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

The State of Freight, Oil, & Consumer & Biden Addresses Conflicts | October 20, 2023 – Morning Market Briefing 20.10.2023 20:32

Tom & Ben discussed Biden addresses international conflicts, Powell discusses monetary policy, & the freight, oil, & consumer 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

U.S. Sends Aid to the Middle East & Interest Rates Jump | October 19, 2023 – Morning Market Briefing 19.10.2023 20:33

Tom & Ben discussed Israel-Hamas war, Rishi Sunak in Israel, U.S. aid, explosive interest rates, & earnings for Discover, Black Stone, Tesla, & more! 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

Israel-Hamas War, Bond Market & Even More Earnings | October 18, 2023 – Morning Market Briefing 18.10.2023 18:19

Tom & Andrew discussed Israel-Hamas war, Biden in Israel, European CPI signals, bond market & earnings for JB Hunt, Proctor & Gamble & Travelers. 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

Tons of Earnings & And Economic Data | October 17, 2023 – Morning Market Briefing 17.10.2023 16:26

Tom, Ben, & Andrew discussed earnings for Johnson & Johnson, Bank of America, Goldman Sachs, Lockheed Martin, & and economic 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

Rite Aid Bankruptcy, Schwab Earnings, & Israel Updates | October 16, 2023 – Morning Market Briefing 16.10.2023 14:41

Tom, Ben, & Andrew discussed Rite Aid bankruptcy, Schwab earnings, Israel updates, & China bouncing back (a little bit). 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

Israel Updates, Oil Prices, & United Health, JP Morgan & Blackrock Earnings | October 13, 2023 – Morning Market Briefing 13.10.2023 16:45

Ben discussed House Speaker bid, Israel updates, oil prices, & United Health, JP Morgan & BlackRock 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

CPI Updates, House Speakership, & Earnings Updates | October 12, 2023 – Morning Market Briefing 12.10.2023 23:57

Tom, Ben, & Andrew discussed Fed Minutes, CPI updates, House Speakership, Earnings updates, & Oregon Hate Week! 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

Producer Price Index, Fed Updates, & Falling Rates | October 11, 2023 – Morning Market Briefing 11.10.2023 17:15

Tom & Jonathan discussed Producer Price Index, Fed updates, falling rates, large banks grappling with loan write-offs, & Louis-Vuitton 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

PepsiCo Earnings, Presidential Race, & Israel Updates | October 10, 2023 – Morning Market Briefing 10.10.2023 19:26

Tom, Andrew, & Ben discussed PepsiCo earnings, small business optimism, bond market, Presidential race, and Israel 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.com/disclosure

Hamas Attack on Israel, Bristol Myers Acquisition, & Friday’s Market Rally | October 9, 2023 – Morning Market Briefing 09.10.2023 16:10

Tom, Andrew, & Ben discussed Hamas Attack on Israel, Disney activist Nelson Peltz, Friday’s market rally, & Bristol Myers acquisition of Mirati Therapeutics 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

Unemployment Rates, Exxon M&A, & Upcoming Earnings | October 6, 2023 – Morning Market Briefing 06.10.2023 15:29

Tom, Andrew, & Ben talked unemployment rates, hourly earnings, Exxon acquisition of Pioneer, and upcoming 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

Transportation Industry, Gas & Oil Prices, & The Bond Market | October 5, 2023 – Morning Market Briefing 05.10.2023 29:52

Tom & Ben discussed the transportation industry, gas & oil prices, & the bond 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

Auto Sales Defy Gravity, House Speaker Removal, & Bond Sell-Offs | October 4, 2023 – Morning Market Briefing 04.10.2023 14:37

Tom, Ben, & Andrew discussed speaker of the house removal, auto sales, & bond selloffs. 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

ISM Manufacturing Data, Meta Updates, & AI in The Workplace | October 3, 2023 – Morning Market Briefing 03.10.2023 18:40

Tom, Ben, & Andrew discussed ISM manufacturing data, impacts of rate changes, Meta updates, AI in the workplace. 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

Averted Government Shutdown, Market Updates, & Macro Forecasts | October 2, 2023 – Morning Market Briefing 02.10.2023 13:47

Tom & Moe discussed averted government shutdown, market updates, Japan economic survey, & macro forecasts. 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

Government Shutdown, Central Bank Updates, & Nike Earnings | September 29, 2023 – Morning Market Briefing 29.09.2023 20:01

Tom, Moe, and Ben discussed potential government shutdown, central bank updates, Nike earnings, end of quarter 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.com/disclosure

CarMax, AGCO, Bond Market, & Micron Earnings | September 28, 2023 – Morning Market Briefing 28.09.2023 22:51

Tom and Ben discussed CarMax, AGCO, the bond market, Micron earnings, and lots more. 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

Amazon Anti-Trust Lawsuit, President Biden & UAW, & Costco Earnings | September 27, 2023 – Morning Market Briefing 27.09.2023 16:44

Moe and Ben discussed Amazon anti-trust lawsuit, President Biden & UAW, government shutdown, Costco 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

Bond Market, Inflation, & And Housing Market | September 26, 2023 – Morning Market Briefing 26.09.2023 14:35

Moe, Tom, and Ben discussed the bond market, inflation, government shutdown, and housing 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

Bond Selloffs, Writer’s Strike Updates, & Amazon’s AI Investment | September 25, 2023 – Morning Market Briefing 25.09.2023 17:24

Tom and Ben discussed bond sell-offs, ESG pushes in oil-based products, writer’s strike updates, & Amazon’s AI investments. 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

Interest Rates, Splunk Acquisition, & Earnings Expectations | September 22, 2023 – Morning Market Briefing 22.09.2023 16:17

Tom and Ben discussed interest rates, bank movements, Splunk acquisition, earnings expectations. 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 Announcements, FedEx Earnings, & UAW Strike Updates | September 21, 2023 – Morning Market Briefing 21.09.2023 11:37

Harrison and Jonathan discussed Fed announcements, Bank of England updates, FedEx Earnings, & UAW strike 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.com/disclosure

Beyond the Portfolio | Lessons in Entrepreneurship with Southern Tide co-founder and Startup Consultant Don Oates 20.09.2023 1:01:44

This episode of Beyond the Portfolio is a conversation with Southern Tide co-founder and Startup Consultant Don Oates. Don graduated with a Bachelor of Arts in Asian Studies from Furman University. He shares his journey into the venture capital world and how he found himself serving as the VP of Operations at Southern Tide. Having personally experienced the initial stages of a young company, Don s...

Fed Day Expectations & Interest Rate Impacts | September 20, 2023 – Morning Market Briefing 20.09.2023 12:31

Harrison and Moe discussed Fed day expectations and interest rate impacts. 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

AAPL vs. MSFT, Inflation, and Instacart IPO | September 19, 2023 – Morning Market Briefing 19.09.2023 18:25

Ben, Tom, and Moe discussed AAPL vs. MSFT, unions, inflation, amd Instacart IPO. 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