49 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss why we are in the early cycle rather than the late cycle, Hamas ceasefire, and Retail Sales numbers.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1052falsefullhttps://www.spreaker.com/episode/meta-laying-off-5-of-employees-cpi-rises-january-15-2025-morning-market-briefing--63700797


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63700797Wed, 15 Jan 2025 15:21:33 +0000Narwhal Capital ManagementAndrew and Tom discuss Meta laying off 5% of employees, Eli Lilly's GLP-1 drug sales falling short, and CPI increases.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1273falsefullhttps://www.spreaker.com/episode/small-business-optimism-jumps-ppi-accelerates-january-14-2025-morning-market-briefing--63687500


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63687500Tue, 14 Jan 2025 15:23:15 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the rise in Small Business Optimism, United Rentals buying H&E Equipment, and this mornings PPI data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1076falsefullhttps://www.spreaker.com/episode/rate-hike-expectations-biden-s-final-week-as-president-january-13-2025-morning-market-briefing--63675793


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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63675793Mon, 13 Jan 2025 15:30:24 +0000Narwhal Capital ManagementAndrew and Tom discuss the potential for rate hikes, Biden's final week as President, and Jamie Dimon on CBS Sunday Morning.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>885falsefullhttps://www.spreaker.com/episode/jobs-numbers-beat-atlanta-weather-report-january-10-2025-morning-market-briefing--63638042


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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63638042Fri, 10 Jan 2025 15:31:26 +0000Narwhal Capital ManagementAndrew, Ben, and Tom bring you today’s call despite the treacherous weather. They discuss job numbers, Taiwan Semiconductor’s monthly sales report, a preview of TikTok’s court case, and live weather updates. For information on how to join the Zoom...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>987falsefullhttps://www.spreaker.com/episode/fed-shows-caution-on-future-rate-cuts-biden-limits-chip-exports-january-9-2025-morning-market-briefing--63625649

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63625649Thu, 09 Jan 2025 14:54:26 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's Fed Minutes, LA fires, dockworkers reaching a deal, Biden limiting chip exports, and Costco monthly sales.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1388falsefullhttps://www.spreaker.com/episode/10-year-rises-trump-shops-countries-january-8-2025-morning-market-briefing--63613183

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63613183Wed, 08 Jan 2025 15:04:32 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the rise in the 10-year and Trump's latest press conference.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1149falsefullhttps://www.spreaker.com/episode/nvidia-announces-new-chips-and-partnerships-january-7-2025-morning-market-briefing--63601183

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63601183Tue, 07 Jan 2025 15:04:46 +0000Narwhal Capital ManagementBen reviews Nvidia's keynote presentation at the CES conference.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>820falsefullhttps://www.spreaker.com/episode/foxconn-s-strong-sales-political-unrest-abroad-january-6-2025-morning-market-briefing--63590755

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63590755Mon, 06 Jan 2025 15:08:39 +0000Narwhal Capital ManagementAndrew & Ben discuss Foxconn's monthly sales report, Disney's deal to merge their streaming services into Fubo, and international political unrest.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>957falsefullhttps://www.spreaker.com/episode/biden-expected-to-block-nippon-steel-deal-january-3-2025-morning-market-briefing--63558058

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63558058Fri, 03 Jan 2025 14:40:37 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the Bank of China prioritizing interest rate adjustments and Joe Biden's expected to block the Nippon Steel deal.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>773falsefullhttps://www.spreaker.com/episode/dockworkers-set-to-strike-again-january-2-2025-morning-market-briefing--63545657

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63545657Thu, 02 Jan 2025 15:02:18 +0000Narwhal Capital ManagementAndrew and Ben discuss the upcoming dockworker negotiations and yesterday's terrorist attacks.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>535falsefullhttps://www.spreaker.com/episode/2024-review-college-football-preview-december-31-2024-morning-market-briefing--63526422

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63526422Tue, 31 Dec 2024 15:34:41 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review 2024 and give a college football preview.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1810falsefullhttps://www.spreaker.com/episode/we-re-back-jimmy-carter-s-passing-the-h1-b-debate-december-30-2024-morning-market-briefing--63516626

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63516626Mon, 30 Dec 2024 15:21:57 +0000Narwhal Capital ManagementWe're back with our regularly scheduled programming. Andrew, Ben, and Tom discuss Jimmy Carter's passing and recap the H1-B debate.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1136falsefullhttps://www.spreaker.com/episode/is-a-government-shutdown-for-christmas-inevitable-december-20-2024-morning-market-briefing--63416262
Andrew, Ben, Pedro, and Tom discuss the new spending bill that fell short in the House, Novo Nordisk's disappoints in trials, and Nike earnings.


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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63416262Fri, 20 Dec 2024 14:38:25 +0000Narwhal Capital ManagementMerry Christmas from The Morning Market Briefing boys. There will be no call next week, but we will return on December 30th.  Andrew, Ben, Pedro, and Tom discuss the new spending bill that fell short in the House, Novo Nordisk's disappoints in...
Andrew, Ben, Pedro, and Tom discuss the new spending bill that fell short in the House, Novo Nordisk's disappoints in trials, and Nike earnings.


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1206falsefullhttps://www.spreaker.com/episode/fed-cuts-rates-government-shutdown-looms-december-19-2024-morning-market-briefing--63393095

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63393095Thu, 19 Dec 2024 14:34:02 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's market reaction to the Fed cutting rates, Micron and Lennar earnings, and Congress's 1,600-page Continuing Resolution Bill.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1383falsefullhttps://www.spreaker.com/episode/nissan-honda-merger-talks-december-18-2024-morning-market-briefing--63374487

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63374487Wed, 18 Dec 2024 14:37:09 +0000Narwhal Capital ManagementBen and Tom preview today's Fed meeting and discuss the potential Nissan-Honda merger.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1256falsefullhttps://www.spreaker.com/episode/turkey-threatens-to-invade-syria-retail-sales-december-17-2024-morning-market-briefing--63353389

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63353389Tue, 17 Dec 2024 14:13:56 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Turkey threatening to Invade Syria, Biden cutting checks, Retail Sales, and more thoughts on Wednesday's Fed meeting.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1379falsefullhttps://www.spreaker.com/episode/preview-of-wednesday-s-fed-meeting-december-16-2024-morning-market-briefing--63339254
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63339254Mon, 16 Dec 2024 15:13:32 +0000Narwhal Capital ManagementAndrew previews this week's Fed meeting.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>633falsefullhttps://www.spreaker.com/episode/restoration-hardware-broadcom-soar-after-earnings-december-13-2024-morning-market-briefing--63302736
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63302736Fri, 13 Dec 2024 15:16:11 +0000Narwhal Capital ManagementBen, Pedro, and Tom discuss Restoration Hardware and Broadcom earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1139falsefullhttps://www.spreaker.com/episode/ppi-rises-adobe-drops-after-earnings-december-12-2024-morning-market-briefing--63284829
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63284829Thu, 12 Dec 2024 14:54:28 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump ringing the Opening Bell, PPI rising, yesterday's 10-year auction, and Adobe earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>856falsefullhttps://www.spreaker.com/episode/beyond-the-portfolio-there-and-back-again-a-hedge-fund-tale-with-mike-messner--63267638

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63267638Wed, 11 Dec 2024 15:57:51 +0000Narwhal Capital ManagementMike Messner founded Seminole Capital Management, a hedge fund that operated for 23 years. After his time on Wall Street, Mike returned to his alma mater, Georgia Tech, where he now serves as a professor. In this episode, Mike joins Ben and Harrison...

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https://www.narwhalcapital.com/disclosure]]>3692falsefullhttps://www.spreaker.com/episode/us-dollar-continues-to-strengthen-december-11-2024-morning-market-briefing--63267416
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63267416Wed, 11 Dec 2024 15:08:21 +0000Narwhal Capital ManagementBen and Tom discuss the dollar's continuing strength, the state of mergers, and the rumor that Sycamore Partners is buying Walgreens.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1179falsefullhttps://www.spreaker.com/episode/nfib-small-business-optimism-survey-s-biggest-jump-since-1980-december-10-2024-morning-market-briefing--63253484
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63253484Tue, 10 Dec 2024 14:36:58 +0000Narwhal Capital ManagementBen and Tom discuss the NFIB Small Business Optimism Survey's biggest jump since 1980, Mondelez looks to acquire Hershey, and the UNH CEO's alleged murderer was caught.  For information on how to join the Zoom calls live each morning at 8:30 EST,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1104falsefullhttps://www.spreaker.com/episode/trump-on-meet-the-press-syria-coup-december-9-2024-morning-market-briefing--63240026
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63240026Mon, 09 Dec 2024 15:31:48 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Trump on Meet the Press, Syria's coup, Romanian elections, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1301falsefullhttps://www.spreaker.com/episode/jobs-increase-china-bans-shipments-on-gallium-to-u-s-december-6-2024-morning-market-briefing--63188835
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63188835Fri, 06 Dec 2024 14:57:36 +0000Narwhal Capital ManagementAndrew, Ben, Tom, and Pedro, also known as "The Four Horsemen," discuss Lululemon earnings, jobs numbers, pharma CEOs at Mar-a-Largo, and China's ban on shipments of gallium. Also, shout out to our Bulgarian listeners.  For information on how to join...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1195falsefullhttps://www.spreaker.com/episode/unh-ceo-brian-thompson-shot-in-manhattan-december-5-2024-morning-market-briefing--63167142
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63167142Thu, 05 Dec 2024 14:51:35 +0000Narwhal Capital ManagementAndrew and Tom discuss yesterday's assassination of Brian Thompson and Jay Powell's speech at the DealBook Summit.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>922falsefullhttps://www.spreaker.com/episode/south-korea-s-political-turmoil-december-4-2024-morning-market-briefing--63143471
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63143471Wed, 04 Dec 2024 14:33:43 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss South Korea's political drama, AI-fueled tech company earnings, and more consumer data.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1342falsefullhttps://www.spreaker.com/episode/powerful-ism-manufacturing-report-december-3-2024-morning-market-briefing--63128292

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63128292Tue, 03 Dec 2024 15:16:24 +0000Narwhal Capital ManagementBen and Tom discuss AT&T's guidance for 2025, Microchip's new CEO, and a very strong ISM Manufacturing report.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1135falsefullhttps://www.spreaker.com/episode/france-s-budget-negotiations-december-2-2024-morning-market-briefing--63109180

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63109180Mon, 02 Dec 2024 17:30:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss France's budget negotiations, China PMI, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>719falsefullhttps://www.spreaker.com/episode/consumer-confidence-tariff-freak-outs-november-27-2024-morning-market-briefing--63031496


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63031496Wed, 27 Nov 2024 15:21:39 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss consumer confidence, PC earnings, tariff freak-outs, and the Hezbollah/Israel cease-fire. Happy Thanksgiving. There will be no calls on Thursday or Friday. We will be back on Monday.  For information on how to join the...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>886falsefullhttps://www.spreaker.com/episode/tariff-talk-qualcomm-s-lost-interest-in-intel-november-26-2024-morning-market-briefing--63014025

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63014025Tue, 26 Nov 2024 14:57:05 +0000Narwhal Capital ManagementBen and Tom discuss Trump's proposed tariffs, Qualcomm's loss of interest in buying Intel, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1175falsefullhttps://www.spreaker.com/episode/3-3-3-plan-trump-s-treasury-secretary-pick-november-25-2024-morning-market-briefing--63002137

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/63002137Mon, 25 Nov 2024 15:41:59 +0000Narwhal Capital ManagementBen and Tom discuss Trump's 3-3-3 plan, his new Treasury Secretary pick, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1184falsefullhttps://www.spreaker.com/episode/euro-continues-to-weaken-gaetz-resignation-november-22-2024-morning-market-briefing--62970686
Ben, Hicks, and Pedro give an update on the European economy and Matt Gaetz resigning. 


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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62970686Fri, 22 Nov 2024 20:45:05 +0000Narwhal Capital ManagementApologies for the delay in uploading. If you're ever upset about the podcast's posting delay, feel free to call the office and bark at whoever picks up the phone. They will relay the message to me. Have a great weekend. Roll Tide.  Ben, Hicks, and...
Ben, Hicks, and Pedro give an update on the European economy and Matt Gaetz resigning. 


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>952falsefullhttps://www.spreaker.com/episode/russia-launches-icbm-nvidia-earnings-november-21-2024-morning-market-briefing--62955539

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62955539Thu, 21 Nov 2024 14:57:56 +0000Narwhal Capital ManagementClark, Hicks, and Pedro discuss Russia's ICBM strike on Ukraine, Nvidia earnings, and the DOJ's war against Google.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>606falsefullhttps://www.spreaker.com/episode/more-trump-cabinet-picks-target-earnings-november-20-2024-morning-market-briefing--62874289

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62874289Wed, 20 Nov 2024 14:40:24 +0000Narwhal Capital ManagementClark, Hicks, and Pedro discuss Target earnings, Trump's recent Cabinet picks, and a preview of Nvidia earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>633falsefullhttps://www.spreaker.com/episode/russia-ukraine-update-blackstone-acquires-jersey-mike-s-november-19-2024-morning-market-briefing--62815069

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62815069Tue, 19 Nov 2024 15:26:55 +0000Narwhal Capital ManagementBen and Tom discuss Ukraine using Western-supplied missiles, Blackstone's acquisition of Jersey Mike's, and Walmart's earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>975falsefullhttps://www.spreaker.com/episode/more-cabinet-appointments-spirit-airlines-bankruptcy-november-18-2024-morning-market-briefing--62788621

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62788621Mon, 18 Nov 2024 15:33:18 +0000Narwhal Capital ManagementBen and Tom discuss last Friday's market sell-off, Trump's latest cabinet appointments, Spirit Airlines filing for bankruptcy, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1121falsefullhttps://www.spreaker.com/episode/october-retail-sales-powell-s-first-speech-since-rate-cut-november-15-2024-morning-market-briefing--62754550

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62754550Fri, 15 Nov 2024 15:24:33 +0000Narwhal Capital ManagementBen, Hannah, Pedro, and Tom discuss October Retail Sales and Powell's comments yesterday at the Federal Reserve Bank of Dallas.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>799falsefullhttps://www.spreaker.com/episode/fixed-income-leaders-summit-ppi-november-14-2024-morning-market-briefing--62738957

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62738957Thu, 14 Nov 2024 15:07:41 +0000Narwhal Capital ManagementBen and Tom discuss their time at the Fixed Income Leaders Summit, this morning's PPI data, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>999falsefullhttps://www.spreaker.com/episode/the-department-of-government-efficiency-november-13-2024-morning-market-briefing--62721017

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62721017Wed, 13 Nov 2024 15:29:18 +0000Narwhal Capital ManagementAndrew and Ben discuss the Department of Government Efficiency, Apple's new wall-mounted tablet, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1189falsefullhttps://www.spreaker.com/episode/nfib-small-business-report-home-depot-earnings-november-12-2024-morning-market-briefing--62705461

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62705461Tue, 12 Nov 2024 14:07:27 +0000Narwhal Capital ManagementAndrew and Pedro discuss the NFIB Small Business Report, Home Depot earnings, and Trump's appointment of Marco Rubio as Secretary of State.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>725falsefullhttps://www.spreaker.com/episode/bitcoin-oil-deregulation-november-11-2024-morning-market-briefing--62692180

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62692180Mon, 11 Nov 2024 15:40:34 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Bitcoin's all-time high, the US oil industry awaiting deregulation, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1028falsefullhttps://www.spreaker.com/episode/fed-cut-rates-redfin-earnings-november-8-2024-morning-market-briefing--62666415

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62666415Fri, 08 Nov 2024 14:47:02 +0000Narwhal Capital ManagementBen, Pedro, and Tom discuss yesterday's Fed meeting and Redfin earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1231falsefullhttps://www.spreaker.com/episode/yesterday-s-market-boe-cuts-rates-november-7-2024-morning-market-briefing--62653586

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62653586Thu, 07 Nov 2024 15:24:18 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review yesterday's market, Germany's political turmoil, and the BOE cuts rates.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1056falsefullhttps://www.spreaker.com/episode/donald-j-trump-elected-47th-president-of-the-united-states-november-6-2024-morning-market-briefing--62640008

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62640008Wed, 06 Nov 2024 14:15:25 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review last night's presidential election.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1415falsefullhttps://www.spreaker.com/episode/who-will-win-narwhal-s-election-day-preview-november-5-2024-morning-market-briefing--62622660

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62622660Tue, 05 Nov 2024 14:13:02 +0000Narwhal Capital ManagementAndrew, Ben, and Tom make predictions about how the election will end. Please follow our live election blog on our website. Also, don't forget to vote.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1344falsefullhttps://www.spreaker.com/episode/rip-tgi-friday-s-pre-election-day-update-november-4-2024-morning-market-briefing--62608059
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62608059Mon, 04 Nov 2024 15:39:28 +0000Narwhal Capital ManagementAndrew and Tom give a pre-election update and our schedule for the week. They also discuss TGI Friday's closing business, Berkshire Hathaway's cash at a record high, and the Fed's plan for this week's meeting.  For information on how to join the Zoom...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1058falsefullhttps://www.spreaker.com/episode/yesterday-s-sell-off-apple-earnings-november-1-2024-morning-market-briefing--62581519
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62581519Fri, 01 Nov 2024 13:24:33 +0000Narwhal Capital ManagementBen, Pedro, and Tom discuss yesterday's market sell-off, Comcast's potential split, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1126falsefullhttps://www.spreaker.com/episode/pce-inflation-uk-budget-october-31-2024-morning-market-briefing--62570781
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62570781Thu, 31 Oct 2024 14:57:07 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss PCE inflation, the UK's new budget, and various earnings.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1254falsefullhttps://www.spreaker.com/episode/weak-jobs-numbers-ahead-of-election-october-30-2024-morning-market-briefing--62556586
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62556586Wed, 30 Oct 2024 14:42:12 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's jobs numbers, GDP, and various earnings.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1172falsefullhttps://www.spreaker.com/episode/10-year-back-above-4-30-october-29-2024-morning-market-briefing--62542918
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62542918Tue, 29 Oct 2024 14:42:17 +0000Narwhal Capital ManagementBen and Tom review the 10-year going above 4.30%, China considering $1.4T in fiscal stimulus, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1020falsefullhttps://www.spreaker.com/episode/indonesia-blocking-apple-from-selling-iphone-16-october-28-2024-morning-market-briefing--62530173

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Please see disclosures:
https://www.narwhalcapital.com/dis]]>https://api.spreaker.com/episode/62530173Mon, 28 Oct 2024 14:41:34 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss France's negative credit outlook, Indonesia blocking Apple from selling the iPhone 16, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/dis]]>1213falsefullhttps://www.spreaker.com/episode/elon-musk-in-contact-with-putin-major-restructuring-at-graco-october-25-2024-morning-market-briefing--62502103

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62502103Fri, 25 Oct 2024 13:34:55 +0000Narwhal Capital ManagementAndrew, Ben, Pedtro, and Tom discuss the WSJ's article on Elon's conversations with Putin, Graco's restructuring, and the Capri/Tapestry deal falling through.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1100falsefullhttps://www.spreaker.com/episode/beige-book-highlights-tesla-earnings-october-24-2024-morning-market-briefing--62488227


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62488227Thu, 24 Oct 2024 14:06:22 +0000Narwhal Capital ManagementBen and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1247falsefullhttps://www.spreaker.com/episode/boa-ceo-moynihan-on-the-fed-mcdonald-s-e-coli-outbreak-october-23-2024-morning-market-briefing--62473854
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62473854Wed, 23 Oct 2024 13:49:24 +0000Narwhal Capital ManagementBen and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1264falsefullhttps://www.spreaker.com/episode/philip-morris-raytheon-gm-others-report-earnings-october-22-2024-morning-market-briefing--62463054
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62463054Tue, 22 Oct 2024 14:03:57 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss a long list of earnings this morning.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>884falsefullhttps://www.spreaker.com/episode/starboard-value-goes-activist-on-kenvue-october-21-2024-morning-market-briefing--62439862
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62439862Mon, 21 Oct 2024 14:59:37 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1136falsefullhttps://www.spreaker.com/episode/china-iphone-sales-up-cvs-ceo-karen-lynch-fired-october-18-2024-morning-market-briefing--62412218
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62412218Fri, 18 Oct 2024 14:54:15 +0000Narwhal Capital ManagementAndrew, Pedro, and Tom review iPhone sales in China, CVS firing Karen Lynch, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1237falsefullhttps://www.spreaker.com/episode/ecb-cuts-rates-us-retail-sales-increase-october-17-2024-morning-market-briefing--62399151
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62399151Thu, 17 Oct 2024 14:12:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review the ECB meeting results, US retail sales, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>838falsefullhttps://www.spreaker.com/episode/trump-on-bloomberg-uk-inflation-october-16-2024-morning-market-briefing--62385432
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62385432Wed, 16 Oct 2024 14:33:54 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review Trump's interview on Bloomberg, Kamala's plan to support black American men, UK inflation, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>991falsefullhttps://www.spreaker.com/episode/boa-fund-manager-survey-shows-cash-levels-are-down-october-15-2024-morning-market-briefing--62373675
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62373675Tue, 15 Oct 2024 14:17:40 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review the Bank of America Fund Manager Survey, oil dropping this morning, China's new policies, and various earnings.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>924falsefullhttps://www.spreaker.com/episode/wsj-economy-survey-payment-in-kind-interest-gains-traction-october-14-2024-morning-market-briefing--62359032
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62359032Mon, 14 Oct 2024 13:29:08 +0000Narwhal Capital ManagementAndrew and Tom review the Wall Street Journal's latest survey on the economy's performance under Trump or Harris. They also discuss payment-in-kind interest and why its usage is increasing.   For information on how to join the Zoom calls live each...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>896falsefullhttps://www.spreaker.com/episode/ppi-rises-tesla-announces-the-cybercab-october-11-2024-morning-market-briefing--62332127
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62332127Fri, 11 Oct 2024 13:38:01 +0000Narwhal Capital ManagementAndrew, Ben, Pedro, and Tom discuss this morning's PPI numbers, Tesla's event, Blackrock earnings, and a preview of next week. Please RSVP for our Macro Event next Tuesday.  For information on how to join the Zoom calls live each morning at 8:30 EST,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>920falsefullhttps://www.spreaker.com/episode/cpi-rises-boa-shows-consumers-decreasing-spending-october-10-2024-morning-market-briefing--62312723
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62312723Thu, 10 Oct 2024 13:13:48 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Dominoes, Delta, and Costco earnings. They review this morning's CPI number and the BoA consumer report.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1184falsefullhttps://www.spreaker.com/episode/doj-tries-to-break-up-google-october-9-2024-morning-market-briefing--62299654
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62299654Wed, 09 Oct 2024 13:53:08 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss private credit growing in fixed income, the DOJ attempting to break-up Google, and TSMC earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1313falsefullhttps://www.spreaker.com/episode/yesterday-s-market-sell-off-small-business-optimism-continues-to-decline-october-8-2024-morning-market-briefing--62285131
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62285131Tue, 08 Oct 2024 14:19:07 +0000Narwhal Capital ManagementBen and Tom discuss yesterday's market sell-off, various earnings, and an update on the economy.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1445falsefullhttps://www.spreaker.com/episode/oil-prices-rise-big-tech-is-downgraded-october-7-2024-morning-market-briefing--62272842
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62272842Mon, 07 Oct 2024 16:57:14 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss a listener question, rising oil prices, and big tech downgrades.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>976falsefullhttps://www.spreaker.com/episode/jobs-numbers-beat-the-longshoremen-strike-is-over-october-4-2024-morning-market-briefing--62231772
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62231772Fri, 04 Oct 2024 13:52:02 +0000Narwhal Capital ManagementAndrew, Ben, Pedro, and Tom talk about this morning's jobs numbers, ISM Services data, the Longshoremen strike, and Spirit Airlines potentially going bankrupt.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>969falsefullhttps://www.spreaker.com/episode/tesla-falls-on-deliveries-swizz-inflation-slows-october-3-2024-morning-market-briefing--62211591
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Please see disclosures:
https://www.narwhalcapital.com/d]]>https://api.spreaker.com/episode/62211591Thu, 03 Oct 2024 14:54:09 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Tesla earnings, OpenAI funding, Constellation Brands earnings, Swizz inflation slowing, and more info on the port strikes.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/d]]>1028falsefullhttps://www.spreaker.com/episode/nike-s-poor-earnings-vance-vs-walz-debate-october-2-2024-morning-market-briefing--62194936
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62194936Wed, 02 Oct 2024 13:17:23 +0000Narwhal Capital ManagementAndrew and Tom discuss Nike's earnings, analysts cutting Apple's iPhone forecasts, ISM jobs numbers, Vance vs Walz debate, and Iran firing missiles at Israel. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1197falsefullhttps://www.spreaker.com/episode/israel-sends-troops-into-lebanon-longshoremen-strike-begins-october-1-2024-morning-market-briefing--62179365
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62179365Tue, 01 Oct 2024 14:06:11 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Israel moving troops into Lebanon, the Longshoreman strike, CVS considering a potential breakup, and Jay Powell's interview yesterday,  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1237falsefullhttps://www.spreaker.com/episode/china-drops-mortgage-rates-longshoremen-prepare-to-strike-september-30-2024-morning-market-briefing--62164876
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62164876Mon, 30 Sep 2024 14:05:50 +0000Narwhal Capital ManagementFor information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1041falsefullhttps://www.spreaker.com/episode/costco-earnings-trump-meeting-with-zelensky-september-27-2024-morning-market-briefing--62128085
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62128085Fri, 27 Sep 2024 13:39:24 +0000Narwhal Capital ManagementBen reviews Costco earnings, Trump's meeting today with Zelensky, and European CPI.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>988falsefullhttps://www.spreaker.com/episode/revenge-of-the-semis-september-26-2024-morning-market-briefing--62117340
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62117340Thu, 26 Sep 2024 14:46:47 +0000Narwhal Capital ManagementBen and Tom discuss Micron earnings, trading in Europe suggesting a soft economy, and the Swiss Central Bank cuts interest rates again.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1159falsefullhttps://www.spreaker.com/episode/doj-suing-visa-on-debit-card-payments-september-25-2024-morning-market-briefing--62103002
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62103002Wed, 25 Sep 2024 14:02:17 +0000Narwhal Capital ManagementBen is back and shares insights from being the boots on the ground in Europe. Joined by Tom, they discuss the DOJ's lawsuit against Visa over debit-card payments, the DOJ's investigation into SAP for price-fixing, and additional threats to Trump's...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1160falsefullhttps://www.spreaker.com/episode/the-importance-of-a-holistic-financial-advisor-financial-planning-series--62093855

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62093855Tue, 24 Sep 2024 17:26:07 +0000Narwhal Capital ManagementIn the final episode of our podcast series, Melissa and Nate provide a comprehensive look at the role of a holistic financial advisor and why they are essential for effective financial planning. For information on how to join the Zoom calls live...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1167falsefullhttps://www.spreaker.com/episode/us-proposes-banning-chinese-software-in-vehicles-september-24-2024-morning-market-briefing--62090906
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62090906Tue, 24 Sep 2024 14:08:16 +0000Narwhal Capital ManagementPedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US proposing a ban on Chinese software in vehicles.  For information on how to join the Zoom calls live...
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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>905falsefullhttps://www.spreaker.com/episode/microsoft-the-three-mile-island-nuclear-generating-station-september-23-2024-morning-market-briefing--62078397
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62078397Mon, 23 Sep 2024 14:42:17 +0000Narwhal Capital ManagementPedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Constellation Energy to reopen the Three Mile Island Nuclear Generating Station. For information on how...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1047falsefullhttps://www.spreaker.com/episode/nike-ceo-steps-down-and-veteran-elliot-hill-steps-in-september-20-2024-morning-market-briefing--62045307
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62045307Fri, 20 Sep 2024 15:21:51 +0000Narwhal Capital ManagementPedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1000falsefullhttps://www.spreaker.com/episode/tom-was-right-fed-cuts-by-50bps-september-19-2024-morning-market-briefing--62027902
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62027902Thu, 19 Sep 2024 14:04:27 +0000Narwhal Capital ManagementAndrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in Brazil, and BOE holding rates at 5%.  For information on how to join the Zoom calls live each...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1237falsefullhttps://www.spreaker.com/episode/fed-day-pmi-sells-inhaler-maker-to-molex-september-18-2024-morning-market-briefing--62012158

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/62012158Wed, 18 Sep 2024 13:52:33 +0000Narwhal Capital ManagementAndrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>844falsefullhttps://www.spreaker.com/episode/spending-pressures-and-status-anxiety-financial-planning-series--61950562
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61950562Tue, 17 Sep 2024 14:54:18 +0000Narwhal Capital ManagementIn Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This episode delves into how societal pressures and the pervasive influence of social media can drive us to...
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https://www.narwhalcapital.com/disclosure]]>1249falsefullhttps://www.spreaker.com/episode/amazon-orders-staff-back-in-office-5-days-a-week-september-17-2024-morning-market-briefing--61944808
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61944808Tue, 17 Sep 2024 14:00:16 +0000Narwhal Capital ManagementAndrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef with Bob Iger.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1116falsefullhttps://www.spreaker.com/episode/preview-of-fomc-meeting-september-16-2024-morning-market-briefing--61839864
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61839864Mon, 16 Sep 2024 14:50:16 +0000Narwhal Capital ManagementPedro and Tom preview the FOMC meeting and discuss the second Trump assassination attempt.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>876falsefullhttps://www.spreaker.com/episode/boeing-workers-walk-out-in-first-strike-since-2008-september-13-2024-morning-market-briefing--61455921
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61455921Fri, 13 Sep 2024 15:11:50 +0000Narwhal Capital ManagementAndrew, Pedro, and Tom discuss the Michigan Consumer Sentiment report, Boeing workers walk out, and earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>896falsefullhttps://www.spreaker.com/episode/nvidia-s-ceo-gives-bullish-comments-post-debate-polls-september-12-2024-morning-market-briefing--61375452
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61375452Thu, 12 Sep 2024 14:35:27 +0000Narwhal Capital ManagementAndrew gives an update on the market.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>942falsefullhttps://www.spreaker.com/episode/harris-trump-debate-cpi-september-11-2024-morning-market-briefing--61337269
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61337269Wed, 11 Sep 2024 14:17:32 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss last night's debate, banks lowering guidance, and CPI.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1240falsefullhttps://www.spreaker.com/episode/navigating-debt-financial-planning-series--61324304

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61324304Tue, 10 Sep 2024 16:43:07 +0000Narwhal Capital ManagementIn this episode, we delved into the complexities of debt and explored strategies to manage and reduce it effectively. Melissa and Nate discussed various types of debt, including credit card debt, student loans, and mortgages, and shared actionable...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1738falsefullhttps://www.spreaker.com/episode/nfib-small-business-pessimism-september-10-2024-morning-market-briefing--61324123
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61324123Tue, 10 Sep 2024 14:13:15 +0000Narwhal Capital ManagementBen and Tom discuss the results of the NFIB Small Business Optimism survey, Bank of America's consumer report, and yesterday's Apple conference.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1283falsefullhttps://www.spreaker.com/episode/more-soft-jobs-results-september-6-2024-morning-market-briefing--61284636
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61284636Fri, 06 Sep 2024 14:40:07 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the ISM services results, BLS employment report, Buffet dumping Bank of America, and introduce our new analyst Pedro.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>972falsefullhttps://www.spreaker.com/episode/job-openings-tank-more-than-expected-september-5-2024-morning-market-briefing--61273871
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61273871Thu, 05 Sep 2024 14:48:29 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the JOLTS job openings and Andrew's ongoing feud with AT&T.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1392falsefullhttps://www.spreaker.com/episode/yesterday-s-market-sell-off-doj-subpoenas-nvidia-september-4-2024-morning-market-briefing--61262598

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61262598Wed, 04 Sep 2024 14:42:39 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's market sell-off, DOJ's subpoena of Nvidia, & various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1376falsefullhttps://www.spreaker.com/episode/deciphering-your-budget-exploring-your-money-s-impact-on-your-life-financial-planning-series--61252449
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61252449Tue, 03 Sep 2024 16:45:14 +0000Narwhal Capital ManagementJoin Melissa Dotson and Nate Watson in this episode as they discuss insights ranging from identifying those who benefit from budgeting to practical strategies for diverse financial scenarios. Gain valuable tips on combining finances with your spouse...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>2122falsefullhttps://www.spreaker.com/episode/harris-says-us-steel-should-remain-domestically-owned-september-3-2024-morning-market-briefing--61251940

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61251940Tue, 03 Sep 2024 14:27:23 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Harris's claims to keeping US Steel domestically owned, Hamas hostage murders, and our view on refinancing.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1096falsefullhttps://www.spreaker.com/episode/lulu-gap-dell-intc-earnings-august-30-2024-morning-market-briefing--61209736
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61209736Fri, 30 Aug 2024 13:26:30 +0000Narwhal Capital ManagementBen and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>867falsefullhttps://www.spreaker.com/episode/nvidia-earnings-q2-gdp-revision-august-29-2024-morning-market-briefing--61198515
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61198515Thu, 29 Aug 2024 13:34:22 +0000Narwhal Capital ManagementBen and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1190falsefullhttps://www.spreaker.com/episode/increased-consumer-confidence-oil-spill-on-the-red-sea-august-28-2024-morning-market-briefing--61186398
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61186398Wed, 28 Aug 2024 14:09:56 +0000Narwhal Capital ManagementAndrew and Tom talk CCI, PE ownership of NFL teams, and the oil spill on the Red Sea.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1072falsefullhttps://www.spreaker.com/episode/navigating-career-growth-strategies-for-maximizing-income-financial-planning-series--61162734
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61162734Tue, 27 Aug 2024 16:01:11 +0000Narwhal Capital ManagementJoin us for the first episode of our new podcast series where we dive into crucial topics around fair pay, salary maximization, and planning career moves for income growth. We'll explore insights, challenges, and practical advice to help others...
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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>3919falsefullhttps://www.spreaker.com/episode/the-college-football-preview-august-27-2024-morning-market-briefing--61170361
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61170361Tue, 27 Aug 2024 13:55:17 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss PDD's crash, Apple's CFO resigning, and the upcoming college football season.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1525falsefullhttps://www.spreaker.com/episode/what-powell-said-at-jackson-hole-august-26-2024-morning-market-briefing--61159573
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61159573Mon, 26 Aug 2024 15:17:21 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Powell's commentary at Jackson Hole, the Canadian railway strike, and a preview of the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1080falsefullhttps://www.spreaker.com/episode/canada-shuts-down-railway-strike-august-23-2024-morning-market-briefing--61126342
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61126342Fri, 23 Aug 2024 14:03:20 +0000Narwhal Capital ManagementAndrew and Ben discuss the Canadian government ending the rail strike, Kamala's speech at the DNC, the BLS jobs revision mishap, and a preview of Jackson Hole.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1134falsefullhttps://www.spreaker.com/episode/jobs-revised-down-by-818k-august-22-2024-morning-market-briefing--61115609
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61115609Thu, 22 Aug 2024 14:25:23 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the jobs revisions, 20-year bond auction, Fed minutes, and boosted Eurozone PMIs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>987falsefullhttps://www.spreaker.com/episode/previewing-today-s-jobs-revisions-an-update-on-non-competes-august-21-2024-morning-market-briefing--61103716
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61103716Wed, 21 Aug 2024 14:06:30 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the jobs revisions dropping at 10am, an update on non-competes, and retail earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>906falsefullhttps://www.spreaker.com/episode/kamala-s-corporate-tax-rate-hike-canadian-rail-strike-august-20-2024-morning-market-briefing--61092501
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61092501Tue, 20 Aug 2024 14:13:58 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Kamala Harris's plan to push for a 28% corporate tax rate, Lowe's earnings, the Canadian Rail strike, and Timiraos justifying rate cuts this morning. For information on how to join the Zoom calls live each morning at 8:30...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>887falsefullhttps://www.spreaker.com/episode/amd-buying-zt-systems-imports-surge-in-july-august-19-2024-morning-market-briefing--61079814
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61079814Mon, 19 Aug 2024 14:07:26 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss AMD buying server maker ZT Systems, imports surging in July, Fed speakers discussing rate cuts, and the week ahead.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>840falsefullhttps://www.spreaker.com/episode/kamala-s-economic-agenda-the-week-ahead-august-16-2024-morning-market-briefing--61052702
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61052702Fri, 16 Aug 2024 14:04:44 +0000Narwhal Capital ManagementBen discusses Kamala's Economic Agenda, Goolsbee's dovish comments, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>959falsefullhttps://www.spreaker.com/episode/retail-sales-accelerate-walmart-earnings-august-15-2024-morning-market-briefing--61038272
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61038272Thu, 15 Aug 2024 13:51:46 +0000Narwhal Capital ManagementAndrew and Ben discuss this morning's retail sales numbers and Walmart earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>922falsefullhttps://www.spreaker.com/episode/cpi-comes-in-below-expectations-august-14-2024-morning-market-briefing--61025642
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61025642Wed, 14 Aug 2024 13:52:54 +0000Narwhal Capital ManagementAndrew, Ben, and Tom dive into this morning's CPI report, the Wall Street Journal saying Millenials and Gen-Z have a higher net worth than their parents, Mars in talks to buy Kellanove, and political changes in Japan.  For information on how to join...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>993falsefullhttps://www.spreaker.com/episode/starbucks-snags-new-ceo-from-chipotle-august-13-2024-morning-market-briefing--61013956
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61013956Tue, 13 Aug 2024 13:50:10 +0000Narwhal Capital ManagementAndrew and Tom discuss Starbucks naming Brian Niccol as CEO, PPI, Small Business Optimism, OPEC trimming oil demand, and Trump back on X.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1453falsefullhttps://www.spreaker.com/episode/tensions-build-in-the-middle-east-august-12-2024-morning-market-briefing--61000777
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/61000777Mon, 12 Aug 2024 14:44:02 +0000Narwhal Capital ManagementAndrew and Tom discuss the tensions building in the Middle East, fed rumors, previews of PPI/CPI, and generic drugs containing high levels of Benzene.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>985falsefullhttps://www.spreaker.com/episode/market-rally-continues-all-about-tim-walz-august-7-2024-morning-market-briefing--60947425
Andrew, Ben, and Tom discuss the BOJ saying they won't kill the economy, yesterday's market rally, and various earnings. 
 

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60947425Wed, 07 Aug 2024 14:27:40 +0000Narwhal Capital ManagementProducer Note: I am out of town for the rest of the week. There will not be an upload on Thursday or Friday unless I get some downtime. You should join the live call anyway.  Andrew, Ben, and Tom discuss the BOJ saying they won't kill the economy,...
Andrew, Ben, and Tom discuss the BOJ saying they won't kill the economy, yesterday's market rally, and various earnings. 
 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1339falsefullhttps://www.spreaker.com/episode/ism-services-report-google-loses-antitrust-trial-august-6-2024-morning-market-briefing--60937179 

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60937179Tue, 06 Aug 2024 13:59:32 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the market rebound yesterday, the Fed's next move, Google losing the antitrust trial, and ISM Services.    For information on how to join the Zoom calls live each morning at 8:30 EST, visit... 

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https://www.narwhalcapital.com/disclosure]]>1115falsefullhttps://www.spreaker.com/episode/market-reacts-to-fed-s-delay-august-5-2024-morning-market-briefing--60925908 

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60925908Mon, 05 Aug 2024 13:59:40 +0000Narwhal Capital ManagementAndrew, Ben, and Tom react to the premarket drop and what's causing it.    For information on how to join the Zoom calls live each morning at 8:30 EST, visit... 

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https://www.narwhalcapital.com/disclosure]]>1313falsefullhttps://www.spreaker.com/episode/job-growth-slows-unemployment-rises-when-will-rates-drop-august-2-2024-morning-market-briefing--60899125 

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60899125Fri, 02 Aug 2024 13:52:24 +0000Narwhal Capital ManagementAndrew, Ben, and Tom react to this morning's jobs report.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit... 

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https://www.narwhalcapital.com/disclosure]]>1399falsefullhttps://www.spreaker.com/episode/yesterday-s-fed-meeting-boe-cuts-rates-august-1-2024-morning-market-briefing--60884828 

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60884828Thu, 01 Aug 2024 14:02:22 +0000Narwhal Capital ManagementBen and Tom discuss yesterday's Fed meeting, BOE cutting rates for the first time since 2020, and Trump's proposal to cut income tax on social security.    For information on how to join the Zoom calls live each morning at 8:30 EST, visit... 

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https://www.narwhalcapital.com/disclosure]]>1016falsefullhttps://www.spreaker.com/episode/update-on-jobs-tech-earnings-begin-july-31-2024-morning-market-briefing--60874743 

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60874743Wed, 31 Jul 2024 14:17:25 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss jobs updates, BOJ hikes rates, Swizz Exchange halts trading, and tech earnings roll-in.    For information on how to join the Zoom calls live each morning at 8:30 EST, visit... 

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https://www.narwhalcapital.com/disclosure]]>1248falsefullhttps://www.spreaker.com/episode/government-plans-to-auction-fewer-bonds-july-30-2024-morning-market-briefing--60863211 

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60863211Tue, 30 Jul 2024 13:56:52 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the government's plan to auction fewer bonds and earnings.    For information on how to join the Zoom calls live each morning at 8:30 EST, visit... 

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https://www.narwhalcapital.com/disclosure]]>972falsefullhttps://www.spreaker.com/episode/fed-week-supreme-court-reforms-proposed-by-biden-july-29-2024-morning-market-briefing--60847249 

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60847249Mon, 29 Jul 2024 14:44:29 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the upcoming Fed meeting, McDonald's earnings, Trump at the BTC Conference, Biden proposing Supreme Court reforms, and Abbott ordered to pay $495m compensation and damages.    For information on how to join the Zoom calls... 

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https://www.narwhalcapital.com/disclosure]]>998falsefullhttps://www.spreaker.com/episode/core-pce-inflation-earnings-july-26-2024-morning-market-briefing--60814552
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60814552Fri, 26 Jul 2024 14:23:23 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss this morning's Core PCE inflation number and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>933falsefullhttps://www.spreaker.com/episode/markets-slide-is-gdp-really-up-july-25-2024-morning-market-briefing--60801372
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60801372Thu, 25 Jul 2024 13:39:18 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's market sell-off, this morning's GDP, Amazon beating Warner out for NBA rights, & various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1081falsefullhttps://www.spreaker.com/episode/bank-of-canada-set-to-cut-rates-july-24-2024-morning-market-briefing--60788407
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60788407Wed, 24 Jul 2024 14:22:48 +0000Narwhal Capital ManagementAndrew and Tom discuss the Bank of Canada potentially cutting rates and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>893falsefullhttps://www.spreaker.com/episode/car-dealers-increase-incentives-wiz-rejects-google-july-23-2024-morning-market-briefing--60777879
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60777879Tue, 23 Jul 2024 13:56:28 +0000Narwhal Capital ManagementBen and Tom discuss car dealers increasing incentives, Wiz rejecting Google's offer, and various earnings. Also, where is Biden?  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>1310falsefullhttps://www.spreaker.com/episode/biden-s-withdrawal-ukraine-defaults-on-its-debt-july-22-2024-morning-market-briefing--60767895
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60767895Mon, 22 Jul 2024 16:21:23 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Joe Biden's withdrawal from the election, Ukraine defaulting on its debt, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>1169falsefullhttps://www.spreaker.com/episode/largest-it-outage-in-history-earnings-july-19-2024-morning-market-briefing--60743669
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60743669Fri, 19 Jul 2024 16:58:38 +0000Narwhal Capital ManagementBen and Andrew discuss the IT outage, what politics mean for the financial system, and more earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>796falsefullhttps://www.spreaker.com/episode/tech-stocks-worst-day-of-2024-july-18-2024-morning-market-briefing--60729157
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60729157Thu, 18 Jul 2024 14:06:31 +0000Narwhal Capital ManagementBen and Andrew discuss yesterday's tech stock performance, Biden potentially stepping down, Beige Book results, Darden buying Chuey's, and earnings.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>1217falsefullhttps://www.spreaker.com/episode/biden-s-trade-war-jbht-asml-jnj-elv-earnings-july-17-2024-morning-market-briefing--60718271
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60718271Wed, 17 Jul 2024 14:11:17 +0000Narwhal Capital ManagementBen and Andrew discuss Biden's trade war and earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>1142falsefullhttps://www.spreaker.com/episode/powell-signals-rate-cut-incoming-trump-vp-pick-july-16-2024-morning-market-briefing--60707178
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60707178Tue, 16 Jul 2024 14:19:24 +0000Narwhal Capital ManagementBen & Andrew review June retail sales, Powell's signal for a rate cut, Trump's VP selection, and earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>954falsefullhttps://www.spreaker.com/episode/trump-assassination-attempt-july-15-2024-morning-market-briefing--60696489
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60696489Mon, 15 Jul 2024 14:11:27 +0000Narwhal Capital ManagementBen discusses the assassination attempt on Trump, Blackrock earnings, Goldman earnings, and Google's potential acquisition of Wiz.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>699falsefullhttps://www.spreaker.com/episode/why-didn-t-the-market-rally-yesterday-july-12-2024-morning-market-briefing--60673589
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60673589Fri, 12 Jul 2024 14:06:01 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review yesterday's market activity, PPI, and bank earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>829falsefullhttps://www.spreaker.com/episode/uk-economic-growth-accelerates-cpi-july-11-2024-morning-market-briefing--60663548
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60663548Thu, 11 Jul 2024 13:37:07 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss UK economic growth, the 10-year bond auction, CPI, and Costco raising the annual membership.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1339falsefullhttps://www.spreaker.com/episode/powell-testimony-suggests-a-rate-cut-is-getting-closer-july-10-2024-morning-market-briefing--60652010
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60652010Wed, 10 Jul 2024 13:51:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss TSMC earnings, Powell's testimony, and Trump teasing Rubio as a potential VP pick.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1127falsefullhttps://www.spreaker.com/episode/french-parliament-dominated-by-new-popular-front-july-8-2024-morning-market-briefing--60632952
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60632952Mon, 08 Jul 2024 14:47:44 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the UK, France, Iran, and US elections.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1083falsefullhttps://www.spreaker.com/episode/landslide-labor-party-win-in-the-uk-general-election-july-5-2024-morning-market-briefing--60609458
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60609458Fri, 05 Jul 2024 13:59:17 +0000Narwhal Capital ManagementBen and Tom discuss the Labor Party's landslide win in the UK general election, France's runoff election on Sunday, Fed Minutes saying a July cut "isn't likely," and ISM Services.  For information on how to join the Zoom calls live each morning at...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1084falsefullhttps://www.spreaker.com/episode/tesla-up-10-after-deliveries-adp-employment-report-july-3-2024-morning-market-briefing--60589442

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60589442Wed, 03 Jul 2024 14:21:06 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review Tesla deliveries, the ADP Employment Report, Jay Powell's progress on inflation, & UK general election.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1102falsefullhttps://www.spreaker.com/episode/ism-manufacturing-upflation-july-2-2024-morning-market-briefing--60578065

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60578065Tue, 02 Jul 2024 14:15:14 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review yesterday's ISM Manufacturing report, June Preliminary CPIs for Europe, Tesla is set to report Q2 deliveries, and "upflation."  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1163falsefullhttps://www.spreaker.com/episode/merger-monday-boeing-to-buy-spirit-and-blackrock-to-buy-preqin-july-1-2024-morning-market-briefing--60568123

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60568123Mon, 01 Jul 2024 16:53:38 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review the market's performance YTD, the Boing and Blackrock mergers, the first round of voting in France, and Timiraos' latest remarks on rates.  For information on how to join the Zoom calls live each morning at 8:30 EST,...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>992falsefullhttps://www.spreaker.com/episode/biden-trump-presidential-debate-june-28-2024-morning-market-briefing--60539122

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60539122Fri, 28 Jun 2024 14:49:01 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review Nike earnings, PCE Inflation, and last night's presidential debate.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1447falsefullhttps://www.spreaker.com/episode/fedex-earnings-tightening-credit-spreads-june-26-2024-morning-market-briefing--60515651

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60515651Wed, 26 Jun 2024 13:58:55 +0000Narwhal Capital ManagementAndrew, Ben, and Tom review FedEx's earnings, bond traders betting on cuts by next March, and tightening credit spreads giving some companies a market-based rate cut.  For information on how to join the Zoom calls live each morning at 8:30 EST,...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1094falsefullhttps://www.spreaker.com/episode/current-view-on-markets-economy-june-25-2024-morning-market-briefing--60503825

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60503825Tue, 25 Jun 2024 14:59:42 +0000Narwhal Capital ManagementAndrew and Ben share an update on their current view of the markets and the economy.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1007falsefullhttps://www.spreaker.com/episode/beyond-the-portfolio-mendez-molev-and-the-american-dream--60492936

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60492936Mon, 24 Jun 2024 18:03:01 +0000Narwhal Capital ManagementJuan Mendez and George Molev recently purchased Uni-Tech Paint & Body Shop in Atlanta. The two share their journeys from immigrants to entrepreneurs in the latest edition of Beyond the Portfolio. Whether you're in the market to buy a business or...

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https://www.narwhalcapital.com/disclosure]]>3135falsefullhttps://www.spreaker.com/episode/apple-ai-collab-with-meta-zepbound-for-sleep-apnea-june-24-2024-morning-market-briefing--60492734
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60492734Mon, 24 Jun 2024 16:52:03 +0000Narwhal Capital ManagementWe are testing out podcast intros. Please send me an email if you have suggestions or want to submit a theme song. Ben and Tom discuss Apple's potential AI collaboration with Meta, Nvidia is no longer the largest company in the world, and Eli Lilly...
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https://www.narwhalcapital.com/disclosure]]>1004falsefullhttps://www.spreaker.com/episode/nvidia-rebalancing-european-pmis-slow-in-june-june-21-2024-morning-market-briefing--60462432
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60462432Fri, 21 Jun 2024 14:27:20 +0000Narwhal Capital ManagementBen and Tom discuss Nvidia share volatility, Adriana Kugler saying rate cuts are likely, European PMIs, and the used car market.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1154falsefullhttps://www.spreaker.com/episode/swizz-national-bank-makes-surprise-rate-cut-june-20-2024-morning-market-briefing--60450691

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60450691Thu, 20 Jun 2024 15:25:40 +0000Narwhal Capital ManagementAndrew and Tom discuss the surprise rate cut by the Swizz National Bank, Nvidia becoming the largest company in the world, S&P 500 rebalancing, and the cyberattack on US car dealerships.  For information on how to join the Zoom calls live each...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1049falsefullhttps://www.spreaker.com/episode/philip-morris-halts-us-online-sales-of-zyn-june-18-2024-morning-market-briefing--60423884

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60423884Tue, 18 Jun 2024 14:48:51 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Philip Morris halting online sales of Zyn in the US, retail sales, Goldman's rate expectations, Biden granting legal status to immigrant spouses, and Wells Fargo's poor management.  For information on how to join the...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1396falsefullhttps://www.spreaker.com/episode/apple-supplier-tdk-claims-solid-state-battery-breakthrough-june-17-2024-morning-market-briefing--60413202

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60413202Mon, 17 Jun 2024 16:26:17 +0000Narwhal Capital ManagementBen and Tom discuss Apple supplier TDK's claims of solid-state battery breakthrough, UK/France election status, and Ben's tales from the road.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1209falsefullhttps://www.spreaker.com/episode/france-s-political-turmoil-faa-crackdown-on-fake-titanium-june-14-2024-morning-market-briefing--60385854
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60385854Fri, 14 Jun 2024 15:11:17 +0000Narwhal Capital ManagementTom discusses France's political climate, the FAA probing Boeing and Airbus for fake titanium, and Adobe earnings.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>783falsefullhttps://www.spreaker.com/episode/fed-leaves-rates-unchanged-june-13-2024-morning-market-briefing--60372823
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60372823Thu, 13 Jun 2024 13:52:29 +0000Narwhal Capital ManagementTom discusses initial jobless claims, PPI, yesterday's Fed meeting, Apple briefly overtaking Microsoft, and Elon Musk's rumored compensation package.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1087falsefullhttps://www.spreaker.com/episode/stong-10-year-bond-auction-cpi-june-12-2024-morning-market-briefing--60362173

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60362173Wed, 12 Jun 2024 14:23:09 +0000Narwhal Capital ManagementOnce again we apologize for the audio. Ben did the call on his phone this morning. He reviews Oracle's 4FQ24 earnings, yesterday's strong 10-year bond auction, and CPI.  For information on how to join the Zoom calls live each morning at 8:30 EST,...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>527falsefullhttps://www.spreaker.com/episode/apple-intelligence-tomorrow-s-fed-meeting-june-11-2024-morning-market-briefing--60350537

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60350537Tue, 11 Jun 2024 14:57:14 +0000Narwhal Capital ManagementApologies for the audio on this one. I corrected the audio 30 seconds in. Ben and Tom talk Apple Intelligence, the FDA's ruling on donanemab, and tomorrow's Fed meeting.  For information on how to join the Zoom calls live each morning at 8:30 EST,...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1201falsefullhttps://www.spreaker.com/episode/recapping-friday-s-jobs-report-europe-s-rejection-of-the-establishment-june-10-2024-morning-market-briefing--60340601

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60340601Mon, 10 Jun 2024 15:37:43 +0000Narwhal Capital ManagementBen and Tom recap Friday's jobs report, the rejection of the establishment in Europe, Apple's AI strategy, & Nvidia's stock split.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1348falsefullhttps://www.spreaker.com/episode/nonfarm-payrolls-saudi-aramco-11-2b-offering-june-7-2024-morning-market-briefing--60311272
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60311272Fri, 07 Jun 2024 14:15:25 +0000Narwhal Capital ManagementAndrew and Tom react to this morning's nonfarm payroll data, GameStop volatility, and Saudi Aramco announcing a $11.2B offering.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>866falsefullhttps://www.spreaker.com/episode/nvidia-hits-3t-market-cap-ecb-cuts-rates-june-6-2024-morning-market-briefing--60299795
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60299795Thu, 06 Jun 2024 14:15:18 +0000Narwhal Capital ManagementAndrew and Tom discuss the 80th Anniversary of D-Day, Nvidia hitting $3T market cap, ISM services, the ECB rate cut, and the FDA's rejection of MDMA.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1133falsefullhttps://www.spreaker.com/episode/texas-stock-exchange-jobs-data-june-5-2024-morning-market-briefing--60286636
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60286636Wed, 05 Jun 2024 14:03:49 +0000Narwhal Capital ManagementAndrew and Ben discuss the Biden administration's immigration policy, Texas Stock Exchange, Musk's Nvidia order, and today's jobs data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>870falsefullhttps://www.spreaker.com/episode/mexico-election-ism-manufacturing-slowdown-june-4-2024-morning-market-briefing--60274128
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60274128Tue, 04 Jun 2024 14:28:41 +0000Narwhal Capital ManagementBen and Tom discuss the Mexico election, ISM manufacturing slowdown, and if the Fed will wake up. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1754falsefullhttps://www.spreaker.com/episode/opec-agrees-to-extend-oil-production-cuts-june-3-2024-morning-market-briefing--60264351

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60264351Mon, 03 Jun 2024 16:44:53 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the upcoming ECB rate cut, OPEC+ agrees to extend oil production cuts, Roaring Kitty has a bunch of GME, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>798falsefullhttps://www.spreaker.com/episode/pce-data-market-implications-of-trump-conviction-may-31-2024-morning-market-briefing--60236066

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60236066Fri, 31 May 2024 14:53:25 +0000Narwhal Capital ManagementAndrew and Ben discuss PCE numbers, BofA CEO Brian Moynihan's comments on the economy, retail and tech earnings, Mexico elections, and the market implications of the Trump conviction.  For information on how to join the Zoom calls live each morning...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1521falsefullhttps://www.spreaker.com/episode/slow-software-sales-heightened-retail-price-sensitivity-may-30-2024-morning-market-briefing--60220770

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60220770Thu, 30 May 2024 13:48:49 +0000Narwhal Capital ManagementBen and Tom discuss software and retail earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1425falsefullhttps://www.spreaker.com/episode/higher-than-anticipated-consumer-confidence-a-slow-housing-market-may-29-2024-morning-market-briefing--60211287

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60211287Wed, 29 May 2024 16:44:19 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss yesterday's consumer confidence data, retail earnings, and the slow housing market.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1315falsefullhttps://www.spreaker.com/episode/airstrike-on-hamas-sunak-doubles-down-on-conservative-promises-may-28-2024-morning-market-briefing--60198990

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60198990Tue, 28 May 2024 15:13:25 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Netanyahu calling the Rafah airstrike a mistake, Sunak's promise to reinstitute National Service requirements, and Apple's iPhone shipments to China in April.  For information on how to join the Zoom calls live each...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>641falsefullhttps://www.spreaker.com/episode/pmi-comes-in-better-than-expected-may-24-2024-morning-market-briefing--60160799
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60160799Fri, 24 May 2024 14:20:52 +0000Narwhal Capital ManagementBen and Tom discuss PMI coming in better than expected, the NCAA allowing colleges to pay college athletes, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1198falsefullhttps://www.spreaker.com/episode/nvidia-crushes-earnings-once-again-may-23-2024-morning-market-briefing--60149929
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60149929Thu, 23 May 2024 14:00:18 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss Nvidia crushing earnings, Dupont splitting into three companies, Fed Minutes, Rushi Sunak's calls for surprise snap elections, and the bird flu fears.  For information on how to join the Zoom calls live each morning at...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1065falsefullhttps://www.spreaker.com/episode/uk-inflation-falls-us-seeing-a-slowdown-in-big-ticket-purchases-may-22-2024-morning-market-briefing--60133581
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60133581Wed, 22 May 2024 13:54:17 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss UK inflation falling, the US seeing a slowdown in big-ticket purchases, LULU losing it's Chief Product Officer and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1041falsefullhttps://www.spreaker.com/episode/recapping-jpm-investor-day-may-21-2024-morning-market-briefing--60113978
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60113978Tue, 21 May 2024 14:40:45 +0000Narwhal Capital ManagementBen and Tom discuss JPM Investor Day, Microsoft's Copilot PCs, ICC prosecuting Netanyahu for war crimes, and FDIC Chairman Martin Gruenberg to step down.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>918falsefullhttps://www.spreaker.com/episode/copper-short-squeeze-iran-s-president-dies-in-helicopter-crash-may-20-2024-morning-market-briefing--60097999
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60097999Mon, 20 May 2024 15:27:00 +0000Narwhal Capital ManagementBen and Tom discuss the copper short squeeze, Iranian president Ebrahim Raisi's death, and Basel Endgame.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>964falsefullhttps://www.spreaker.com/episode/mixed-china-data-canadian-teamsters-strike-pushed-off-may-17-2024-morning-market-briefing--60071380

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60071380Fri, 17 May 2024 14:32:18 +0000Narwhal Capital ManagementToday on The Morning Market Briefing, Ben and Tom discuss mixed retail sales and industrial production data out of China, Canadian Teamsters strike pushed off, and Bank of America Institute findings.  For information on how to join the Zoom calls...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>993falsefullhttps://www.spreaker.com/episode/cpi-leak-shein-pursuing-london-listing-may-16-2024-morning-market-briefing--60059470

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60059470Thu, 16 May 2024 14:33:02 +0000Narwhal Capital ManagementToday on The Morning Market Briefing, Ben and Tom discuss yesterday's inflation data leaking 30 minutes early, Shein is pursuing a London listing, 13-F filings drop, & WMT earnings.  For information on how to join the Zoom calls live each...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1432falsefullhttps://www.spreaker.com/episode/inflation-day-cpi-estimates-tom-s-tales-from-the-windy-city-may-15-2024-morning-market-briefing--60046547
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60046547Wed, 15 May 2024 14:28:22 +0000Narwhal Capital ManagementOn today's episode of The Morning Market Briefing, Andrew, Ben, and Tom discuss this morning's inflation data, CPI estimates, retail sales, and Tom's trip to Chicago.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1108falsefullhttps://www.spreaker.com/episode/hd-earnings-small-business-optimism-walmart-cuts-jobs-may-14-2024-morning-market-briefing--60026508

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60026508Tue, 14 May 2024 14:15:27 +0000Narwhal Capital ManagementOn today's episode of the Morning Market Briefing, Andrew and Ben discuss HD earnings, small business optimism, Walmart cutting jobs and making remote workers return to offices, and PPI data.  For information on how to join the Zoom calls live each...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1075falsefullhttps://www.spreaker.com/episode/apple-s-ai-strategy-georgia-data-centers-may-13-2024-morning-market-briefing--60005991
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/60005991Mon, 13 May 2024 15:48:29 +0000Narwhal Capital ManagementOn today's episode of the Morning Market Briefing, Andrew reviews Apple's AI strategy, Georgia becoming the second largest data center hub, Berkshire Hathway's $200 billion in cash, and Timiraos' comments on housing.  For information on how to join...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>775falsefullhttps://www.spreaker.com/episode/apple-cancels-ipad-ad-uk-exits-recession-may-10-2024-morning-market-briefing--59966329
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59966329Fri, 10 May 2024 15:37:57 +0000Narwhal Capital ManagementAndrew & Tom discuss Apple canceling their iPad ad, the UK exiting their recession, TSMC's monthly sales surge, and Biden's tariffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1066falsefullhttps://www.spreaker.com/episode/biden-s-cnn-interview-england-keeps-rates-unchanged-may-9-2024-morning-market-briefing--59951122
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59951122Thu, 09 May 2024 19:33:26 +0000Narwhal Capital ManagementAndrew, Ben, & Tom discuss Biden's recent CNN interview, the Bank of England keeping rates unchanged, & MLR earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1270falsefullhttps://www.spreaker.com/episode/earnings-season-awards-show-may-8-2024-morning-market-briefing--59923551
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59923551Wed, 08 May 2024 14:27:09 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the biggest winners and losers this earnings season.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1231falsefullhttps://www.spreaker.com/episode/hamas-agrees-to-egypt-quatar-cease-fire-dis-earnings-may-7-2024-morning-market-briefing--59900240
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59900240Tue, 07 May 2024 15:02:56 +0000Narwhal Capital ManagementBen and Tom discuss Hamas agreeing to the Egypt/Quatar cease-fire and Disney's earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>890falsefullhttps://www.spreaker.com/episode/berkshire-hathaway-annual-meeting-howard-schultz-on-sbux-may-6-2024-morning-market-briefing--59900090

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59900090Tue, 07 May 2024 14:47:54 +0000Narwhal Capital ManagementApologies for the delay. We busy grinding. Andrew, Ben, and Tom review the Berkshire Hathaway annual meeting and Howard Schultz's words of advice for Starbucks.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>959falsefullhttps://www.spreaker.com/episode/aapl-earnings-jobs-day-in-america-may-3-2024-morning-market-briefing--59796012

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59796012Fri, 03 May 2024 14:41:25 +0000Narwhal Capital ManagementAndrew, 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...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1053falsefullhttps://www.spreaker.com/episode/fed-is-on-hold-ism-manufacturing-may-2-2024-morning-market-briefing--59774568




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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59774568Thu, 02 May 2024 16:50:58 +0000Narwhal Capital ManagementBen 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...




