Narwhal Capital Management

The Morning Market Briefing

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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

Air Travel Troubles & Consequences of Higher Oil Prices | March 23, 2026 – Morning Market Briefing 23.03.2026 19:02

Andrew, Ben, and Tom discuss airline travel issues, an update on Iran, and Zuckerberg's AI agent push. 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

Why Homruz Must Be Opened This Weekend | March 20, 2026 – Morning Market Briefing 20.03.2026 23:20

Ben and Tom recap the Atlanta CFA meeting, discuss bank deregulation, and FedEx 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

Are There Any Vibes Left? Peak Market Apathy | March 19, 2026 – Morning Market Briefing 19.03.2026 30:02

Andrew, Ben, and Tom discuss the potential end of the Iran war, again. 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

Oil Prices Decline & 20-Year Auction Surprises | March 18, 2026 – Morning Market Briefing 18.03.2026 22:47

Andrew, Ben, and Tom discuss the potential 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

Nvidia Eyes $1T in Sales as SEC Proposes to Eliminate Quarterly Reporting | March 17, 2026 – Morning Market Briefing 17.03.2026 26:48

Andrew, Ben, and Tom discuss the Fed's confusion with the current economic data, Nvidia's $1 Trillion sales claim, and the SEC's proposal to eliminate quarterly reporting. 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

Meta Slashes 20% of Staff to Fund $27B Nebius AI Contract | March 16, 2026 – Morning Market Briefing 16.03.2026 23:39

Andrew, Ben, and Tom discuss Meta's layoffs, NY City estate tax, and Trump's recent Truths. 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

Mines in the Strait of Hormuz & PCE Data Reaction | March 13, 2026 – Morning Market Briefing 13.03.2026 23:33

Andrew and Tom discuss the Strait of Hormuz, PCE data, and Adobe 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

Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing 12.03.2026 17:39

Ben and Tom discuss the Hormuz still not open, trade probes, and CEO confidence. 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 Comes in Flat & New US Oil Refinery | March 11, 2026 – Morning Market Briefing 11.03.2026 25:33

Andrew, Ben, and Tom discuss this morning's CPI, energy costs, and an update on the Middle East. 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

Is Trump Ending The Iran War Sooner Than Later? | March 10, 2026 – Morning Market Briefing 10.03.2026 19:40

Andrew, Ben, and Tom discuss Trump potentially ending the war and NFIB small business optimism. 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

Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing 09.03.2026 21:15

Andrew, Ben, and Tom discuss the Strait of Hormuz, Iran's new leader, and Trump leaning towards boots on the ground. 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

Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing 06.03.2026 24:51

Ben and Tom discuss this morning's jobs data, the Iran War extension, 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

ISM Services Accelerates & Strong Broadcom Earnings | March 5, 2026 – Morning Market Briefing 05.03.2026 22:34

Andrew, Ben, and Tom discuss their takeaways from the First Trust Forum, ISM Services, and the Fed Beige Book. 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

Yesterday's Market & The Fed's Refusal to Cut | March 4, 2026 – Morning Market Briefing 04.03.2026 17:56

Andrew and Tom discuss yesterday's market, the Fed's refusal to cut, and an update on the Blackstone employee bail-in. 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

Why Bonds are Selling Off & Private Credit Fund Redemptions | March 3, 2026 – Morning Market Briefing 03.03.2026 20:25

Andrew, Ben, and Tom discuss Iran, bonds selling off, and Blackstone private credit fund redemptions. 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 War on Iran & ISM Manufacturing | March 2, 2026 – Morning Market Briefing 02.03.2026 19:10

Andrew and Tom discuss 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

Block Lays of 40% of Workforce & Hotter Than Expected PPI | February 27, 2026 – Morning Market Briefing 27.02.2026 23:01

Andrew and Tom discuss Block's massive lay-off, Dell crushing earnings, and PPI coming in hotter than expected. 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

Nvidia FLAT After Earnings & Is Freight Going to Rebound? | February 26, 2026 – Morning Market Briefing 26.02.2026 20:11

Andrew, Ben, and Tom discuss Nvidia earnings, the potential rebound in freight, and an update on bonds. 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

State of the Union Highlights + Consumer Confidence Improves | February 25, 2026 – Morning Market Briefing 25.02.2026 20:50

Andrew and Ben discuss the SOTU highlights & yesterday's Consumer Confidence 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

Citrini Report Hits Stocks & JPM Investor Day | February 24, 2026 – Morning Market Briefing 24.02.2026 23:07

Ben and Tom discuss the Citrini Report's hit to stocks, JP Morgan investor day, and 10% tariffs taking effect. 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

Tariff Change Impact & Chaos in Puerto Vallarta | February 23, 2026 – Morning Market Briefing 23.02.2026 19:39

Andrew, Ben, and Tom discuss the impact of the Supreme Court's decision on Trump's tariffs, Mexico cracking down on cartels, and an update on the WBD acquisition. 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

A Discussion with Amy O'Dell – Founder & CEO of Jacob's Ladder 20.02.2026 1:11:05

On this episode of The Morning Market Briefing, we welcome Amy O'Dell, Founder and CEO of Jacob's Ladder. Jacob's Ladder, a nonprofit organization based in Roswell, provides therapeutic and educational support for individuals with neurodevelopmental challenges. Founded in 1998, the organization employs its unique Interpersonal Whole-Brain Model of Care to deliver specialized schooling from pre-K t...

GDP Data & How Bad is Private Credit? | February 20, 2026 – Morning Market Briefing 20.02.2026 26:40

Andrew, Ben, and Tom discuss this morning's GDP data and issues surrounding private credit. 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 Fed Leans Hawkish & Earnings Surprise the Market | February 19, 2026 – Morning Market Briefing 19.02.2026 22:11

Andrew, Ben, and Tom discuss yesterday's Fed minutes, some surprising earnings, and Trump's speech today in Georgia. 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

Japan's $550B US Investment Kicks Off & Why US Inflation Feels Sticky | February 18, 2026 – Morning Market Briefing 18.02.2026 25:15

Andrew, Ben, and Tom discuss Japan's initial investments in the US, why US inflation may feel stickier relative to other countries, and Mamdani's budget proposal. 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