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

Bezoek zeker de website van de podcast en steun de maker: www.spreaker.com

Auteur

Narwhal Capital Management

Categorie

Business

Website van de podcast

www.spreaker.com

Nieuwste aflevering

6 nov. 2026

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Afleveringen

Costco Earnings & Trump Meeting with Zelensky | September 27, 2024 – Morning Market Briefing 27.09.2024

Ben reviews Costco earnings, Trump's meeting today with Zelensky, and European CPI.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Revenge of the Semis | September 26, 2024 – Morning Market Briefing 26.09.2024

Ben and Tom discuss Micron earnings, trading in Europe suggesting a soft economy, and the Swiss Central Bank cuts interest rates again.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

DOJ Suing Visa on Debit-Card Payments | September 25, 2024 – Morning Market Briefing 25.09.2024

Ben is back and shares insights from being the boots on the ground in Europe. Joined by Tom, they discuss the DOJ's lawsuit against Visa over debit-card payments, the DOJ's investigation into SAP for price-fixing, and additional threats to Trump's life. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Plea...

The Importance of a Holistic Financial Advisor | Financial Planning Series 24.09.2024

In the final episode of our podcast series, Melissa and Nate provide a comprehensive look at the role of a holistic financial advisor and why they are essential for effective financial planning. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosu...

US Proposes Banning Chinese Software in Vehicles | September 24, 2024 – Morning Market Briefing 24.09.2024

Pedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US proposing a ban on Chinese software in vehicles.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclo...

Microsoft & the Three Mile Island Nuclear Generating Station| September 23, 2024 – Morning Market Briefing 23.09.2024

Pedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Constellation Energy to reopen the Three Mile Island Nuclear Generating Station. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https:/...

Nike CEO Steps Down and Veteran Elliot Hill Steps In | September 20, 2024 – Morning Market Briefing 20.09.2024

Pedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Tom Was Right – Fed Cuts by 50bps | September 19, 2024 – Morning Market Briefing 19.09.2024

Andrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in Brazil, and BOE holding rates at 5%.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Fed Day & PMI Sells Inhaler Maker to Molex | September 18, 2024 – Morning Market Briefing 18.09.2024

Andrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Spending Pressures and Status Anxiety | Financial Planning Series 17.09.2024

In Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This episode delves into how societal pressures and the pervasive influence of social media can drive us to make unnecessary purchases as we strive to maintain a certain image.  For information on how to join the Zoom calls live each morning at 8:30 EST, vis...

Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing 17.09.2024

Andrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef with Bob Iger.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing 16.09.2024

Pedro and Tom preview the FOMC meeting and discuss the second Trump assassination attempt.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing 13.09.2024

Andrew, Pedro, and Tom discuss the Michigan Consumer Sentiment report, Boeing workers walk out, and earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing 12.09.2024

Andrew gives an update on the market.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing 11.09.2024

Andrew, Ben, and Tom discuss last night's debate, banks lowering guidance, and CPI.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Navigating Debt | Financial Planning Series 10.09.2024

In this episode, we delved into the complexities of debt and explored strategies to manage and reduce it effectively. Melissa and Nate discussed various types of debt, including credit card debt, student loans, and mortgages, and shared actionable advice for tackling them.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-...

NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing 10.09.2024

Ben and Tom discuss the results of the NFIB Small Business Optimism survey, Bank of America's consumer report, and yesterday's Apple conference.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

More Soft Jobs Results | September 6, 2024 – Morning Market Briefing 06.09.2024

Andrew, Ben, and Tom discuss the ISM services results, BLS employment report, Buffet dumping Bank of America, and introduce our new analyst Pedro.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing 05.09.2024

Andrew, Ben, and Tom discuss the JOLTS job openings and Andrew's ongoing feud with AT&T.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Yesterday's Market Sell-Off & DOJ Subpoenas Nvidia | September 4, 2024 – Morning Market Briefing 04.09.2024

Andrew, Ben, and Tom discuss yesterday's market sell-off, DOJ's subpoena of Nvidia, & various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Deciphering Your Budget: Exploring Your Money's Impact on Your Life | Financial Planning Series 03.09.2024

Join Melissa Dotson and Nate Watson in this episode as they discuss insights ranging from identifying those who benefit from budgeting to practical strategies for diverse financial scenarios. Gain valuable tips on combining finances with your spouse and evaluating affordability. Whether you're embarking on your financial journey or seeking to optimize your current strategy, this episode equips you...

Harris Says US Steel Should Remain Domestically Owned | September 3, 2024 – Morning Market Briefing 03.09.2024

Andrew, Ben, and Tom discuss Harris's claims to keeping US Steel domestically owned, Hamas hostage murders, and our view on refinancing.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

LULU, GAP, DELL, & INTC Earnings | August 30, 2024 – Morning Market Briefing 30.08.2024

Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Nvidia Earnings & Q2 GDP Revision | August 29, 2024 – Morning Market Briefing 29.08.2024

Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Increased Consumer Confidence & Oil Spill on the Red Sea | August 28, 2024 – Morning Market Briefing 28.08.2024

Andrew and Tom talk CCI, PE ownership of NFL teams, and the oil spill on the Red Sea.   For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

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