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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

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All Episodes

19:29

Yesterday's Market Fallout | January 28, 2025 –...

The Morning Market Briefing ·

2025/01/28

Andrew, Ben, and Tom discuss yesterday's market reaction to DeepSeek, the potential buyers of TikTok, 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

18:33

DeepSeek Crashes the Market & Columbia's Tariffs |...

The Morning Market Briefing ·

2025/01/27

Andrew, Ben, and Tom discuss the rise of DeepSeek and Trump imposing 25% tariffs on Columbia. 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

18:24

The World Economic Forum & BoJ Hikes Rates | January...

The Morning Market Briefing ·

2025/01/24

Andrew, Ben, and Pedro discuss The World Economic Forum, the Bank of Japan hiking rates, 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

16:37

Saudi Arabia Pledges $600b to The US | January 23,...

The Morning Market Briefing ·

2025/01/23

Andrew, Ben, and Tom discuss Saudi Arabia's pledge of $600b to the US, NATO Secretary General Mark Rutte asking Europe to “urgently step up its defense spending,” and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

22:53

Stargate Pledges $500b Investment in US AI | January...

The Morning Market Briefing ·

2025/01/22

Andrew, Ben, and Tom discuss Stargate, TikTok, and Jamie Dimon's thoughts on tariffs. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

16:55

Trump Inauguration Takeaways | January 21, 2025 –...

The Morning Market Briefing ·

2025/01/21

Ben and Tom discuss the Trump inauguration and the Bank of America Fund Manager Survey. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

13:48

Bessent Confirmation Recap | January 17, 2025 –...

The Morning Market Briefing ·

2025/01/17

Ben recaps the confirmation of Scott Bessent for Treasury Secretary, JB Hunt earnings, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

17:32

Yesterday's Market Rally & Beige Book Update |...

The Morning Market Briefing ·

2025/01/16

Andrew, Ben, and Tom discuss why we are in the early cycle rather than the late cycle, Hamas ceasefire, and Retail Sales numbers. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

21:13

Meta Laying Off 5% of Employees & CPI Rises | January...

The Morning Market Briefing ·

2025/01/15

Andrew and Tom discuss Meta laying off 5% of employees, Eli Lilly's GLP-1 drug sales falling short, and CPI increases. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

17:56

Small Business Optimism Jumps & PPI Accelerates |...

The Morning Market Briefing ·

2025/01/14

Andrew, Ben, and Tom discuss the rise in Small Business Optimism, United Rentals buying H&E Equipment, and this mornings PPI data. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

14:45

Rate Hike Expectations & Biden's Final Week as...

The Morning Market Briefing ·

2025/01/13

Andrew and Tom discuss the potential for rate hikes, Biden's final week as President, and Jamie Dimon on CBS Sunday Morning. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

16:27

Jobs Numbers Beat & Atlanta Weather Report | January...

The Morning Market Briefing ·

2025/01/10

Andrew, Ben, and Tom bring you today’s call despite the treacherous weather. They discuss job numbers, Taiwan Semiconductor’s monthly sales report, a preview of TikTok’s court case, and live weather updates.For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

23:08

Fed Shows Caution on Future Rate Cuts & Biden Limits...

The Morning Market Briefing ·

2025/01/09

Andrew, Ben, and Tom discuss yesterday's Fed Minutes, LA fires, dockworkers reaching a deal, Biden limiting chip exports, and Costco monthly sales. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

19:09

10-Year Rises & Trump Shops Countries | January 8,...

The Morning Market Briefing ·

2025/01/08

Andrew, Ben, and Tom discuss the rise in the 10-year and Trump's latest press conference. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

13:40

Nvidia Announces New Chips and Partnerships | January...

The Morning Market Briefing ·

2025/01/07

Ben reviews Nvidia's keynote presentation at the CES conference. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

15:57

Foxconn's Strong Sales & Political Unrest Abroad |...

The Morning Market Briefing ·

2025/01/06

Andrew & Ben discuss Foxconn's monthly sales report, Disney's deal to merge their streaming services into Fubo, and international political unrest. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

12:53

Biden Expected to Block Nippon Steel Deal | January...

The Morning Market Briefing ·

2025/01/03

Andrew, Ben, and Tom discuss the Bank of China prioritizing interest rate adjustments and Joe Biden's expected to block the Nippon Steel deal. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

8:55

Dockworkers Set to Strike Again | January 2, 2025 –...

The Morning Market Briefing ·

2025/01/02

Andrew and Ben discuss the upcoming dockworker negotiations and yesterday's terrorist attacks. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

30:10

2024 Review & College Football Preview | December 31,...

The Morning Market Briefing ·

2024/12/31

Andrew, Ben, and Tom review 2024 and give a college football preview. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

18:56

We're Back. Jimmy Carter's Passing & The H1-B Debate...

The Morning Market Briefing ·

2024/12/30

We're back with our regularly scheduled programming. Andrew, Ben, and Tom discuss Jimmy Carter's passing and recap the H1-B debate. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

en

426 results

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