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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

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

14:16

Mixed ISM Services Report | June 5, 2025 – Morning...

The Morning Market Briefing ·

2025/06/05

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

en

23:20

Steel Tariffs Take Effect & Jobs Data | June 4, 2025...

The Morning Market Briefing ·

2025/06/04

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

en

20:49

Dutch Government Collapses & ISM Manufacturing | June...

The Morning Market Briefing ·

2025/06/03

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

en

21:19

Improving Income, Inflation, and Spending Data | June...

The Morning Market Briefing ·

2025/06/02

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

en

16:56

China Trade Talks Stalled & Elon's Last Day | May 30,...

The Morning Market Briefing ·

2025/05/30

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

en

16:32

Nvidia Earnings & Trump Tariffs Ruled Illegal | May...

The Morning Market Briefing ·

2025/05/29

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

en

19:54

Surprisingly Strong Consumer Confidence | May 28,...

The Morning Market Briefing ·

2025/05/28

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

en

18:36

Stocks Rebound as 50% EU Tariff Threat is Delayed |...

The Morning Market Briefing ·

2025/05/27

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

en

18:54

The Big Beautiful Bill Moves to the Senate | May 23,...

The Morning Market Briefing ·

2025/05/23

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

en

22:48

Yesterday's Bond & Equity Sell-Off | May 22, 2025 –...

The Morning Market Briefing ·

2025/05/22

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

en

17:20

Bloomberg Terminal Outage & Bonds Sell Off Again |...

The Morning Market Briefing ·

2025/05/21

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

en

425 results

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