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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

24:51

Bleak Jobs Numbers & Iran War Extension | March 6,...

The Morning Market Briefing ·

2026/03/06

Ben and Tom discuss this morning's jobs data, the Iran War extension, and the week ahead. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

22:34

ISM Services Accelerates & Strong Broadcom Earnings |...

The Morning Market Briefing ·

2026/03/05

Andrew, Ben, and Tom discuss their takeaways from the First Trust Forum, ISM Services, and the Fed Beige Book. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

17:56

Yesterday's Market & The Fed's Refusal to Cut | March...

The Morning Market Briefing ·

2026/03/04

Andrew and Tom discuss yesterday's market, the Fed's refusal to cut, and an update on the Blackstone employee bail-in. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

20:25

Why Bonds are Selling Off & Private Credit Fund...

The Morning Market Briefing ·

2026/03/03

Andrew, Ben, and Tom discuss Iran, bonds selling off, and Blackstone private credit fund redemptions. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

19:10

The War on Iran & ISM Manufacturing | March 2, 2026 –...

The Morning Market Briefing ·

2026/03/02

Andrew and Tom discussJoin our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

23:01

Block Lays of 40% of Workforce & Hotter Than Expected...

The Morning Market Briefing ·

2026/02/27

Andrew and Tom discuss Block's massive lay-off, Dell crushing earnings, and PPI coming in hotter than expected. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

20:11

Nvidia FLAT After Earnings & Is Freight Going to...

The Morning Market Briefing ·

2026/02/26

Andrew, Ben, and Tom discuss Nvidia earnings, the potential rebound in freight, and an update on bonds. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

20:50

State of the Union Highlights + Consumer Confidence...

The Morning Market Briefing ·

2026/02/25

Andrew and Ben discuss the SOTU highlights & yesterday's Consumer Confidence report. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

23:07

Citrini Report Hits Stocks & JPM Investor Day |...

The Morning Market Briefing ·

2026/02/24

Ben and Tom discuss the Citrini Report's hit to stocks, JP Morgan investor day, and 10% tariffs taking effect. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

19:39

Tariff Change Impact & Chaos in Puerto Vallarta |...

The Morning Market Briefing ·

2026/02/23

Andrew, Ben, and Tom discuss the impact of the Supreme Court's decision on Trump's tariffs, Mexico cracking down on cartels, and an update on the WBD acquisition. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

71:05

A Discussion with Amy O'Dell – Founder & CEO of...

The Morning Market Briefing ·

2026/02/20

On this episode of The Morning Market Briefing, we welcome Amy O'Dell, Founder and CEO of Jacob's Ladder. Jacob's Ladder, a nonprofit organization based in Roswell, provides therapeutic and educational support for individuals with neurodevelopmental challenges. Founded in 1998, the organization employs its unique Interpersonal Whole-Brain Model of Care to deliver specialized schooling from pre-K through 12th grade, individualized programs, caregiver training, and resources that empower children and

en

26:40

GDP Data & How Bad is Private Credit? | February 20,...

The Morning Market Briefing ·

2026/02/20

Andrew, Ben, and Tom discuss this morning's GDP data and issues surrounding private credit. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

22:11

The Fed Leans Hawkish & Earnings Surprise the Market...

The Morning Market Briefing ·

2026/02/19

Andrew, Ben, and Tom discuss yesterday's Fed minutes, some surprising earnings, and Trump's speech today in Georgia. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

25:15

Japan's $550B US Investment Kicks Off & Why US...

The Morning Market Briefing ·

2026/02/18

Andrew, Ben, and Tom discuss Japan's initial investments in the US, why US inflation may feel stickier relative to other countries, and Mamdani's budget proposal.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

23:53

Elliot Management's Stake in Norwegian & Anthropic's...

The Morning Market Briefing ·

2026/02/17

Andrew, Ben, and Tom discuss Elliot's stake in Norwegian, YTD bond performance, and Anthropic's plan for AI guardrails. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

21:05

Inflation LOWER Than Expected – Why Rate Cuts Might...

The Morning Market Briefing ·

2026/02/13

Andrew & Tom discuss this morning's CPI data, yesterday's 30-year auction, and RELX earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

26:03

Jobless Claims HIGHER Than Expected – Is Unemployment...

The Morning Market Briefing ·

2026/02/12

Andrew & Tom discuss initial jobless claims data, McDonald's earnings, and Washington State advancing the millionaire's tax. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

20:07

+130K Jobs Surprise & Legislation to Break Up Big...

The Morning Market Briefing ·

2026/02/11

Andrew & Tom discuss non-farm payrolls data & the odd collab to break up Big Medicine. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

25:05

Costco Non-Food Sales Accelerate + NFIB Optimism...

The Morning Market Briefing ·

2026/02/10

Ben & Tom discuss Costco earnings, small business optimism, and Trump on Warsh. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

20:55

Big Week: CPI to 2.5% Low? Jobs Report Miss? – What...

The Morning Market Briefing ·

2026/02/09

Ben & Tom discuss CPI ahead of Friday's release, Japan elections, and GLP-1 copycats. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

en

502 results

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