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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

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

20:06

Is a Government Shutdown for Christmas Inevitable? |...

The Morning Market Briefing ·

2024/12/20

Merry Christmas from The Morning Market Briefing boys. There will be no call next week, but we will return on December 30th. Andrew, Ben, Pedro, and Tom discuss the new spending bill that fell short in the House, Novo Nordisk's disappoints in trials, and Nike 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

23:03

Fed Cuts Rates & Government Shutdown Looms | December...

The Morning Market Briefing ·

2024/12/19

Andrew, Ben, and Tom discuss yesterday's market reaction to the Fed cutting rates, Micron and Lennar earnings, and Congress's 1,600-page Continuing Resolution Bill. 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

20:56

Nissan-Honda Merger Talks | December 18, 2024 –...

The Morning Market Briefing ·

2024/12/18

Ben and Tom preview today's Fed meeting and discuss the potential Nissan-Honda merger. 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

22:59

Turkey Threatens to Invade Syria & Retail Sales |...

The Morning Market Briefing ·

2024/12/17

Andrew, Ben, and Tom discuss Turkey threatening to Invade Syria, Biden cutting checks, Retail Sales, and more thoughts on Wednesday's Fed meeting. 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

10:33

Preview of Wednesday's Fed Meeting | December 16,...

The Morning Market Briefing ·

2024/12/16

Andrew previews this week's Fed meeting. 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

18:59

Restoration Hardware & Broadcom Soar After Earnings |...

The Morning Market Briefing ·

2024/12/13

Ben, Pedro, and Tom discuss Restoration Hardware and Broadcom 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

14:16

PPI Rises & Adobe Drops After Earnings | December 12,...

The Morning Market Briefing ·

2024/12/12

Andrew, Ben, and Tom discuss Trump ringing the Opening Bell, PPI rising, yesterday's 10-year auction, and Adobe 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

61:32

Beyond the Portfolio: There and Back Again, A Hedge...

The Morning Market Briefing ·

2024/12/11

Mike Messner founded Seminole Capital Management, a hedge fund that operated for 23 years. After his time on Wall Street, Mike returned to his alma mater, Georgia Tech, where he now serves as a professor. In this episode, Mike joins Ben and Harrison to discuss his early career in the railroad industry and his transition into finance. 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

en

19:39

US Dollar Continues to Strengthen | December 11, 2024...

The Morning Market Briefing ·

2024/12/11

Ben and Tom discuss the dollar's continuing strength, the state of mergers, and the rumor that Sycamore Partners is buying Walgreens. 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

18:24

NFIB Small Business Optimism Survey's Biggest Jump...

The Morning Market Briefing ·

2024/12/10

Ben and Tom discuss the NFIB Small Business Optimism Survey's biggest jump since 1980, Mondelez looks to acquire Hershey, and the UNH CEO's alleged murderer was caught. 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

21:41

Trump on Meet the Press & Syria Coup | December 9,...

The Morning Market Briefing ·

2024/12/09

Andrew, Ben, and Tom discuss Trump on Meet the Press, Syria's coup, Romanian elections, 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

19:55

Jobs Increase & China Bans Shipments on Gallium to...

The Morning Market Briefing ·

2024/12/06

Andrew, Ben, Tom, and Pedro, also known as "The Four Horsemen," discuss Lululemon earnings, jobs numbers, pharma CEOs at Mar-a-Largo, and China's ban on shipments of gallium. Also, shout out to our Bulgarian listeners. 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

15:22

UNH CEO Brian Thompson Shot in Manhattan | December...

The Morning Market Briefing ·

2024/12/05

Andrew and Tom discuss yesterday's assassination of Brian Thompson and Jay Powell's speech at the DealBook Summit. 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

22:22

South Korea's Political Turmoil | December 4, 2024 –...

The Morning Market Briefing ·

2024/12/04

Andrew, Ben, and Tom discuss South Korea's political drama, AI-fueled tech company earnings, and more consumer 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

18:55

Powerful ISM Manufacturing Report | December 3, 2024...

The Morning Market Briefing ·

2024/12/03

Ben and Tom discuss AT&T's guidance for 2025, Microchip's new CEO, and a very strong ISM Manufacturing report. 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

11:59

France's Budget Negotiations | December 2, 2024 –...

The Morning Market Briefing ·

2024/12/02

Andrew, Ben, and Tom discuss France's budget negotiations, China PMI, 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

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