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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

101:03

We Went Nuclear: A Special on Iran-U.S. Relations

The Morning Market Briefing ·

2025/07/04

Grab 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 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

26:32

Jobs Come in Hot & More Trade Deals | July 3, 2025 –...

The Morning Market Briefing ·

2025/07/03

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

en

19:22

BBB Passes Through Senate & Constellation Earnings |...

The Morning Market Briefing ·

2025/07/02

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

en

24:00

First Half of 2025 in Review & BBB Update | July 1,...

The Morning Market Briefing ·

2025/07/01

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

en

16:27

Canada Backs Off Digital Services Tax | June 30, 2025...

The Morning Market Briefing ·

2025/06/30

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

en

17:39

Big Beautiful Bill & Trade Deal Update | June 27,...

The Morning Market Briefing ·

2025/06/27

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

en

16:15

Fed Cuts Supplementary Leverage Ratio & Micron...

The Morning Market Briefing ·

2025/06/26

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

en

20:53

Recaping Powell's Day in Congress & NYC Mayoral...

The Morning Market Briefing ·

2025/06/25

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

en

20:59

"Too Late" Jerome Powell Continues to Face Scrutiny |...

The Morning Market Briefing ·

2025/06/24

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

en

22:35

US Strikes Iran Nuclear Sites | June 23, 2025 –...

The Morning Market Briefing ·

2025/06/23

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

en

21:32

Fed Meeting Summary | June 20, 2025 – Morning Market...

The Morning Market Briefing ·

2025/06/20

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

en

18:13

Trump Weighs Israel/Iran Options | June 18, 2025 –...

The Morning Market Briefing ·

2025/06/18

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

en

24:40

G-7 Summit & 20-Year Bond Auction Results | June 17,...

The Morning Market Briefing ·

2025/06/17

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

en

16:26

Oil Prices Rise Amid Conflict | June 16, 2025 –...

The Morning Market Briefing ·

2025/06/16

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

en

21:49

Israel Strikes Iran & Restoration Hardware Earnings |...

The Morning Market Briefing ·

2025/06/13

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

en

24:47

PPI Comes in Cold & Iran's Nuclear Push | June 12,...

The Morning Market Briefing ·

2025/06/12

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

en

14:19

Robotaxis & China Truce | June 11, 2025 – Morning...

The Morning Market Briefing ·

2025/06/11

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

en

20:37

China Trade Update & Pod Talk | June 10, 2025 –...

The Morning Market Briefing ·

2025/06/10

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

en

16:42

Schwab Conference Recap | June 9, 2025 – Morning...

The Morning Market Briefing ·

2025/06/09

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

en

17:07

Elon vs. Trump & Lululemon Earnings | June 6, 2025 –...

The Morning Market Briefing ·

2025/06/06

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

en

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