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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

17:39

Fed Governer Lisa Cook Under Fire & Initial Jobless...

The Morning Market Briefing ·

2025/08/21

Andrew and Tom discuss Nick Timiraos's unusual article comparing Jay Powell to the pope, Fed Governor Lisa Cook's mortgage fraud, and initial jobless claims. Song: When I Come Around - Green DayFor 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

17:37

Target Taps COO to Lead Turnaround & Truist's Bold...

The Morning Market Briefing ·

2025/08/20

Andrew and Tom discuss Target's new CEO, Trump's bond portfolio, and Truist's latest strategy to capture the "Mass Affluent." Song: Oye Como Va - SantanaFor 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

17:01

Trump Pushing for a "Trilat" with Zelensky and Putin...

The Morning Market Briefing ·

2025/08/19

Andrew and Tom discuss yesterday's meeting with Zelensky in DC, Chamath's new SPAC, and HD 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

19:14

Zelensky Returns to DC to Meet with Trump and...

The Morning Market Briefing ·

2025/08/18

Andrew and Tom discuss Trump's meeting with Putin and Zelensky returning to DC today. Song: Sweet Child O' Mine - Guns N' RosesFor 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

19:13

The US Takes Stake in Intel & Retail Sales | August...

The Morning Market Briefing ·

2025/08/15

Andrew, Ben, Tom, and Pedro discuss Berkshire's recent buy of UNH, the US taking a stake in Intel, and retail sales. Song: Chillin' in Alaska - Tim HeideckerFor 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

23:48

PPI Comes in Hotter than Expected | August 14, 2025 –...

The Morning Market Briefing ·

2025/08/14

Andrew, Ben, and Tom discuss this morning's PPI data and various earnings. Song: I'm in a Hurry (And Don't Know Why) - AlabamaFor 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

17:46

Perplexity Offers to Buy Google Chrome & Yesterday's...

The Morning Market Briefing ·

2025/08/13

Andrew, Ben, and Tom discuss yesterday's market rally, Bessent's latest comments on rates, and Perplexity's offer to buy Google Chrome. Song: Innerbloom - Rüfüs Du SolFor 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

19:41

Small Business Optimism Rises & CPI Remains Steady |...

The Morning Market Briefing ·

2025/08/12

Ben and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger. Song: Beautiful Disaster - 311For 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

15:37

AMD & Nvidia to Pay 15% China Revenue to the US |...

The Morning Market Briefing ·

2025/08/11

Andrew, Ben, and Tom discuss AMD and Nvidia paying 15% of their China revenue to the US. Please reach out to hfish@narwhal.com if you are interested in our fantasy football league. Song: Roundabout - YESFor 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

18:39

Meta Lands Funding Deal with Pimco and Blue Owl |...

The Morning Market Briefing ·

2025/08/08

Ben and Tom discuss Meta's funding plan 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

16:59

Apple $600 Investment Announcement & 100% Tariffs on...

The Morning Market Briefing ·

2025/08/07

Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings.Song: Corduroy - Pearl JamFor 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

31:47

Where Are We in the Cycle? Early vs. Late Cycle |...

The Morning Market Briefing ·

2025/08/06

Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings. Song: Drown - Smashing PumpkinsFor 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

18:49

San Francisco Fed President Mary Daly Calls for Cuts...

The Morning Market Briefing ·

2025/08/05

Andrew and Ben discuss San Francisco Fed President Mary Daly's call for interest rate cuts, trade balance data, and various earnings. Song: Heaven Beside You - Alice In ChainsFor 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

18:46

BLS Director Erika McEntarfer Fired | August 4, 2025...

The Morning Market Briefing ·

2025/08/04

Andrew and Ben discuss BLS Director Erika McEntarfer being fired by Trump, Fed Governor replacement for Andrea Kugler, and Berkshire Hathaway earnings. Song: Sharp Dressed Man - ZZ TopFor 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

30:11

July Jobs Fall Short of Expectations | August 1, 2025...

The Morning Market Briefing ·

2025/08/01

Ben, Mason, and Pedro discuss this morning's jobs data, tariffs, the presidential fitness test, earnings, and Mason's exit interview. Song: Spiderwebs - No DoubtFor 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

26:14

"Too Late" Powell Leaves Rates Unchanged | July 31,...

The Morning Market Briefing ·

2025/07/31

Andrew, Ben, Thomas, and Tom discuss yesterday's Fed meeting, the crash in copper prices, an update on trade deals, and Thomas's exit interview. Song: Found Out About You - Gin BlossomsFor 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

25:25

GDP Jumps to 3% & Consumer Confidence Increases |...

The Morning Market Briefing ·

2025/07/30

Andrew, Ben, and Tom discuss jobs numbers, consumer confidence, and this morning's GDP data. Song: Georgy Porgy - TotoFor 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

21:20

Trump Floats Patent System Overhaul & Fed Preview |...

The Morning Market Briefing ·

2025/07/29

Andrew and Ben discuss Trump's potential patent system overhaul, a Fed preview, and various earnings. Song: Untitled - Smashing PumpkinsFor 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

13:20

EU Tariff Deal and an Update on Tariff Revenue | July...

The Morning Market Briefing ·

2025/07/28

Andrew, Ben, Hannah, and Tom discuss EU tariff deal, Goldman Sachs forgoes job cuts, and the week ahead. Song: Nights on Broadway - Bee GeesFor 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

16:21

Trump Tours Federal Reserve Building & More M&A...

The Morning Market Briefing ·

2025/07/25

Aden, Ben, & Tom discuss Trump's tour of the Federal Reserve building, M&A activity, various earnings, and closing questions for Aiden's last day. Song: Real American - Rick Derringer 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

410 results

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