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

OpenAI Misses Revenue Targets + Why You Can’t Beat the Polymarket Bots | April 28, 2026 – Morning Market Briefing 28.04.2026 20:55

Tom and Thomas discuss OpenAI's financial issues and state of prediction markets. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

China Halts Meta’s $2B Acquisition + White House Correspondents’ Dinner Shooting | April 27, 2026 – Morning Market Briefing 27.04.2026 21:10

Tom and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Out With The Old: Microsoft & Meta Purge Veterans While Deloitte Cuts Perks | April 24, 2026 – Morning Market Briefing 24.04.2026 22:01

Ben and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Lululemon’s New CEO Drama + The Potential $500M Spirit Airlines Takeover | April 23, 2026 – Morning Market Briefing 23.04.2026 22:55

Kevin Warsh’s Independence Test: Is the Fed Responsible for Its Own Failures? | April 22, 2026 – Morning Market Briefing 22.04.2026 21:14

Ben and Tom discuss Kevin Warsh's Senate confirmation. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Tim Cook Steps Down: Why Engineer John Ternus is Apple’s Next Pick | April 21, 2026 – Morning Market Briefing 21.04.2026 25:19

Andrew, Ben, and Tom discuss Tim Cook stepping down. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Trump’s "Jimmy Carter" Fear: Why the US is Avoiding Kharg Island | April 20, 2026 – Morning Market Briefing 20.04.2026 18:40

Andrew, Ben, and Tom discuss this weekends news on the strait. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Tech Turnover: Reed Hastings Steps Down & Apple Executives Flee | April 17, 2026 – Morning Market Briefing 17.04.2026 21:12

Ben and Tom discuss tech world turnover and the week ahead. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

NYC’s $5M Pied-à-Terre Tax & The 2029 "Free Grocery" Delay | April 16, 2026 – Morning Market Briefing 16.04.2026 20:11

Ben and Tom discuss the New York luxury tax and various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Trump: Iran War "Very Close to Over" & Bessent’s Plan for the Fed | April 15, 2026 – Morning Market Briefing 15.04.2026 26:34

Andrew, Ben, and Tom discuss ASML earnings, Bessent's WSJ interview, and Trump seeing the end of the Iran war. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

PPI Revisions Point to Decreasing Inflation + Bank Earnings | April 14, 2026 – Morning Market Briefing 14.04.2026 24:09

Andrew, Ben, and Tom discuss PPI, Iran, and bank earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

US Iran Negotiations Fail & Goldman's Growth | April 13, 2026 – Morning Market Briefing 13.04.2026 22:25

Andrew, Ben, and Tom discuss Iran negotiations and various company news. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

CPI Data & Howard Marks' Latest Memo | April 10, 2026 – Morning Market Briefing 10.04.2026 19:15

Andrew, Ben, and Tom discuss CPI, the latest Howard Marks memo, and Sheinbaum does a 180 on fracking. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Hormuz Gridlock Persists While Trump Eyes Next Conquest | April 9, 2026 – Morning Market Briefing 09.04.2026 19:11

Andrew, Ben, and Tom discuss the market's reaction to the ceasefire. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

World Peace? Iran Agrees to Ceasefire | April 8, 2026 – Morning Market Briefing 08.04.2026 22:27

Ben and Tom discuss the Iran ceasefire. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

AI Usage is Accelerating & Iran Peace Proposal | April 7, 2026 – Morning Market Briefing 07.04.2026 27:04

Andrew, Ben, and Tom discuss AI usage and Iran war update. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

The Easter Tweet & Citrini's Visit to Hormuz | April 6, 2026 – Morning Market Briefing 06.04.2026 19:08

Ben and Thomas discuss Trump's tweets from the weekend and Citrini's latest report. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Trump's Iran Address Recap | April 2, 2026 – Morning Market Briefing 02.04.2026 20:04

Andrew, Ben, and Tom discuss Trump's speech from last night. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Ben is BACK & Covid Bubbles Burst | April 1, 2026 – Morning Market Briefing 01.04.2026 21:03

Andrew, Ben, Thomas, and Tom discuss Ben's travels, Trump's speech tonight, and covid bubbles bursting. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Trump Signals Willingness to End the War & Hegseth in Hot Water | March 31, 2026 – Morning Market Briefing 31.03.2026 19:25

Andrew, Thomas, and Tom discuss Trump's willingness to end the war, Hegseth's trading issue, and Unilever to combine its food business with McCormick. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Sunbelt Investor Day Recap & Iran Update | March 30, 2026 – Morning Market Briefing 30.03.2026 14:14

Andrew, Thomas, and Tom recap Sunbelt investor day and provide an update on Iran. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Energy Strike PAUSE: Trump’s 10-Day Window for Iran & DHS Funding Progress | March 27, 2026 – Morning Market Briefing 27.03.2026 22:45

Andrew and Tom discuss Tom's appearance at a conference yesterday, DHS funding, and Andrew issues an apology. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Iran's 5 Conditions For Ending the War & Andrew's 5 Market Reaction Scenarios | March 26, 2026 – Morning Market Briefing 26.03.2026 24:49

Andrew gives his thoughts on Iran. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

US Lays Out 15-Point Plan as Iran Opens Hormuz to Non-Hostile Ships | March 25, 2026 – Morning Market Briefing 25.03.2026 27:25

Andrew and Tom discuss the US 15-point plan for Iran. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Saudia Arabia Moves Closer to Joining the War & Update on DHS Funding Deal | March 24, 2026 – Morning Market Briefing 24.03.2026 20:40

Andrew, Ben, and Tom discuss Iran and the DHS funding deal. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure