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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

19:32

Weak Jobs Numbers Ahead of Election | October 30,...

The Morning Market Briefing ·

2024/10/30

Andrew, Ben, and Tom discuss this morning's jobs numbers, GDP, 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

17:00

10-Year Back Above 4.30% | October 29, 2024 – Morning...

The Morning Market Briefing ·

2024/10/29

Ben and Tom review the 10-year going above 4.30%, China considering $1.4T in fiscal stimulus, 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

20:13

Indonesia Blocking Apple from Selling iPhone 16 |...

The Morning Market Briefing ·

2024/10/28

Andrew, Ben, and Tom discuss France's negative credit outlook, Indonesia blocking Apple from selling the iPhone 16, 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/dis

en

18:20

Elon Musk in Contact with Putin & Major Restructuring...

The Morning Market Briefing ·

2024/10/25

Andrew, Ben, Pedtro, and Tom discuss the WSJ's article on Elon's conversations with Putin, Graco's restructuring, and the Capri/Tapestry deal falling through. 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

20:47

Beige Book Highlights & Tesla Earnings | October 24,...

The Morning Market Briefing ·

2024/10/24

Ben and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday. 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

21:04

BoA CEO Moynihan on the Fed & McDonald's E. coli...

The Morning Market Briefing ·

2024/10/23

Ben and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, 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

14:44

Philip Morris, Raytheon, GM, & Others Report Earnings...

The Morning Market Briefing ·

2024/10/22

Andrew, Ben, and Tom discuss a long list of earnings this 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

18:56

Starboard Value Goes Activist on Kenvue | October 21,...

The Morning Market Briefing ·

2024/10/21

Andrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, 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

20:37

China iPhone Sales Up & CVS CEO Karen Lynch Fired |...

The Morning Market Briefing ·

2024/10/18

Andrew, Pedro, and Tom review iPhone sales in China, CVS firing Karen Lynch, 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

13:58

ECB Cuts Rates & US Retail Sales Increase | October...

The Morning Market Briefing ·

2024/10/17

Andrew, Ben, and Tom review the ECB meeting results, US retail sales, 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

16:31

Trump on Bloomberg & UK Inflation | October 16, 2024...

The Morning Market Briefing ·

2024/10/16

Andrew, Ben, and Tom review Trump's interview on Bloomberg, Kamala's plan to support black American men, UK inflation, 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

15:24

BoA Fund Manager Survey Shows Cash Levels are Down |...

The Morning Market Briefing ·

2024/10/15

Andrew, Ben, and Tom review the Bank of America Fund Manager Survey, oil dropping this morning, China's new policies, 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

14:56

WSJ Economy Survey & Payment-In-Kind Interest Gains...

The Morning Market Briefing ·

2024/10/14

Andrew and Tom review the Wall Street Journal's latest survey on the economy's performance under Trump or Harris. They also discuss payment-in-kind interest and why its usage is increasing. 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

15:20

PPI Rises & Tesla Announces the Cybercab | October...

The Morning Market Briefing ·

2024/10/11

Andrew, Ben, Pedro, and Tom discuss this morning's PPI numbers, Tesla's event, Blackrock earnings, and a preview of next week. Please RSVP for our Macro Event next Tuesday. 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

19:44

CPI Rises & BoA Shows Consumers Decreasing Spending |...

The Morning Market Briefing ·

2024/10/10

Andrew, Ben, and Tom discuss Dominoes, Delta, and Costco earnings. They review this morning's CPI number and the BoA consumer 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

21:53

DOJ Tries to Break-Up Google| October 9, 2024 –...

The Morning Market Briefing ·

2024/10/09

Andrew, Ben, and Tom discuss private credit growing in fixed income, the DOJ attempting to break-up Google, and TSMC 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

24:05

Yesterday's Market Sell-Off & Small Business Optimism...

The Morning Market Briefing ·

2024/10/08

Ben and Tom discuss yesterday's market sell-off, various earnings, and an update on the economy. 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

16:16

Oil Prices Rise & Big Tech is Downgraded | October 7,...

The Morning Market Briefing ·

2024/10/07

Andrew, Ben, and Tom discuss a listener question, rising oil prices, and big tech downgrades. 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

16:09

Jobs Numbers Beat & the Longshoremen Strike is Over |...

The Morning Market Briefing ·

2024/10/04

Andrew, Ben, Pedro, and Tom talk about this morning's jobs numbers, ISM Services data, the Longshoremen strike, and Spirit Airlines potentially going bankrupt. 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

17:08

Tesla Falls on Deliveries & Swizz Inflation Slows |...

The Morning Market Briefing ·

2024/10/03

Andrew, Ben, and Tom discuss Tesla earnings, OpenAI funding, Constellation Brands earnings, Swizz inflation slowing, and more info on the port strikes. 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/d

en

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