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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

21:07

Sanctions on Russian Oil Companies & Tesla Earnings |...

The Morning Market Briefing ·

2025/10/23

Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings. Song: Pride and Joy - Stevie Ray VaughanFor 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

23:21

US-India Deal Seems Likely & UK Inflation | October...

The Morning Market Briefing ·

2025/10/22

Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings. Song: Change the World - Eric ClaptonFor 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

23:17

US Army Meets with Private Equity | October 21, 2025...

The Morning Market Briefing ·

2025/10/21

Andrew, 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 BandFor 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

15:50

Why Do We Own These Companies | October 20, 2025 –...

The Morning Market Briefing ·

2025/10/20

Andrew, Ben, and Tom review the weekend’s college football games and discuss a handful of companies we own and why.Song: The Beatles - Get BackFor 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

27:52

Bad Loans & The Dangers of Alternative Fixed Income ...

The Morning Market Briefing ·

2025/10/17

Ben, 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 morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

17:50

Beige Book Overview & A Comeback in U.S....

The Morning Market Briefing ·

2025/10/16

Ben, 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 valuations.For 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

15:31

AI Company Updates & Bank Earnings Reports | October...

The Morning Market Briefing ·

2025/10/15

Ben, 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:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

18:03

Rate Cuts on the Horizon & Power Demand for AI |...

The Morning Market Briefing ·

2025/10/14

Ben, 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:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

18:56

Market Sell-Off and Rebound | October 13, 2025 –...

The Morning Market Briefing ·

2025/10/13

Ben, 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:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

15:21

AI Trade is Back On | October 10, 2025 – Morning...

The Morning Market Briefing ·

2025/10/10

Ben 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:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

18:53

New Prime Minister in France and First Brands...

The Morning Market Briefing ·

2025/10/09

Andrew 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:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

18:35

Oracle's AI Cloud Business and Fed Minutes | October...

The Morning Market Briefing ·

2025/10/08

Ben 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:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

17:15

Tesla News and Constellation Brands Earnings |...

The Morning Market Briefing ·

2025/10/07

Ben, 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:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

18:08

Political Unrest - Another Prime Minister Resignation...

The Morning Market Briefing ·

2025/10/06

Ben, 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:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

en

20:22

CFA Meeting Recap: Is Stagflation Ahead? | October 3,...

The Morning Market Briefing ·

2025/10/03

Andrew and Tom discuss yesterday's CFA meeting and the week ahead. Song: My Own Prison - CreedFor 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

13:29

Shutdown Negotiations Continue & Mixed ISM...

The Morning Market Briefing ·

2025/10/02

Andrew, Ben, and Tom discuss the government shutdown and yesterday's ISM manufacturing report.Song: Closing Time - SemisonicFor 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

15:57

TrumpRx & the US Government Shuts Down | October 1,...

The Morning Market Briefing ·

2025/10/01

Andrew, Ben, and Tom discuss Nike earnings, TrumpRX and the government shutdown. Song: Closing Time - SemisonicFor 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

14:43

US Proposal for Israel-Gaza Peace | September 30,...

The Morning Market Briefing ·

2025/09/30

Andrew, 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 RioFor 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

22:56

Strategic M&A Continues & Potential Government...

The Morning Market Briefing ·

2025/09/29

Andrew, Ben, and Tom discuss the latest M&A activity, potential government shutdowns, and Goldman Sachs' upgrade of equities to overweight. Song: Rhiannon - Fleetwood MacFor 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

30:38

August PCE Data Points to Strong Consumer Spending |...

The Morning Market Briefing ·

2025/09/26

Ben and Tom discuss this morning's PCE data, GDP revision, and more Fed talk. Song: Good Vibrations - The 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

414 results

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