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

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Narwhal Capital Management

Episodes

CPI Comes in Hot & Powell Gives No Sign of Rate Cuts | February 12, 2025 – Morning Market Briefing 12.02.2025 20:41

Andrew, Ben, and Tom discuss Powell's comments yesterday to Congress and this morning's CPI data. 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

Small Business Optimism & Jay Powell Testifies in the Senate | February 11, 2025 – Morning Market Briefing 11.02.2025 16:18

Ben and Tom discuss the NFIB Small Business Optimism report, Jay Powell testifying in the Senate, and the Israel-Hamas Truce ending on Saturday. 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

Tariffs on Imports of Steel and Aluminum | February 10, 2025 – Morning Market Briefing 10.02.2025 12:13

Andrew and Tom discuss the tariffs on steel and aluminum, the Nippon steal deal, 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

Jobs Day in America | February 7, 2025 – Morning Market Briefing 07.02.2025 15:37

Andrew, Ben, and Tom discuss this morning's jobs numbers and last nights Macro event. 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

X Debt Sees Stronger Demand Than Anticipated | February 6, 2025 – Morning Market Briefing 06.02.2025 21:37

Andrew and Tom discuss banks selling X debt and Skyworks dropping after 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

Trump Proposes the US Takes Over Gaza | February 5, 2025 – Morning Market Briefing 05.02.2025 22:19

Andrew and Ben discuss Trump's proposal to take over Gaza and tech 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

America's Sovereign Wealth Fund & ISM Manufacting Booms | February 4, 2025 – Morning Market Briefing 04.02.2025 20:53

Andrew, Ben, and Tom discuss the latest on tariffs, the new sovereign wealth fund, and ISM manufacturing data. 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, Mexico, and China React to New Tariffs | February 3, 2025 – Morning Market Briefing 03.02.2025 19:32

Ben and Tom continue to dissect the new tariffs imposed on Friday. 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

Tariffs To Be Imposed on Canada & Mexico | January 31, 2025 – Morning Market Briefing 31.01.2025 20:24

Andrew, Ben, Tom, and Pedro discuss gold's record high, Trump's new tariffs, 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

GDP Comes in Cold & Fed Maintains Rates | January 30, 2025 – Morning Market Briefing 30.01.2025 19:10

Andrew, Ben, and Tom discuss this morning's GDP numbers, yesterday's Fed meeting, 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

Beyond the Portfolio: How AI is Redefining Law & Order with The Good Judge-ment Podcast 29.01.2025 1:06:54

In this episode of Beyond the Portfolio, Ben and Tom sit down with Wade Padgett and Tain Kell, the hosts of The Good Judge-ment Podcast. Topics include the use of AI in the courts, the path to becoming a judge, the politics of being a judge, why they started a podcast, and Billy Joel trivia. The Good Judge-ment Podcast website: https://www.goodjudgepod.com/ The Good Judge-ment Podcast https://podc...

Alibaba's New AI & Apple Partners with Starlink | January 29, 2025 – Morning Market Briefing 29.01.2025 20:52

Andrew, Ben, and Tom preview today's Fed meeting, Alibaba's new AI, Apple partnering with Starlink, 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

Yesterday's Market Fallout | January 28, 2025 – Morning Market Briefing 28.01.2025 19:29

Andrew, Ben, and Tom discuss yesterday's market reaction to DeepSeek, the potential buyers of TikTok, 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

DeepSeek Crashes the Market & Columbia's Tariffs | January 27, 2025 – Morning Market Briefing 27.01.2025 18:33

Andrew, Ben, and Tom discuss the rise of DeepSeek and Trump imposing 25% tariffs on Columbia. 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 World Economic Forum & BoJ Hikes Rates | January 24, 2025 – Morning Market Briefing 24.01.2025 18:24

Andrew, Ben, and Pedro discuss The World Economic Forum, the Bank of Japan hiking rates, 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

Saudi Arabia Pledges $600b to The US | January 23, 2025 – Morning Market Briefing 23.01.2025 16:37

Andrew, Ben, and Tom discuss Saudi Arabia's pledge of $600b to the US, NATO Secretary General Mark Rutte asking Europe to “urgently step up its defense spending,” 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

Stargate Pledges $500b Investment in US AI | January 22, 2025 – Morning Market Briefing 22.01.2025 22:53

Andrew, Ben, and Tom discuss Stargate, TikTok, and Jamie Dimon's thoughts on tariffs. 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

Trump Inauguration Takeaways | January 21, 2025 – Morning Market Briefing 21.01.2025 16:55

Ben and Tom discuss the Trump inauguration and the Bank of America Fund Manager Survey. 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

Bessent Confirmation Recap | January 17, 2025 – Morning Market Briefing 17.01.2025 13:48

Ben recaps the confirmation of Scott Bessent for Treasury Secretary, JB Hunt earnings, and the week ahead. 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 Rally & Beige Book Update | January 16, 2025 – Morning Market Briefing 16.01.2025 17:32

Andrew, Ben, and Tom discuss why we are in the early cycle rather than the late cycle, Hamas ceasefire, and Retail Sales numbers. 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

Meta Laying Off 5% of Employees & CPI Rises | January 15, 2025 – Morning Market Briefing 15.01.2025 21:13

Andrew and Tom discuss Meta laying off 5% of employees, Eli Lilly's GLP-1 drug sales falling short, and CPI increases. 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

Small Business Optimism Jumps & PPI Accelerates | January 14, 2025 – Morning Market Briefing 14.01.2025 17:56

Andrew, Ben, and Tom discuss the rise in Small Business Optimism, United Rentals buying H&E Equipment, and this mornings PPI data. 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

Rate Hike Expectations & Biden's Final Week as President | January 13, 2025 – Morning Market Briefing 13.01.2025 14:45

Andrew and Tom discuss the potential for rate hikes, Biden's final week as President, and Jamie Dimon on CBS Sunday Morning. 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

Jobs Numbers Beat & Atlanta Weather Report | January 10, 2025 – Morning Market Briefing 10.01.2025 16:27

Andrew, Ben, and Tom bring you today’s call despite the treacherous weather. They discuss job numbers, Taiwan Semiconductor’s monthly sales report, a preview of TikTok’s court case, and live weather updates. 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...

Fed Shows Caution on Future Rate Cuts & Biden Limits Chip Exports | January 9, 2025 – Morning Market Briefing 09.01.2025 23:08

Andrew, Ben, and Tom discuss yesterday's Fed Minutes, LA fires, dockworkers reaching a deal, Biden limiting chip exports, and Costco monthly sales. 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