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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1373falsefullhttps://www.spreaker.com/episode/april-economic-data-isn-t-great-the-fed-plays-bad-cop-may-1-2024-morning-market-briefing--59750879
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59750879Wed, 01 May 2024 15:10:29 +0000Narwhal Capital ManagementAndrew, 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,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1398falsefullhttps://www.spreaker.com/episode/apple-s-ai-efforts-strong-chip-earnings-april-30-2024-morning-market-briefing--59732613

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59732613Tue, 30 Apr 2024 14:37:17 +0000Narwhal Capital ManagementBen & 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...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1229falsefullhttps://www.spreaker.com/episode/nick-timiraos-suggests-the-neutral-rate-may-be-higher-the-yen-has-a-wild-trading-day-april-29-2024-morning-market-briefing--59707969

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59707969Mon, 29 Apr 2024 20:33:58 +0000Narwhal Capital ManagementApologies 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...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>954falsefullhttps://www.spreaker.com/episode/pce-inflation-nfl-draft-april-26-2024-morning-market-briefing--59666055
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59666055Fri, 26 Apr 2024 14:55:52 +0000Narwhal Capital ManagementAndrew, 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...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1547falsefullhttps://www.spreaker.com/episode/gdp-declines-meta-cmg-cat-report-earnings-april-25-2024-morning-market-briefing--59659564

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59659564Thu, 25 Apr 2024 20:29:35 +0000Narwhal Capital ManagementAndrew 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...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1146falsefullhttps://www.spreaker.com/episode/appaloosa-sues-credit-suisse-the-earnings-keep-coming-april-24-2024-morning-market-briefing--59631904

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59631904Wed, 24 Apr 2024 15:19:53 +0000Narwhal Capital ManagementAppaloosa 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...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1320falsefullhttps://www.spreaker.com/episode/industrials-consumer-staples-healthcare-energy-earnings-april-23-2024-morning-market-briefing--59616644
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59616644Tue, 23 Apr 2024 16:05:19 +0000Narwhal Capital ManagementThe 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...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>838falsefullhttps://www.spreaker.com/episode/house-approves-more-aid-to-ukraine-the-week-ahead-april-22-2024-morning-market-briefing--59587506

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59587506Mon, 22 Apr 2024 18:13:29 +0000Narwhal Capital ManagementBen 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...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>907falsefullhttps://www.spreaker.com/episode/israel-s-response-to-iran-meta-s-llama-3-april-19-2024-morning-market-briefing--59551205

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59551205Fri, 19 Apr 2024 14:08:06 +0000Narwhal Capital ManagementAndrew, 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...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>849falsefullhttps://www.spreaker.com/episode/weak-transportation-earnings-pension-funds-dump-stocks-april-18-2024-morning-market-briefing--59528889
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59528889Thu, 18 Apr 2024 14:52:56 +0000Narwhal Capital ManagementApologies 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...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>725bond,bonds,estate,investing,oil,real,stock,stocksfalsefullhttps://www.spreaker.com/episode/central-banks-pivot-the-pivot-biden-s-election-playbook-april-17-2024-morning-market-briefing--59501214

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59501214Wed, 17 Apr 2024 14:53:45 +0000Narwhal Capital ManagementBen, 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...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1090bonds,finance,investing,narwhal,oil,stocksfalsefullhttps://www.spreaker.com/episode/why-the-market-dipped-yesterday-april-16-2024-morning-market-briefing--59491821

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59491821Tue, 16 Apr 2024 17:25:17 +0000Narwhal Capital ManagementBen 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...

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https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>938bond,bonds,estate,finance,investing,oil,real,stock,stocksfalsefullhttps://www.spreaker.com/episode/iran-attacks-israel-and-tesla-layoffs-april-15-2024-morning-market-briefing--59472621


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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59472621Mon, 15 Apr 2024 15:59:49 +0000Narwhal Capital ManagementBen 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...


For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1264bond,bonds,estate,finance,invest,investing,oil,real,stock,stocksfalsefullhttps://www.spreaker.com/episode/earnings-season-kicks-off-with-banks-april-12-2024-morning-market-briefing--59440383

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59440383Fri, 12 Apr 2024 16:22:16 +0000Narwhal Capital ManagementBen and Tom review bank earnings and discuss Iran.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1254bond,bonds,estate,finance,investing,narwhal,oil,real,stock,stocksfalsefullhttps://www.spreaker.com/episode/the-fall-out-of-inflation-data-april-11-2024-morning-market-briefing--59419168
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59419168Thu, 11 Apr 2024 14:51:36 +0000Narwhal Capital ManagementApologies for the intro; I was muted for the first few seconds. Andrew reviews yesterday's CPI numbers and their effect on the market.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>853bond,bonds,finance,investing,oil,stock,stocksfalsefullhttps://www.spreaker.com/episode/cpi-report-what-s-going-on-with-nvidia-april-10-2024-morning-market-briefing--59392005
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59392005Wed, 10 Apr 2024 14:30:37 +0000Narwhal Capital ManagementBen and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit forecast.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>943bonds,estate,finance,investing,narwhal,oil,real,stocksfalsefullhttps://www.spreaker.com/episode/conference-breakdown-tesla-taxis-nfib-survey-april-9-2024-morning-market-briefing--59366813

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure
]]>https://api.spreaker.com/episode/59366813Tue, 09 Apr 2024 14:51:02 +0000Narwhal Capital ManagementTom talks about his experience speaking at the FRA Sub-Advised Funds Forum at the Harvard Club of New York City, Elon teases Tesla Taxis on X, and the NFIB survey is reviewed.  For information on how to join the Zoom calls live each morning at 8:30...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure
]]>1483bonds,estate,finance,investing,narwhal,oil,real,stocksfalsefullhttps://www.spreaker.com/episode/andrew-s-trip-to-the-capital-jamie-dimon-s-letter-april-8-2024-morning-market-briefing--59366620

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59366620Tue, 09 Apr 2024 14:38:51 +0000Narwhal Capital ManagementApologies for the late upload. Andrew Hall and Producer Hicks chat about D.C., Jamie Dimon, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>979bonds,finance,investing,stocksfalsefullhttps://www.spreaker.com/episode/nonfarm-payrolls-more-fed-talk-with-tom-april-5-2024-morning-market-briefing--59308080
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59308080Fri, 05 Apr 2024 15:05:00 +0000Narwhal Capital ManagementNonfarm payrolls, JNJ is buying Shockwave, and Fed talk is heating up.  For information on how to join the Zoom calls live each morning at 8:30 EST,...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>803bond,bonds,finance,interest,investing,oil,politics,rates,stock,stocksfalsefullhttps://www.spreaker.com/episode/jay-powell-speaks-at-stanford-ism-services-april-4-2024-morning-market-briefing--59292560
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59292560Thu, 04 Apr 2024 14:32:00 +0000Narwhal Capital ManagementJay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill Dudley's Op-Ed, and ISM Services.  For information on how to join the Zoom calls live each morning at 8:30 EST,...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>916bond,bonds,comedy,fed,finance,investing,oil,politics,rates,stock,stocks,treasuryfalsefullhttps://www.spreaker.com/episode/tesla-deliveries-taiwan-earthquake-april-3-2024-morning-market-briefing--59276871

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59276871Wed, 03 Apr 2024 14:03:04 +0000Narwhal Capital ManagementTesla deliveries are below the 450k estimate, Disney has an expensive proxy vote, Taiwan has its strongest earthquake in 25 years, and inflation is lower in Europe... for now. For information on how to join the Zoom calls live each morning at 8:30...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1111bond,bonds,comedy,finance,finances,investing,oil,personalfinance,politics,realestate,stock,stocks,taiwanfalsefullhttps://www.spreaker.com/episode/globally-synchronized-recovery-april-2-2024-morning-market-briefing--59261483

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59261483Tue, 02 Apr 2024 14:13:21 +0000Narwhal Capital ManagementA globally synchronized recovery may be a front, missiles strike Iran's embassy in Damascus, and an increase in oil prices.  For information on how to join the Zoom calls live each morning at 8:30 EST,...

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1293bond,bonds,comedy,estate,finance,investing,oil,personalfinance,politics,real,stock,stocksfalsefullhttps://www.spreaker.com/episode/jay-powell-responds-to-christopher-waller-china-pmis-accelerate-april-1-2024-morning-market-briefing--59252851
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59252851Mon, 01 Apr 2024 21:15:45 +0000Narwhal Capital ManagementJay Powell squashed Christopher Waller's comments on Friday saying that he stilll thinks inflation is coming down, China PMIs accelerate, and Tesla deliveries are likely released tomorrow.  For information on how to join the Zoom calls live each...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>892bond,bonds,comedy,finance,investing,politics,stock,stocksfalsefullhttps://www.spreaker.com/episode/european-doves-and-american-hawks-march-28-2024-morning-market-briefing--59207802
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59207802Thu, 28 Mar 2024 13:56:40 +0000Narwhal Capital ManagementEuropean doves and American hawks, Restoration Hardware earnings, Amazon's efficiency, and the return of M&A.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1049bond,bonds,economy,fed,investing,narwhal,politics,stock,stocksfalsefullhttps://www.spreaker.com/episode/visa-mastercard-deal-winrevair-approval-a-wolf-in-sheep-s-clothing-march-27-2024-morning-market-briefing--59196229

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59196229Wed, 27 Mar 2024 15:13:51 +0000Narwhal Capital ManagementVisa and MasterCard reach a $30 billion deal with US retailers, Merck receives FDA approval for Winrevair in the US, and why the Artisan Developing World Fund is a wolf in sheep's clothing.  For information on how to join the Zoom calls live each...

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1071bonds,finance,investing,mastercard,merck,stocks,visafalsefullhttps://www.spreaker.com/episode/wework-fed-hawkishness-israel-cancels-trip-to-washington-march-26-2024-morning-market-briefing--59180472
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59180472Tue, 26 Mar 2024 14:06:01 +0000Narwhal Capital ManagementAdam Neumann offers to buy WeWork, Fed speakers have a hawkish outlook, and Netanyahu is no longer sending two delegates to the US.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>1023bonds,estate,fed,finance,gold,interest,investing,politics,rates,real,stocks,trump,weworkfalsefullhttps://www.spreaker.com/episode/terrorist-attack-in-moscow-united-airlines-continues-to-struggle-march-25-2024-morning-market-briefing--59164656
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59164656Mon, 25 Mar 2024 14:15:38 +0000Narwhal Capital ManagementMoscow was attacked this weekend by ISIS, United Airlines is prevented from adding new routes by the FAA, and Trump needs cash.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>905bonds,finance,investing,news,stocksfalsefullhttps://www.spreaker.com/episode/the-fed-lays-out-their-rate-cut-plans-march-22-2024-morning-market-briefing--59141220 
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59141220Fri, 22 Mar 2024 19:09:54 +0000Narwhal Capital ManagementBen and Tom discuss soft data from Lulu, FedEx’s move upward after beating low expectations, the DOJ’s lawsuit against the AAPL ecosystem, the move by TSLA to raise prices, the Reddit IPO, the Donald Trump SPAC deal, notes from the Bank of England,... 
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https://www.narwhalcapital.com/disclosure]]>1519aapl,bonds,corporates,fed,investing,lulu,ratecuts,rates,reddit,stocks,tslafalsefullhttps://www.spreaker.com/episode/uk-inflation-data-what-to-expect-from-today-s-fed-meeting-march-20-2024-morning-market-briefing--59113762
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59113762Wed, 20 Mar 2024 15:07:50 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss inflation data from the UK, Samsung’s move upward on news from NVDA, SMCI (with the help of Goldman) struggling to get a stock deal done, the expectations for today’s Fed meeting, and the power of Fed rhetoric. For...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1140cpi,fed,inflation,investing,rates,stocks,ukfalsefullhttps://www.spreaker.com/episode/debate-heats-up-within-the-fed-bank-of-japan-ends-negative-rate-policy-march-19-2024-morning-market-briefing--59104632 
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59104632Tue, 19 Mar 2024 20:54:55 +0000Narwhal Capital ManagementBen and Tom discuss Bank of Japan’s decision to move out of negative interest rate territory, an intensifying debate within the Fed as to when cuts should be made, Unilever planning to spin off their ice cream business, SMCI's decision to issue 2b in... 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1259boj,cuts,fedmeeting,investing,rates,stocks,thefed,unileverfalsefullhttps://www.spreaker.com/episode/changes-to-the-real-estate-landscape-fed-meeting-preview-march-18-2024-morning-market-briefing--59088709 
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59088709Mon, 18 Mar 2024 15:47:56 +0000Narwhal Capital ManagementBen and Tom discuss the changes to the real estate landscape via the National Association of Realtor’s settlement, the upcoming Fed meeting, Nick Timiraos’s article, the impact of the Fed’s rhetoric, Goldman's increase on GDP expectations, potential... 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1113aapl,fed,goog,gs,investing,nar,nvda,powell,rates,stocksfalsefullhttps://www.spreaker.com/episode/does-ai-disrupt-adbe-s-underlying-business-schumer-criticizes-israel-s-leadership-march-15-2024-morning-market-briefing--59061883 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59061883Fri, 15 Mar 2024 21:08:07 +0000Narwhal Capital ManagementBen and Tom discuss ADBE earnings data, AI’s impact on the future of ADBE’s business, Weight Watcher's freefall, Chuck Schumer’s criticism of Netanyahu’s leadership in Israel, and the week ahead.     For information on how to join the Zoom calls live... 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1052adbe,ai,investing,schumer,stockfalsefullhttps://www.spreaker.com/episode/tiktok-ban-discussion-ppi-data-comes-in-higher-than-expectations-march-14-2024-morning-market-briefing--59048522
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59048522Thu, 14 Mar 2024 18:40:31 +0000Narwhal Capital ManagementBen and Tom discuss earnings from Lennar, Williams Sonoma, and Dollar Tree, an underlying economy that continues to strengthen, the controversy surrounding the potential ban of TikTok, Janet Yellen’s Fox Business interview, and PPI and retail sales...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1246fed,inflation,investing,ppi,rates,stocks,tiktokfalsefullhttps://www.spreaker.com/episode/bond-market-pricing-in-fed-policy-error-market-dynamics-drive-stocks-higher-march-13-2024-morning-market-briefing--59035675 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59035675Wed, 13 Mar 2024 19:17:30 +0000Narwhal Capital ManagementBen and Tom discuss notable movers in the individual stock world, interest rates, a predetermined rate cut by the Fed, the bond market pricing in policy error, and the market dynamics pushing stocks higher.   For information on how to join the Zoom... 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1339cpi,fed,nvda,rate,ratecut,stocksfalsefullhttps://www.spreaker.com/episode/cpi-data-pushes-against-the-fed-s-rate-cut-narrative-march-12-2024-morning-market-briefing--59020029 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59020029Tue, 12 Mar 2024 17:49:09 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss earnings from ORCL, Kohl’s, and ADM, a slight drop in the NFIB Small Business Optimism survey, Apollo’s stance that the Fed will not cut rates this year, the general public’s anchoring to 0% interest rates, and CPI data... 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1340cpi,cuts,economy,fed,hikes,markets,rates,stocksfalsefullhttps://www.spreaker.com/episode/far-right-policies-continue-to-gain-popularity-globally-previewing-tomorrow-s-cpi-report-march-11-2024-morning-market-briefing--59002975 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/59002975Mon, 11 Mar 2024 14:22:01 +0000Narwhal Capital ManagementBen and Tom discuss Bitcoin’s continued march higher, the success of Portugal’s far-right political party, and a preview of tomorrow's CPI report.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit... 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1210btc,cpi,fed,hati,portugal,stocksfalsefullhttps://www.spreaker.com/episode/jobs-report-recapping-the-state-of-the-union-address-march-8-2024-morning-market-briefing--58975651 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58975651Fri, 08 Mar 2024 22:58:16 +0000Narwhal Capital ManagementBen and Tom discuss the jobs report, recap the State of the Union Address, discuss earnings from Narwhal holding Costco, and special guest OBJ.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit... 
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1194biden,data,investing,jobs,stateoftheunion,stocksfalsefullhttps://www.spreaker.com/episode/steve-mnuchin-funds-nycb-jay-powell-testifies-before-the-senate-march-7-2024-morning-market-briefing--58961834
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58961834Thu, 07 Mar 2024 18:54:24 +0000Narwhal Capital ManagementBen and Tom (along with special guest Tinfoil Hat Tom) discuss the US government avoiding a shutdown, NYCB’s capital raise led by former US Secretary of the Treasury Steve Mnuchin, Jay Powell’s testimony before the Senate, upcoming earnings from COST,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1174biden,cpi,fed,investing,mnuchin,nycb,powellfalsefullhttps://www.spreaker.com/episode/yesterday-s-market-correction-trump-dominates-super-tuesday-march-6-2024-morning-market-briefing--58945694
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58945694Wed, 06 Mar 2024 15:11:53 +0000Narwhal Capital ManagementAndrew discusses a mixed bag in the ISM Services report, yesterday’s market sell-off, Trump’s domination of Super Tuesday, and a brief preview of this afternoon’s testimony from Jay Powell. For information on how to join the Zoom calls live each...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>736fed,ism,powell,services,stocks,supertuesday,trumpfalsefullhttps://www.spreaker.com/episode/positivity-surrounding-target-earnings-apple-struggling-in-china-march-5-2024-morning-market-briefing--58933343
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58933343Tue, 05 Mar 2024 16:02:16 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss today’s First Trust conference, a positive reaction to Target’s earnings report, activist investors looking to “Restore the Magic” for Disney, AAPL’s weak numbers in China, TSLA loses a plant in Germany due to a fire, and...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1354aapl,dis,inflation,stateoftheunion,stocks,supertuesday,tgt,tslafalsefullhttps://www.spreaker.com/episode/interest-rates-fed-decision-making-in-2024-march-4-2024-morning-market-briefing--58925133
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58925133Mon, 04 Mar 2024 20:47:35 +0000Narwhal Capital ManagementBen and Tom discuss an optimistic ISM Manufacturing report, the impact of this data on Fed decisions, a look ahead at Fed action and rate movement over the course of the year, and a preview of The State of the Union. For information on how to join...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1055bonds,cpi,fed,ism,rates,stocksfalsefullhttps://www.spreaker.com/episode/ny-community-bank-s-freefall-continues-high-rates-exposing-bad-operators-march-1-2024-morning-market-briefing--58889798

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58889798Fri, 01 Mar 2024 15:33:50 +0000Narwhal Capital ManagementBen and Tom discuss NYCB’s continued slide, interest rates exposing operational weakness, the “ESG” landscape, strong earnings from Dell and ADSK, congress avoids a government shutdown, European inflation running hot, and the upcoming State of the...

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1104adsk,esg,inflation,nycb,rates,stocksfalsefullhttps://www.spreaker.com/episode/ai-s-impact-across-the-tech-sector-pce-data-february-29-2024-morning-market-briefing--58877805
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58877805Thu, 29 Feb 2024 16:30:23 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss AI’s impact on tech companies, some of which is enabling businesses, and some of which is disrupting businesses, strange communication from the Bureau of Labor Statistics and the implications of the communication on...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1141ai,bls,inflation,investing,pce,stocks,techfalsefullhttps://www.spreaker.com/episode/us-opens-anti-trust-case-against-unh-tom-discusses-ways-to-lock-in-high-rates-february-28-2024-morning-market-briefing--58865170
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58865170Wed, 28 Feb 2024 15:36:59 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss a bevy of economic data including the revised Q4 GDP data, durable goods orders, and upcoming core PCE, the anti-trust case against UNH, AAPL speaking with the DOJ, and Tom’s soapbox on locking in rates. For information...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1444aapl,data,fixedincome,investing,rates,unhfalsefullhttps://www.spreaker.com/episode/ftc-challenges-kroger-big-names-making-the-case-for-active-management-february-27-2024-morning-market-briefing--58864738
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58864738Tue, 27 Feb 2024 15:06:00 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Kroger’s potential acquisition of Albertson, earnings from Lowes, Zoom, and Macy’s, some big names making the case for active management, and news on cardiac events following COVID infection. For information on how to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1202activemanagement,covid,kr,lowes,macy's,stocks,zoomfalsefullhttps://www.spreaker.com/episode/previewing-this-week-s-pce-data-highlights-from-warren-buffett-s-annual-letter-february-26-2024-morning-market-briefing--58831311
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58831311Mon, 26 Feb 2024 18:58:24 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Domino’s Pizza earnings, the upcoming PCE data, Warren Buffett’s annual letter, and commentary on the AT&T outage. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>814att,buffett,dpz,inflation,narwhal,pcefalsefullhttps://www.spreaker.com/episode/the-asset-manager-landscape-a-look-into-commercial-real-estate-february-23-2024-morning-market-briefing--58803404
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58803404Fri, 23 Feb 2024 22:37:03 +0000Narwhal Capital ManagementBen and Tom dive deep into asset manager flows, the fixed income landscape, and a status update on commercial real estate. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1006assetmanagement,cre,pimcofalsefullhttps://www.spreaker.com/episode/another-quarter-another-blockbuster-earnings-for-nvda-february-22-2024-morning-market-briefing--58790530
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58790530Thu, 22 Feb 2024 22:52:42 +0000Narwhal Capital ManagementBen and Tom discuss another blockbuster earnings from NVDA, American ingenuity, NVDA’s MOAT, Eurozone PMI, and some big moves in bond world. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1281nvdafalsefullhttps://www.spreaker.com/episode/amzn-added-to-the-dow-earnings-data-from-adi-and-garmin-february-21-2024-morning-market-briefing--58769951
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58769951Wed, 21 Feb 2024 19:57:52 +0000Narwhal Capital ManagementAndrew and Tom discuss AMZN being added to the DOW, earnings from Narwhal holdings ADI and Garmin, and big down-swings from Community Health Systems, Palo Alto, and Teladoc. For information on how to join the Zoom calls live each morning at 8:30 EST,...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>961adi,grmn,investing,markets,narwhal,stocksfalsefullhttps://www.spreaker.com/episode/capital-one-buys-discover-financial-further-digesting-inflationary-data-february-20-2024-morning-market-briefing--58769858
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58769858Tue, 20 Feb 2024 19:41:00 +0000Narwhal Capital ManagementBen and Tom discuss Presidential trivia, Capital One’s acquisition of Discover Financial, earnings from Walmart and Home Depot, last week’s inflation data, and earnings from Narwhal holdings ADI, GRMN, and NVDA coming tomorrow. For information on...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1122adi,capitalone,cpi,dis,grmn,hd,investing,nvda,stocksfalsefullhttps://www.spreaker.com/episode/economic-data-continues-to-point-to-sticky-inflation-february-16-2024-morning-market-briefing--58711046
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58711046Fri, 16 Feb 2024 22:21:34 +0000Narwhal Capital ManagementTom and Andrew discuss the very hot PPI data, passive investing pushing up asset prices, commentary from Mastercard, and portfolio responses to current markets. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1065activemanagement,inflation,investing,ppi,stocksfalsefullhttps://www.spreaker.com/episode/cold-retail-sales-data-pushes-rates-down-february-15-2024-morning-market-briefing--58700487
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58700487Thu, 15 Feb 2024 21:53:24 +0000Narwhal Capital ManagementTom discusses retail sales data that comes in below expectations, guidance cuts for DE and CSCO, and CLO delinquencies rise. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1013csco,de,inflation,investing,rates,retailsales,stocksfalsefullhttps://www.spreaker.com/episode/healthcare-costs-driving-inflation-individual-companies-making-deals-february-14-2024-morning-market-briefing--58689618
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58689618Wed, 14 Feb 2024 22:33:51 +0000Narwhal Capital ManagementAndrew and Tom dive into the CPI data, companies that can navigate the inflationary environment, fixed income strategy, Coke looking to buy Poppi, WMT looking to buy Vizio, Lyft margin revisions, DIS signs CFP deal, and Q4 Eurozone GDP data. For...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1016cfp,cpi,dis,gdp,investing,stocks,wmtfalsefullhttps://www.spreaker.com/episode/cpi-report-shows-accelerating-inflation-data-february-13-2024-morning-market-briefing--58678216
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58678216Tue, 13 Feb 2024 22:12:58 +0000Narwhal Capital ManagementAndrew and Tom discuss the CPI report showing accelerating inflation, the implications of this data, the move up in 10-year rates, BoA Fund Manager survey results, the Small Business Optimism Survey results, and the Senate’s $95b aid package. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>857bonds,cpi,inflation,rates,stocks,thefedfalsefullhttps://www.spreaker.com/episode/m-a-continues-in-the-energy-space-the-cpi-preview-february-12-2024-morning-market-briefing--58678136
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58678136Mon, 12 Feb 2024 21:59:00 +0000Narwhal Capital ManagementBen and Tom discuss Diamondback’s purchase of Endeavor to create the largest pure-play operator in the Permian Basin, preview of today’s CPI report, and more earnings and economic data coming in this week. For information on how to join the Zoom...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>906energy,fang,investing,stocksfalsefullhttps://www.spreaker.com/episode/earnings-from-pepsi-janet-yellen-s-comments-on-cre-and-insurance-february-9-2024-morning-market-briefing--58627531
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58627531Fri, 09 Feb 2024 21:50:15 +0000Narwhal Capital ManagementBen and Tom discuss yesterday’s 30-year bond auction, Yellen’s comments at the Senate Banking Committee hearing, earnings results from PEP, and some big economic data coming up next week. For information on how to join the Zoom calls live each...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1067cpi,cre,fed,insurance,investing,pep,rates,yellenfalsefullhttps://www.spreaker.com/episode/earnings-updates-signs-of-life-in-china-february-8-2024-morning-market-briefing--58615964
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58615964Thu, 08 Feb 2024 21:38:31 +0000Narwhal Capital ManagementBen and Tom discuss earnings updates on Maersk, Unilever, Arm, and Disney, signs of life in China, and yesterday’s 10-year bond auction. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1115bonds,china,dis,earnings,investingfalsefullhttps://www.spreaker.com/episode/takeaways-from-an-evening-with-kevin-warsh-fed-chairman-finalist-and-father-of-qe-february-7-2024-morning-market-briefing--58598428
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58598428Wed, 07 Feb 2024 15:01:23 +0000Narwhal Capital ManagementBen and Tom discuss earnings from CVS, CINF, Chipotle, and SNAP, the streaming sports app deal between Disney/Fox/WB, and takeaways from an evening with Kevin Warsh. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1220dis,earnings,fed,investing,stocksfalsefullhttps://www.spreaker.com/episode/earnings-data-from-narwhal-holding-eli-lilly-the-hertz-debacle-february-6-2024-morning-market-briefing--58589143
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58589143Tue, 06 Feb 2024 17:51:57 +0000Narwhal Capital ManagementBen and Tom discuss the drone attack in Kuwait, earnings data from Eli Lilly, the Hertz debacle, the massive ISM Services report showing sticky inflation, the SLOOS Report, and the response of the 10-year rate. For information on how to join the...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1143hertz,inflation,investing,ism,stocks,tesla,tslafalsefullhttps://www.spreaker.com/episode/blockbuster-jobs-report-could-continue-to-delay-rate-cuts-february-5-2024-morning-market-briefing--58578703
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58578703Mon, 05 Feb 2024 19:44:47 +0000Narwhal Capital ManagementBen and Tom discuss earnings from Caterpillar and McDonald’s, a blockbuster jobs report including accelerating average hourly earnings, the impact of these results on the Fed’s decision making, and another busy week ahead. For information on how to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1055cat,cpi,economicdata,fed,inflation,investing,jobs,mcd,powellfalsefullhttps://www.spreaker.com/episode/earnings-from-mega-caps-including-aapl-amzn-and-meta-february-2-2024-morning-market-briefing--58578423
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58578423Fri, 02 Feb 2024 19:18:00 +0000Narwhal Capital ManagementAndrew and Super-Producer Hicks discuss today’s (and yesterday’s) top stories including Punxsutawney Phil predicting an early spring, the commentary from Wednesday’s slightly hawkish Fed meeting, New York Community Bank’s earnings report which brought...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>999aapl,amzn,cpi,investing,meta,stocks,thefed,tslafalsefullhttps://www.spreaker.com/episode/previewing-today-s-fed-meeting-mega-cap-earnings-results-january-31-2024-morning-market-briefing--58525144
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58525144Wed, 31 Jan 2024 21:55:51 +0000Narwhal Capital ManagementTom and Ben discuss the read for today’s Fed meeting, the Saudi Aramco announcement hurting oil servicers, Walmart stock split, and earnings from tech giants MSFT, GOOG, SWKS, and AMD as well as earnings from other companies including SBUX, CP, CB,...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1400earnings,fed,fedmeeting,goog,inflation,investing,msft,ratesfalsefullhttps://www.spreaker.com/episode/the-market-searches-for-positive-news-on-the-inflation-front-more-earnings-data-january-30-2024-morning-market-briefing--58506607
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58506607Tue, 30 Jan 2024 21:17:20 +0000Narwhal Capital ManagementTom and Andrew discuss the JOLTs report coming out at 10:30, the market’s reaction to the announcement that the US is selling fewer treasuries, and earnings from HCA, UPS, GM, and others. For information on how to join the Zoom calls live each...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>766gm,hca,inflation,investing,stocks,thefed,upsfalsefullhttps://www.spreaker.com/episode/us-servicemen-killed-in-jordan-breaking-down-the-upcoming-fed-meeting-january-29-2024-morning-market-briefing--58494489
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58494489Mon, 29 Jan 2024 22:07:42 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the US servicemen that were killed in Jordan, the upcoming Fed meeting, and a bevy of earnings this week. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>837cpi,earnings,fed,investing,iran,ratesfalsefullhttps://www.spreaker.com/episode/weak-earnings-from-intel-the-luxury-consumer-remains-strong-january-26-2024-morning-market-briefing--58460104
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58460104Fri, 26 Jan 2024 16:55:56 +0000Narwhal Capital ManagementTom discusses the PCE data, with core PCE coming in slightly better than expected, yesterday’s ECB meeting, the revenue miss and weak guide from INTC, AXP’s positive results, Visa’s weaker earnings commentary, and LVMH’s surprisingly good start to the...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1038axp,corepce,earnings,intc,investing,pce,stocks,vfalsefullhttps://www.spreaker.com/episode/gdp-comes-in-hot-tesla-shares-slide-on-slowing-sales-january-25-2024-morning-market-briefing--58447099
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58447099Thu, 25 Jan 2024 16:40:51 +0000Narwhal Capital ManagementTom discusses GDP that comes in hot at 3.3%, an uptick in Initial Jobless Claims, Tesla’s slowing sales, NOW’s strong earnings, CSX’s strong execution, and a quality quarter by Southwest Airlines. For information on how to join the Zoom calls live...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>755csx,earnings,evs,investing,now,stocks,tslafalsefullhttps://www.spreaker.com/episode/earnings-reports-the-hits-keep-coming-for-boeing-january-24-2024-morning-market-briefing--58438727
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58438727Wed, 24 Jan 2024 22:35:12 +0000Narwhal Capital ManagementBen discusses earnings updates from a number of companies, more negative news from Boeing, and China announces a reserve rate cut. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1051boeing,china,earnings,investing,rates,stocksfalsefullhttps://www.spreaker.com/episode/bank-of-japan-remains-ultra-dovish-earnings-reports-show-modest-economic-growth-january-23-2024-morning-market-briefing--58422616
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58422616Tue, 23 Jan 2024 22:03:44 +0000Narwhal Capital ManagementTom and Ben discuss Japan remaining ultra-dovish, the potential ripple effects of Japan’s future policy changes, a quick dive into the Republican Primary, and earnings reports from RTX, MMM, GD, LMT, and PG showing an economy that is growing, but...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1038boj,earnings,ge,lmt,mmm,pg,rtx,trump,unitedfalsefullhttps://www.spreaker.com/episode/blackrock-exiting-shanghai-towers-investment-capital-one-in-hot-water-january-22-2024-morning-market-briefing--58410387
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58410387Mon, 22 Jan 2024 22:26:38 +0000Narwhal Capital ManagementTom and Ben discuss Blackrock looking to sell Shanghai Towers at a discount, ADM’s decision to place the CFO on administrative leave, Tesla’s robotics/AI helping support the company, Capital One’s class-action lawsuit, and a wild earnings week. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1200adm,blk,capitalone,investing,teslafalsefullhttps://www.spreaker.com/episode/jbht-shows-signs-of-life-in-a-tough-freight-market-january-19-2024-morning-market-briefing--58373852
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58373852Fri, 19 Jan 2024 22:27:20 +0000Narwhal Capital ManagementBen dives deep into earnings from JBHT, the read-through of these earnings on the freight market and the economy as a whole, the massive insurance headwinds facing trucking companies, earnings out of SLB, an update on Spirit Airlines, and a busy...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>638falsefullhttps://www.spreaker.com/episode/near-term-rate-cuts-looking-less-likely-a-bevy-of-earnings-reports-january-18-2024-morning-market-briefing--58356073
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58356073Thu, 18 Jan 2024 21:05:39 +0000Narwhal Capital ManagementBen and Tom discuss interest rates, the recent retail sales data, the likelihood of near-term rate cuts, earnings from TSMC, Fastenal, Richemont, Humana, Discover Financial, and a note on the Apple watch. For information on how to join the Zoom...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1376cpi,earnings,hawkish,inflation,investing,thefedfalsefullhttps://www.spreaker.com/episode/fed-commentary-taken-as-hawkish-by-the-market-january-17-2024-morning-market-briefing--58337597
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58337597Wed, 17 Jan 2024 21:55:46 +0000Narwhal Capital ManagementBen discusses the Fed talk that was taken very hawkish by the market, economic data out of China, and the Spirit Airline & Jet Blue deal that is falling apart. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>704china,cpi,fed,inflation,investing,jetblue,rates,spirit,ukfalsefullhttps://www.spreaker.com/episode/red-sea-tensions-continue-to-escalate-the-fed-discussing-a-slowdown-in-qt-january-16-2024-morning-market-briefing--58324429
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58324429Tue, 16 Jan 2024 22:17:03 +0000Narwhal Capital ManagementTom, Ben, and Andrew discuss more tension in the Red Sea as American ships have been deemed fair game by terrorists, oil unaffected by the conflict, Zelensky’s “peace talks” in Switzerland, Fed officials meeting to discuss slowing QT, Apple to remove...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1247aapl,fed,gs,qt,redsea,stocksfalsefullhttps://www.spreaker.com/episode/red-sea-conflict-escalates-a-complicated-inflation-picture-bank-earnings-january-12-2024-morning-market-briefing--58277143
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58277143Fri, 12 Jan 2024 16:14:56 +0000Narwhal Capital ManagementTom and Andrew discuss the US and UK’s retaliation in response to terrorist attacks on Red Sea ships, PPI data leads to more confusion in the inflation picture, movement in the private credit market, earnings from JPM, and some speculation on the...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1552bama,inflation,investing,jpm,ppi,redsea,stocksfalsefullhttps://www.spreaker.com/episode/a-hot-cpi-report-hertz-reduces-their-ev-fleet-january-11-2024-morning-market-briefing--58267077
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58267077Thu, 11 Jan 2024 17:47:03 +0000Narwhal Capital ManagementTom and Ben discuss the Hertz decision to reduce their EV fleet by 1/3, the CPI data that shows an inflationary uptick, and a quick plug for our February 1st macro. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1181cpi,ev,htz,inflation,investing,macro,stocksfalsefullhttps://www.spreaker.com/episode/the-sec-s-bitcoin-flub-boeing-fallout-january-10-2024-morning-market-briefing--58258263
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58258263Wed, 10 Jan 2024 22:24:40 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the SEC’s flub surrounding Bitcoin approval, the Boeing fallout, and Howard Marks. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1296737max,boeing,btc,howardmarks,investing,stocksfalsefullhttps://www.spreaker.com/episode/amd-and-nvda-announce-ai-powered-pc-ben-puts-a-bow-on-uw-s-historic-season-january-9-2024-morning-market-briefing--58244074
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58244074Tue, 09 Jan 2024 19:08:53 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss last night’s game, the Small business Optimism Index, HPE looking to acquire Juniper Networks, Microchip cuts guidance, NVDA & AMD announcing an AI-powered PC, and the state of retail from the ICR Conference. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>951ai,cfp,hpe,investing,nvda,uwfalsefullhttps://www.spreaker.com/episode/issues-continue-for-the-boeing-737-max-a-breakdown-of-tonight-s-national-championship-game-january-8-2024-morning-market-briefing--58232089
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58232089Mon, 08 Jan 2024 16:49:50 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss more troubles for the Boeing 737 Max, the impact that this week’s CPI report could have, earnings season picking up, and a breakdown of the big one as Ben’s beloved Washington Huskies play for a national championship....
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1551737max,boeing,cfp,cpi,um,uwfalsefullhttps://www.spreaker.com/episode/eli-lilly-s-dtc-strategy-signs-of-persistent-inflation-beginning-to-show-january-5-2024-morning-market-briefing--58212738
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58212738Fri, 05 Jan 2024 22:07:35 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Eli Lilly’s DTC strategy for its weight loss drug, Pepsi being accused of “price gouging”, the revenue acceleration for Costco, employment data and employment, the current value in fixed income markets, and earnings from...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>725cost,dtc,fed,inflation,investing,lly,markets,pep,rates,stzfalsefullhttps://www.spreaker.com/episode/fed-rhetoric-proving-to-be-a-powerful-tool-january-4-2024-morning-market-briefing--58197875
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58197875Thu, 04 Jan 2024 14:32:15 +0000Narwhal Capital ManagementAndrew and Tom discuss positive ISM Manufacturing data, the mixed bag of employment data, the Fed minutes, Walgreens earnings, interest rate movement today, and how the Fed discussion of rate cuts has impacted the economy. For information on how to...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>689data,economy,fed,inflation,investing,ism,markets,rates,stocksfalsefullhttps://www.spreaker.com/episode/chinese-ev-producer-byd-tops-tesla-in-q4-units-sold-or-did-they-january-3-2024-morning-market-briefing--58186656
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58186656Wed, 03 Jan 2024 15:53:17 +0000Narwhal Capital ManagementBen and Tom discuss yesterday’s stock movement, rate changes, the upcoming Fed Meeting Minutes, BYD topping Tesla in Q4 deliveries, and the aftermath of the CFB playoff semi-finals. For information on how to join the Zoom calls live each morning at...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1012byd,fed,inflation,investing,stocks,tsla,um,uwfalsefullhttps://www.spreaker.com/episode/oil-moves-higher-stocks-slide-to-start-the-year-january-2-2024-morning-market-briefing--58173692
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58173692Tue, 02 Jan 2024 16:27:26 +0000Narwhal Capital ManagementBen discusses red markets to start the year, Red Sea tensions ratcheting up, China front loading its 2024 oil imports, Apple's downgrade at Barclays, and a preview of the week ahead. For information on how to join the Zoom calls live each morning at...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>850aapl,china,inflation,investing,oil,redsea,stocksfalsefullhttps://www.spreaker.com/episode/three-college-football-experts-share-their-predictions-december-29-2023-morning-market-briefing--58150334https://api.spreaker.com/episode/58150334Fri, 29 Dec 2023 21:50:22 +0000Narwhal Capital Management1288falsefullhttps://www.spreaker.com/episode/big-stories-that-could-impact-portfolios-in-2024-december-28-2023-morning-market-briefing--58139057
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58139057Thu, 28 Dec 2023 15:22:00 +0000Narwhal Capital ManagementTom and Ben discuss the Apple Watch ban being overturned, Eli Lilly’s potential 2024 catalyst, a potential reversing of the Magnificent 7 run, implications of the upcoming political landscape, and the outlook for AI in the year ahead. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1309aapl,$aapl,ai,bonds,finance,investing,lly,markets,outlook,stocksfalsefullhttps://www.spreaker.com/episode/how-2023-predictions-fared-december-27-2023-morning-market-briefing--58131203https://api.spreaker.com/episode/58131203Wed, 27 Dec 2023 15:43:13 +0000Narwhal Capital Management1295falsefullhttps://www.spreaker.com/episode/british-billionaire-buys-25-stake-in-manchester-united-interest-rate-discussion-december-26-2023-morning-market-briefing--58124184
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58124184Tue, 26 Dec 2023 18:39:16 +0000Narwhal Capital ManagementAndrew and Ben discuss Jim Ratcliffe purchasing a 25% stake in Manchester United, Iron prices increasing (contrary to the direction of the price of oil), US retaliatory attacks in Iraq, Operation Prosperity Guardian providing stability in the Red Sea,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>991bankofjapan,inflation,interest,investing,iraq,manu,rates,stocksfalsefullhttps://www.spreaker.com/episode/nike-cuts-top-line-guidance-elon-musk-s-comments-on-passive-investing-december-22-2023-morning-market-briefing--58123452
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58123452Fri, 22 Dec 2023 17:21:00 +0000Narwhal Capital ManagementTom and Ben discuss the earnings report from NKE, BMY’s acquisition of Karuna Therapeutics, Elon Musk’s comments on indexing, and PCE inflation data. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1081bmy,elon,investing,nke,pce,tslafalsefullhttps://www.spreaker.com/episode/micron-sees-acceleration-in-pricing-is-inflation-making-a-comeback-december-21-2023-morning-market-briefing--58123056
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58123056Thu, 21 Dec 2023 16:49:00 +0000Narwhal Capital ManagementTom and Ben discuss the earnings report from Micron, inflation potentially making a move to the upside, the Apple Watch ban, telecom merger talks, the broadening of the market rally and why that matters, and Bird goes bust. For information on how to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1230aapl,inflation,investing,markets,micron,stocksfalsefullhttps://www.spreaker.com/episode/uk-inflation-data-comes-in-lower-than-expected-fedex-s-underwhelming-earnings-report-december-20-2023-morning-market-briefing--58076831
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58076831Wed, 20 Dec 2023 22:02:15 +0000Narwhal Capital ManagementTom and Andrew discuss UK inflation data coming in lower than expected, FedEx’s underwhelming earnings report, and data showing that Tesla drivers have the highest accident rate. For information on how to join the Zoom calls live each morning at...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>454fedex,inflation,investing,stocks,tsla,ukfalsefullhttps://www.spreaker.com/episode/more-attacks-on-red-sea-vessels-a-ban-on-the-apple-watch-series-9-december-19-2023-morning-market-briefing--58064938
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58064938Tue, 19 Dec 2023 22:05:41 +0000Narwhal Capital ManagementBen discusses the continued attacks on merchant vessels in the Red Sea, Operation Prosperity Guardian, the impact of the attacks on energy prices, the readthrough of the BOA Global Fund Manager Survey, Bank of Japan’s intention to raise rates, and the...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>816appl,applewatch,bankofamerica,energy,investing,redseafalsefullhttps://www.spreaker.com/episode/the-impact-of-interest-rates-december-18-2023-morning-market-briefing--58052451
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58052451Mon, 18 Dec 2023 22:29:25 +0000Narwhal Capital ManagementBen and Tom discuss market movements, the impact on home sales, an acquisition in the steel industry, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1057fed,housing,rates,stocksfalsefullhttps://www.spreaker.com/episode/narwhal-s-2024-outlook-inflation-consumer-pressure-and-international-develpoment--58049767
Please share this episode.

