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

Spending Pressures and Status Anxiety | Financial Planning Series 17.09.2024 20:49

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 18:36

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 14:36

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 14:56

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 15:42

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 20:40

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 28:58

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 21:23

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 16:12

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 23:12

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 22:56

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 35:22

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 18:16

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 14:27

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 19:50

Increased Consumer Confidence & Oil Spill on the Red Sea | August 28, 2024 – Morning Market Briefing 28.08.2024 17:52

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

Navigating Career Growth: Strategies for Maximizing Income | Financial Planning Series 27.08.2024 1:05:19

Join us for the first episode of our new podcast series where we dive into crucial topics around fair pay, salary maximization, and planning career moves for income growth. We'll explore insights, challenges, and practical advice to help others achieve financial security and career advancement. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalc...

The College Football Preview | August 27, 2024 – Morning Market Briefing 27.08.2024 25:25

Andrew, Ben, and Tom discuss PDD's crash, Apple's CFO resigning, and the upcoming college football season. 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

What Powell Said at Jackson Hole | August 26, 2024 – Morning Market Briefing 26.08.2024 18:00

Andrew, Ben, and Tom discuss Powell's commentary at Jackson Hole, the Canadian railway strike, and a preview of 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

Canada Shuts Down Railway Strike | August 23, 2024 – Morning Market Briefing 23.08.2024 18:54

Andrew and Ben discuss the Canadian government ending the rail strike, Kamala's speech at the DNC, the BLS jobs revision mishap, and a preview of Jackson Hole. 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 Revised Down By 818k | August 22, 2024 – Morning Market Briefing 22.08.2024 16:27

Andrew, Ben, and Tom discuss the jobs revisions, 20-year bond auction, Fed minutes, and boosted Eurozone PMIs. 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

Previewing Today's Jobs Revisions & an Update on Non-Competes | August 21, 2024 – Morning Market Briefing 21.08.2024 15:06

Andrew, Ben, and Tom discuss the jobs revisions dropping at 10am, an update on non-competes, and retail 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

Kamala's Corporate Tax Rate Hike & Canadian Rail Strike | August 20, 2024 – Morning Market Briefing 20.08.2024 14:47

Andrew, Ben, and Tom discuss Kamala Harris's plan to push for a 28% corporate tax rate, Lowe's earnings, the Canadian Rail strike, and Timiraos justifying rate cuts 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

AMD Buying ZT Systems & Imports Surge in July | August 19, 2024 – Morning Market Briefing 19.08.2024 14:00

Andrew, Ben, and Tom discuss AMD buying server maker ZT Systems, imports surging in July, Fed speakers discussing rate cuts, 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

Kamala's Economic Agenda & The Week Ahead | August 16, 2024 – Morning Market Briefing 16.08.2024 15:59

Ben discusses Kamala's Economic Agenda, Goolsbee's dovish comments, 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