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PODCAST

The Morning Market Briefing

Narwhal Capital Management

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

business investing

All Episodes

16:12

Tariff Threats Return as Europe Weighs Retaliation |...

The Morning Market Briefing ·

2026/01/20

Andrew 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

16:25

High-Yield Savings Rates Are Falling — Where to Put...

The Morning Market Briefing ·

2026/01/16

Andrew 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

23:38

Saks Files for Bankruptcy as Bank Earnings Roll In |...

The Morning Market Briefing ·

2026/01/15

Andrew, 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

22:48

Mortgage Applications Surge & November PPI...

The Morning Market Briefing ·

2026/01/14

Andrew, 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

35:10

CPI Comes in Cold & Small Business Optimism Jumps |...

The Morning Market Briefing ·

2026/01/13

Andrew, 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

25:56

DOJ Serves Jay Powell & Trump Pushes Credit Card Rate...

The Morning Market Briefing ·

2026/01/12

Andrew, 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:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

32:33

Will Tariffs Be Refunded & $200B US Mortgage Bond...

The Morning Market Briefing ·

2026/01/09

Andrew, 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

30:20

Trump Attacks Defense Companies & Apple Card Heads to...

The Morning Market Briefing ·

2026/01/08

Andrew, 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:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

22:47

Rubio Pushes to Buy Greenland & Mobileye Acquires...

The Morning Market Briefing ·

2026/01/07

Andrew, 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

20:54

Nvidia Unveils Alpamayo & ISM Manufacturing Roughly...

The Morning Market Briefing ·

2026/01/06

Andrew, 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

28:26

Maduro Captured & the U.S. Takes the Helm in...

The Morning Market Briefing ·

2026/01/05

Andrew, 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

38:55

What Surprised People in 2025 & What They’re...

The Morning Market Briefing ·

2025/12/31

Andrew, 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

14:16

Meta Eyes Manus Acquisition & Dallas Fed Observations...

The Morning Market Briefing ·

2025/12/30

Andrew 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

14:14

Nvidia Acquires Groq & Ukraine Peace Talks | December...

The Morning Market Briefing ·

2025/12/29

Ben 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/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

21:15

Geopolitical Update & Q3 GDP Exceeds Expectations |...

The Morning Market Briefing ·

2025/12/23

Ben 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/@TheMorningMarketBriefingSong: Last Christmas - Taylor SwiftFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

28:17

Apollo Scales Back Risk & Chicago Raises Property...

The Morning Market Briefing ·

2025/12/22

Andrew, 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 BuffettFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

16:16

Nike China Sales Plunge & Yen Weakens Despite BOJ...

The Morning Market Briefing ·

2025/12/19

Andrew, Ben, and Tom discuss Nike’s earnings, FedEx’s earnings, and the weakening yen.Song: Wonderful Christmastime - Paul McCartneyFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

25:06

CPI Comes in Cooler Than Expected & Micron Crushes...

The Morning Market Briefing ·

2025/12/18

Andrew, 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 FundamentalsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

20:40

OpenAI Secures $10B from Amazon & UK Inflation Falls...

The Morning Market Briefing ·

2025/12/17

Andrew, Ben, and Tom discuss OpenAI’s Amazon deal, UK inflation, and expectations ahead of Trump’s address to the nation.Song: The Christmas Shoes - NewSongFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

20:17

October–November Jobs Reports & Ford Scales Back EV...

The Morning Market Briefing ·

2025/12/16

Andrew, Ben, and Tom discuss the October and November jobs reports and Ford’s restructuring of its EV program.Song: Little Saint Nick - Beach BoysFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

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