For any questions, please reach out to ahall@narwhalcapital.com.

]]>https://api.spreaker.com/episode/58049767Mon, 18 Dec 2023 19:16:38 +0000Narwhal Capital ManagementAndrew, Ben, and Tom sit down to discuss their 2024 outlook. Please share this episode. For any questions, please reach out to ahall@narwhalcapital.com.
Please share this episode.

For any questions, please reach out to ahall@narwhalcapital.com.

]]>3452falsefullhttps://www.spreaker.com/episode/costco-earnings-data-factors-impacting-the-market-toward-year-end-december-15-2023-morning-market-briefing--58023215
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58023215Fri, 15 Dec 2023 22:32:44 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss the earnings report from Costco, housing data out of Lennar, Citi Group’s muni bond business going away, a record day for option expiration, and other factors impacting the market over the remainder of the year. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>945fed,gamma,investing,markets,options,stocksfalsefullhttps://www.spreaker.com/episode/breaking-down-the-dovish-fed-meeting-and-the-implications-thereof-december-14-2023-morning-market-briefing--58011864
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58011864Thu, 14 Dec 2023 21:15:44 +0000Narwhal Capital ManagementBen and Tom discuss yesterday’s dovish Fed meeting, the focus on PPI data by many Fed members, when the Fed will cut rates, the Bank of England’s relatively hawkish tone, retail sales data, and the state of the economy. For information on how to...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>993dovish,ebc,fed,inflation,investing,stocksfalsefullhttps://www.spreaker.com/episode/ppi-data-points-to-slowing-inflation-a-global-shift-from-fiscal-candy-to-fiscal-limits-december-13-2023-morning-market-briefing--58011295For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/58011295Wed, 13 Dec 2023 20:00:00 +0000Narwhal Capital ManagementBen and Tom discuss PPI data that, contrary to what we saw yesterday, shows that inflation is slowing, the global transition from fiscal candy to fiscal limits, Biden’s meeting with President Zelensky, Argentina devaluing the peso by 54%, Tesla...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>1317investing,ppi,stocks,tslafalsefullhttps://www.spreaker.com/episode/a-dive-into-the-lukewarm-cpi-report-layoff-announcements-at-ey-and-hasbro-december-12-2023-morning-market-briefing--57989288
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57989288Tue, 12 Dec 2023 21:49:41 +0000Narwhal Capital ManagementTom discusses the incoming CPI data that seems to be more “Lukewarm” than expected, yesterday’s disappointing short term bond auction, Oracle’s earnings report, and layoffs by Hasbro and EY. For information on how to join the Zoom calls live each...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>885bonds,cpi,ey,inflation,investing,layoffs,orcl,stocksfalsefullhttps://www.spreaker.com/episode/strange-happenings-in-the-m-a-world-a-data-heavy-week-ahead-december-11-2023-morning-market-briefing--57978648
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57978648Mon, 11 Dec 2023 22:00:08 +0000Narwhal Capital ManagementAndrew and Tom discuss the strange acquisition attempt of Macy’s, Cigna’s decision to back off the Humana deal, and an extremely data-heavy week ahead which includes a Fed meeting and retail sales data. For information on how to join the Zoom calls...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>598cigna,data,fed,humana,investing,m&a,marketsfalsefullhttps://www.spreaker.com/episode/jobs-day-restoration-hardware-walmart-and-the-consumer-more-ai-chat-december-8-2023-morning-market-briefing--57955086https://api.spreaker.com/episode/57955086Fri, 08 Dec 2023 21:11:47 +0000Narwhal Capital ManagementBen can't fit into Lululemon clothing. Please stop buying it for him.1063falsefullhttps://www.spreaker.com/episode/bank-of-japan-meeting-consumer-is-slowing-mcdonalds-launching-cosmc-s-december-7-2023-morning-market-briefing--57954875https://api.spreaker.com/episode/57954875Thu, 07 Dec 2023 20:22:00 +0000Narwhal Capital Management1132falsefullhttps://www.spreaker.com/episode/ism-jolts-adp-and-conference-talk-december-6-2023-morning-market-briefing--57954707https://api.spreaker.com/episode/57954707Wed, 06 Dec 2023 20:02:00 +0000Narwhal Capital ManagementApologies for the delay. John Boy (6'7") is playing for the Brooklyn Nets this week, and Producer Hicks (5'10") is uploading the call. Producer Hicks forgot about the task John Boy trusted him with. We will be better next week.1001falsefullhttps://www.spreaker.com/episode/stabilization-in-industrials-earnings-recap-december-5-2023-morning-market-briefing--57922793
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57922793Tue, 05 Dec 2023 22:32:24 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss the fixed income topics at today’s conference in Charlotte, NC., the stabilization in the industrials sector, a number of earnings updates, and some economic data coming in later today. For information on how to join...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>764falsefullhttps://www.spreaker.com/episode/ism-manufacturing-data-shows-a-slowing-economy-us-vessels-attacked-in-the-red-sea-december-4-2023-morning-market-briefing--57910638
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57910638Mon, 04 Dec 2023 21:39:14 +0000Narwhal Capital ManagementBen and Tom discuss ISM manufacturing data results from last Friday, the current employment situation, more merger action, bitcoin’s recent rise, an attack on a US destroyer, and things to watch this week. For information on how to join the Zoom...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>953bonds,btc,economy,investing,roche,stocksfalsefullhttps://www.spreaker.com/episode/has-the-fed-already-pivoted-a-friday-football-special-december-1-2023-morning-market-briefing--57879146
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57879146Fri, 01 Dec 2023 17:14:34 +0000Narwhal Capital ManagementBen and Tom discuss the OPEC+ production cuts, Nick Timiraos’ article saying that the Fed is done raising rates, how the Fed should message this pivot to avoid excess exuberance, and a Friday football special. For information on how to join the...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1015bama,inflation,sec,stocks,thefed,timiraos,ugafalsefullhttps://www.spreaker.com/episode/disinflation-beginning-to-show-in-europe-and-in-pockets-of-the-us-economy-november-30-2023-morning-market-briefing--57867463
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57867463Thu, 30 Nov 2023 18:32:19 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss deflationary pressures beginning to pop up, Tesla’s Cybertruck event, mergers happening in a number of industries, and earnings out of Snowflake and Salesforce. For information on how to join the Zoom calls live each...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1067cybertruck,disinflation,inflation,investing,stocks,tslafalsefullhttps://www.spreaker.com/episode/should-the-fed-start-cutting-rates-sooner-than-later-november-29-2023-morning-market-briefing--57854314
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57854314Wed, 29 Nov 2023 22:34:43 +0000Narwhal Capital ManagementBen and Tom discuss Bill Ackman’s call for the Fed to cut interest rates early in 2024, bonds rallying strongly off his comments, the Fed’s need to be proactive with rate adjustments this time around, and a number of company updates. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1113ackman,evs,fed,gm,inflation,rates,stocksfalsefullhttps://www.spreaker.com/episode/adobe-releases-black-friday-sales-data-bond-buyers-are-moving-out-on-the-curve-november-28-2023-morning-market-briefing--57836709
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57836709Tue, 28 Nov 2023 21:55:51 +0000Narwhal Capital ManagementIn a short call, Andrew and Tom discuss yesterday’s bond auction and Adobe’s Black Friday Roundup data. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>730adobe,blackfriday,bonds,investingfalsefullhttps://www.spreaker.com/episode/temporary-truce-in-gaza-amazon-surpasses-fedex-and-ups-november-27-2023-morning-market-briefing--57824565
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57824565Mon, 27 Nov 2023 21:59:41 +0000Narwhal Capital ManagementBen and Tom discuss the temporary truce in Gaza, Javier Milei’s visit to the US, the political movement we are beginning to see around the world, Amazon surpasses Fedex and UPS in package delivery this year, and what to watch in the week ahead....
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>896amazon,gaza,investing,stocks,truce,upsfalsefullhttps://www.spreaker.com/episode/nvda-s-earnings-may-indicate-that-the-ai-craze-is-normalizing-deflation-discussion-november-22-2023-morning-market-briefing--57767212
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57767212Wed, 22 Nov 2023 16:06:15 +0000Narwhal Capital ManagementBen and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum” of inflation and growth, and the Fed’s potential response to all these inputs. For information on...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1417ai,de,deflation,earnings,fed,inflation,nvdafalsefullhttps://www.spreaker.com/episode/best-buy-sees-a-weaker-consumer-a-dive-into-bond-strategy-november-21-2023-morning-market-briefing--57754420
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57754420Tue, 21 Nov 2023 20:20:16 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss a tough quarter for Lowes, a guidance cut from Best Buy based on softer consumer trends, inventory normalization happening for ADI, and a strong 20-year bond auction. For information on how to join the Zoom calls live...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1147bonds,earnings,finance,fixedincome,inflation,investing,stocksfalsefullhttps://www.spreaker.com/episode/javier-milei-wins-argentina-s-presidential-election-sam-altman-joins-msft-november-20-2023-morning-market-briefing--57736217
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57736217Mon, 20 Nov 2023 20:07:22 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss the results of the Argentinian election, big banks continuing to strip valuable assets from floundering competitors, Sam Altman’s ousting from Open AI, tumbling used-car prices, and a run of earnings reports and economic...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1037argentina,finance,investing,news,openai,stocksfalsefullhttps://www.spreaker.com/episode/argentina-runoff-election-outlook-for-market-return-november-17-2023-morning-market-briefing--57683548
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57683548Fri, 17 Nov 2023 15:15:03 +0000Narwhal Capital ManagementTom & Ben discussed Argentina runoff elections, oil demand, outlook for market returns For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1118falsefullhttps://www.spreaker.com/episode/biden-xi-meeting-retail-earnings-november-16-2023-morning-market-briefing--57670770
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57670770Thu, 16 Nov 2023 21:10:21 +0000Narwhal Capital ManagementTom & Ben discussed Walmart, Macy’s and Cosco Earnings, Biden-Xi Meeting For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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https://www.narwhalcapital.com/disclosure]]>1395falsefullhttps://www.spreaker.com/episode/economic-data-and-target-earnings-november-15-2023-morning-market-briefing--57651352

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57651352Wed, 15 Nov 2023 17:48:43 +0000Narwhal Capital ManagementTom, Andrew, & Ben discussed economic data, retail sales, & Target Earnings For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>968falsefullhttps://www.spreaker.com/episode/a-big-day-for-the-cpi-home-depot-updates-november-14-2023-morning-market-briefing--57632824
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57632824Tue, 14 Nov 2023 17:36:55 +0000Narwhal Capital ManagementTom & Ben discussed CPI data, Home Depot Updates, & the state of the U.S. economy. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1043falsefullhttps://www.spreaker.com/episode/new-drug-developments-takeaways-from-nashville-conference-november-13-2023-morning-market-briefing--57617930
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57617930Mon, 13 Nov 2023 14:20:19 +0000Narwhal Capital ManagementTom, Andrew, & Ben discussed new drug developments, Boeing, takeaways from Nashville conference, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>979falsefullhttps://www.spreaker.com/episode/rate-rally-pauses-bank-of-america-economic-report-november-10-2023-morning-market-briefing--57589967
Report For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57589967Fri, 10 Nov 2023 14:53:54 +0000Narwhal Capital ManagementTom, Andrew, & Ben discussed rate rally pauses, UK GDP, Diageo Earnings, & Bank of America Economic. Report For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
Report For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>866falsefullhttps://www.spreaker.com/episode/nvidia-adds-new-chips-for-china-eli-lily-s-new-weight-loss-drug-november-9-2023-morning-market-briefing--57578946
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57578946Thu, 09 Nov 2023 14:27:12 +0000Narwhal Capital ManagementTom, Andrew, & Ben discussed Israel/Iran Updates, Nvidia add new AI chips for China, Disney Earnings, Eli Lily weight loss drug approval, & bond auctions. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1013falsefullhttps://www.spreaker.com/episode/powells-upcoming-announcements-new-developments-at-goldman-sachs-november-8-2023-morning-market-briefing--57564578
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57564578Wed, 08 Nov 2023 21:15:06 +0000Narwhal Capital ManagementTom & Ben discussed Powell’s upcoming speech, Goldman Sachs looks to offload its GM credit card business, & Fund Management Takeaways. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1142falsefullhttps://www.spreaker.com/episode/what-a-week-for-bankruptcies-weak-economic-data-from-china-november-7-2023-morning-market-briefing--57543938
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57543938Tue, 07 Nov 2023 15:04:13 +0000Narwhal Capital ManagementTom & Ben discussed potential U.S. intervention in Israel, recent bankruptcies, weak China Economic data, & tales from Ireland. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1301falsefullhttps://www.spreaker.com/episode/fixed-income-updates-japan-is-getting-inflation-under-control-november-6-2023-morning-market-briefing--57532228
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57532228Mon, 06 Nov 2023 14:40:49 +0000Narwhal Capital ManagementBen & Andrew discussed Berkshire Hathaway earnings, fixed income updates, Trump takes the stand, Japan is getting inflation under control. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>803falsefullhttps://www.spreaker.com/episode/yesterday-s-market-rally-apple-earnings-november-3-2023-morning-market-briefing--57501198
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57501198Fri, 03 Nov 2023 14:51:17 +0000Narwhal Capital ManagementBen & Andrew discussed yesterday’s market rally, consumption slowing, Apple earnings, & jobs report. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>976falsefullhttps://www.spreaker.com/episode/powell-announcement-recap-disney-buys-comcasts-stake-in-hulu-november-2-2023-morning-market-briefing--57484272
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57484272Thu, 02 Nov 2023 14:50:36 +0000Narwhal Capital ManagementBen discussed Powell announcement recap, economic data, Disney buys Comcasts stake in Hulu, and more earnings! For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1063falsefullhttps://www.spreaker.com/episode/wework-files-chapter-11-more-tech-earnings-november-1-2023-morning-market-briefing--57470053
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57470053Wed, 01 Nov 2023 13:41:43 +0000Narwhal Capital ManagementTom & Andrew discussed upcoming Powell announcements, ADP employment data, WeWork files Chapter 11, & tech earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>993falsefullhttps://www.spreaker.com/episode/will-nvidia-be-able-to-sell-its-5b-order-to-china-economic-data-october-31-2023-morning-market-briefing--57457362

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57457362Tue, 31 Oct 2023 13:41:45 +0000Narwhal Capital ManagementTom & Ben discussed global economic data, Nvidia tries to beat U.S. China ban, & industrial, healthcare, and tech earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1051falsefullhttps://www.spreaker.com/episode/israel-updates-mcdonald-s-earnings-european-economy-updates-october-30-2023-morning-market-briefing--57441624
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57441624Mon, 30 Oct 2023 14:22:30 +0000Narwhal Capital ManagementTom, Andrew, & Ben discussed Israel updates, McDonald’s earnings, European economy updates, & WSJ thinks Higher Bond Yields Could end the Fed’s Historic Rate Rises. For information on how to join the Zoom calls live each morning at 8:30 EST,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>918falsefullhttps://www.spreaker.com/episode/u-s-syria-strike-ecb-pauses-rate-hikes-tech-earnings-october-27-2023-morning-market-briefing--57441268
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57441268Fri, 27 Oct 2023 13:51:00 +0000Narwhal Capital ManagementTom & Ben discussed U.S. Syria strike, ECB pauses rate hikes, & earnings for Amazon, Intel, Ford & tons more! For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>883falsefullhttps://www.spreaker.com/episode/earnings-just-keep-coming-gdp-for-q3-october-26-2023-morning-market-briefing--57396784
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57396784Thu, 26 Oct 2023 14:00:14 +0000Narwhal Capital ManagementJonathan & Tom discussed GDP for Q3, ECB meeting, & tons of more earnings For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>888falsefullhttps://www.spreaker.com/episode/israel-updates-busy-week-for-earnings-october-25-2023-morning-market-briefing--57384633
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57384633Wed, 25 Oct 2023 20:12:59 +0000Narwhal Capital ManagementBen & Tom discussed Israel updates, new house speaker?, & earnings for Google, Microsoft, Visa, T-Mobile, Boeing, General Dynamics, & Texas Instruments. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1066falsefullhttps://www.spreaker.com/episode/10-year-retreat-the-state-of-the-economy-big-earnings-october-24-2023-morning-market-briefing--57368217
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57368217Tue, 24 Oct 2023 13:58:37 +0000Narwhal Capital ManagementBen discussed 10-year retreats as bond shorts cover following Ackman tweet, state of the economy, & lots of earnings For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>667falsefullhttps://www.spreaker.com/episode/10-year-rate-crosses-5-upcoming-earnings-october-23-2023-morning-market-briefing--57355147
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57355147Mon, 23 Oct 2023 14:44:29 +0000Narwhal Capital ManagementTom, Andrew, & Ben discussed 10 year rates crossing 5%, Chinese investigation into iPhone manufacturer, Disney seeing to sell Disney Star, Chevron buys Hess, & upcoming earnings. For information on how to join the Zoom calls live each...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>896falsefullhttps://www.spreaker.com/episode/the-state-of-freight-oil-consumer-biden-addresses-conflicts-october-20-2023-morning-market-briefing--57323322
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57323322Fri, 20 Oct 2023 16:37:17 +0000Narwhal Capital ManagementTom & Ben discussed Biden addresses international conflicts, Powell discusses monetary policy, & the freight, oil, & consumer market. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1232falsefullhttps://www.spreaker.com/episode/u-s-sends-aid-to-the-middle-east-interest-rates-jump-october-19-2023-morning-market-briefing--57305719
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57305719Thu, 19 Oct 2023 14:04:02 +0000Narwhal Capital ManagementTom & Ben discussed Israel-Hamas war, Rishi Sunak in Israel, U.S. aid, explosive interest rates, & earnings for Discover, Black Stone, Tesla, & more! For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1233falsefullhttps://www.spreaker.com/episode/israel-hamas-war-bond-market-even-more-earnings-october-18-2023-morning-market-briefing--57289658
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57289658Wed, 18 Oct 2023 13:22:34 +0000Narwhal Capital ManagementTom & Andrew discussed Israel-Hamas war, Biden in Israel, European CPI signals, bond market & earnings for JB Hunt, Proctor & Gamble & Travelers. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1099falsefullhttps://www.spreaker.com/episode/tons-of-earnings-and-economic-data-october-17-2023-morning-market-briefing--57270279
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57270279Tue, 17 Oct 2023 13:26:51 +0000Narwhal Capital ManagementTom, Ben, & Andrew discussed earnings for Johnson & Johnson, Bank of America, Goldman Sachs, Lockheed Martin, & and economic data. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>986falsefullhttps://www.spreaker.com/episode/rite-aid-bankruptcy-schwab-earnings-israel-updates-october-16-2023-morning-market-briefing--57254837
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57254837Mon, 16 Oct 2023 14:11:55 +0000Narwhal Capital ManagementTom, Ben, & Andrew discussed Rite Aid bankruptcy, Schwab earnings, Israel updates, & China bouncing back (a little bit). For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>881falsefullhttps://www.spreaker.com/episode/israel-updates-oil-prices-united-health-jp-morgan-blackrock-earnings-october-13-2023-morning-market-briefing--57254670
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57254670Fri, 13 Oct 2023 14:03:00 +0000Narwhal Capital ManagementBen discussed House Speaker bid, Israel updates, oil prices, & United Health, JP Morgan & BlackRock Earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1005falsefullhttps://www.spreaker.com/episode/cpi-updates-house-speakership-earnings-updates-october-12-2023-morning-market-briefing--57211854
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57211854Thu, 12 Oct 2023 14:13:08 +0000Narwhal Capital ManagementTom, Ben, & Andrew discussed Fed Minutes, CPI updates, House Speakership, Earnings updates, & Oregon Hate Week! For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1437falsefullhttps://www.spreaker.com/episode/producer-price-index-fed-updates-falling-rates-october-11-2023-morning-market-briefing--57195834
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57195834Wed, 11 Oct 2023 14:09:10 +0000Narwhal Capital ManagementTom & Jonathan discussed Producer Price Index, Fed updates, falling rates, large banks grappling with loan write-offs, & Louis-Vuitton earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1035falsefullhttps://www.spreaker.com/episode/pepsico-earnings-presidential-race-israel-updates-october-10-2023-morning-market-briefing--57182611
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57182611Tue, 10 Oct 2023 17:21:46 +0000Narwhal Capital ManagementTom, Andrew, & Ben discussed PepsiCo earnings, small business optimism, bond market, Presidential race, and Israel updates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1166falsefullhttps://www.spreaker.com/episode/hamas-attack-on-israel-bristol-myers-acquisition-friday-s-market-rally-october-9-2023-morning-market-briefing--57167631
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57167631Mon, 09 Oct 2023 14:48:37 +0000Narwhal Capital ManagementTom, Andrew, & Ben discussed Hamas Attack on Israel, Disney activist Nelson Peltz, Friday’s market rally, & Bristol Myers acquisition of Mirati Therapeutics For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>970disney,finance,invest,israelfalsefullhttps://www.spreaker.com/episode/unemployment-rates-exxon-m-a-upcoming-earnings-october-6-2023-morning-market-briefing--57122008
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57122008Fri, 06 Oct 2023 18:17:29 +0000Narwhal Capital ManagementTom, Andrew, & Ben talked unemployment rates, hourly earnings, Exxon acquisition of Pioneer, and upcoming earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>929falsefullhttps://www.spreaker.com/episode/transportation-industry-gas-oil-prices-the-bond-market-october-5-2023-morning-market-briefing--57094942
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57094942Thu, 05 Oct 2023 19:47:43 +0000Narwhal Capital ManagementTom & Ben discussed the transportation industry, gas & oil prices, & the bond market For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1792falsefullhttps://www.spreaker.com/episode/auto-sales-defy-gravity-house-speaker-removal-bond-sell-offs-october-4-2023-morning-market-briefing--57059004
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57059004Wed, 04 Oct 2023 15:13:41 +0000Narwhal Capital ManagementTom, Ben, & Andrew discussed speaker of the house removal, auto sales, & bond selloffs. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>877falsefullhttps://www.spreaker.com/episode/ism-manufacturing-data-meta-updates-ai-in-the-workplace-october-3-2023-morning-market-briefing--57049334
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57049334Tue, 03 Oct 2023 18:55:33 +0000Narwhal Capital ManagementTom, Ben, & Andrew discussed ISM manufacturing data, impacts of rate changes, Meta updates, AI in the workplace. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1120falsefullhttps://www.spreaker.com/episode/averted-government-shutdown-market-updates-macro-forecasts-october-2-2023-morning-market-briefing--57028976
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/57028976Mon, 02 Oct 2023 13:46:29 +0000Narwhal Capital ManagementTom & Moe discussed averted government shutdown, market updates, Japan economic survey, & macro forecasts. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>827falsefullhttps://www.spreaker.com/episode/government-shutdown-central-bank-updates-nike-earnings-september-29-2023-morning-market-briefing--56997700
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56997700Fri, 29 Sep 2023 20:01:22 +0000Narwhal Capital ManagementTom, Moe, and Ben discussed potential government shutdown, central bank updates, Nike earnings, end of quarter updates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1201falsefullhttps://www.spreaker.com/episode/carmax-agco-bond-market-micron-earnings-september-28-2023-morning-market-briefing--56978311
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56978311Thu, 28 Sep 2023 15:25:28 +0000Narwhal Capital ManagementTom and Ben discussed CarMax, AGCO, the bond market, Micron earnings, and lots more. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1371falsefullhttps://www.spreaker.com/episode/amazon-anti-trust-lawsuit-president-biden-uaw-costco-earnings-september-27-2023-morning-market-briefing--56959906
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56959906Wed, 27 Sep 2023 13:39:48 +0000Narwhal Capital ManagementMoe and Ben discussed Amazon anti-trust lawsuit, President Biden & UAW, government shutdown, Costco earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1004falsefullhttps://www.spreaker.com/episode/bond-market-inflation-and-housing-market-september-26-2023-morning-market-briefing--56942513
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56942513Tue, 26 Sep 2023 13:30:27 +0000Narwhal Capital ManagementMoe, Tom, and Ben discussed the bond market, inflation, government shutdown, and housing market. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>875falsefullhttps://www.spreaker.com/episode/bond-selloffs-writer-s-strike-updates-amazon-s-ai-investment-september-25-2023-morning-market-briefing--56925206
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56925206Mon, 25 Sep 2023 14:10:03 +0000Narwhal Capital ManagementTom and Ben discussed bond sell-offs, ESG pushes in oil-based products, writer’s strike updates, & Amazon’s AI investments. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1044ai,amazon,finance,investfalsefullhttps://www.spreaker.com/episode/interest-rates-splunk-acquisition-earnings-expectations-september-22-2023-morning-market-briefing--56895726
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56895726Fri, 22 Sep 2023 14:03:53 +0000Narwhal Capital ManagementTom and Ben discussed interest rates, bank movements, Splunk acquisition, earnings expectations. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>977earnings,finance,investing,q3falsefullhttps://www.spreaker.com/episode/fed-announcements-fedex-earnings-uaw-strike-updates-september-21-2023-morning-market-briefing--56885938
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56885938Thu, 21 Sep 2023 15:16:24 +0000Narwhal Capital ManagementHarrison and Jonathan discussed Fed announcements, Bank of England updates, FedEx Earnings, & UAW strike updates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>697falsefullhttps://www.spreaker.com/episode/beyond-the-portfolio-lessons-in-entrepreneurship-with-southern-tide-co-founder-and-startup-consultant-don-oates--56869290https://api.spreaker.com/episode/56869290Wed, 20 Sep 2023 14:31:10 +0000Narwhal Capital ManagementThis episode of Beyond the Portfolio is a conversation with Southern Tide co-founder and Startup Consultant Don Oates. Don graduated with a Bachelor of Arts in Asian Studies from Furman University. He shares his journey into the venture capital world...3704falsefullhttps://www.spreaker.com/episode/fed-day-expectations-interest-rate-impacts-september-20-2023-morning-market-briefing--56869208
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56869208Wed, 20 Sep 2023 13:44:37 +0000Narwhal Capital ManagementHarrison and Moe discussed Fed day expectations and interest rate impacts. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>751falsefullhttps://www.spreaker.com/episode/aapl-vs-msft-inflation-and-instacart-ipo-september-19-2023-morning-market-briefing--56854448
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56854448Tue, 19 Sep 2023 13:20:06 +0000Narwhal Capital ManagementBen, Tom, and Moe discussed AAPL vs. MSFT, unions, inflation, amd Instacart IPO. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1105apple,finance,inflation,invest,ipo,microsoft,stocksfalsefullhttps://www.spreaker.com/episode/fed-macro-updates-upcoming-earnings-ipos-september-18-2023-morning-market-briefing--56841751
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56841751Mon, 18 Sep 2023 14:07:54 +0000Narwhal Capital ManagementBen, Tom, and Moe discussed Fed & macro updates, UAW strike effects, and upcoming earnings and IPOs. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1137falsefullhttps://www.spreaker.com/episode/disney-selloffs-adbe-earnings-uaw-strike-start-september-15-2023-morning-market-briefing--56814352
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56814352Fri, 15 Sep 2023 19:13:36 +0000Narwhal Capital ManagementAndrew and Moe discussed Disney selloffs, ADBE earnings, UAW strike start. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>946falsefullhttps://www.spreaker.com/episode/u-s-macroeconomic-news-oil-prices-and-more-september-14-2023-morning-market-briefing--56800345
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56800345Thu, 14 Sep 2023 14:22:41 +0000Narwhal Capital ManagementTom and Moe discussed U.S. macroeconomic news, oil prices, UAW strike deadline, and Chinese currency fluctuations. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1031falsefullhttps://www.spreaker.com/episode/u-k-and-u-s-economic-news-the-airline-industry-and-the-uaw-strike-september-13-2023-morning-market-briefing--56788421
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56788421Wed, 13 Sep 2023 14:53:43 +0000Narwhal Capital ManagementTom, Andrew, and Ben discussed U.K. and U.S. economic news, the airline industry, and the UAW strike. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1008falsefullhttps://www.spreaker.com/episode/apple-product-announcements-barclays-conference-and-small-business-optimism-september-12-2023-morning-market-briefing--56780221
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56780221Tue, 12 Sep 2023 19:50:38 +0000Narwhal Capital ManagementTom, Andrew, and Moe discussed Apple product announcements, Barclays conference, Oracle earnings, Small Business Optimism, and inflation updates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>969falsefullhttps://www.spreaker.com/episode/could-china-rebound-a-perspective-shift-within-the-fed-september-11-2023-morning-market-briefing--56768449
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56768449Mon, 11 Sep 2023 21:19:49 +0000Narwhal Capital ManagementBen and Tom discuss the slight loan demand uptick in China, the potential shift in Fed official’s rate stance, SJM’s acquisition of Hostess Brands, pharmacy benefits managers price- gouging on generic drugs, and the week ahead. For information on how...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1263falsefullhttps://www.spreaker.com/episode/restoration-hardware-fed-announcements-and-wage-growth-september-8-2023-morning-market-briefing--56738445
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56738445Fri, 08 Sep 2023 16:52:55 +0000Narwhal Capital ManagementTom, Andrew, and Ben discussed Restoration Hardware, City District Fed announcements, wage growth, Chinese currency changes. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1035falsefullhttps://www.spreaker.com/episode/stock-declines-the-state-of-the-world-economy-and-oil-prices-september-7-2023-morning-market-briefing--56735054
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56735054Fri, 08 Sep 2023 13:04:05 +0000Narwhal Capital ManagementTom, Andrew, and Ben discussed stock declines, the state of the world economy, oil prices, and the UAW strike. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1154falsefullhttps://www.spreaker.com/episode/ftc-antitrust-suit-with-amazon-visa-conference-and-chinese-currency-fluctuation-september-6-2023-morning-market-briefing--56713198
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56713198Wed, 06 Sep 2023 15:14:27 +0000Narwhal Capital ManagementTom, Moe, and Ben discussed FTC antitrust suit with Amazon, VISA, CHX, and GIS conferences, Chinese currency fluctuation and Chinese technology bans. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>892amazon,china,currency,iphonefalsefullhttps://www.spreaker.com/episode/labor-strikes-arm-ipo-expectations-and-s-p-additions-september-5-2023-morning-market-briefing--56703000
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56703000Tue, 05 Sep 2023 20:09:39 +0000Narwhal Capital ManagementTom, Moe, and Ben discussed labor strikes, ARM IPO expectations, S&P additions, and interest rate changes. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>974falsefullhttps://www.spreaker.com/episode/lulu-avgo-earnings-national-employment-report-gdp-growth-september-1-2023-morning-market-briefing--56663184
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56663184Fri, 01 Sep 2023 19:19:27 +0000Narwhal Capital ManagementTom, Moe, and Andrew discussed LULU & AVGO earnings, National Employment Report, and GDP growth. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>929earnings,employment,finance,gdp,investingfalsefullhttps://www.spreaker.com/episode/dollar-general-drops-15-on-earnings-china-s-economy-continues-to-show-weakness-august-31-2023-morning-market-briefing--56652933
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56652933Thu, 31 Aug 2023 21:13:09 +0000Narwhal Capital ManagementTom, Ben, and Moe discuss retailer data out of COSTCO, Dollar General, and Campbells Soup, the implications of these reports, as well as economic data that shows inflation moderating in the US, staying steady in Europe, and economic weakness...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>987falsefullhttps://www.spreaker.com/episode/hbq-hbe-earnings-economic-and-employment-data-hurricane-idalia-effects-august-30-2023-morning-market-briefing--56637495
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56637495Wed, 30 Aug 2023 15:18:14 +0000Narwhal Capital ManagementTom, Moe, and Andrew discussed HBQ & HBE earnings, Spain employment data, and the potential effects of Hurricane Idalia. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>911earnings,economics,employment,idalia,investing,spainfalsefullhttps://www.spreaker.com/episode/jobs-data-runs-hot-gs-divesting-ria-business-segment-august-29-2023-morning-market-briefing--56626240
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56626240Tue, 29 Aug 2023 14:30:36 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss BBY earnings, JOLTs jobs report, the impact of that jobs data on rate decisions, Medicare drug cost negotiations, and Goldman Sachs selling their RIA business segment. For information on how to join the Zoom calls live...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>979earnings,goldman,investingfalsefullhttps://www.spreaker.com/episode/chairman-powell-announcements-uaw-negotiations-august-28-2023-morning-market-briefing--56618789
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56618789Mon, 28 Aug 2023 18:55:48 +0000Narwhal Capital ManagementTom, Ben, and Moe discussed Chairman Powell’s recent announcements at Jackson Hole, China’s stimulus measures, and UAW negotiations. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1063falsefullhttps://www.spreaker.com/episode/beyond-the-portfolio-august-23-2023-sales-panel-with-josh-young-hannah-pencek-and-garret-lazenby--56615646https://api.spreaker.com/episode/56615646Mon, 28 Aug 2023 15:19:38 +0000Narwhal Capital ManagementThis episode of Beyond the Portfolio focuses on a panel of individuals all involved in sales across various industries. Josh Young is an Enterprise Sales Manager at Mansfield Energy - primarily focused on energy procurement, supply, and logistics...2685falsefullhttps://www.spreaker.com/episode/germany-china-economic-data-august-25-2023-morning-market-briefing--56589934
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56589934Fri, 25 Aug 2023 14:18:20 +0000Narwhal Capital ManagementTom, Ben, and Moe discussed Germany’s Economic Data and Updates in China. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1354china,eu,fed,finance,germany,investingfalsefullhttps://www.spreaker.com/episode/nvidia-earnings-presidential-debate-discussion-august-24-2023-morning-market-briefing--56580978
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56580978Thu, 24 Aug 2023 18:12:07 +0000Narwhal Capital ManagementTom, Ben, and Andrew discussed the earnings report of Nvidia, BRICS expansion, and last nights Presidential debate. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1128china,debate,finance,investment,presidencyfalsefullhttps://www.spreaker.com/episode/adi-earnings-housing-market-discussion-august-23-2023-morning-market-briefing--56568634
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56568634Wed, 23 Aug 2023 15:57:53 +0000Narwhal Capital ManagementTom, Ben, and Moe discussed a few earnings reports (Foot Locker, Peloton, ADI) as well as the housing market and mortgage applications. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1216falsefullhttps://www.spreaker.com/episode/arm-ipo-earnings-updates-august-22-2023-morning-market-briefing--56557979
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56557979Tue, 22 Aug 2023 19:05:52 +0000Narwhal Capital ManagementTom, Ben, and Moe discussed and recapped a few earnings reports and the ARM IPO. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1165falsefullhttps://www.spreaker.com/episode/airworthiness-directive-for-raytheon-fed-chair-speaks-at-jackson-hole-this-friday-august-21-2023-morning-market-briefing--56546526
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56546526Mon, 21 Aug 2023 17:59:34 +0000Narwhal Capital ManagementAndrew, Ben, and Moe discuss the FAA’s “airworthiness directive” addressing the Raytheon engine issue, Jay Powell’s upcoming speech at Jackson Hole, and our plan to navigate the current market conditions in both fixed income and equities. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>867finance,inflation,investing,rtxfalsefullhttps://www.spreaker.com/episode/a-glimpse-into-our-fixed-income-strategy-before-a-power-outage-cuts-the-show-short-august-18-2023-morning-market-briefing--56514255
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56514255Fri, 18 Aug 2023 16:15:04 +0000Narwhal Capital ManagementOur call is cut short today by power outages, but before that happens Ben, Tom, and Moe discuss economic data that continues to push rates higher, the potential normalization of the yield curve, and insight into our fixed income strategy. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>413bonds,duration,fed,fixedincome,investing,markets,ratesfalsefullhttps://www.spreaker.com/episode/the-picture-remains-murky-for-the-fed-the-real-estate-market-shows-vulnerability-august-17-2023-morning-market-briefing--56503842
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56503842Thu, 17 Aug 2023 17:53:05 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the readthrough of yesterday’s Fed minutes and the impact on rates, earnings from CSCO and Walmart, some M&A activity that is picking up, and the situation that is unfolding in real estate. For information on how to...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1046cre,csco,inflation,investing,markets,narwhal,stocks,thefed,wmtfalsefullhttps://www.spreaker.com/episode/the-us-economy-continues-to-chug-along-target-reports-earnings-august-16-2023-morning-market-briefing--56489584
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56489584Wed, 16 Aug 2023 18:26:06 +0000Narwhal Capital ManagementBen, Tom, and Moe discuss the upcoming Fed minutes, the current level of the 10-year yield, the UK inflation report, economic resilience in the US, and mixed retail earnings reports. For information on how to join the Zoom calls live each morning at...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>850economy,inflation,investing,markets,narwhal,stocks,tgt,ukfalsefullhttps://www.spreaker.com/episode/china-s-economy-continues-to-falter-the-us-reports-big-retail-sales-data-august-15-2023-morning-market-briefing--56480292
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56480292Tue, 15 Aug 2023 21:11:12 +0000Narwhal Capital ManagementBen, Tom, and Moe discuss Chinese economic data that misses estimates, the BOA fund manager survey results, retail sales data showing the consumer remains strong, Japan’s strong Q2 GDP growth, Russia’s decision to raise interest rates, and the US...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1330china,economy,hd,investing,narwhal,rates,retailsales,russia,stocks,thefedfalsefullhttps://www.spreaker.com/episode/an-atypical-candidate-emerges-in-argentina-s-presidential-primary-august-14-2023-morning-market--56466238
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56466238Mon, 14 Aug 2023 17:31:06 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss interesting election results from Argentina where an atypical candidate seems to be gaining traction, US Steel rejecting a deal offer from Cleveland Cliffs, and a big data week as we will see retail sales data and economic...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>725argentina,economy,election,inflation,investing,markets,results,stocks,tgt,wmtfalsefullhttps://www.spreaker.com/episode/ppi-data-shows-inflation-could-reaccelerate-biden-comments-on-the-situation-in-china-august-11-2023-morning-market-briefing--56443195
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56443195Fri, 11 Aug 2023 18:45:24 +0000Narwhal Capital ManagementTom flies solo to discuss PPI data that tops expectations, the 30-year bond auction, hedge fund positioning, and President Biden’s comments on China. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>713biden,china,inflation,investing,markets,narwhal,ppifalsefullhttps://www.spreaker.com/episode/cooler-cpi-data-could-provide-false-confidence-that-inflation-is-under-control-august-10-2023-morning-market-briefing--56426270
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56426270Thu, 10 Aug 2023 18:18:34 +0000Narwhal Capital ManagementBen, Tom, and Moe discuss a CPI reading that comes in relatively in-line with expectations, the inputs that led to these results, what this data really means for the decisions the Fed will make in the months to come, and earnings data from Disney....
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1168cpi,dis,disney,inflation,investing,markets,narwhal,stocksfalsefullhttps://www.spreaker.com/episode/cpi-preview-espn-signs-a-sports-betting-deal-with-penn-august-9-2023-morning-market-briefing--56416192
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56416192Wed, 09 Aug 2023 18:37:49 +0000Narwhal Capital ManagementAndrew, Tom, and Moe preview tomorrow’s CPI report, earnings reports from LYFT, BROS, and RIVN, as well as ESPN’s foray into sports gambling through a deal with PENN. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>971bros,cpi,espn,investing,lyft,markets,narwhal,penn,rivnfalsefullhttps://www.spreaker.com/episode/moody-s-downgrades-us-banks-serious-economic-concerns-in-china-august-8-2023-morning-market-briefing--56407008
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56407008Tue, 08 Aug 2023 20:02:20 +0000Narwhal Capital ManagementBen, Tom, and Moe discuss the Italian government’s attempt to control bank profits, serious economic struggles in China, Moody’s downgrading US banks, and earnings from a number of companies. For information on how to join the Zoom calls live each...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>992china,inflation,investing,italy,lly,markets,moody's,narwhal,recessionfalsefullhttps://www.spreaker.com/episode/could-we-see-rate-cuts-in-early-2024-august-7-2023-morning-market-briefing--56393403
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56393403Mon, 07 Aug 2023 14:27:19 +0000Narwhal Capital ManagementMoe, Ben, and Tom discuss NYC Fed President John Williams’ comments on the possibility of a rate cut in early 2024, commercial real estate’s continued struggle with high rates, and some important earnings reports/economic data coming out this week....
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>874cpi,cre,fed,fedfundsrate,investing,markets,narwhal,ratecuts,stocksfalsefullhttps://www.spreaker.com/episode/apple-earnings-ism-report-august-4-2023-morning-market-briefing--56371919For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56371919Fri, 04 Aug 2023 18:09:29 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Apple and Amazon's earnings, the ISM report, and UAW Union Demands. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1047falsefullhttps://www.spreaker.com/episode/10-year-selloff-bank-of-england-decision-august-3-2023-morning-market-briefing--56371371For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56371371Fri, 04 Aug 2023 18:00:26 +0000Narwhal Capital ManagementBen, Tom, and Moe go over the 10 year treasury selloff, Bank of England's decision to raise rates, and a shifting on consumer spending in apparel. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1101falsefullhttps://www.spreaker.com/episode/amd-gives-perspective-for-nvda-fitch-downgrades-us-debt-august-2-2023-morning-market-briefing--56356823For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56356823Thu, 03 Aug 2023 14:26:44 +0000Narwhal Capital ManagementBen, Tom, and Andrew recap Tuesday's earnings, including AMD's, which may be particularly helpful in analyzing Nvidia's prospects, new economic data, and Fitch Ratings downgrading the U.S. debt from AAA to AA+. For information on how to join the Zoom...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1196falsefullhttps://www.spreaker.com/episode/caterpillar-reports-earnings-disney-brings-back-two-former-executives-august-1-2023-morning-market-briefing--56345428For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56345428Wed, 02 Aug 2023 12:52:50 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the earnings of Pfizer, Caterpillar, and Uber, Disney bringing back two executives, and XOM pushing into lithium. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>878falsefullhttps://www.spreaker.com/episode/an-all-yellow-shutdown-a-johnson-and-johnson-smackdown-july-31-2023-morning-market-briefing--56322103For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56322103Mon, 31 Jul 2023 16:19:47 +0000Narwhal Capital ManagementBen and Tom discuss updates on credit delinquencies, the company Yellow being shut down, and J&J's appeal falling dead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1244falsefullhttps://www.spreaker.com/episode/bank-of-japan-surprise-update-on-jnj-july-28-2023-morning-market-briefing--56265773For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56265773Fri, 28 Jul 2023 17:40:35 +0000Narwhal Capital ManagementBen and Tom talk about the Bank of Japan's hawkish surprise that took the market off guard, the Johnson and Johnson/Kenvue share exchange, and Intel's earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>998falsefullhttps://www.spreaker.com/episode/free-cash-flow-frenzy-gdp-growth-july-27-2023-morning-market-briefing--56250176For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56250176Thu, 27 Jul 2023 17:46:20 +0000Narwhal Capital ManagementBen, Andrew, and Tom chat about the Central Bank raising the FFR 25bps, the GDP's encouraging performance, and META's reels reeling in revenue. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1157falsefullhttps://www.spreaker.com/episode/it-s-fed-day-google-microsoft-report-earnings-july-26-2023-morning-market-briefing--56232051For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56232051Wed, 26 Jul 2023 16:37:52 +0000Narwhal Capital ManagementBen and Tom go over important earnings reports in Google and Microsoft, the UPS deal, and by the way, it's Fed Day! For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1087falsefullhttps://www.spreaker.com/episode/bank-deposit-reclassification-a-big-day-for-earnings-july-25-2023-morning-market-briefing--56214201For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56214201Tue, 25 Jul 2023 14:46:21 +0000Narwhal Capital ManagementBen, Andrew, and Tom go over the bank deposit reclassification not being as big a deal as it might sound, Raytheon's turbine problem, and a strong quarter from General Electric. For information on how to join the Zoom calls live each morning at 8:30...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1057falsefullhttps://www.spreaker.com/episode/phillips-healthcare-in-trouble-fed-continuously-hawkish-july-24-2023-morning-market-briefing--56199259For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56199259Mon, 24 Jul 2023 14:10:58 +0000Narwhal Capital ManagementBen and Tom muse over continuing negotiations between UPS and the Teamsters, Phillips Healtcare's struggling performance, and Nick Timiraos saying the Fed won't declare victory on inflation. For information on how to join the Zoom calls live each...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>908falsefullhttps://www.spreaker.com/episode/tsmc-s-earnings-fail-to-electrify-phillip-morris-s-kill-july-20-2023-morning-market-briefing--56166885For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56166885Thu, 20 Jul 2023 13:35:52 +0000Narwhal Capital ManagementBen and Tom talk about TSMC's lackluster quarter, Phillip Moriss's impressive margins growth, and Blackstone becoming the first private equity firm to manage over a trillion dollars. For information on how to join the Zoom calls live each morning at...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1369falsefullhttps://www.spreaker.com/episode/british-inflation-drops-carvana-s-stock-pops-july-19th-2023-morning-market-briefing--56158283For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56158283Wed, 19 Jul 2023 19:06:27 +0000Narwhal Capital ManagementBen and Tom go over the UK's inflation rapidly decreasing, Carvana's stock passing $50 after somewhat of a sketchy debt restructure, Microsoft's AI announcement, and other earnings news. For information on how to join the Zoom calls live each morning...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1478falsefullhttps://www.spreaker.com/episode/lockheed-martin-bofa-earnings-outperformance-july-18-2023-morning-market-briefing--56138774For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56138774Tue, 18 Jul 2023 14:15:24 +0000Narwhal Capital ManagementBen, Andrew, and Tom go over Lockeed Martin, Bank of America, and Morgan Stanley's earnings and more. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1036falsefullhttps://www.spreaker.com/episode/tupperware-s-debt-rots-the-stock-teamsters-tell-white-house-to-not-intervene-july-17-2023-morning-market-briefing--56127557For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56127557Mon, 17 Jul 2023 14:25:50 +0000Narwhal Capital ManagementBen, Tom, and Moe discuss Tupperware's fall from grace, China's low, but not surprising GDP results, and the Teamsters telling the White House not to step in regarding UPS strike negotiations. For information on how to join the Zoom calls live each...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>988falsefullhttps://www.spreaker.com/episode/the-heat-is-on-macro-presentation-q2-2023--56104116https://api.spreaker.com/episode/56104116Fri, 14 Jul 2023 18:02:17 +0000Narwhal Capital ManagementNarwhal's Macro presentation for Q2 of 2023.4135falsefullhttps://www.spreaker.com/episode/earnings-begin-yesterday-s-ppi-july-14-2023-morning-market-briefing--56101744For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56101744Fri, 14 Jul 2023 14:18:34 +0000Narwhal Capital ManagementBen, Andrew, and Tom go over the released earnings so far, including United Health, BlackRock, JP Morgan, and Wells Fargo, yesterday's PPI, and Prime Day's performance. For information on how to join the Zoom calls live each morning at 8:30 EST,...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>896falsefullhttps://www.spreaker.com/episode/microsoft-s-acquisition-of-activision-approved-telecom-s-tagged-with-toxins-july-12-2023-morning-market-briefing--56070874For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56070874Wed, 12 Jul 2023 13:23:53 +0000Narwhal Capital ManagementBen, Tom, and Moe update on the Northern District of California's ruling disqualifying the FTC's injunction of the MSFT-ATVI merger to Khan's probable chagrin, the CPI Print, and AT&T and Verizon facing public outcry due to the use of hazardous...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1030falsefullhttps://www.spreaker.com/episode/amazon-prime-day-begins-nfib-june-report-gets-released-july-11-2023-morning-market-briefing--56063893For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56063893Tue, 11 Jul 2023 17:00:06 +0000Narwhal Capital ManagementAndrew, Tom, and Moe converse regarding Amazon Prime Day starting today, a concerning amount of Chinese stimulus being passed, and NFIB's mixed report. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>809falsefullhttps://www.spreaker.com/episode/inflation-rears-ugly-head-towards-japan-disney-world-wait-times-drop-july-10-2023-morning-market-briefing--56052478For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56052478Mon, 10 Jul 2023 16:40:09 +0000Narwhal Capital ManagementBen, Tom, and Moe discuss Chinese economic conditions and how they could turn into a problem for Japan, the EU investigating Novo Nordisk for Semaglutide, their weightloss drug, having potentially suicide risk enducing side effects, and Disney World's...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1068falsefullhttps://www.spreaker.com/episode/jobs-report-data-costco-monthly-sales-july-7-2023-morning-market-briefing--56028787For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56028787Fri, 07 Jul 2023 16:27:01 +0000Narwhal Capital ManagementBen and Tom talk about the ISM services economic data update, the JOLTS report, the BLS employment report, COST's slightly disappointing monthly sales results, Samsung's completely disappointing preliminary Q2 results, the FDA approving Leqembi for...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1264falsefullhttps://www.spreaker.com/episode/meta-launches-threads-yellen-arrives-in-beijing-july-6-2023-morning-market-briefing--56013426For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56013426Thu, 06 Jul 2023 13:31:09 +0000Narwhal Capital ManagementBen, Tom, and Moe discuss META's new Twitter rival Threads, Yellen's trip to China, and the Fed Minutes. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1295falsefullhttps://www.spreaker.com/episode/the-coming-debt-crisis-the-ups-teamsters-deal-falling-apart-july-5-2023-morning-market-briefing--56002417For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56002417Wed, 05 Jul 2023 13:34:37 +0000Narwhal Capital ManagementAndrew reports on various bad news as the Wall Street Journal predicts a potential crisis in the debt market if a large wave of restructuring is to happen, hospitals struggle post-COVID, the UPS/Teamsters deal loses its footing and UPS walks away from...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>767falsefullhttps://www.spreaker.com/episode/goldman-sachs-offloads-retail-business-apple-lowers-vision-pro-sales-expectations-july-3-2023-morning-market-briefing--56002180For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/56002180Wed, 05 Jul 2023 13:09:16 +0000Narwhal Capital ManagementBen, Tom, and Moe go over Goldman Sachs abandonding its consumer-lending banking strategy, Apple struggling to assemble its new VR headsets, and student loan forgiveness being denied. For information on how to join the Zoom calls live each morning at...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1221falsefullhttps://www.spreaker.com/episode/nke-earnings-student-loan-forgiveness-june-30-2023-morning-market-briefing--55615304For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/55615304Fri, 30 Jun 2023 14:54:29 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss Nike's slightly disappointing earnings report, European inflation, an important SCOTUS student loan forgiveness decision, and the end of the quarter scorecard. For information on how to join the Zoom calls live each...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1068falsefullhttps://www.spreaker.com/episode/micron-s-bad-guide-lisa-khan-s-big-one-june-29-2023-morning-market-briefing--55504480For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/55504480Thu, 29 Jun 2023 13:13:32 +0000Narwhal Capital ManagementBen, Andrew, and Tom chat about Micron's disappointing quarter, Bidenomics, the bank stress test, and Lisa Khan's hunt for Amazon. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1241falsefullhttps://www.spreaker.com/episode/nvidia-slumps-bank-stress-test-june-28-2023-morning-market-briefing--55412149For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/55412149Wed, 28 Jun 2023 14:09:18 +0000Narwhal Capital ManagementTom and Moe go over news of the US planning more AI chip hurdles for China, UPS's labor dispute, and the upcoming Bank Stress Test. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>777falsefullhttps://www.spreaker.com/episode/eli-lilly-reveals-results-for-new-weightloss-drug-walgreens-cuts-guidance-june-27-2023-morning-market-briefing--55279545For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/55279545Tue, 27 Jun 2023 14:55:15 +0000Narwhal Capital ManagementBen, Tom, and Moe speak to Eli Lilly's positive weight-loss results, Walgreens cutting guidance, Delta expecting high end of range profit, and a C-Suite shift at Amex. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1069falsefullhttps://www.spreaker.com/episode/russian-mutiny-bidenomics-june-26-2023-morning-market-briefing--55113248For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/55113248Mon, 26 Jun 2023 13:36:26 +0000Narwhal Capital ManagementBen and Tom confer on the Wagner Mutiny in Russia, China's continuously weakning economy, President Biden's upcoming speech in Chicago that will lay out his economic plan, Eli Lilly's presentation on Mounjaro, IBM's odd acquisition, Tesla's downgrade,...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>992falsefullhttps://www.spreaker.com/episode/biden-enhances-ties-with-india-3m-settlement-june-23-2023-morning-market-briefing--54837461For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54837461Fri, 23 Jun 2023 13:35:28 +0000Narwhal Capital ManagementBen, Tom, and Moe go over the news of President Biden's meeting with Indian Prime Minister Modi, a slowdown in the Eurozone, and 3M reaching a settlement over their contamination of water systems. For information on how to join the Zoom calls live...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1331falsefullhttps://www.spreaker.com/episode/student-loan-forgiveness-amazon-draws-the-ftc-s-ire-june-22-2023-morning-market-briefing--54817574For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54817574Thu, 22 Jun 2023 14:31:19 +0000Narwhal Capital ManagementBen and Tom converse regarding the Bank of England's rate hike, the potential impact of student loan forgiveness on the South, the KB Home report's implications on market dynamics, the FTC's Amazon complaint, and the UAW gearing up for strikes. For...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1259falsefullhttps://www.spreaker.com/episode/fedex-earnings-recap-bank-of-england-notes-june-21st-2023-morning-market-briefing--54651584For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54651584Wed, 21 Jun 2023 19:05:01 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Fedex's 4FQ23 Earnings, Bank of England's troubles as their CPI comes out hot, and a few upgrades and degrades. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1118falsefullhttps://www.spreaker.com/episode/rtx-investor-day-fedex-earnings-june-20th-2023-morning-market-briefing--54651509For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54651509Wed, 21 Jun 2023 18:51:47 +0000Narwhal Capital ManagementBen, Tom, and Moe recap the RTX investor day, China news, and speculate as to the FEDEX earnings at market close. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1026falsefullhttps://www.spreaker.com/episode/cava-ipo-chinese-stimulus-plan-june-16-2023-morning-market-briefing--54650119For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54650119Wed, 21 Jun 2023 18:38:09 +0000Narwhal Capital ManagementBen shares his thoughts on Christine McCarthy - CFO of Disney - taking a "family medical leave", CAVA's huge IPO, and China's stimulus plan. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>671falsefullhttps://www.spreaker.com/episode/a-hawkish-skip-west-coast-ports-agreement-june-15th-2023-morning-market-briefing--54649753For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54649753Wed, 21 Jun 2023 18:30:04 +0000Narwhal Capital ManagementTom and Moe discuss the Fed skipping the rate hike, the ECB meeting, new economic data, Lennar - the mass market homebuilder - witnessing a nice pickup in sales, and the tentative agreement with the Unions at the west coast ports. For information on...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>942falsefullhttps://www.spreaker.com/episode/microsoft-activision-deal-google-antitrust-june-14-2023-morning-market-briefing--54643488For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54643488Wed, 21 Jun 2023 17:15:25 +0000Narwhal Capital ManagementBen, Tom, and Moe muse about the Microsoft and Activision Deal, US Mortgage Application Increases, and an Anti-Trust Assault on GOOGL. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1119falsefullhttps://www.spreaker.com/episode/cpi-report-bofa-fund-manager-survey-june-13-2023-morning-market-briefing--54353385For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54353385Tue, 13 Jun 2023 13:56:39 +0000Narwhal Capital ManagementBen, Tom, and Moe discuss the CPI report coming out today, China lowering their short-term lending rate, the recent Bank of America Manager Survey, and Oracle's earnings. For information on how to join the Zoom calls live each morning at 8:30 EST,...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1236falsefullhttps://www.spreaker.com/episode/fed-meeting-ai-earnings-june-12-2023-morning-market-briefing--54292483For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54292483Mon, 12 Jun 2023 13:48:29 +0000Narwhal Capital ManagementBen and Tom mull over the Fed meeting this week, ORCL and ADBE earnings, and how we frame portfolios in the context of the Macro. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1355adbe,fed,finance,inflation,investing,money,narwhal,orclfalsefullhttps://www.spreaker.com/episode/trump-indicted-carvana-spike-june-9-2023-morning-market-briefing--54154881For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54154881Fri, 09 Jun 2023 13:19:18 +0000Narwhal Capital ManagementBen, Andrew, and Moe talk about former President Trump's indictment, BioGen and its Alzheimer drug, China and Cuba, and Adobe hopping on the AI hype train. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>919adobe,ai,china,cuba,finance,investing,narwhal,trumpfalsefullhttps://www.spreaker.com/episode/reserve-currency-status-june-8-2023-morning-market-briefing--54139054For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures: https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54139054Thu, 08 Jun 2023 13:41:05 +0000Narwhal Capital ManagementIn the last episode of this week's special series, Ben explains what it means to be a reserve currency: the benefits, the history, and the contemporary backdrop. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures: https://www.narwhalcapital.com/disclosure]]>1313falsefullhttps://www.spreaker.com/episode/solutions-grand-plans-june-7-2023-morning-market-briefing--54127858For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures: https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54127858Wed, 07 Jun 2023 14:19:00 +0000Narwhal Capital ManagementIn the third installment of this week's special series, Ben and Andrew lay out NCM's proposed theoretical solution to current macroeconomic troubles. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures: https://www.narwhalcapital.com/disclosure]]>814falsefullhttps://www.spreaker.com/episode/the-us-federal-budget-the-balance-sheet-who-holds-the-debt-june-6-2023-morning-market-briefing--54113304For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54113304Tue, 06 Jun 2023 14:03:41 +0000Narwhal Capital ManagementIn the second installation of the special series, Ben walks through Balance: The Federal Budget, the Balance Sheet, Reserve Currency Status, and more. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>868falsefullhttps://www.spreaker.com/episode/debt-interest-rates-inflation-june-5-2023-morning-market-briefing--54099924For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54099924Mon, 05 Jun 2023 13:29:48 +0000Narwhal Capital ManagementIn the first episode of this week's special series, Ben and Andrew present on the history of debt, inflation, and interest rates and what that history implies for contemporary market conditions. For information on how to join the Zoom calls live each...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1112falsefullhttps://www.spreaker.com/episode/jobs-report-company-updates-june-2-2023-morning-market-briefing--54075424For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54075424Fri, 02 Jun 2023 13:08:59 +0000Narwhal Capital ManagementBen, Andrew, and Moe analyze ISM updates, a mixed bag for jobs, and Lululemon's strong quarter. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>966falsefullhttps://www.spreaker.com/episode/powell-plays-down-speculation-debt-ceiling-passes-in-the-house-june-1-2023-morning-market-briefing--54065435For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54065435Thu, 01 Jun 2023 13:53:56 +0000Narwhal Capital ManagementBen updates us on his thoughts on Powell's position on inflation, recent reported earnings, and a potential presidential run by Jamie Dimon. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1072falsefullhttps://www.spreaker.com/episode/chinese-economic-deterioration-french-inflation-may-31-2023-morning-market-briefing--54052580https://api.spreaker.com/episode/54052580Wed, 31 May 2023 13:15:22 +0000Narwhal Capital ManagementBen and Moe converse on the topic of new Chinese Economic Data, French inflation, and the potential difficulty of passing the debt ceiling despite leadership resolution.922china,cpi,debtceiling,economics,finance,inflation,marketsfalsefullhttps://www.spreaker.com/episode/debt-ceiling-agreement-reached-after-market-earnings-may-30-2023-morning-market-briefing--54041248https://api.spreaker.com/episode/54041248Tue, 30 May 2023 13:14:11 +0000Narwhal Capital ManagementBen and Moe consider Biden and McCarthy's debt ceiling agreement, Turkey's runoff election, and the economic calendar results coming up.806biden,debtceiling,earnings,economics,investing,narwhalcapital,turkeyfalsefullhttps://www.spreaker.com/episode/costco-earnings-debt-ceiling-developments-may-26-2023-morning-market-briefing--54007201
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54007201Fri, 26 May 2023 13:56:27 +0000Narwhal Capital ManagementBen discusses a number of earnings reports including COST, a core Narwhal holding, and provides commentary on the ever evolving debt ceiling situation. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>753cost,debtceiling,earnings,economy,investing,narwhal,stocksfalsefullhttps://www.spreaker.com/episode/national-cre-and-atl-construction-economy-podcast--54006729
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/54006729Fri, 26 May 2023 13:06:25 +0000Narwhal Capital ManagementBen talks with John Hillman from FIDES Development about the state of real estate construction and development. Specifically, John speaks to the southeast, primarily focused on the Metro Atlanta area, on where the market stands regarding real estate...
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https://www.narwhalcapital.com/disclosure]]>3200falsefullhttps://www.spreaker.com/episode/nvidia-explodes-after-earnings-desantis-announces-presidential-campaign-may-25-2023-daily-market-briefing--53995851
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53995851Thu, 25 May 2023 13:27:23 +0000Narwhal Capital ManagementBen discusses NVIDIA's huge quarter, as they have shown an almost 100% growth quarter over quarter. The company has shown the innovative potential similar to Apple's iPhone and Ford's Model T, with the company's growth possibly making it the largest...
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https://www.narwhalcapital.com/disclosure]]>931campaign,economy,investing,nvidia,presidential,stocks,technologyfalsefullhttps://www.spreaker.com/episode/ftc-cracks-down-on-baby-formula-producers-adi-s-earnings-may-24-2023-morning-market-briefing--53984437https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53984437Wed, 24 May 2023 13:23:44 +0000Narwhal Capital ManagementBen and Moe go over the debt ceiling deal coming closer, Desantis joining the race, FTC going after Abbott, and ADI/TOL's earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1122adi,ai'sabitofabubble,babyformula,debtceiling,ftc,investing,roicfalsefullhttps://www.spreaker.com/episode/debt-ceiling-clock-is-ticking-lowes-v-home-depot-may-23-2023-morning-market-briefing--53970742https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53970742Tue, 23 May 2023 14:02:37 +0000Narwhal Capital ManagementDescription: Ben and Moe mull over current Debt Ceiling negotiations, the implications of Lowes’s earnings report, and Pfizer’s new weight loss pill. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>980debtceiling,earningsreport,hd,investing,lowes,pfizerweightlossdrugfalsefullhttps://www.spreaker.com/episode/china-us-relations-continue-to-sour-minneapolis-fed-president-calls-for-a-terminal-rate-over-6-may-22-2023-morning-market-briefing--53959815
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53959815Mon, 22 May 2023 15:01:51 +0000Narwhal Capital ManagementBen and Moe discuss China’s ban of the purchase of products from American chip maker Micron, Minneapolis Fed president Neel Kashkari calling for rates over 6%, debt ceiling negotiations as the deadline looms, and some big earnings reports coming later...
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https://www.narwhalcapital.com/disclosure]]>616china,debtceiling,economy,investing,micron,nvda,thefedfalsefullhttps://www.spreaker.com/episode/china-bans-micron-us-debt-ceiling-talks-continue-may-22-2023-daily-market-briefing--53958923
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53958923Mon, 22 May 2023 14:13:04 +0000Narwhal Capital ManagementBen and Moe discuss China banning firms from buying from Micron moving forward. Neel Kashkari says the interest rates in the US may need to exceed 6% in order to bring inflation back down. Republicans fight for a 10-year hold on the debt ceiling while...
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https://www.narwhalcapital.com/disclosure]]>617falsefullhttps://www.spreaker.com/episode/john-deere-s-impressive-quarter-the-battle-continues-between-disney-and-the-state-of-florida-may-19-2023-morning-market-briefing--53929414
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53929414Fri, 19 May 2023 13:05:26 +0000Narwhal Capital ManagementAndrew and Moe discuss the impressive earnings out of John Deere, BoA strategist calling for the sale of stocks, dispersion between companies within the S&P 500, and the ongoing battle between Disney and the state of Florida. For information on...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>913boa,de,desantis,dis,investing,narwhal,stocks,techfalsefullhttps://www.spreaker.com/episode/an-intro-of-our-new-summer-interns-the-implications-of-montana-s-tiktok-ban-may-18-2023-morning-market-briefing--53920239
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53920239Thu, 18 May 2023 15:54:29 +0000Narwhal Capital ManagementHarrison and our new interns, Nipun and Turner, discuss earnings data from CSCO and WMT, the ban of TikTok in Montana, and spending data showing that the consumer is becoming more judicious. For information on how to join the Zoom calls live each...
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https://www.narwhalcapital.com/disclosure]]>564csco,economy,investing,spending,stocks,tiktok,wmtfalsefullhttps://www.spreaker.com/episode/fed-speakers-point-to-more-rate-hikes-shrink-impacts-target-s-bottom-line-may-17-2023-morning-market-briefing--53907691
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53907691Wed, 17 May 2023 14:56:28 +0000Narwhal Capital ManagementBen discusses the string of Fed speakers and the implications of their rhetoric on rates, retail spending data, earnings data from TGT and TJX, and CSCO’s upcoming earnings report this evening. For information on how to join the Zoom calls live each...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>931fed,investing,moneysupply,ratehikes,retail,retailsales,stocks,tgtfalsefullhttps://www.spreaker.com/episode/retail-sales-data-slowing-a-rough-road-ahead-for-commercial-real-estate-may-16-2023-morning-market-briefing--53893643
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53893643Tue, 16 May 2023 17:35:29 +0000Narwhal Capital ManagementBen and Andrew discuss the ongoing debt ceiling debate, continued downside surprise in the China reopening, cold retail sales data in the US, the tough quarter for HD, and the rough road ahead for commercial real estate. For information on how to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>759debtceiling,economy,hd,homedepot,investing,markets,realestate,reopening,stocksfalsefullhttps://www.spreaker.com/episode/debt-ceiling-developments-commentary-from-fed-presidents-may-15-2023-morning-market-briefing--53870964
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53870964Mon, 15 May 2023 13:21:12 +0000Narwhal Capital ManagementMoe and Andrew discuss the situation surrounding the debt ceiling, the commentary expected later today from a number of Fed presidents, and upcoming earnings and economic data coming out throughout the week. For information on how to join the Zoom...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>612debtceiling,earnings,fed,investing,markets,nationaldebtfalsefullhttps://www.spreaker.com/episode/special-q-a-episode-may-12-2023-morning-market-briefing--53835791
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53835791Fri, 12 May 2023 17:38:30 +0000Narwhal Capital ManagementAndrew Hall and CCO Jonathan Hicks address a number of questions submitted by clients. Topics include the US national debt, bitcoin, portfolio management, and regional banks. For information on how to join the Zoom calls live each morning at 8:30...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1567banks,bitcoin,carsonbeck,economy,investing,nationaldebt,pacw,stocks,ugafalsefullhttps://www.spreaker.com/episode/economic-data-shows-the-fed-could-be-making-progress-submit-your-questions-for-friday-s-q-a-show-may-11-2023-morning-market-briefing--53823546
We will be having a special Q&A show this Friday. Submit any questions you would like answered to ahall@narwhalcapital.com.

