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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

16:05

Japanese Bond Auction & Impact of Tariffs | May 20,...

The Morning Market Briefing ·

2025/05/20

Ben and Tom discuss last night's Japanese bond auction and the impact of tariffs. 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

17:04

Budget Goes to The House & US Debt Downgraded | May...

The Morning Market Briefing ·

2025/05/19

Ben and Tom discuss the University of Michigan survey data, the current status of the budget, and the US debt downgrade. 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

19:19

Charter in Talks to Merge with Cox Communications |...

The Morning Market Briefing ·

2025/05/16

Ben and Tom discuss the potential Charter and Cox Communications merger, Meta's AI delays, and Novo Nordisk firing its CEO. 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

25:04

Bank Deregulation & Trump vs. Apple | May 15, 2025 –...

The Morning Market Briefing ·

2025/05/15

Andrew, Ben, and Tom discuss deregulation for banks, Apple increasing production in the United States, 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

10:39

Medicaid Cuts – Fighting Inflated Payments | May 14,...

The Morning Market Briefing ·

2025/05/14

Andrew discusses Medicaid cuts to control inflated government payments, Saudi Arabia's investment in the U.S., and Microsoft layoffs. 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

19:45

Yesterday's Market Rally & CPI Comes in Low | May 13,...

The Morning Market Briefing ·

2025/05/13

Andrew, Ben, and Tom discuss yesterday's market rally, this morning's CPI data, and NFIB Small Business Optimism. 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

27:00

China Trade Deal – 90 Day Reduction in Tariffs | May...

The Morning Market Briefing ·

2025/05/12

Andrew, Ben, and Tom discuss the China tariff deal, prescription drug price reduction, and Apple's 2027 product list. 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

28:40

Trade Deal Updates & Tax Hikes | May 9, 2025 –...

The Morning Market Briefing ·

2025/05/09

Ben, Tom, and Pedro discuss trade updates with the UK and China, potential tax changes for high-earners/carried interest, and semiconductor 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

18:59

Fed Meeting Recap | May 8, 2025 – Morning Market...

The Morning Market Briefing ·

2025/05/08

Andrew, Ben, and Tom discuss yesterday's Fed meeting, a UK/U.S. trade deal, and a big announcement from the administration coming Monday.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

20:23

Fed Meeting Preview & Trade Deals on the Horizon |...

The Morning Market Briefing ·

2025/05/07

Andrew and Ben discuss today's Fed meeting, potential trade deals with the UK & China, and earnings updates.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

22:05

ISM Services PMI & A Surprising Election Outcome in...

The Morning Market Briefing ·

2025/05/06

Andrew, Ben, and Tom discuss the ISM Services PMI, the German chancellor election, and earnings updates.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

17:04

Buffett to Step Down as CEO of Berkshire Hathaway |...

The Morning Market Briefing ·

2025/05/05

Andrew, Ben, and Tom discuss Buffett's retirement, Trump's interview on Meet the Press, and currency volatility.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

26:09

Jobs Come in Hot & Amazon Earnings | May 2, 2025 –...

The Morning Market Briefing ·

2025/05/02

Andrew, Ben, and Tom discuss yesterday's ISM manufacturing release, this morning's jobs data, and AAPL/AMZN 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

26:58

Progress on Trade Deals & Musk to Return to Tesla |...

The Morning Market Briefing ·

2025/05/01

Ben and Tom discuss Trump trade deals and business updates.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

27:42

GDP Declines & Treasury Refunding Plan | April 30,...

The Morning Market Briefing ·

2025/04/30

Andrew, Ben, and Tom discuss Trump's speech yesterday, the Treasury refunding plan, and this morning's GDP 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

18:04

Canada Election Results & European Power Outage |...

The Morning Market Briefing ·

2025/04/29

Andrew, Ben, and Tom discuss Canada's narrow election, Europe's power outage, 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

22:43

Trump's Muni Bond Portfolio Review | April 28, 2025 –...

The Morning Market Briefing ·

2025/04/28

Andrew and Tom discuss this morning's article by the WSJ on Trump's muni bond portfolio, Bessent's interview on ABC, and Canada's elections. 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

11:50

Apple to Produce All US-Sold iPhones in India | April...

The Morning Market Briefing ·

2025/04/25

Andrew, Pedro, and Tom discuss GOOGL earnings, Apple shifting US-sold iPhone production to India, and Witkoff in Ukraine. 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

Bessent Speaks at Institute of International Finance...

The Morning Market Briefing ·

2025/04/24

Andrew and Tom discuss Bessent's speech at the Institute of International Finance, China fighting protestors, and various earnings updates. 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

19:30

Elon to Cut Back on DOGE Time | April 23, 2025 –...

The Morning Market Briefing ·

2025/04/23

Andrew, Ben, and Tom discuss progress in tariffs and Tesla 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

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