Narwhal Capital Management
The Morning Market Briefing
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
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Auteur
Narwhal Capital Management
Categorie
Website van de podcast
Nieuwste aflevering
2 nov. 2026
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Afleveringen
25% Tariffs on Vehicles Manufactured Outside the US | March 27, 2025 – Morning Market Briefing 27.03.2025 18:05
Andrew and Ben discuss the tariffs on cars and light trucks manufactured outside the US, WSJ hits the insurers on Medicaid fraud, and yesterday's market. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Copper Tariffs & Private Equity Eyeing 401(k)s | March 26, 2025 – Morning Market Briefing 26.03.2025 16:35
Andrew and Ben discuss the potential copper tariffs, private equity eyeing 401(k)s, and Dollar Tree 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-briefings Please see disclosures: https://www.narwhal.com/disclosure
KB Homes Disappoints on Earnings & Meta's New Subscriptions | March 25, 2025 – Morning Market Briefing 25.03.2025 18:37
Andrew, Ben, and Tom discuss KB Home earnings, Meta's new subscription plans, and yesterday's market rally. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
White House Narrows Scope of April 2nd Liberation Day | March 24, 2025 – Morning Market Briefing 24.03.2025 17:46
Andrew, Ben, and Tom discuss Liberation Day, 23andMe bankruptcy, and the week 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-briefings Please see disclosures: https://www.narwhal.com/disclosure
DOGE Cuts Continue & DoorDash Partners with Klarna | March 21, 2025 – Morning Market Briefing 21.03.2025 21:50
Hicks and Tom discuss the recent DOGE cuts, DoorDash partnering with Klarna, and various earnings updates. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
The Fed & Bank of England Keep Rates Unchanged | March 20, 2025 – Morning Market Briefing 20.03.2025 16:36
Andrew and Tom discuss yesterday's Fed meeting, Swizz National Bank cutting rates, and Bank of England keeping rates unchanged. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Risk Control Summit Recap & Yesterday's 20-Year Auction | March 19, 2025 – Morning Market Briefing 19.03.2025 23:23
Andrew, Ben, and Tom discuss the Risk Control Summit and yesterday's 20-year bond auction. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
"Y'all Street" – Nasdaq Planning Second US Headquarters in Dallas | March 18, 2025 – Morning Market Briefing 18.03.2025 17:52
Andrew and Tom discuss the ZEW indicator of Economic Sentiment, Nasdaq planning a second US headquarters in Dallas, and fed meeting preview. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Soft Retail Sales & Forever 21 Goes Bankrupt | March 17, 2025 – Morning Market Briefing 17.03.2025 16:28
Andrew, Ben, and Tom discuss February retail sales data, Forever 21 bankruptcy, and Trump's message to the Houthis. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Shutdown Avoided & Soft 30-Year Bond Auction | March 14, 2025 – Morning Market Briefing 14.03.2025 21:59
Ben and Tom discuss Schumer's vote to keep the government open, the Senate hearing for Dr. Oz, and the week 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-briefings Please see disclosures: https://www.narwhal.com/disclosure
PPI is Down Despite Tariffs | March 13, 2025 – Morning Market Briefing 13.03.2025 23:05
Ben and Tom discuss this morning's PPI number, Adobe earnings, and the looming government shutdown. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
CPI Cooler Than Expected & Mortgage Applications Up Again | March 12, 2025 – Morning Market Briefing 12.03.2025 19:44
Ben and Tom discuss this morning's economic data, foreign holdings of US stocks, and an update on Greenland. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
What Happened Yesterday? Why We See Opportunity, Not Panic | March 11, 2025 – Morning Market Briefing 11.03.2025 22:18
Andrew, Ben, and Tom discuss yesterday's market, NFIB Small Business Optimism, 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-briefings Please see disclosures: https://www.narwhal.com/disclosure
Mark Carney is Canada's Next Prime Minister | March 10, 2025 – Morning Market Briefing 10.03.2025 22:36
Ben and Tom discuss Mark Carney as the next PM of Canada, ServiceNow buying AI Agent Moveworks, and an update on TikTok. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Ukraine Negotiations Begin on Monday & Broadcom Earnings | March 7, 2025 – Morning Market Briefing 07.03.2025 16:31
Andrew, Ben, and Pedro discuss Ukraine negotiations, Bessent at the Economic Club of New York, FAST numbers, 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-briefings Please see disclosures: https://www.narwhal.com/disclosure
ECB Cuts Rates & Beige Book Shows Economic Activity Up Slightly | March 6, 2025 – Morning Market Briefing 06.03.2025 21:07
Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Germany's Massive Fiscal Stimulus & Trump Addresses Joint Session of Congress | March 5, 2025 – Morning Market Briefing 05.03.2025 22:45
Andrew, Ben, and Tom discuss ADP employment data, Germany's fiscal stimulus, and Trump's address to Congress. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Taiwan Semiconductor to Invest $100b in US | March 4, 2025 – Morning Market Briefing 04.03.2025 22:43
Andrew, Ben, and Tom discuss Target earnings, Taiwan Semiconductor investing $100b in the US, and an update on tariffs. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Zelensky in The Oval Office & China Stimulus | March 3, 2025 – Morning Market Briefing 03.03.2025 18:55
Andrew, Ben, and Tom discuss Zelensky in The Oval Office, China's stimulus plan, and tariffs going into effect tomorrow. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Trump Talks Tariffs with Keir Starmer | February 28, 2025 – Morning Market Briefing 28.02.2025 13:02
Andrew and Tom talk Trump's meeting with Keir Starmer, yesterday's sell-off, and the week 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-briefings Please see disclosures: https://www.narwhal.com/disclosure
Mr. Beast is Raising Capital & Nvidia Beats Earnings | February 27, 2025 – Morning Market Briefing 27.02.2025 19:47
Andrew, Ben, and Tom discuss GDP revision, Mr. Beast raising capital, Nvidia earnings, and an update on tariffs. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
Ukraine Mineral Rights Deal & The Gold Card | February 26, 2025 – Morning Market Briefing 26.02.2025 18:26
Andrew, Ben, and Tom discuss the Ukraine mineral rights deal, The Gold Card, and a preview of Nvidia 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-briefings Please see disclosures: https://www.narwhal.com/disclosure
Crypto Crumbles & Bonds Rip | February 25, 2025 – Morning Market Briefing 25.02.2025 15:07
Andrew, Ben, and Tom discuss current market sentiment 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-briefings Please see disclosures: https://www.narwhal.com/disclosure
Buffett's Annual Letter & Microsoft Canceling Data Center Leases | February 24, 2025 – Morning Market Briefing 24.02.2025 17:38
Andrew, Ben, and Tom discuss Warren Buddett's annual letter, Microsoft canceling data center leases, and Trump at CPAC. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
DOJ Investigates Medicare Billing Practices at UNH | February 21, 2025 – Morning Market Briefing 21.02.2025 15:23
Andrew, Ben, Pedro, and Tom discuss the USA vs Canada hockey game, Musk at CPAC, and the DOJ investigating UNH. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure
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