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53823546Thu, 11 May 2023 15:35:22 +0000Narwhal Capital ManagementTom and Andrew discuss the increase in initial jobless claims, PPI data for April that continues to move in the right direction, mixed earnings data out of Disney, a strong earnings report from ENTG, and PACW continuing to teeter. We will be having...
We will be having a special Q&A show this Friday. Submit any questions you would like answered to ahall@narwhalcapital.com.

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>876banks,dis,economy,entg,investing,pacw,ppi,stocks,thefedfalsefullhttps://www.spreaker.com/episode/inflation-eases-slightly-in-april-submit-your-questions-for-friday-s-q-a-show-may-10-2023-morning-market-briefing--53805122
We will be having a special Q&A show this Friday. Submit any questions you would like answered to ahall@narwhalcapital.com

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53805122Wed, 10 May 2023 12:58:26 +0000Narwhal Capital ManagementTom and Andrew discuss April CPI data, what the Fed should do next, inventory constraints in housing, and earnings from Toyota. We will be having a special Q&A show this Friday. Submit any questions you would like answered to...
We will be having a special Q&A show this Friday. Submit any questions you would like answered to ahall@narwhalcapital.com

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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>884cpi,economy,housing,inflation,investing,thefed,toyotafalsefullhttps://www.spreaker.com/episode/the-economic-impact-of-tighter-credit-standards-a-slowdown-in-the-china-reopening-may-9-2023-morning-market-briefing--53791102
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53791102Tue, 09 May 2023 13:15:03 +0000Narwhal Capital ManagementTom, Andrew, and Moe discuss the biggest takeaways from the newly followed “SLOOS Report”, what this could mean for the economy moving forward (specifically for real estate development and private equity), as well as earnings reports from BWXT and...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>593bwxt,china,economy,investing,pypl,sloos,stocksfalsefullhttps://www.spreaker.com/episode/the-market-bounces-back-to-close-the-week-a-bearish-outlook-from-warren-buffett-may-8-2023-morning-market-briefing--53775822
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53775822Mon, 08 May 2023 13:08:49 +0000Narwhal Capital ManagementMoe and Tom discuss Friday’s strong market rally, the continuing struggles of regional banks, Apple’s bond issuance, Berkshire Hathaway’s annual shareholder meeting recap, the debt ceiling debate, and CPI/PPI coming out this week. For information on...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>907aapl,banks,debtceiling,economy,investing,stocks,warrenbuffettfalsefullhttps://www.spreaker.com/episode/jobs-data-tops-expectations-apple-s-strong-quarter-may-5-2023-morning-market-briefing--53751140
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53751140Fri, 05 May 2023 13:17:43 +0000Narwhal Capital ManagementTom and Andrew react to strong jobs data, positive results from Apple, and the continued struggle of regional banks. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>930aapl,banks,economy,investing,jobs,jolts,market,stocksfalsefullhttps://www.spreaker.com/episode/discussing-the-fed-s-rate-announcement-pacwest-s-tumble-may-4-2023-morning-market-briefing--53740529
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53740529Thu, 04 May 2023 14:34:37 +0000Narwhal Capital ManagementTom and Moe boycott Star Wars Day and jump into the analysis of the Fed’s decision and rhetoric from the announcement yesterday afternoon. What started as a neutral announcement quickly turned hawkish as Chairman Powell fielded questions. What does...
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https://www.narwhalcapital.com/disclosure]]>893fed,hikes,interestrate,investing,markets,pacwest,stocksfalsefullhttps://www.spreaker.com/episode/bank-consolidation-eli-lilly-s-favorable-alzheimer-s-data-may-3-2023-morning-market-briefing--53740157
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53740157Thu, 04 May 2023 14:09:53 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss the continued difficulty within the banking system, earnings reports out of AMD, F, and SBUX, some favorable data coming out of Eli Lilly in regard to their new Alzheimer’s drug, some economic data, and the looming Fed...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1246banks,investing,lly,markets,stocksfalsefullhttps://www.spreaker.com/episode/ism-manufacturing-numbers-fdic-potential-new-program-may-2-2023-daily-market-briefing--53719557
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53719557Tue, 02 May 2023 17:29:20 +0000Narwhal Capital ManagementAndrew and Tom discuss ISM Manufacturing numbers as they have stabilized in spite of the economic uncertainty. JOLTS report later today, as well as a FED meeting upcoming tomorrow. The FDIC weighs a new program to raise deposit insurance for payroll...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1039banks,economy,fdic,jobs,manufacturing,stocksfalsefullhttps://www.spreaker.com/episode/first-republic-into-receivership-commercial-real-estate-falters-may-1-2023-daily-market-briefing--53706034
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53706034Mon, 01 May 2023 15:04:02 +0000Narwhal Capital ManagementBen and Tom discuss First Repulic Bank going into FDIC receivership. JPMorgan assumes assests, as FRC is the biggest US bank failure since 2008. Charlie Munger comments that banks are no where near the same debacle as 2008, with the primary issue...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>955banks,default,estate,first,jpmorgan,real,receivership,republicfalsefullhttps://www.spreaker.com/episode/personal-consumption-government-spending-up-private-investment-takes-a-hit-april-28-2023-daily-market-briefing--53677849
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53677849Fri, 28 Apr 2023 14:49:11 +0000Narwhal Capital ManagementBen and Tom have a special guest, Molly Russell join the call. GDP results show a large growth in personal consumption (the largest growth since Q2 of 2021), and there was also a large bump in government spending. Private investment took a huge hit...
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https://www.narwhalcapital.com/disclosure]]>917consumption,economy,government,investment,personal,private,spending,wealthfalsefullhttps://www.spreaker.com/episode/gdp-comes-in-lower-than-expected-the-earnings-gauntlet-continues-april-27-2023-daily-market-briefing--53668794
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53668794Thu, 27 Apr 2023 18:27:27 +0000Narwhal Capital ManagementGDP comes in lower than anticipated showing the overall economy continues to slow, LLY, CAT, and NOC report quality earnings for the quarter, with some other big players waiting to report this evening, and the reaction of the bond market on the heels...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>800economy,gdp,investing,$lly,markets,stocksfalsefullhttps://www.spreaker.com/episode/first-republic-is-running-out-of-time-earnings-from-some-top-dogs-start-to-roll-in-april-26-2023-daily-market-briefing--53653744
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53653744Wed, 26 Apr 2023 15:42:01 +0000Narwhal Capital ManagementDiscussion around First Republic continues as the bank is running out of time and options, and earnings reports from some of the largest companies in the US begin to roll in, including Google, Microsoft, Texas Instruments, and Visa For information on...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1061banks,economy,firstrepublic,goog,investing,msftfalsefullhttps://www.spreaker.com/episode/the-writing-is-on-the-wall-for-first-republic-bank-earnings-reports-continue-to-pour-in-april-25-2023-daily-market-briefing--53641081
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53641081Tue, 25 Apr 2023 13:11:51 +0000Narwhal Capital ManagementDiscussion centers around the report out of First Republic Bank and the implications of that data for the rest of the banking system. A number of other companies reported earnings including some consumer facing brands like Pepsi and GM, as well as...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1086banks,biden,earnings,firstrepublic,investingfalsefullhttps://www.spreaker.com/episode/a-long-time-coming-for-bbby-the-credit-crunch-continues-april-24-2023-daily-market-briefing--53634277
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53634277Mon, 24 Apr 2023 19:50:21 +0000Narwhal Capital ManagementBen and Tom discuss the news of Bed Bath and Beyond’s bankruptcy, the downgrade of a number of small banks by Moody’s, Tesla’s decision to raise their capital spending forecast, steady earnings out of Coca-Cola, and a massive lineup of earnings over...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>896banks,bbby,$bbby,economy,investing,narwhal,stocks,teslafalsefullhttps://www.spreaker.com/episode/eurozone-update-more-earnings-april-21-2023-daily-market-briefing--53608108
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53608108Fri, 21 Apr 2023 18:54:58 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss the current state of the Eurozone, as inflation continues to create issues in several places outside of the US. PG reports growth across the past quarter, RF grows as well, HCA in the positive, and SLB coming in down a...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>952earnings,economy,europe,eurozone,inflation,reportsfalsefullhttps://www.spreaker.com/episode/22-year-t-bill-high-lots-of-earnings-april-20-2023-daily-market-briefing--53594342
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53594342Thu, 20 Apr 2023 14:15:26 +0000Narwhal Capital ManagementBen, Mo, and Tom discuss the 3-month T-Bill hitting a 22-year high. More earnings are discussed with the auto industry functioning fine - aside from a poor reading on Tesla. The housing market seems to have somewhat stabilized, with smaller, cheaper...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1658automobiles,earnings,housing,market,teslafalsefullhttps://www.spreaker.com/episode/earnings-season-future-rate-hikes-april-19-2023-daily-market-briefing--53594254
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53594254Thu, 20 Apr 2023 14:11:39 +0000Narwhal Capital ManagementBen, Mo, and Tom discuss bank financials, as the banking world continues to be somewhat tumultuous. The UK CPI numbers surprise the world, for the positive, as inflation begins to fall. Bullard calls for future rate hikes to continue in order to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1183banks,cpi,earnings,inflationfalsefullhttps://www.spreaker.com/episode/freight-recession-bank-ambivalence-april-18-2023-daily-market-briefing--53573051
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53573051Tue, 18 Apr 2023 17:21:03 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss JB Hunt declaring that we are in a "frieght recession." Bank of America has a solid performance across the board so far this year, while Goldman Sachs has been struggling in comparison. For information on how to join the...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1084banks,freight,market,recession,stocksfalsefullhttps://www.spreaker.com/episode/bing-is-samsung-s-choice-schwab-deposits-down-april-17-2023-daily-market-briefing--53559125
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53559125Mon, 17 Apr 2023 14:03:19 +0000Narwhal Capital ManagementBen and Tom discuss Samsung's big shift from using Google as their cell search engines to now using Bing. Schwab notes a 30% decrease in deposits this past month. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>988banks,money,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/strong-bank-earnings-disappointing-retail-sales-data-april-14-2023-daily-market-briefing--53536068
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https://www.narwhalcapital.com/disclosure

]]>https://api.spreaker.com/episode/53536068Fri, 14 Apr 2023 14:06:31 +0000Narwhal Capital ManagementBen and Tom discuss the positive earnings results out of a number of large banks, UNH’s solid quarter, weak retail sales data, and how all this information will impact the Fed’s next rate decision. For information on how to join the Zoom calls live...
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https://www.narwhalcapital.com/disclosure

