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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

22:30

Breaking Down Miran’s Interest Rate Comments &...

The Morning Market Briefing ·

2025/09/25

Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting.Song: Fly Like an Eagle - Steve Miller 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

13:36

Micron Crushes Earnings & Trump at the UN General...

The Morning Market Briefing ·

2025/09/24

Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation. Song: Touch of Grey - Grateful DeadFor 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

18:22

Autism Announcement & Nvidia Investing up to $100B in...

The Morning Market Briefing ·

2025/09/23

Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI. Song: If This Is Just a Game - David Allan Coe 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

14:58

Pfizer’s Latest Deal & New H-1B Rules | September 22,...

The Morning Market Briefing ·

2025/09/22

Ben discusses Pfizer's latest acquisition and the implications of the new H-1B rules. Song: September - Earth, Wind, & FireFor 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

20:41

Housing Insights from Lennar & BOJ Leaves Rates...

The Morning Market Briefing ·

2025/09/19

Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead. Song: Amie - Pure Prairie LeagueFor 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

19:24

The Fed Cuts Rates & Nvidia Pours $5B into Intel |...

The Morning Market Briefing ·

2025/09/18

Andrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel. Song: You Never Even Called Me by My Name - David Allan CoeFor 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

12:49

TikTok Deal Framework Leaks & Pharma Companies Invest...

The Morning Market Briefing ·

2025/09/17

Andrew and Ben discuss the TikTok deal framework, pharma companies investing in the US, and a preview of the Fed meeting today. 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

27:19

Global Tensions and Market Impact Ahead of the Fed...

The Morning Market Briefing ·

2025/09/16

Ben and Tom discuss international issues and their potential impact on the market and tomorrow's Fed meeting. Song: Fire on the Mountain - The Marshall Tucker Band 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

15:36

US-China Talks Continue & German Election Results |...

The Morning Market Briefing ·

2025/09/15

Andrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead. Song: Family Tradition - Hank Williams Jr. 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

24:43

Next Week's Fed Meeting: Will We Get a Cut? |...

The Morning Market Briefing ·

2025/09/12

Andrew, Ben, and Tom share thoughts ahead of next week's Fed meeting. Song: Minute by Minute - The Doobie Brothers 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

26:05

Our Reflections on Charlie Kirk's Assassination |...

The Morning Market Briefing ·

2025/09/11

Andrew, Ben, and Tom discuss the tragic assassination of Charlie Kirk and yesterday's market. Song: Where Were You - Alan Jackson 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

26:26

Oracle's Plan to Lead AI for the Enterprise & PPI...

The Morning Market Briefing ·

2025/09/10

Andrew, Ben, and Tom discuss Oracle's jump after earnings, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data. Song: Karma Police - Radiohead 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

19:04

France Fires Their Prime Minister & Apple Event...

The Morning Market Briefing ·

2025/09/09

Ben and Tom discuss France's firing of their Prime Minister, the NFIB Small Business Optimism, and a preview of Apple's event today.Song: Say It Ain't So - Weezer 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

22:37

Bessent Blasts the Fed in Latest Articles | September...

The Morning Market Briefing ·

2025/09/08

Andrew, Ben, Hannah, and Tom discuss Bessent's latest articles on the Fed, Japan's Prime Minister's plan to resign, 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

22:01

Lululemon Flops on Earnings & ISM Services |...

The Morning Market Briefing ·

2025/09/05

Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. Song: Walkin' on the Sun - Smash Mouth 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

19:32

JOLTS Report & Stephan Miran Facing Senate...

The Morning Market Briefing ·

2025/09/04

Andrew and Hicks discuss the JOLTS report, CRM earnings, the German economy expectation of slower growth, and Stephen Miran facing Senate confirmation today. Song: Band On The Run - Paul McCartney 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

23:54

Google Dodges the Antitrust Bullet | September 3,...

The Morning Market Briefing ·

2025/09/03

Andrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing. Song: (Just Like) Starting Over - John Lennon 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

18:26

Kraft Heinz is Splitting Up & Eurozone Inflation |...

The Morning Market Briefing ·

2025/09/02

Andrew and Tom discuss this weekend's college football, Kraft Heinz splitting up, and Eurozone inflation. Song: Maggie May - Rod Stewart 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

23:13

The College Football Preview | August 29, 2025 –...

The Morning Market Briefing ·

2025/08/29

Andrew provides five things you should rethink about college football, some individual team themes, and a preview of the weekend. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 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

17:52

Nvidia Earnings & Mexico to Increase Tariffs on China...

The Morning Market Briefing ·

2025/08/28

Andrew and Hicks discuss Nvidia earnings, Mexico increasing Tariffs on China, and tonight's college football games. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 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

414 results

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