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

3-3-3 Plan & Trump's Treasury Secretary Pick | November 25, 2024 – Morning Market Briefing 25.11.2024 19:44

Ben and Tom discuss Trump's 3-3-3 plan, his new Treasury Secretary pick, 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

Euro Continues to Weaken & Gaetz Resignation | November 22, 2024 – Morning Market Briefing 22.11.2024 15:52

Apologies for the delay in uploading. If you're ever upset about the podcast's posting delay, feel free to call the office and bark at whoever picks up the phone. They will relay the message to me. Have a great weekend. Roll Tide. Ben, Hicks, and Pedro give an update on the European economy and Matt Gaetz resigning. For information on how to join the Zoom calls live each morning at 8:30 EST, vis...

Russia Launches ICBM & Nvidia Earnings | November 21, 2024 – Morning Market Briefing 21.11.2024 10:06

Clark, Hicks, and Pedro discuss Russia's ICBM strike on Ukraine, Nvidia earnings, and the DOJ's war against Google. 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 Trump Cabinet Picks & Target Earnings | November 20, 2024 – Morning Market Briefing 20.11.2024 10:33

Clark, Hicks, and Pedro discuss Target earnings, Trump's recent Cabinet picks, 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.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Russia/Ukraine Update & Blackstone Acquires Jersey Mike's | November 19, 2024 – Morning Market Briefing 19.11.2024 16:15

Ben and Tom discuss Ukraine using Western-supplied missiles, Blackstone's acquisition of Jersey Mike's, and Walmart's 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

More Cabinet Appointments & Spirit Airlines Bankruptcy | November 18, 2024 – Morning Market Briefing 18.11.2024 18:41

Ben and Tom discuss last Friday's market sell-off, Trump's latest cabinet appointments, Spirit Airlines filing for bankruptcy, 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

October Retail Sales & Powell's First Speech Since Rate Cut | November 15, 2024 – Morning Market Briefing 15.11.2024 13:19

Ben, Hannah, Pedro, and Tom discuss October Retail Sales and Powell's comments yesterday at the Federal Reserve Bank of Dallas. 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

Fixed Income Leaders Summit & PPI | November 14, 2024 – Morning Market Briefing 14.11.2024 16:39

Ben and Tom discuss their time at the Fixed Income Leaders Summit, this morning's PPI data, 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

The Department of Government Efficiency | November 13, 2024 – Morning Market Briefing 13.11.2024 19:49

Andrew and Ben discuss the Department of Government Efficiency, Apple's new wall-mounted tablet, 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

NFIB Small Business Report & Home Depot Earnings | November 12, 2024 – Morning Market Briefing 12.11.2024 12:05

Andrew and Pedro discuss the NFIB Small Business Report, Home Depot earnings, and Trump's appointment of Marco Rubio as Secretary of State. 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

Bitcoin & Oil Deregulation | November 11, 2024 – Morning Market Briefing 11.11.2024 17:08

Andrew, Ben, and Tom discuss Bitcoin's all-time high, the US oil industry awaiting deregulation, 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

Fed Cut Rates & Redfin Earnings | November 8, 2024 – Morning Market Briefing 08.11.2024 20:31

Ben, Pedro, and Tom discuss yesterday's Fed meeting and Redfin 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

Yesterday's Market & BOE Cuts Rates | November 7, 2024 – Morning Market Briefing 07.11.2024 17:36

Andrew, Ben, and Tom review yesterday's market, Germany's political turmoil, and the BOE cuts rates. 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

Donald J. Trump Elected 47th President of The United States | November 6, 2024 – Morning Market Briefing 06.11.2024 23:35

Andrew, Ben, and Tom review last night's presidential election. 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

Who Will Win? Narwhal's Election Day Preview | November 5, 2024 – Morning Market Briefing 05.11.2024 22:24

Andrew, Ben, and Tom make predictions about how the election will end. Please follow our live election blog on our website. Also, don't forget to vote. 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

RIP TGI Friday's & Pre-Election Day Update | November 4, 2024 – Morning Market Briefing 04.11.2024 17:38

Andrew and Tom give a pre-election update and our schedule for the week. They also discuss TGI Friday's closing business, Berkshire Hathaway's cash at a record high, and the Fed's plan for this week's 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.narwhalcapi...

Yesterday's Sell-Off & Apple Earnings | November 1, 2024 – Morning Market Briefing 01.11.2024 18:46

Ben, Pedro, and Tom discuss yesterday's market sell-off, Comcast's potential split, 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

PCE Inflation & UK Budget | October 31, 2024 – Morning Market Briefing 31.10.2024 20:54

Andrew, Ben, and Tom discuss PCE inflation, the UK's new budget, 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

Weak Jobs Numbers Ahead of Election | October 30, 2024 – Morning Market Briefing 30.10.2024 19:32

Andrew, Ben, and Tom discuss this morning's jobs numbers, GDP, 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

10-Year Back Above 4.30% | October 29, 2024 – Morning Market Briefing 29.10.2024 17:00

Ben and Tom review the 10-year going above 4.30%, China considering $1.4T in fiscal stimulus, 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

Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing 28.10.2024 20:13

Andrew, Ben, and Tom discuss France's negative credit outlook, Indonesia blocking Apple from selling the iPhone 16, 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/dis

Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing 25.10.2024 18:20

Andrew, Ben, Pedtro, and Tom discuss the WSJ's article on Elon's conversations with Putin, Graco's restructuring, and the Capri/Tapestry deal falling through. 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

Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing 24.10.2024 20:47

Ben and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday. 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

BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing 23.10.2024 21:04

Ben and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, 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

Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing 22.10.2024 14:44

Andrew, Ben, and Tom discuss a long list of earnings this 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