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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

19:00

Market Sell-Off Continues & Gap Earnings | November...

The Morning Market Briefing ·

2025/11/21

Andrew, Ben, and Tom discuss the sell-off, GAP earnings, and the week ahead. Song: Hash Pipe - WeezerFor 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

19:18

Nvidia Shocks the Market with an Earnings Beat |...

The Morning Market Briefing ·

2025/11/20

Andrew, Ben, and Tom discuss Nvidia earnings, Walmart's move to Nasdaq, and Mamdani's upcoming visit to the White House.Song: All My Rowdy Friends (Have Settled Down) - Hank Williams Jr.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

22:16

Saudi Arabia Commits Nearly $1 Trillion in US...

The Morning Market Briefing ·

2025/11/19

Andrew, Ben, and Tom discuss Trump's meeting with MBS and an update on the China rare earth deal. Song: Every Rose Has Its Thorn - PoisonFor 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

18:26

What to Make of the Market Sell-Off | November 18,...

The Morning Market Briefing ·

2025/11/18

Ben and Tom discuss Home Depot earnings and what to make of the market sell-off. Song: You Don’t Know How It Feels - Tom PettyFor 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

16:22

Tim Cook Preparing to Step Down as Apple CEO |...

The Morning Market Briefing ·

2025/11/17

Andrew, Ben, and Tom discuss Apple stepping up its succession planning for Tim Cook, Berkshire's stake in Alphabet, and the week ahead. Song: Wrapped Around Your Finger - The PoliceFor 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

25:04

Yesterday's Market & Portable Mortgages | November...

The Morning Market Briefing ·

2025/11/14

Andrew, Ben, and Tom discuss what happened in yesterday's market, the bidding war for Warner Bros, portable mortgages, and the week ahead. Song: Kokomo - The Beach BoysFor 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

19:10

Government Shutdown Ends & Michael Burry Closes Shop...

The Morning Market Briefing ·

2025/11/13

Ben and Tom discuss the end of the shutdown and its impact, Michael Burry’s decision to close his hedge fund, and various earnings reports.Song: The Ride - David Allan CoeFor 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

20:19

Bessent Says Tariff Relief on Fruit and Coffee is...

The Morning Market Briefing ·

2025/11/12

Andrew, Ben, and Tom discuss Bessent's latest comments on tariffs, AMD reenergizing data center interest, and the US Navy considering a temporary base near Gaza. Song: Pinball Wizard - The WhoFor 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

20:52

Senate Passes Shutdown Deal & NFIB Small Business...

The Morning Market Briefing ·

2025/11/11

Ben and Tom discuss the Senate passing the shutdown deal and NFIB small business optimism. Song: Fortunate Son - Creedence Clearwater Revival 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

26:05

Visa/Mastercard Nearing Settlement with Merchants &...

The Morning Market Briefing ·

2025/11/10

Andrew, Ben, and Tom discuss the Visa/Mastercard settlement and an update on the shutdown. Song: Where the Blacktop Ends - Keith UrbanFor 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

15:21

Record $5.53 Trillion in MMF | November 7, 2025 –...

The Morning Market Briefing ·

2025/11/07

Ben discusses various company's news, the effects of record high MMF balances, and gives his thoughts on football for the weekend ahead. 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

Tariff Hearings in the Supreme Court & Apple's Deal...

The Morning Market Briefing ·

2025/11/06

Ben discusses the tariff hearings in the Supreme Court, Bank of England, and Apple's new deal with Google for AI Siri. We had internet issues this morning, so I apologize for the poor audio in the first five minutes. 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

24:09

NYC Mayoral Election Results | November 5, 2025 –...

The Morning Market Briefing ·

2025/11/05

Ben and Tom discuss the New York mayoral election results, weight loss drugs, Japan, AI company earnings, and Google's acquisition of Wiz.Song: In Spite of Ourselves - John PrineFor 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

24:58

Local Election Day Across the US & ISM Manufacturing...

The Morning Market Briefing ·

2025/11/04

Ben and Tom discuss the New York mayoral elections, the ISM Manufacturing Report, and Starbucks selling 60% of its China unit to Boyu Capital. Song: O.D.'d In Denver - Hank Williams Jr.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

18:01

Alphabet Selling Euros to Fund AI Expansion & China...

The Morning Market Briefing ·

2025/11/03

Andrew, Ben, and Tom discuss Alphabet selling 3 billion Euros and update on the China deal. Song: Rock’n Me - Steve Miller BandFor 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

25:16

Money 20/20 Conference: The Morning Market Briefing...

The Morning Market Briefing ·

2025/10/31

This past week, we traveled to Las Vegas to do a live podcast at the Money 20/20 conference. This is the recording from our session. 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

25:43

Apple, Amazon Earnings & More Private Credit Fraud |...

The Morning Market Briefing ·

2025/10/31

Andrew, Ben, and Tom discuss more big tech earnings and the latest private credit fraud. Song: Thriller - Michael JacksonFor 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

20:05

Trump Meets with Xi & Big Tech Earnings | October 30,...

The Morning Market Briefing ·

2025/10/30

Andrew, Ben, and Tom discuss Trump's meeting with Xi and big tech earnings. Song: Jet Airliner - Steve Miller BandFor 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

14:44

LIVE From Las Vegas: Nvidia's New Partnerships &...

The Morning Market Briefing ·

2025/10/29

Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Nvidia's new partnerships, and the US-Japan trade deal. Please forgive the poor audio quality this morning, as we’re using our travel setup.Song: The Gambler - Kenny RogersFor 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

15:59

LIVE From Las Vegas: Amazon Job Cuts & UPS Crushes...

The Morning Market Briefing ·

2025/10/28

Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Amazon job cuts, UPS earnings, and SBUX in China. Please forgive the poor audio quality this morning, as we’re using our travel setup.Song: Waking Up In Vegas - Katy PerryFor 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

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