]]>901banks,economy,investing,markets,stocks,thefedfalsefullhttps://www.spreaker.com/episode/the-tide-goes-out-2023-q1-macro-presentation--53525144
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53525144Thu, 13 Apr 2023 13:57:06 +0000Narwhal Capital ManagementBen discusses Narwhal's Macropresentation for Q1 of 2023. The tide appears to be ebbing as the economy starts to show signs of large-scale slowing. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>3331economy,recession,stocks,tide,wealthfalsefullhttps://www.spreaker.com/episode/jobless-claims-impending-recession-april-13-2023-daily-market-briefing--53525111
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53525111Thu, 13 Apr 2023 13:53:51 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the initial Jobless Claim information, as it appears that the economy is starting to slow. Oil cuts are expected to cause a supply shortfall, and Delta is the frontrunner of showing a poor Q1 for airlines. The FED signals...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>874economy,investing,leverage,markets,stocksfalsefullhttps://www.spreaker.com/episode/march-cpi-buffet-s-economic-commentary-april-12-2023-daily-market-briefing--53512927
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53512927Wed, 12 Apr 2023 13:16:53 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss March's CPI numbers. As the CPI numbers continue to cool, it appears that inflation could be slowing a bit due to rate hikes (and other factors). Warren Buffet comments on bank failures and Powell's "terrific" work. Bank...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>999falsefullhttps://www.spreaker.com/episode/trouble-in-taiwan-the-fed-killing-zombies-april-11-2023-daily-market-briefing--53505722
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53505722Tue, 11 Apr 2023 18:37:05 +0000Narwhal Capital ManagementBen and Tom discuss the results of the small business optimism survey, the continued tension in Taiwan, a possible push to displace the US Dollar as the world’s reserve currency, a new passenger jet being manufactured in China, a pleasant earnings...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1259economy,investing,leverage,markets,stocks,taiwanfalsefullhttps://www.spreaker.com/episode/the-chip-cycle-short-exposure-april-10-2023-daily-market-briefing--53495625
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53495625Mon, 10 Apr 2023 19:57:09 +0000Narwhal Capital ManagementBen and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage taking place during/following COVID and WFH ramping up the need, so this is a likely indicator of what's...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>993falsefullhttps://www.spreaker.com/episode/slowing-services-growth-costco-and-the-path-of-interest-rates-april-6-2023-daily-market-briefing--53461763
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53461763Thu, 06 Apr 2023 13:14:10 +0000Narwhal Capital ManagementBen and Tom continue their discussion of new economic data and slowing growth in the services sector, softening of consumer spending, Costco earnings and the path of interest rates going forward. For information on how to join the Zoom calls live...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1058costco,economy,investing,ismfalsefullhttps://www.spreaker.com/episode/weaker-economic-data-the-corresponding-market-impact-april-5-2023-daily-market-briefing--53451050
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53451050Wed, 05 Apr 2023 13:23:40 +0000Narwhal Capital ManagementThis morning, Ben, Tom and Moe discuss slowing economic data with the February JOLTS report, ADP report, ISM manufacturing report and ISM services report. The guys additionally touch on the market implications for the weak data and the Johnson &...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1212data,economic,investing,jnj,joltsfalsefullhttps://www.spreaker.com/episode/mcdonald-s-layoffs-tesla-deliveries-in-china-new-medicare-rules-april-4-2023-daily-market-briefing--53439675
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53439675Tue, 04 Apr 2023 13:29:56 +0000Narwhal Capital ManagementToday, Andrew, Moe and Harrison discuss recently announced layoffs at McDonald’s, Disney’s shareholder’s meeting, increased redemptions at Blackstone’s REIT fund, Tesla delivery numbers in China and the Biden administration's new set of rules for...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>688falsefullhttps://www.spreaker.com/episode/oil-production-cuts-wwe-acquisition-low-tesla-deliveries-april-3-2023-daily-market-briefing--53427739
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53427739Mon, 03 Apr 2023 13:13:24 +0000Narwhal Capital ManagementMoe and Jason keep the podcast short this morning and touch on significant OPEC oil production cuts, the recent acquisition of WWE and the deliveries/production mismatch at Tesla. For information on how to join the Zoom calls live each morning at...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>638investing,m&a,oil,tesla,wwefalsefullhttps://www.spreaker.com/episode/possible-stabilization-in-the-financial-industry-implications-of-new-economic-data-march-31-2023-daily-market-briefing--53401975
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53401975Fri, 31 Mar 2023 13:42:06 +0000Narwhal Capital ManagementThis morning, the guys discuss some possible stabilization in the financial industry, Bank of America seeing large cash inflows from funds, falling use of Fed emergency loans, the implications of new economic data and Trump’s indictment. For...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>963falsefullhttps://www.spreaker.com/episode/march-30-2023-daily-market-briefing--53391302
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53391302Thu, 30 Mar 2023 13:47:19 +0000Narwhal Capital ManagementAndrew, Ben and Tom discuss recent restoration hardware performance and below-estimate guidance as well as volume increases in the freighting market. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1028freighting,investing,podcast,rhfalsefullhttps://www.spreaker.com/episode/march-29-2023-daily-market-briefing--53378145
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53378145Wed, 29 Mar 2023 13:34:11 +0000Narwhal Capital ManagementToday, the guys speak on the upcoming new bank rules and regulations for midsize banks, UNH’s announcement to reduce the use of prior authentications, Micron earnings, Lululemon earnings, as well as the improvement of real average hourly earnings in...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1144banks,biden,earnings,investing,lulufalsefullhttps://www.spreaker.com/episode/march-28-2023-daily-market-briefing--53365569
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53365569Tue, 28 Mar 2023 13:20:38 +0000Narwhal Capital ManagementThis morning, Ben and Tom welcome new team member Moe to the podcast and delve into the current state of the bond market, the general implications of the recent banking scares, shifts in the commercial real estate market, drives towards efficiency at...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>779banking,bonds,investing,techfalsefullhttps://www.spreaker.com/episode/march-27-2023-daily-market-briefing--53352079
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53352079Mon, 27 Mar 2023 13:28:04 +0000Narwhal Capital ManagementToday, Ben and Tom discuss some finally good news regarding a bank with First Citizens buying SVB, the acquired assets included in the deal, the FDIC’s aid in the deal, other implications of the purchase, a quick lesson on FHLB as well as what’s on...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>929fdic,fhlb,investing,svbfalsefullhttps://www.spreaker.com/episode/march-24-2023-daily-market-briefing--53324094
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53324094Fri, 24 Mar 2023 14:34:27 +0000Narwhal Capital ManagementToday marks the 3-year anniversary of the Daily Market Briefing. Andrew, Ben, and Tom celebrate by discussing Janet Yellen’s “flip flopping”, the stark increase in the Bank Term Funding Program, the financial sector stress impacting Deutsche Bank, the...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1051fed,financials,frc,investing,rates,stocks,svbfalsefullhttps://www.spreaker.com/episode/march-23-2023-daily-market-briefing--53324030
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53324030Fri, 24 Mar 2023 14:31:52 +0000Narwhal Capital ManagementTom and Ben discuss the Fed’s decision to hike 25bps, the factors that lead to this decision, the implications of Jay Powell’s comments, and some additional economic/company news. For information on how to join the Zoom calls live each morning at...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1362economy,fed,powell,rates,stocksfalsefullhttps://www.spreaker.com/episode/march-22-2023-daily-market-briefing--53296866
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53296866Wed, 22 Mar 2023 14:59:53 +0000Narwhal Capital ManagementThe guys discuss continued bank situations across the country with UBS to pay back some "bail-in bonds" issues on March 9th - they are buying them back at a small loss to themselves, but it appears they are doing so in an effort to better position...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1592economy,fed,federalreserve,investing,narwhal,stocks,svbfalsefullhttps://www.spreaker.com/episode/march-21-2023-daily-market-briefing--53283365
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53283365Tue, 21 Mar 2023 14:21:36 +0000Narwhal Capital ManagementTom, Ben, and Andrew discuss the looming Fed decision, the status of First Republic, Jamie Dimon’s involvement in the banking situation, and the Bank of America global fund survey results. For information on how to join the Zoom calls live each...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1068economy,fed,federalreserve,investing,narwhal,stocks,svbfalsefullhttps://www.spreaker.com/episode/march-20-2023-daily-market-briefing--53263090
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53263090Mon, 20 Mar 2023 14:07:02 +0000Narwhal Capital ManagementThe guys discuss UBS's acquisition of Credit Suisse as the banking industry continues to live in turmoil. As was the case with other failing banks, cash outflows on deposits far outweighed the available assests, causing a run on the bank to wipe their...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1650banks,economy,investing,management,stocks,wealthfalsefullhttps://www.spreaker.com/episode/march-17-2023-daily-market-briefing--53235592
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53235592Fri, 17 Mar 2023 13:15:55 +0000Narwhal Capital ManagementTom delves more into the implications of the ECB rate hike as well as expectations for the Fed rate decision next week, SVB filing for bankruptcy, First Republic bank seeing deposit inflows from other banks, as well as FedEx earnings. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>822ecb,inflation,investing,svbfalsefullhttps://www.spreaker.com/episode/march-16-2023-daily-market-briefing--53224563
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53224563Thu, 16 Mar 2023 14:14:03 +0000Narwhal Capital ManagementBen and Tom speak on SNB extending a line of credit of $54B to Credit Suisse, First Republic Bank’s search for a buyer, Goldman’s attempt to raise capital for SIVB, the ECB hike of 50bps, Canadian Pacific and Kansas City Southern merger, and earnings...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1121adobe,cs,ecb,gs,investingfalsefullhttps://www.spreaker.com/episode/march-15-2023-daily-market-briefing--53212913
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53212913Wed, 15 Mar 2023 16:13:15 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss today’s “disinflationary” PPI data, the Fed’s next move, the situation unfolding at Credit Suisse, the tone of Blackrock CEO Larry Fink’s annual letter to investors, some specific company news, and the implications of the...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1491investments,russia,stocks,svbfalsefullhttps://www.spreaker.com/episode/march-14-2023-daily-market-briefing--53202810
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53202810Tue, 14 Mar 2023 19:52:41 +0000Narwhal Capital ManagementBen and Tom discuss yesterday’s volatility, whether or not there is more downside risk to go in the coming days, the CPI data that was reported today, and the implications of this data on the Fed’s upcoming decision. For information on how to join...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1028cpi,investing,macro,svbfalsefullhttps://www.spreaker.com/episode/march-13-2023-daily-market-briefing--53184407
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53184407Mon, 13 Mar 2023 15:55:29 +0000Narwhal Capital ManagementBen and Tom dive into the developments surrounding SVB, whether or not this will impact the rest of the banking system, the implications for the equity and fixed income market, and how this could affect the Fed’s upcoming rate decision. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1453bonds,investing,rates,siliconvalleybank,stocks,svb,thefedfalsefullhttps://www.spreaker.com/episode/march-9-2023-daily-market-briefing--53162490
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53162490Fri, 10 Mar 2023 21:21:50 +0000Narwhal Capital ManagementBen, Andrew, and Tom break down day two of Jay Powell’s testimony on Capitol Hill and the market’s reaction to the commentary, preview tomorrow’s job openings data, discuss a WSJ article stating that a pro-Ukrainian group blew up the Nord Stream...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>884falsefullhttps://www.spreaker.com/episode/march-8-2023-daily-market-briefing--53162383
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53162383Fri, 10 Mar 2023 21:11:37 +0000Narwhal Capital ManagementBen and Tom break down Jay Powell’s testimony on Capital Hill, the ADP employment data, and Ben shares notes from the CHX investor day that he attended in NYC. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1061falsefullhttps://www.spreaker.com/episode/march-7-2023-daily-market-briefing--53162224
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53162224Fri, 10 Mar 2023 20:51:58 +0000Narwhal Capital ManagementAndrew and Tom discuss Jay Powell’s upcoming testimony, a continued streamlining in Tech, the impact of the current rate environment on small town borrowers, Weight Watchers International’s acquisition of Sequence Health, and Russia’s continued...
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https://www.narwhalcapital.com/disclosure]]>885falsefullhttps://www.spreaker.com/episode/march-6-2023-daily-market-briefing--53162145
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53162145Fri, 10 Mar 2023 20:37:37 +0000Narwhal Capital ManagementBen and Tom discuss the upcoming investor day for ChampionX that Ben will be attending in NYC, Tesla’s decision to further reduce the sticker price on the Model S and Model X, the upcoming investor day for GE this Thursday, a wide array of economic...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1067economy,investing,narwhal,stockmarket,stocksfalsefullhttps://www.spreaker.com/episode/march-3-2023-daily-market-briefing--53161944
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53161944Fri, 10 Mar 2023 20:17:11 +0000Narwhal Capital ManagementBen and Tom discuss Verizon’s decision to bring in a new CFO and Head of Consumer Ops, earnings results from Costco and Broadcom, and the upcoming testimony of Jay Powell in front of the Senate and the House. For information on how to join the Zoom...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1096advisor,economy,investing,stockmarket,stocksfalsefullhttps://www.spreaker.com/episode/march-2-2023-daily-market-briefing--53161856
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53161856Fri, 10 Mar 2023 20:05:51 +0000Narwhal Capital ManagementBen and Tom discuss a number of earnings reports that provide context on the state of the consumer and the state of Tech. They also sift through some economic data and international headlines. For information on how to join the Zoom calls live...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1236advisor,economy,investing,stockmarket,stocksfalsefullhttps://www.spreaker.com/episode/march-1-2023-daily-market-briefing--53161785
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53161785Fri, 10 Mar 2023 19:54:49 +0000Narwhal Capital ManagementAndrew and Tom discuss Disney’s battle with Ron DeSantis, GM’s decision to cut 500 salaried positions, the earnings report from Lowe’s, movement in interest and mortgage rates, and the announcement of Eli Lilly’s 70% price reduction in insulin. For...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>836advisor,economy,investing,stock,stockmarketfalsefullhttps://www.spreaker.com/episode/february-28-2023-daily-market-briefing--53161629
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/53161629Fri, 10 Mar 2023 19:39:08 +0000Narwhal Capital ManagementTom and a very out of breath Ben discuss the earnings results out of Target, Goldman Sachs Investor Day news, and Chevron’s decision to buy back shares. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>865advisor,economy,investing,stockmarket,stocksfalsefullhttps://www.spreaker.com/episode/february-27-2023-daily-market-briefing--52865820
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52865820Mon, 27 Feb 2023 15:53:42 +0000Narwhal Capital ManagementThe guys discuss Pfizers's plan to acquire Seagan, but an antitrust suit could be looming. Union Pacific is looking to change their CEO as a result of Soroban Capital's letter complaining about the direction of the company moving forward. Ben ran in a...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>904advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-24-2023-daily-market-briefing--52865819
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52865819Mon, 27 Feb 2023 15:51:30 +0000Narwhal Capital ManagementThe guys discuss the upcoming release of some significant economic data, including PCE Deflator, PCE Core Deflator, New Home Sales, and U of Michigan Sentiment. Google makes news, coming under fire for automatic employee chat log deletion. DOJ cites...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1023advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-23-2023-daily-market-briefing--52865822
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52865822Mon, 27 Feb 2023 15:48:29 +0000Narwhal Capital ManagementThe guys discuss a recap of yesterday's FED meeting, with sentiment being focused on a slower pace to fight inflation. Lael Brainard is set to be replaced as the Biden Administration's National Economic Council Director. Nvidia posts strong results,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1141advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-22-2023-daily-market-briefing--52865823
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52865823Mon, 27 Feb 2023 14:39:58 +0000Narwhal Capital ManagementThe guys continue to discuss the big sell-off in the market yesterday with rates shocking the market back downward. 10-year interest rates climbed to 1.43%, marking the highest since November 9th of last year. Stocks are down over 3% across the board...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>895advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-15-2023-daily-market-briefing--52743533
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure
]]>https://api.spreaker.com/episode/52743533Wed, 15 Feb 2023 15:44:17 +0000Narwhal Capital ManagementThe guys continue to discuss CPI numbers as the dust has settled from the full release yesterday. Retail sales are reporting this morning as they are expecting to show a strong report. Elon Musk announces that a new CEO will be appointed for Twitter...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure
]]>884advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-14-2023-daily-market-briefing--52743267
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52743267Wed, 15 Feb 2023 15:29:30 +0000Narwhal Capital ManagementThe guys discuss CPI numbers release with inflation back on the rise. Bank of America's Fund Manager Survey show majority of fund managers expect the US dollar to fall, the market to experience a bear rally, and the yield curve to steepen. US...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>979advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-13-2023-daily-market-briefing--52743266
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52743266Wed, 15 Feb 2023 15:22:27 +0000Narwhal Capital ManagementThe guys discuss Consumer spending picks moving up in January, citing a weak December as a possible reason for the increase. CPI estimates are expected to move up to a 6.2% increase year over year. Big news updates this week with the release of CPI...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>708advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-10-2023-daily-market-briefing--52743265
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52743265Wed, 15 Feb 2023 15:19:46 +0000Narwhal Capital ManagementThe guys discuss Russia cutting oil production significantly in repsonse to Western sanctions, nearly 5% is the expectation. Microsoft is set to cut jobs across a variety of units, including Surface, HoloLens, and Xbox. Consumer food costs expected to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1142advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-9-2023-daily-market-briefing--52685780
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52685780Thu, 09 Feb 2023 20:55:51 +0000Narwhal Capital ManagementThe guys discuss an exceptionally strong 10-year auction yesterday in the bond market. The auction saw a high level of international demand and a fairly low domestic participation. Disney earnings showed a miss on subscriber count but a beat on...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1050advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-8-2023-daily-market-briefing--52685781
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52685781Thu, 09 Feb 2023 20:50:30 +0000Narwhal Capital ManagementThe guys discuss Powell's comments on the "significant period of time" required to bring down inflation. State of the Union comments include noting a late credit card fee for late credit cards, insulin price caps, and no "resort fees" at hotels. AI...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1023advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/beyond-portfolio-amanda-riedling--52661368
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52661368Tue, 07 Feb 2023 16:30:09 +0000Narwhal Capital ManagementAmanda Riedling was born and raised in Cobb County, Georgia. She attended the University of Georgia for both her undergrad, in Finance, and law school, where she graduated cum laude in 2011. She's an owner and partner at Georgia Wills, Trusts, and...
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>2884advisor,investor,management,stockpicking,stocks,wealth,wisdomfalsefullhttps://www.spreaker.com/episode/february-7-2023-daily-market-briefing--52660335hopeful "soft landing." CVS is nearing a deal to acquire Oak Street (Primary Care Provider) for $10.5 billion. Meta revamps their stance and pursuit of the metaverse, focusing on 13-17 year old users with hopes to hit 1 million users by 2023 year end. Bed, Bath, and Beyond annouces a round of new equity being sold for over $1 billion total in shares as forecasts for the future of the company grow ever more bleak.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52660335Tue, 07 Feb 2023 15:13:36 +0000Narwhal Capital ManagementThe guys discuss the FED's comments regarding the continued fight on inflation, with discussions focused around continuing the same path or potentially easing into a hopeful "soft landing." CVS is nearing a deal to acquire Oak Street (Primary Care...hopeful "soft landing." CVS is nearing a deal to acquire Oak Street (Primary Care Provider) for $10.5 billion. Meta revamps their stance and pursuit of the metaverse, focusing on 13-17 year old users with hopes to hit 1 million users by 2023 year end. Bed, Bath, and Beyond annouces a round of new equity being sold for over $1 billion total in shares as forecasts for the future of the company grow ever more bleak.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1059advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-6-2023-daily-market-briefing--52660336
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52660336Tue, 07 Feb 2023 15:09:35 +0000Narwhal Capital ManagementThe guys discuss the slide of the YEN as the Bank of Japan begins their transition from Kuroda to Masayoshi Amamiya. Several large deals are not going through as cash proves to be king during this market, stock options are not highly incentivized by...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>792advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-3-2023-daily-market-briefing--52660334
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52660334Tue, 07 Feb 2023 15:06:39 +0000Narwhal Capital ManagementThe guys discuss the January jobs report, with a surprising number of jobs coming in that exceeded expectations. They spent considerable time discussing earnings reports from a few major companies in the US economy, including Apple, Google, Amazon,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>803advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/february-2-2023-daily-market-briefing--52617191
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52617191Thu, 02 Feb 2023 16:59:41 +0000Narwhal Capital ManagementThe guys discuss the data and central bank recaps. The FED appears to be hawkish regarding ongoing increases, but there was acknowledgment of a need for substantially more evidence. Bank of England continues to tighten at 50bps at a time towards the...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1302advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-31-2023-daily-market-briefing--52616366
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616366Thu, 02 Feb 2023 16:46:21 +0000Narwhal Capital ManagementThe guys discuss the Chinese Lunar New Year, which essentially signals 7 days off in China. During the week off, the market could be affected as a result of the break. Samsung continues to mull a decision on cutting chip production, but then again,...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>874advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-27-2023-daily-market-briefing--52616365
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616365Thu, 02 Feb 2023 16:43:51 +0000Narwhal Capital ManagementThe guys discuss Juul exploring a sale or partnership with one of the big tobacco companies in the space. UK Migration Projection appears to be raising GDP. The White House Admin is sending 31 M1 Abrams tanks to Ukraine in support of the war. Lots of...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>697advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-26-2023-daily-market-briefing--52616374
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616374Thu, 02 Feb 2023 16:39:46 +0000Narwhal Capital ManagementThe guys discuss Q4 GDP as numbers are soon to be released. CVX announces $75b stock buyback which would account for nearly 25% of all outstanding stock. Earnings wrap-up shows deflationary forces starting to roost. Earnings also show semiconductor...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>870advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-25-2023-daily-market-briefing--52616373
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616373Thu, 02 Feb 2023 16:36:44 +0000Narwhal Capital ManagementThe guys discuss the possibility of inflation coming down even faster than the FED experts expect. Models show that a variety of factors could contribute to inflation moving in a variety of manners. Earnings from MSFT, COF, and ASML were just slightly...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1157advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-24-2023-daily-market-briefing--52616369
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616369Thu, 02 Feb 2023 16:22:12 +0000Narwhal Capital ManagementThe guys discuss the DOJ's apparent positioning as they are poised to sue Google over digital advertising market dominance. Amazon continues its pursuit of becoming a dominant player in the healthcare sector, offering a subscription drug delivery...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1198advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-23-2023-daily-market-briefing--52616367
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616367Thu, 02 Feb 2023 16:19:59 +0000Narwhal Capital ManagementThe guys discuss Timiraos' comments on the slowing of the fight on interest rates. The main questions surrounding the interview are concerned with not slowing the attack in order to quickly and effectively deal with inflation in its totality. Elliott...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>898advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-20-2023-daily-market-briefing--52616372
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616372Thu, 02 Feb 2023 16:16:55 +0000Narwhal Capital ManagementThe guys discuss the debt ceiling as Janet Yellen stated that the Treasury is taking "extraordinary measures" to make sure bondholders are being paid their interest payemnts on bonds being held. Larry Summers claims that the economy is headed towards...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1078advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-19-2023-daily-market-briefing--52616368
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings

Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616368Thu, 02 Feb 2023 16:14:26 +0000Narwhal Capital ManagementThe guys discuss Jim Bullard's talk claiming the markets are down. His comments focus on stating that the FED needs to keep their foot on the gas and work towards a soft landing. DFS reports that headlines are good, but credit quality may be...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>896advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-18-2023-daily-market-briefing--52616375
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616375Thu, 02 Feb 2023 16:00:27 +0000Narwhal Capital ManagementThe guys discuss the economic data update with retail sales numbesr and PPI being reported. Redfin's report on the housing market shows that the number of listings is similar to 2021, far below 2022, but that the average time on the market for a house...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>613advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-13-2023-daily-market-briefing--52616370
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616370Thu, 02 Feb 2023 15:57:30 +0000Narwhal Capital ManagementThe guys continue their discussions on the full CPI print as estimates were all very close to actual print numbers, and it appears the market pricing will lead to a 25bps rate hike at the FED meeting. Bank earnings reports from big banks like JPM,...
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https://www.narwhalcapital.com/disclosure]]>902advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-12-2023-daily-market-briefing--52616371
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616371Thu, 02 Feb 2023 15:54:22 +0000Narwhal Capital ManagementThe guys discuss the release of CPI numbers, reporting on Q4 of 2022. KB Hoimes provides an update on the state of the US housing market, showing some areas of promise as well as very high numbers of cancellations in new construction. Disney makes...
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https://www.narwhalcapital.com/disclosure]]>1090advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-11-2023-daily-market-briefing--52616376
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616376Thu, 02 Feb 2023 15:51:44 +0000Narwhal Capital ManagementThe guys discuss Jay Powell's remarks on relief for the market in the new year. European economic issues continue to "thaw" which brings relief to the US markets as well. Apple announces a plan to start using only their own chips in products beginning...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>841advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-9-2023-daily-market-briefing--52616377
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52616377Thu, 02 Feb 2023 15:44:53 +0000Narwhal Capital ManagementThe guys discuss Adobe CEO Shantanu Naraynaen's interview with the WSJ discussing the economic outlook for 2023. Macy's lowers guidance 5% for FQ4. Eurozone estimates for unemployment were accurate as the numbers came in right in line with those...
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https://www.narwhalcapital.com/disclosure]]>1043advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/q1-2023-macro-presentation-audio--52595996
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52595996Tue, 31 Jan 2023 16:27:44 +0000Narwhal Capital ManagementBen, Tom, Andrew, and Jason discuss the state of the economy as 2022 has come to a close and 2023 is beginning. With a tumultuous year behind us, the forecast for the upcoming year seems uncertain, but Narwhal discusses our approach to the potential...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>4046advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-6-2023-daily-market-briefing--52371187
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52371187Fri, 06 Jan 2023 15:55:10 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the NFP report, the Eurozone CPI print, and Samsung's earnings report. Europe reports a lower than expected CPI, however, core prices have accelerated. Samsung earnings fell almost 70% as the company will need to lower...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>997advisor,economy,investing,money,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-5-2023-daily-market-briefing--52371186
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52371186Fri, 06 Jan 2023 15:51:49 +0000Narwhal Capital ManagementTom and Ben discuss the state of the jobs market. Amazon to lay off a considerable number of employees in the coming months, and ISM and ADP employment numbers are set to be released later today. Fed minutes reflect a continued focus on defeating...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>873advisor,economy,investing,investment,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/january-4-2023-daily-market-briefing--52371185
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52371185Fri, 06 Jan 2023 15:48:37 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Apple losing its $2 trillion status as a company, reminiscent of the fall GE had from its once plateau. Salesforce expects to cut their workforce by 10% in order to maintain a level of profitability. European inflation...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>831advisor,economy,invest,investing,investment,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/january-3-2023-daily-market-briefing--52371183
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52371183Fri, 06 Jan 2023 15:44:53 +0000Narwhal Capital ManagementTom and Ben discuss Tesla missing their Q4 delivery estimates and Musk's potential resignation from Twitter, along with its impact on Tesla as a whole. Southwest Airlines continues to struggle, and only time will tell whether they will continue as a...
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https://www.narwhalcapital.com/disclosure]]>835advisor,economy,invest,investing,investment,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/beyond-the-portfolio-barry-pencek--52230891https://api.spreaker.com/episode/52230891Mon, 19 Dec 2022 20:46:33 +0000Narwhal Capital ManagementBarry Pencek was born in Scranton, Pennsylvania with a heart for the skies. At any early age, he was convinced that being a pilot was the path for his life, and after graduating Cumberland College, he began his military career as a pilot. He's a...4384invest,investing,military,money,pilot,stocks,story,wealthfalsefullhttps://www.spreaker.com/episode/december-19-2022-daily-market-briefing--52227435
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52227435Mon, 19 Dec 2022 15:23:02 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss a big week ahead as big earnings reports and a Bank of Japan policy meeting start a week of info despite the upcoming holidays. The US government announces a plan to begin buying back oil to refill the SPR. LHX plans to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>856advisor,economy,investing,investment,investor,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-15-2022-daily-market-briefing--52196531
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52196531Thu, 15 Dec 2022 17:12:39 +0000Narwhal Capital ManagementBen discusses the release of economic data in both America and China. China continues to have poor economic numbers as their covid lockdowns were highly difficult for industries and manufacturing based on China. In the US, rate hikes are expected to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>831advisor,investor,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-14-2022-daily-market-briefing--52187393
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52187393Wed, 14 Dec 2022 18:35:33 +0000Narwhal Capital ManagementTom and Ben discuss the Fed's decisions on how to handle inflation and how the market has responded this year. Bank of Japan to consider a review next year in order to address their economy and the state of the Yen. European inflation seems to be...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>913advisor,economy,finance,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-13-2022-daily-market-briefing--52179426
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52179426Tue, 13 Dec 2022 22:10:05 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss their view of the better than expected CPI data, the response to this data by the bond and equity markets, the takeaways from the global fund manager survey and the small business optimism survey, earnings data from...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1190advisor,economy,finance,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-12-2022-daily-market-briefing--52165585
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52165585Mon, 12 Dec 2022 17:25:06 +0000Narwhal Capital ManagementBen and Tom discuss Amgen’s talks to buy Horizon Therapeutics in a deal with north of $20 billion. Developments in Exergonic nuclear fusion show signs of being the best possible future for clean energy, but there is still a long road ahead in...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>854advisor,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-9-2022-daily-market-briefing--52165565
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52165565Mon, 12 Dec 2022 17:23:31 +0000Narwhal Capital ManagementAndrew, Tom, and Ben discuss China’s plan to sell $108 billion in special sovereign bonds to stimulation their struggling economy. The FTC sues Microsoft in order to block their acquisition of Activision. Costco has been a star in some regard during...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>933advisor,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-8-2022-daily-market-briefing--52165558
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52165558Mon, 12 Dec 2022 17:22:32 +0000Narwhal Capital ManagementTom and Ben discuss Walmart CEO Doug McMillon’s comments on the average consumer at an investor conference – penny pinching up, higher-income individuals are shopping at bargain stores, inflation is killing grocery items. ECB staff are threatening to...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1161advisor,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-7-2022-daily-market-briefing--52124729
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52124729Wed, 07 Dec 2022 22:07:08 +0000Narwhal Capital ManagementTom and Andrew discuss the GA Senate race results, as Warnock won a tightly contested runoff. Meta faces even more headwind as privacy and media regulations create further potential issues for them. A new defense budget proposal would increase the...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>994advisor,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-6-2022-daily-market-briefing--52124728
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52124728Wed, 07 Dec 2022 22:02:56 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the issues facing commercial property funds are seeing spikes in redemption requests to the extent that they are limiting withdrawals from the funds. Economic data regarding mortgage applications, nonfarm labor, and...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>680advisor,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-5-2022-daily-market-briefing--52103263
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52103263Mon, 05 Dec 2022 20:47:19 +0000Narwhal Capital ManagementTom and Ben discuss the Fed's plans for their 12/14 meeting with expectations to see a 50bp rate hike. Shanghai reopens after the authorities ease back on the Covid restrictions again. OPEC+ makes no change to oil production, as was expected. For...
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https://www.narwhalcapital.com/disclosure]]>857advisor,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-2-2022-daily-market-briefing--52080079
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52080079Fri, 02 Dec 2022 17:11:10 +0000Narwhal Capital ManagementBen and Tom discuss the upcoming OPEC+ meeting, jobs data and an acceleration in wage growth, the status on the railroad strike, how today’s news impacts inflation, and a look ahead to the CPI report in a week and a half. For information on how to...
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https://www.narwhalcapital.com/disclosure]]>847advisor,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/december-1-2022-daily-market-briefing--52080061
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52080061Fri, 02 Dec 2022 17:09:47 +0000Narwhal Capital ManagementAndrew, Tom, and Ben dive into the comments from Jay Powell, the implications of those comments, and our view of their validity. They also discuss Biden’s plans to increase biofuel requirements for oil refiners, earnings news from Costco, Sales Force,...
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https://www.narwhalcapital.com/disclosure]]>1127advisor,companynews,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-30-2022-daily-market-briefing--52080028
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52080028Fri, 02 Dec 2022 17:07:45 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss the easing (but still elevated) Eurozone inflation data, the upcoming meeting for OPEC+ and the expectation that they keep production steady, Jay Powell’s upcoming speech regarding the economic outlook and labor markets,...
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https://www.narwhalcapital.com/disclosure]]>1047advisor,economy,invest,investing,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-29-2022-daily-market-briefing--52045826
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52045826Tue, 29 Nov 2022 16:22:56 +0000Narwhal Capital ManagementTom and Ben discuss China's COVID protocol again, as it continues to have an impact on the markets due to the slowing of production in many areas within the country. Currently the oil supply seems to be on the rebound somewhat around the world. Unions...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>813economy,investing,marketcommentary,markets,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-28-2022-daily-market-briefing--52036987
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/52036987Mon, 28 Nov 2022 20:13:03 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the protests in China as their COVID restrictions have caused severe tensions with civilians. The FTC filed an anti-monopoly lawsuit regarding Microsoft's purchase of Activision. Black Friday sales show numbers of varying...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>880economy,investing,marketcommentary,markets,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-18-2022-daily-market-briefing--51940167
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51940167Fri, 18 Nov 2022 15:19:50 +0000Narwhal Capital ManagementTom and Andrew discuss Elon's Twitter employment agreement, which required employees to commit to being all-in if they want to continue working for Twitter next Monday. Amazon reports that they will extend their layoffs into next year, plans to lay...
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https://www.narwhalcapital.com/disclosure]]>928economy,investing,marketcommentary,markets,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-17-2022-daily-market-briefing--51927470
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51927470Thu, 17 Nov 2022 15:00:48 +0000Narwhal Capital ManagementAndrew takes on the morning call alone this morning. He discusses Christine Lagarde's upcoming address that will discuss the continued acceleration of CPI in the European Union. Jim Bullard has comments coming today regarding the effectiveness of the...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1070economy,investing,marketcommentary,markets,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-16-2022-daily-market-briefing--51916227
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51916227Wed, 16 Nov 2022 18:04:41 +0000Narwhal Capital ManagementTom and Harrison discuss the Russian-made missle hitting Poland, killing two - speculation is that the missle was actually fired from Ukraine towards Russia, as they also use Russian-made missles. UK inflation accelerates again, and Esther George...
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https://www.narwhalcapital.com/disclosure]]>1118economy,investing,marketcommentary,markets,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-15-2022-daily-market-briefing--51916178
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51916178Wed, 16 Nov 2022 18:00:27 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss PPI numbers as they reflect a positive move regarding inflation and the future of the economy. Big retail earnings released from Q3 - HD down 2.6% and WMT flat. Bank of America Fund Manager Survey reveals that managers are...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1061economy,investing,marketcommentary,markets,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-14-2022-daily-market-briefing--51887779
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51887779Mon, 14 Nov 2022 15:29:38 +0000Narwhal Capital ManagementTom and Ben brave the onset of winter weather to discuss an economy and consumer that may be overreaching to “one data point” on inflation and the implications for interest rates, OPEC+ dropping its demand outlook by 520k bpd, and a big week ahead...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>625economy,investing,marketcommentary,markets,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-11-2022-daily-market-briefing--51867278
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https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51867278Fri, 11 Nov 2022 21:28:20 +0000Narwhal Capital ManagementTom and Ben discuss yesterday’s strong market rally (S&P up nearly 6%), the movement of oil prices and the factors influencing those changes, Amazon’s cost cutting, Elon Musk addressing Twitter employees, and updates to the Student Loan Forgiveness...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
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https://www.narwhalcapital.com/disclosure]]>1032advisor,companynews,earnings,economy,investing,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-10-2022-daily-market-briefing--51855972
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51855972Thu, 10 Nov 2022 19:29:40 +0000Narwhal Capital ManagementTom and Ben discuss CPI reportings as the economy sees a favorable number for inflation. Stocks soared as investors seem to have very positive sentiment for the CPI reports and the state of inflation. Biden confirms another presidential campaign for...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1048companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-9-2022-daily-market-briefing--51855971
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51855971Thu, 10 Nov 2022 19:26:53 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss election results, as the "red wave" was clearly a mis-forecast episode for the 2022 mid-terms. With a higher than anticipated Democractic win in the Senate, policy change could have an easier road ahead with a Dem...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1176companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-8-2022-daily-market-briefing--51855970
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51855970Thu, 10 Nov 2022 19:23:17 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss mid-term elections that are of particular interest to them. They go on to discuss the implications of a few swing state Senatorial votes. Nevada, Pennsylvania, Arizona, and Georgia were topics of discussion considering how...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1038companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-7-2022-daily-market-briefing--51815781
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51815781Mon, 07 Nov 2022 20:46:04 +0000Narwhal Capital ManagementBen and Tom discuss China's "Zero-Covid" Policy and its impact on the global market, primarily the slowing of Apple's production of new iPhones. Meta plans large-scale layoffs, and Apple released a short, somewhat odd press release blaming the city of...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1135companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-4-2022-daily-market-briefing--51815720
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51815720Mon, 07 Nov 2022 20:42:15 +0000Narwhal Capital ManagementTom and Ben discuss a mixed bag of earnings reports as signs of stress are continuing to show throughout the economy. Several large companies have announced another round of hiring freezes and layoffs, including Amazon, Apple, Lyft, Qualcomm, and...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>931companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-3-2022-daily-market-briefing--51777862
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51777862Thu, 03 Nov 2022 17:18:28 +0000Narwhal Capital ManagementTom and Ben discuss the release of economic data showing an apparent slowing of the economy. Qualcomm notes that smartphone sales are down nearly 8% as Costco sees monthly sales begin to decelerate. Refined oil sees their lowest inventories since...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1216companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-2-2022-daily-market-briefing--51777837
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51777837Thu, 03 Nov 2022 17:14:27 +0000Narwhal Capital ManagementBen and Tom discuss earnings updates from AMD, as they've seen a positive quarter of business. A few earnings reports from some staple entities, CLX and MDLZ, also show positive signs of improvement. Economic data shows that jobless claims are up and...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1047companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/november-1-2022-daily-market-briefing--51753565
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51753565Tue, 01 Nov 2022 16:00:05 +0000Narwhal Capital ManagementBen and Tom discuss earnings updates from several companies, notably UBER beating expectations and JNJ doing very well. A few tech stocks faired well as the market continues to be turbulent - NXPI up and ANET flat. Pharma continues to do well, and...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>932companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-31-2022-daily-market-briefing--51742709
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51742709Mon, 31 Oct 2022 19:36:10 +0000Narwhal Capital ManagementBen and Tom discuss the FED's commentary about disliking the continued growth of the market, due to inflationary concerns. Euro area continues to see inflation grow month over month. Lula wins the Brazilian presidency, and earnings reports continue to...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1115companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-28-2022-daily-market-briefing--51715384
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51715384Fri, 28 Oct 2022 14:13:30 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss this morning’s Bloomberg article squashing the notion that the Fed will pivot from their rate hike strategy, a steadying in the most recent PCE print, the completion of the acquisition of twitter by Elon Musk, Elliot...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1387companynews,economy,finance,investing,investments,market,narwhal,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-27-2022-daily-market-briefing--51707550
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51707550Thu, 27 Oct 2022 18:20:10 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss incoming economic data, the mixed bag these results are for the Fed, the 0.75% rate hike out of the ECB, the joint venture between Japan Tobacco and Altria in the heated tobacco space, earnings out of a number of big...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1116advisor,economy,finance,invest,investing,investments,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-26-2022-daily-market-briefing--51707424
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51707424Thu, 27 Oct 2022 18:01:14 +0000Narwhal Capital ManagementBen and Tom discuss new British PM Rishi Sunak, Meta’s continued struggles with Apple, the Saudi’s desire to drive oil prices higher, some signs of weakening revealed in the earnings reports of MSFT, TXN, and GOOG, and a surprisingly optimistic report...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1030earnings,economy,finance,invest,investment,market,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-25-2022-daily-market-briefing--51682565
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51682565Tue, 25 Oct 2022 14:01:28 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the EV car market as GM and other auto manufacturers are seeing positive signs. The housing market continues to take a tumble as builders are walking from land options and housing contracts continue to see growing...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>946economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-24-2022-daily-market-briefing--51674430
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51674430Mon, 24 Oct 2022 17:16:04 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss sentiment in the market with the potential of a lessened rate hike to 50bps in December, noted in an article by Nick Timiraos in the WSJ. Japan fights to keep the Yen from weakening further, as it continues to slide. Boris...
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Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>749economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-21-2022-daily-market-briefing--51648110
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51648110Fri, 21 Oct 2022 18:59:14 +0000Narwhal Capital ManagementAndrew and Ben discuss the resignation of Liz Truss, following an incredibly short tenure at the helm of the UK. Her replacement is set to be put in place quite quickly, as her successor (yet to be named) will begin in 7 days. Elon Musk's acquistion...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1018economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-20-2022-daily-market-briefing--51635241
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51635241Thu, 20 Oct 2022 15:28:38 +0000Narwhal Capital ManagementTom and Ben discuss the continued conversations around the Biden administration's release of the final reserves authorized earlier this year. The plans for replenishment are focused on doing so when the price of oil drops to between $67-72/barrel....
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1001economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-19-2022-daily-market-briefing--51626239
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51626239Wed, 19 Oct 2022 20:05:39 +0000Narwhal Capital ManagementBen and Tom discuss the oil announcement to come regarding releases from the SPR as well as the plans to restock the reserves in the future. Earnings reports continue to come in as Netflix announces an addition to subscribers for the first time in 3...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1100economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-18-2022-daily-market-briefing--51626192
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51626192Wed, 19 Oct 2022 19:56:39 +0000Narwhal Capital ManagementBen and Tom discuss the White House planning an SPR announcement as Core CPI continues to be elevated. They plan to release another 10-15 million barrels of oil as part of a drawdown announced in the spring. The market has a strong rally as earnings...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1029economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-17-2022-daily-market-briefing--51598028
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>https://api.spreaker.com/episode/51598028Mon, 17 Oct 2022 14:36:48 +0000Narwhal Capital ManagementBen and Tom discuss Liz Truss firing of UK Chancellor of the Exchequer, Kwasi Kwarteng. China kicks off its five-year Party Congress with Xi Jingping for an unprecedented 3rd term. Goldman Sachs looks to shift some of their business strategy moving...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure]]>1032economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-14-2022-daily-market-briefing--51575861
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51575861Fri, 14 Oct 2022 15:34:52 +0000Narwhal Capital ManagementAndrew is joined by Ben and Tom via Texas. Ben and Tom share about the conference they've been attending out in Texas. Kroger confirms their offer to buy Albertson's, and Beyond Meat plans to lay off 20% of their work force. Bank reports are positive,...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>1007economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-13-2022-daily-market-briefing--51567473
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51567473Thu, 13 Oct 2022 18:00:07 +0000Narwhal Capital ManagementAndrew discusses the release of CPI numbers, as the market responded quite negatively in real time to the release. CPI numbers only moved 0.4 overall, but the expectation that overall inflation would be down to 8.1 was met with unfavorable results as...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>952economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/2022-q3-macro-presentation--51554508https://api.spreaker.com/episode/51554508Wed, 12 Oct 2022 15:55:11 +0000Narwhal Capital ManagementNarwhal's presentation on the third quarter of 2022. Discussion of the highs, lows, and plans moving forward for the coming quarter and year.4160economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-12-2022-daily-market-briefing--51553703
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51553703Wed, 12 Oct 2022 14:49:25 +0000Narwhal Capital ManagementAndrew discusses the market's continued downturn - yesterday had the second lowest closing of the year; 10-year bond closed at the second highest rate of the year. Merck and Moderna announce a joint development on a new cancer drug. PPI released...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>787economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-10-2022-daily-market-briefing--51553299
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51553299Wed, 12 Oct 2022 14:17:34 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss all that transpired last week, Ukraine getting hit hard with Russian attacks, the Bank of England attempting to support the bond market, and a busy week ahead. For information on how to join the Zoom calls live each...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>788economy,finance,invest,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-7-2022-daily-market-briefing--51553204
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51553204Wed, 12 Oct 2022 14:09:44 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss AMD’s profit warning, Credit Suisse plans to buy back bonds, Biden’s executive order surrounding cannabis, and some important economic data. For information on how to join the Zoom calls live each morning at 8:30 EST,...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>810economy,finance,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-6-2022-daily-market-briefing--51492485
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51492485Thu, 06 Oct 2022 20:09:48 +0000Narwhal Capital ManagementTom, Ben, and Andrew discuss ISM services data, OPEC+ agreeing to a cut of 2 million barrels per day, Ford continuing to raise prices on the Lightening, Peloton’s announcement to lay off 500 employees, strong sales results from Costco, and tomorrow’s...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>995advisor,economy,finance,financial,invest,investing,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-4-2022-daily-market-briefing--51468110
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51468110Tue, 04 Oct 2022 17:21:10 +0000Narwhal Capital ManagementBen discusses ISM Manufacturing results as numbers continue to push downward as news comes out. It appears that central banks appear to be turning the corner, and Fed commentary notes that we "still have a long way to go." The market continues to...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>696analysis,economy,finance,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/october-3-2022-daily-market-briefing--51458721
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51458721Mon, 03 Oct 2022 21:22:08 +0000Narwhal Capital ManagementBen rejoins Andrew and Tom to discuss the U-turn by the UK, the reason for the Fed’s emergency meeting, the reduction plan from OPEC+, some concerns of out TSLA, GOOG, and Credit Suisse, and the continued struggles for Russia in their war against...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>874analysis,economy,finance,investing,markets,stockpicking,stocksfalsefullhttps://www.spreaker.com/episode/september-29-2022-daily-market-briefing--51421406
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51421406Thu, 29 Sep 2022 20:57:07 +0000Narwhal Capital ManagementTom and Andrew discuss yesterday’s market rally, some puzzling economic data that is coming in, Germany’s attempt to curb gas prices, a rally out of Bed Bath and Beyond, and some off cycle earnings reports later today from Nike and Micron. For...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>853advisor,economy,finance,invest,investing,market,stockpicking,stocks,wealth,wealthmanagementfalsefullhttps://www.spreaker.com/episode/september-28-2022-daily-market-briefing--51410430
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51410430Wed, 28 Sep 2022 20:35:06 +0000Narwhal Capital ManagementWe kick off today’s show with a declaration from Tom, followed by some discussion around the situation in the UK, the result of hitting 4% on the 10-year US treasury, the leaks in the Nord Stream pipeline, and the overall global tension that is...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>800401k,advisor,business,economy,financial,investing,market,portfolio,retirement,stockpicking,stocks,wealthfalsefullhttps://www.spreaker.com/episode/september-27-2022-daily-market-briefing--51395973
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51395973Tue, 27 Sep 2022 13:58:51 +0000Narwhal Capital ManagementAndrew and Tom are back to discuss the previous week and a half of turbulence in the markets. The US Markets continue to be rocky as inflation and uncertain futures have led to heavy speculation of what's to come. The UK Markets seem to be in a...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>1083401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-14-2022-daily-market-briefing--51261625
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51261625Wed, 14 Sep 2022 21:20:33 +0000Narwhal Capital ManagementTom and Andrew discuss yesterday morning’s hot CPI print, the equity market’s significantly negative reaction to the data, the Fed’s path as they try and bring inflation down, and what means going forward. For information on how to join the...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>1152401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-13-2022-daily-market-briefing--51242220
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51242220Tue, 13 Sep 2022 13:26:29 +0000Narwhal Capital ManagementAndrew is flying solo this morning to discuss the release of CPI numbers. Overall, CPI is up just a meager 0.1, but this shows that inflation has yet to be "solved" so to speak. The fund-manager survey shows an extremely bearish sentiment moving...
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Please see disclosures]]>724401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-12-2022-daily-market-briefing--51242160
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51242160Tue, 13 Sep 2022 13:22:24 +0000Narwhal Capital ManagementTom, Andrew, and Ben discuss the upcoming sentiment on the CPI numbers that will be released on Tuesday. Despite union discussions, Union Pacific was upgraded by Bank of America this week, and Apple has seen strong response on preorders of the new...
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Please see disclosures]]>828401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-9-2022-daily-market-briefing--51201110
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51201110Fri, 09 Sep 2022 15:42:10 +0000Narwhal Capital ManagementBen and Tom discuss the weakening USD as the Euro/GBP/Yen rebound a bit. CPI shows a lowered spending, but the main driver of that lowering seems to be gas spending. Healthcare premiums are on the rise, and it appears that those numbers could be...
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Please see disclosures]]>957401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-8-2022-daily-market-briefing--51201105
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51201105Fri, 09 Sep 2022 15:35:21 +0000Narwhal Capital ManagementTom and Ben discuss the ECB meeting sentiment as the expectation is for them to raise interest rates by 75bps. The Japanese are beginning to grow very concerned about the global state of the Yen. iPhone releases information on their newest iPhone,...
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Please see disclosures]]>1147401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-7-2022-daily-market-briefing--51200992
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51200992Fri, 09 Sep 2022 15:31:01 +0000Narwhal Capital ManagementTom, Andrew, and Ben discuss economic data coming in from July and August. The global markets continue to shift as increasing mortgage rates cause a bond sell-off, and the Yen continues to be devalued. There is a lot of anticipation around the new...
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Please see disclosures]]>938401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-6-2022-daily-market-briefing--51163802
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51163802Tue, 06 Sep 2022 18:03:36 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss energy supply cuts in Europe. There's an ECB meeting planned for Thursday as Liz Truss is announced as new British Prime Minister. Several large companies announce big news - Apple announces new iPhone launch tomorrow, CVS...
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Please see disclosures]]>908401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-2-2022-daily-market-briefing--51117074
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51117074Fri, 02 Sep 2022 14:05:14 +0000Narwhal Capital ManagementAndrew brings on our new PM Harrison Pettigrew. Harrison shares a bit about how he got into investing as well as his journey to coming to Narwhal. The unemployment rate seems to be flat around 3.5%, and average hourly earnings estimates are estimated...
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Please see disclosures]]>652401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/september-1-2022-daily-market-briefing--51117041
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51117041Fri, 02 Sep 2022 14:01:52 +0000Narwhal Capital ManagementBen and Andrew discuss inital jobless claims for August, which saw estimates drop from 52.8 to 51.9. A large bond sell-off took place at the end of the day, and Nvidia is being ordered to halt sales to China regarding AI chips. More tech layoffs are...
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Please see disclosures]]>775401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-31-2022-daily-market-briefing--51116958
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51116958Fri, 02 Sep 2022 13:51:19 +0000Narwhal Capital ManagementAndrew and Ben discuss the improvement of economic data coming forth. Snapchat continues its downtrend with another 7% decerease in stock prices as layoffs in the tech industry continue. Europen inflation continues to grow outside of skyrocketing...
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Please see disclosures]]>828401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-30-2022-daily-market-briefing--51116920
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51116920Fri, 02 Sep 2022 13:48:12 +0000Narwhal Capital ManagementTom brings on a special guest, one of our interns for the semester - Sagaar Mehta. They discuss the new European energy "plan," the upcoming ECB meeting next week, and First Solar's plan to spend over $1 billion to expand US production. For...
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Please see disclosures]]>879401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-29-2022-daily-market-briefing--51065653
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51065653Mon, 29 Aug 2022 14:21:35 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss what took place at the FED's meeting in Jackson Hole. Primarily, sentiment is hawkish following the conference with an interest to continue raising interest rates in order to "finish the job" of rightening the economy. The...
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Please see disclosures]]>831401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-26-2022-daily-market-briefing--51043097
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51043097Fri, 26 Aug 2022 21:19:07 +0000Narwhal Capital ManagementBen and Tom discuss the sentiment of the market heading into the FED meeting and Jay Powell's comments in Jackson Hole. USA Today published an article about Amazon being interested in purhasing Electronic Arts, but the source and story seem far...
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Please see disclosures]]>848401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-25-2022-daily-market-briefing--51027084
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51027084Thu, 25 Aug 2022 13:32:00 +0000Narwhal Capital ManagementTom and Ben have special guest Melissa Visbal, Narwhal's Financial Planner, on for the call this morning. They discuss earnings reports for several companies, including Nvidia. They also discuss the state of Peloton as they reported a partnership with...
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Please see disclosures]]>1232401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-23-2022-daily-market-briefing--51008947
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/51008947Tue, 23 Aug 2022 18:38:29 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss yesterday's dip in the market as sell offs seem to be correcting an overzealous upswing from last week. Chinese and the European markets continue to struggle, and we continue to watch as the Euro falls below the dollar....
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Please see disclosures]]>920401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-22-2022-daily-market-briefing--50995866
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50995866Mon, 22 Aug 2022 14:10:11 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the drop in the market at the end of the last week and what appears to be a down day again today. Berkshire Hathway purchases more oil shares, Amazon plans to buy Signify Health, and Tesla's stock split at 3:1 happens...
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Please see disclosures]]>888401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-19-2022-daily-market-briefing--50962298
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50962298Fri, 19 Aug 2022 15:34:30 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the crypto and meme stock heavy losses over the past 24 hours. Bed, Bath, and Beyond is down over 40% in the past day, and BTC has taken nearly a 10% loss overnight. FED meetings are upcoming, and we'll anxiously await...
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Please see disclosures]]>843401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-18-2022-daily-market-briefing--50950034
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50950034Thu, 18 Aug 2022 13:45:10 +0000Narwhal Capital ManagementAndrew and Ben discuss the FED's dovish commentary surrounding the state of the market. Cisco reports strong earnings, and they show very limited signs of weakening during the current recession. Kohl's reports abismal earnings reports, and they seem...
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Please see disclosures]]>937401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-15-2022-daily-market-briefing--50918641
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50918641Mon, 15 Aug 2022 13:21:43 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss the change in China's interest rates, as they are cutting rates amidst their economic struggles. Energy prices and issues in Europe continue to be a source of difficulty. Putin issues a statement to North Korea further...
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Please see disclosures]]>439401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-11-2022-daily-market-briefing--50889023
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Please see disclosures]]>https://api.spreaker.com/episode/50889023Thu, 11 Aug 2022 17:29:13 +0000Narwhal Capital ManagementBen and Tom discuss the release of PPI numbers, as they came in lower than expected, a welcomed positive sign potentially. Inflation numbers appear to be moving in the right direction, and the guys discuss how a continued agressive approach could lead...
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Please see disclosures]]>797401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-10-2022-daily-market-briefing--50878547
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50878547Wed, 10 Aug 2022 19:45:07 +0000Narwhal Capital ManagementTom, Andrew, and Ben discuss the CPI numbers as they were released for Q2 of 2022. For the first time in two years, inflation did not increase at the CPI print for Q2 was 0.0. The UK preps for a potential four day power outage in January due to...
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Please see disclosures]]>1041401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-9-2022-daily-market-briefing--50865885
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50865885Tue, 09 Aug 2022 19:11:15 +0000Narwhal Capital ManagementTom and Ben discuss guidance cuts from Nvidia and Micron as chip manufacturers have experienced some turbulance. China's military demonstrations with Taiwan continue to be a source of interest as any military conflict could have large consequences for...
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Please see disclosures]]>1092401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-8-2022-daily-market-briefing--50855528
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50855528Mon, 08 Aug 2022 19:22:40 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss a significant number of mergers - CVS acquires Signify, UPS acquires Bomi, Atlas aquires Apollo, Pfizer acquires Global Blood Therapeutics, and Whirlpool acquires InSinkErator. China continues to military demonstration...
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Please see disclosures]]>921401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-5-2022-daily-market-briefing--50829973
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50829973Fri, 05 Aug 2022 20:23:26 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss China’s response to Speaker Pelosi’s trip to Taiwan, some new details of the Inflation Reduction Act, the readthrough from a huge beat in the Nonfarm Payrolls data and what influence that could have on the Fed moving...
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Please see disclosures]]>872401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-4-2022-daily-market-briefing--50816384
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50816384Thu, 04 Aug 2022 19:10:56 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss the ISM Services data that was better than expected, impending recessions and high inflation commentary out of the Bank of England following their 50bp hike, weak earnings out of BKNG, QRVO, CLX, as well as some fear of...
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Please see disclosures]]>974401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-3-2022-daily-market-briefing--50804064
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50804064Wed, 03 Aug 2022 18:15:01 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss speaker Pelosi’s controversial trip to Taiwan, OPEC+ pledging to increase oil production by 100k barrels/day (the smallest increase in OPEC+ history), a relatively uneventful JOLTS job report, Jim Bullard’s (St. Louis fed...
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Please see disclosures]]>1073401k,economicnews,finance,investing,markets,portfolio,retirement,stock,stockpicking,wealth,wealthmanagementfalsefullhttps://www.spreaker.com/episode/august-2-2022-daily-market-briefing--50790550
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Please see disclosures]]>https://api.spreaker.com/episode/50790550Tue, 02 Aug 2022 16:30:34 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss Nancy Pelosi’s trip to Taiwan, a few positive reads from the ISM manufacturing report, the outlook for the JOLTS job openings report, earnings out of CAT and Uber, and Andrew’s shift back to the old-fashioned taxicab....
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>755401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/august-1-2022-daily-market-briefing--50779977
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50779977Mon, 01 Aug 2022 20:21:58 +0000Narwhal Capital ManagementBen and Tom discuss the market’s reaction to commentary out of the Fed, whether or not that reaction is warranted, responses from Fed officials to the situation, and another busy week that includes manufacturing and service report data, job openings...
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Please see disclosures]]>774401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-29-2022-daily-market-briefing--50753170
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50753170Fri, 29 Jul 2022 20:41:18 +0000Narwhal Capital ManagementBen and Tom provide a deep dive into the robust earnings out of Apple and Amazon, dissapointing results from Roku and Intel, and the four most important takeaways from yesterday's GDP report. For information on how to join the Zoom calls live each...
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Please see disclosures]]>1103401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-28-2022-daily-market-briefing--50741633
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50741633Thu, 28 Jul 2022 21:25:47 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss more earnings reports as well as the big announcement on GDP. GDP reporting was -0.9%, which would technically indicate a recession, something that the guys have been discussing for quite some time now. There are continued...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>1241401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-27-2022-daily-market-briefing--50726203
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures]]>https://api.spreaker.com/episode/50726203Wed, 27 Jul 2022 13:29:39 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss big earnings reports from Google, Microsoft, and Visa. Elliot Management is building a stake in Paypal, which is a stark contrast from Meta's announcement of brutal, harsh cost cuts. Biden to have a call with China's...
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Please see disclosures]]>980401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-25-2022-daily-market-briefing--50705466
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Please see disclosures]]>https://api.spreaker.com/episode/50705466Mon, 25 Jul 2022 16:30:33 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Janet Yellen's comments that she "sees no recession." Earnings reports are still coming in, and the impact of those reports will likely shift markets for the coming months. FED meeting is coming up Wednesday, and we're...
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Please see disclosures]]>690401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-22-2022-daily-market-briefing--50678965
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings]]>https://api.spreaker.com/episode/50678965Fri, 22 Jul 2022 14:34:57 +0000Narwhal Capital ManagementBen and Tom discuss Europe's economic data trending towards recession. Bonds are in, and people are loving them. Earnings reports are hitting some companies heavily, AT&T down almost 8%, FedEx is suspending Sunday deliveries, and consumer facing tech...
For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings]]>802401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-21-2022-daily-market-briefing--50669167
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Please see disclosures]]>https://api.spreaker.com/episode/50669167Thu, 21 Jul 2022 16:16:35 +0000Narwhal Capital ManagementTom and Ben discuss Russia's restarting of the Nord 1 pipeline, which restored a large percentage of gas flow, as they also set annexation talks with Russian-seized lands in Ukraine. ECB and BOJ initial jobless claims have been reported for the...
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Please see disclosures]]>1286401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-20-2022-daily-market-briefing--50669128
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Please see disclosures]]>https://api.spreaker.com/episode/50669128Thu, 21 Jul 2022 16:12:12 +0000Narwhal Capital ManagementAndrew and Ben discuss the current economic situation in Europe as things continue to be difficult. Russia states they will honor their gas commitments, which could be a lifeline for already soaring prices. Earnings season is upon us, as the guys...
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Please see disclosures]]>1065401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-19-2022-daily-market-briefing--50646359
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Please see disclosures]]>https://api.spreaker.com/episode/50646359Tue, 19 Jul 2022 14:04:14 +0000Narwhal Capital ManagementBen and Tom discuss European countires easing sanctions on Russian banks in order to allow food trade to continue into African countries. The French government moves to nationalize energy as they are purchasing the outstanding 16% of the EDF. Bank of...
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Please see disclosures]]>1153401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-18-2022-daily-market-briefing--50646323
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Please see disclosures]]>https://api.spreaker.com/episode/50646323Tue, 19 Jul 2022 14:00:36 +0000Narwhal Capital ManagementBen and Tom discuss the Jobs Reporting, posing the idea that numbers may be overstated as a result of double reporting in some instances. Alphabet (Google) is conducting a stock split of 20:1, which could entice smaller investors at a much more...
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Please see disclosures]]>1157401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/q2-2022-macro--50585950
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Please see disclosures]]>https://api.spreaker.com/episode/50585950Fri, 15 Jul 2022 19:19:13 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss Q2 of 2022. They cover the market trends, shifts, and movement over the past 3 months. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
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Please see disclosures]]>5560401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-14-2022-daily-market-briefing--50571503
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Please see disclosures]]>https://api.spreaker.com/episode/50571503Thu, 14 Jul 2022 14:19:20 +0000Narwhal Capital ManagementTom and Ben continue the discussion on how the FED should respond to the inflation issue. Markets were hit heavily by the CPI numbers from yesterday, and that fallout continues as JP Morgan earnings reports were lower than expected. The episode is...
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Please see disclosures]]>1081401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-13-2022-daily-market-briefing--50571344
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Please see disclosures]]>https://api.spreaker.com/episode/50571344Thu, 14 Jul 2022 14:05:45 +0000Narwhal Capital ManagementAndrew and Tom discuss the latest CPI numbers, as inflation continues to rise, and they consider what options the FED and Biden Administration have to combat the continued rise. Google annouces plans for layoffs, alongside several other large...
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Please see disclosures]]>955401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-11-2022-daily-market-briefing--50534520
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Please see disclosures]]>https://api.spreaker.com/episode/50534520Mon, 11 Jul 2022 13:34:22 +0000Narwhal Capital ManagementBen, Tom, and Andrew discuss the breakdown of Elon Musk's deal with Twitter as it appears Musk is terminating from his end. In other news, frieght prices are falling alongside cruise prices, while car reposessions are starting to move higher. No call...
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Please see disclosures]]>909401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-7-2022-daily-market-briefing--50502355
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Please see disclosures]]>https://api.spreaker.com/episode/50502355Thu, 07 Jul 2022 21:10:34 +0000Narwhal Capital ManagementThe boys are back to discuss the resignation of Boris Johnson, China’s consideration of a $220b stimulus package, Merck’s talks to buy Seagen for $40b, strong revenue from Samsung, and the full slate of economic data that was printed yesterday....
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Please see disclosures]]>1048401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-6-2022-daily-market-briefing--50483846
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Please see disclosures]]>https://api.spreaker.com/episode/50483846Wed, 06 Jul 2022 14:57:45 +0000Narwhal Capital ManagementBen discusses the pressure that continues to mount against Boris Johnson, the massive moves in the Euro and British Pound, a commodity crash in the US, job growth numbers, another yield curve inversion, and more economic data set to come out later...
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Please see disclosures]]>510401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-5-2022-daily-market-briefing--50470098

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Please see disclosures]]>https://api.spreaker.com/episode/50470098Tue, 05 Jul 2022 15:19:55 +0000Narwhal Capital ManagementBen discusses concerning economic data, the shift from stagflation to full blown recession, troubling signs in Europe, Biden’s potential plan to ease Chinese tariffs, and Jay Powell’s comments showing the Fed’s desire to squash inflation at all costs....

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Please see disclosures]]>852401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/july-1-2022-daily-market-briefing--50469671
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Please see disclosures]]>https://api.spreaker.com/episode/50469671Tue, 05 Jul 2022 14:47:27 +0000Narwhal Capital ManagementBen discusses equity and fixed income performance through the first 2 quarters, Eurozone CPI reports, gas rationing in Germany, Kohl’s failed attempt to sell the company, earnings out of Constellation Brands, harrowing words on the economic outlook...
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Please see disclosures]]>774401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-30-2022-daily-market-briefing--50426755
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Please see disclosures]]>https://api.spreaker.com/episode/50426755Thu, 30 Jun 2022 21:14:33 +0000Narwhal Capital ManagementBen, Andrew, and Tom discuss jobs data in the US and Europe, the OPEC+ meeting, another guidance cut from Restoration Hardware, and a slight beat out of Constellation Brands. For information on how to join the Zoom calls live each morning at 8:30...
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Please see disclosures]]>754401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-29-2022-daily-market-briefing--50409535
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Please see disclosures]]>https://api.spreaker.com/episode/50409535Wed, 29 Jun 2022 21:42:58 +0000Narwhal Capital ManagementBen and Tom discuss the ramifications of the disastrous earnings out of Bed Bath and Beyond, the reversal of some of last week’s positive trends, high costs hitting McCormick’s and General Mills’ earnings, and the NATO build up. For information on...
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Please see disclosures]]>1160401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-28-2022-daily-market-briefing--50396530
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Please see disclosures]]>https://api.spreaker.com/episode/50396530Tue, 28 Jun 2022 20:26:18 +0000Narwhal Capital ManagementAndrew, Ben, and Tom discuss weak earnings out of Nike, a bad 5-year bond auction, mutual funds and ETFs beginning to focus more on municipal bonds, and the expectations for the upcoming earnings season. For information on how to join the Zoom...
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Please see disclosures]]>862401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-27-2022-daily-market-briefing--50383304Also, a shout out to our producer, Logan Johnson, for getting married this weekend.

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Please see disclosures]]>https://api.spreaker.com/episode/50383304Mon, 27 Jun 2022 20:06:29 +0000Narwhal Capital ManagementBen and Tom discuss the highpoints from the G-7 meeting, the state of inflation, whether or not we have seen the bottom in the market, and some last meaningful earnings as we move into quarter end. Also, a shout out to our producer, Logan Johnson,...Also, a shout out to our producer, Logan Johnson, for getting married this weekend.

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Please see disclosures]]>928401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-24-2022-daily-market-briefing--50326044
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Please see disclosures]]>https://api.spreaker.com/episode/50326044Fri, 24 Jun 2022 20:25:08 +0000Narwhal Capital ManagementAndrew and Ben discuss the factors that led to the first up week in equity markets in nearly a month, why these factors don’t necessarily spell good news for the underlying economy, earnings out of FedEx, and the markets response to these earnings...
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Please see disclosures]]>731401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-23-2022-daily-market-briefing--50310947
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Please see disclosures]]>https://api.spreaker.com/episode/50310947Thu, 23 Jun 2022 18:10:04 +0000Narwhal Capital ManagementBen and Andrew discuss the estimated jobless claims as the economy continues to trend towards recession. The also discuss Powell's comments at length regarding his sentiment and understanding of what needs to happen to right the ship of the economy....
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Please see disclosures]]>1025401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-22-2022-daily-market-briefing--50296444
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Please see disclosures]]>https://api.spreaker.com/episode/50296444Wed, 22 Jun 2022 18:13:40 +0000Narwhal Capital ManagementBen and Andrew discuss the Biden Adminstration's plan to create a "gas tax" holiday. The affects of the potential gas tax include issues with already existing oil industry relations as well as an uphill battle within Congress to get passed. They also...
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Please see disclosures]]>1023401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-21-2022-daily-market-briefing--50278363
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Please see disclosures]]>https://api.spreaker.com/episode/50278363Tue, 21 Jun 2022 14:46:32 +0000Narwhal Capital ManagementAndrew and Ben discuss the current market sentiment on inflation and the "probability" of recession. Goldman speculates that chances of recession are increasing, and Bullard comments on inflation and the Fed's credibility moving forward with handling...
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Please see disclosures]]>864401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefullhttps://www.spreaker.com/episode/june-16-2022-daily-market-briefing--50227828
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Please see disclosures]]>https://api.spreaker.com/episode/50227828Thu, 16 Jun 2022 17:26:42 +0000Narwhal Capital ManagementBen and Andrew discuss the continued downturn in the market, including jobless claims and the FED's 75 point rate hike. The market continues to slide in Europe as the Swiss National Bank increase rates for the first time in 15 years although their...
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Please see disclosures]]>1138401k,advisor,business,economics,economy,finance,financial,invest,investing,management,market,portfolio,retirement,stock,stockpicking,wealthfalsefull