The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment.
The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment.
Visit our website: https://www.narwhalcapital.com/
Please see disclosures: https://www.narwhalcapital.com/disclosure
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The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment.
The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment.
Visit our website: https://www.narwhalcapital.com/
Please see disclosures: https://www.narwhalcapital.com/disclosure
read more
read less
Ben and Tom discuss Iran's attack on Israel, Salesforce eyeing Informatica, Tesla's layoffs, and the week ahead.
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Ben and Tom review bank earnings and discuss Iran.
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Please see disclosures:
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Apologies for the intro; I was muted for the first few seconds. Andrew reviews yesterday's CPI numbers and their effect on the market.
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Please see disclosures:
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Ben and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit forecast.
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Please see disclosures:
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Tom 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.
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Please see disclosures:
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Apologies for the late upload. Andrew Hall and Producer Hicks chat about D.C., Jamie Dimon, and the week ahead.
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Please see disclosures:
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Nonfarm payrolls, JNJ is buying Shockwave, and Fed talk is heating up.
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Please see disclosures:
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Jay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill Dudley's Op-Ed, and ISM Services.
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Tesla 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.
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Please see disclosures:
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A globally synchronized recovery may be a front, missiles strike Iran's embassy in Damascus, and an increase in oil prices.
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