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

10-Year Rises & Trump Shops Countries | January 8, 2025 – Morning Market Briefing 08.01.2025 19:09

Andrew, Ben, and Tom discuss the rise in the 10-year and Trump's latest press 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

Nvidia Announces New Chips and Partnerships | January 7, 2025 – Morning Market Briefing 07.01.2025 13:40

Ben reviews Nvidia's keynote presentation at the CES 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

Foxconn's Strong Sales & Political Unrest Abroad | January 6, 2025 – Morning Market Briefing 06.01.2025 15:57

Andrew & Ben discuss Foxconn's monthly sales report, Disney's deal to merge their streaming services into Fubo, and international political unrest. 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

Biden Expected to Block Nippon Steel Deal | January 3, 2025 – Morning Market Briefing 03.01.2025 12:53

Andrew, Ben, and Tom discuss the Bank of China prioritizing interest rate adjustments and Joe Biden's expected to block the Nippon Steel deal. 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

Dockworkers Set to Strike Again | January 2, 2025 – Morning Market Briefing 02.01.2025 8:55

Andrew and Ben discuss the upcoming dockworker negotiations and yesterday's terrorist attacks. 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

2024 Review & College Football Preview | December 31, 2024 – Morning Market Briefing 31.12.2024 30:10

Andrew, Ben, and Tom review 2024 and give a college football preview. 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

We're Back. Jimmy Carter's Passing & The H1-B Debate | December 30, 2024 – Morning Market Briefing 30.12.2024 18:56

We're back with our regularly scheduled programming. Andrew, Ben, and Tom discuss Jimmy Carter's passing and recap the H1-B debate. 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

Is a Government Shutdown for Christmas Inevitable? | December 20, 2024 – Morning Market Briefing 20.12.2024 20:06

Merry Christmas from The Morning Market Briefing boys. There will be no call next week, but we will return on December 30th. Andrew, Ben, Pedro, and Tom discuss the new spending bill that fell short in the House, Novo Nordisk's disappoints in trials, and Nike earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-mark...

Fed Cuts Rates & Government Shutdown Looms | December 19, 2024 – Morning Market Briefing 19.12.2024 23:03

Andrew, Ben, and Tom discuss yesterday's market reaction to the Fed cutting rates, Micron and Lennar earnings, and Congress's 1,600-page Continuing Resolution Bill. 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

Nissan-Honda Merger Talks | December 18, 2024 – Morning Market Briefing 18.12.2024 20:56

Ben and Tom preview today's Fed meeting and discuss the potential Nissan-Honda merger. 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

Turkey Threatens to Invade Syria & Retail Sales | December 17, 2024 – Morning Market Briefing 17.12.2024 22:59

Andrew, Ben, and Tom discuss Turkey threatening to Invade Syria, Biden cutting checks, Retail Sales, and more thoughts on Wednesday's Fed meeting. 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 Wednesday's Fed Meeting | December 16, 2024 – Morning Market Briefing 16.12.2024 10:33

Andrew previews this week's Fed meeting. 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

Restoration Hardware & Broadcom Soar After Earnings | December 13, 2024 – Morning Market Briefing 13.12.2024 18:59

Ben, Pedro, and Tom discuss Restoration Hardware and Broadcom 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

PPI Rises & Adobe Drops After Earnings | December 12, 2024 – Morning Market Briefing 12.12.2024 14:16

Andrew, Ben, and Tom discuss Trump ringing the Opening Bell, PPI rising, yesterday's 10-year auction, and Adobe 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

Beyond the Portfolio: There and Back Again, A Hedge Fund Tale with Mike Messner 11.12.2024 1:01:32

Mike Messner founded Seminole Capital Management, a hedge fund that operated for 23 years. After his time on Wall Street, Mike returned to his alma mater, Georgia Tech, where he now serves as a professor. In this episode, Mike joins Ben and Harrison to discuss his early career in the railroad industry and his transition into finance. For information on how to join the Zoom calls live each morning...

US Dollar Continues to Strengthen | December 11, 2024 – Morning Market Briefing 11.12.2024 19:39

Ben and Tom discuss the dollar's continuing strength, the state of mergers, and the rumor that Sycamore Partners is buying Walgreens. 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

NFIB Small Business Optimism Survey's Biggest Jump Since 1980 | December 10, 2024 – Morning Market Briefing 10.12.2024 18:24

Ben and Tom discuss the NFIB Small Business Optimism Survey's biggest jump since 1980, Mondelez looks to acquire Hershey, and the UNH CEO's alleged murderer was caught. 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 on Meet the Press & Syria Coup | December 9, 2024 – Morning Market Briefing 09.12.2024 21:41

Andrew, Ben, and Tom discuss Trump on Meet the Press, Syria's coup, Romanian elections, 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

Jobs Increase & China Bans Shipments on Gallium to U.S. | December 6, 2024 – Morning Market Briefing 06.12.2024 19:55

Andrew, Ben, Tom, and Pedro, also known as "The Four Horsemen," discuss Lululemon earnings, jobs numbers, pharma CEOs at Mar-a-Largo, and China's ban on shipments of gallium. Also, shout out to our Bulgarian listeners. 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.na...

UNH CEO Brian Thompson Shot in Manhattan | December 5, 2024 – Morning Market Briefing 05.12.2024 15:22

Andrew and Tom discuss yesterday's assassination of Brian Thompson and Jay Powell's speech at the DealBook Summit. 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

South Korea's Political Turmoil | December 4, 2024 – Morning Market Briefing 04.12.2024 22:22

Andrew, Ben, and Tom discuss South Korea's political drama, AI-fueled tech company earnings, and more consumer 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

Powerful ISM Manufacturing Report | December 3, 2024 – Morning Market Briefing 03.12.2024 18:55

Ben and Tom discuss AT&T's guidance for 2025, Microchip's new CEO, and a very strong ISM Manufacturing report. 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

France's Budget Negotiations | December 2, 2024 – Morning Market Briefing 02.12.2024 11:59

Andrew, Ben, and Tom discuss France's budget negotiations, China PMI, 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

Consumer Confidence & Tariff Freak-Outs | November 27, 2024 – Morning Market Briefing 27.11.2024 14:46

Andrew, Ben, and Tom discuss consumer confidence, PC earnings, tariff freak-outs, and the Hezbollah/Israel cease-fire. Happy Thanksgiving. There will be no calls on Thursday or Friday. We will be back on Monday. 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.narwhalca...

Tariff Talk & Qualcomm's Lost Interest in Intel | November 26, 2024 – Morning Market Briefing 26.11.2024 19:35

Ben and Tom discuss Trump's proposed tariffs, Qualcomm's loss of interest in buying Intel, and 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