Narwhal Capital Management

The Morning Market Briefing

Business EN ↓ 1000 episodes

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

Author

Narwhal Capital Management

Episodes

Tariff Letters Sent & Small Business Optimism Remains Steady | July 8, 2025 – Morning Market Briefing 08.07.2025 21:09

Andrew, Ben, and Tom discuss Trump's letters to countries that didn't make a tariff deal and NFIB small business optimism. 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 the One Big Beautiful Bill Means for You | July 7, 2025 – Morning Market Briefing 07.07.2025 23:58

Andrew, Ben, and Tom discuss the BBB, tariffs, and Tesla. 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

We Went Nuclear: A Special on Iran-U.S. Relations 04.07.2025 1:41:03

Grab a case of Coors Light, because Moe Reza and Andrew Hall dive deep into the history of Iran and U.S. foreign policy, the Iranian Nuclear program, and modern-day nuclear weapons. Have a great Fourth of July weekend. 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....

Jobs Come in Hot & More Trade Deals | July 3, 2025 – Morning Market Briefing 03.07.2025 26:32

Andrew, Ben, and Tom discuss this morning's jobs data, the BBB, more trade deals, 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

BBB Passes Through Senate & Constellation Earnings | July 2, 2025 – Morning Market Briefing 02.07.2025 19:22

Andrew, Ben, and Tom discuss the BBB passing through the Senate, Constellation earnings, and ADP employment numbers. 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

First Half of 2025 in Review & BBB Update | July 1, 2025 – Morning Market Briefing 01.07.2025 24:00

Andrew, Ben, and Tom discuss the first half of 2025 in review, Musk vs. Trump, and an update on the BBB. 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

Canada Backs Off Digital Services Tax | June 30, 2025 – Morning Market Briefing 30.06.2025 16:27

Ben and Tom discuss Canada backing down from the digital services tax, banks passing stress tests, and BBB passing a key procedural vote. 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

Big Beautiful Bill & Trade Deal Update | June 27, 2025 – Morning Market Briefing 27.06.2025 17:39

Andrew, Ben, and Pedro discuss the status of the Big Beautiful Bill, PCE inflation, and provide an update on the China trade deal. 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

Fed Cuts Supplementary Leverage Ratio & Micron Earnings | June 26, 2025 – Morning Market Briefing 26.06.2025 16:15

Andrew, Ben, and Tom discuss the Fed's decision to cut the Supplementary Leverage Ratio, Trump's consideration of naming a Fed chair early, and Micron's 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

Recaping Powell's Day in Congress & NYC Mayoral Primary | June 25, 2025 – Morning Market Briefing 25.06.2025 20:53

Andrew, Ben, and Tom discuss Jay Powell testifying on the Hill and the New York City mayoral primary. 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

"Too Late" Jerome Powell Continues to Face Scrutiny | June 24, 2025 – Morning Market Briefing 24.06.2025 20:59

Ben and Tom discuss the tentative Iran/Israel peace deal, a preview of the NATO conference, and Jerome Powell's day in 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

US Strikes Iran Nuclear Sites | June 23, 2025 – Morning Market Briefing 23.06.2025 22:35

Andrew, Ben, and Tom discuss the US strike on Iran, the passing of FedEx founder Fred Smith, and Trump's attack on Powell. 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

Fed Meeting Summary | June 20, 2025 – Morning Market Briefing 20.06.2025 21:32

Ben and Tom recap Wednesday's Fed meeting and preview 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

Trump Weighs Israel/Iran Options | June 18, 2025 – Morning Market Briefing 18.06.2025 18:13

Andrew and Tom discuss Trump weighing Israel/Iran options, US plans to increase bank liquidity, and a 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

G-7 Summit & 20-Year Bond Auction Results | June 17, 2025 – Morning Market Briefing 17.06.2025 24:40

Ben and Tom discuss the G-7 Summit, EU trade negotiations, and an update on bonds. 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

Oil Prices Rise Amid Conflict | June 16, 2025 – Morning Market Briefing 16.06.2025 16:26

Andrew, Ben, and Tom discuss the current state of the Israel/Iran conflict, Gallup's latest poll, 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

Israel Strikes Iran & Restoration Hardware Earnings | June 13, 2025 – Morning Market Briefing 13.06.2025 21:49

Andrew, Ben, Pedro, and Tom discuss Israel's strike on Iran, Adobe earnings, and Restoration Hardware 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

PPI Comes in Cold & Iran's Nuclear Push | June 12, 2025 – Morning Market Briefing 12.06.2025 24:47

Andrew, Ben, and Tom recap their conference in DC, discuss PPI coming in lower than expected, and Iran's progress in its nuclear program. 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

Robotaxis & China Truce | June 11, 2025 – Morning Market Briefing 11.06.2025 14:19

Andrew and Hicks discuss an update on the Robotaxis, China truce, and CPI. 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

China Trade Update & Pod Talk | June 10, 2025 – Morning Market Briefing 10.06.2025 20:37

Andrew and Hicks discuss the state of the podcast, Apple's WWDC conferance, Trump accounts, and an update on China trade talks. 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

Schwab Conference Recap | June 9, 2025 – Morning Market Briefing 09.06.2025 16:42

Andrew discusses the LA riots, a preview of Apple's WWDC, and his time at the Schwab conference. 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

Elon vs. Trump & Lululemon Earnings | June 6, 2025 – Morning Market Briefing 06.06.2025 17:07

Aden, Pedro, and Tom discuss the Trump/Elon feud, Lululemon earnings, 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

Mixed ISM Services Report | June 5, 2025 – Morning Market Briefing 05.06.2025 14:16

Tom discusses the ISM services report data, ECB rate cuts, and Trump's travel ban. 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

Steel Tariffs Take Effect & Jobs Data | June 4, 2025 – Morning Market Briefing 04.06.2025 23:20

Ben and Tom discuss steel tariffs taking effect today, jobs data, and various company news. 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

Dutch Government Collapses & ISM Manufacturing | June 3, 2025 – Morning Market Briefing 03.06.2025 20:49

Ben and Tom discuss ISM Manufacturing data, the Dutch government's collapse, and Meta buying nuclear power from Constellation. 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