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

Trump Attacks Defense Companies & Apple Card Heads to JPMorgan | January 8, 2026 – Morning Market Briefing 08.01.2026 30:20

Andrew, Ben, and Tom discuss Trump's Truth about defense companies, Apple's card moving to JPMorgan, and Constellation reports soft alcohol demand. 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

Rubio Pushes to Buy Greenland & Mobileye Acquires Mentee | January 7, 2026 – Morning Market Briefing 07.01.2026 22:47

Andrew, Ben, and Tom discuss ADP Employment, Rubio's push to buy Greenland, and Mobileye acquiring Mentee. 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 Unveils Alpamayo & ISM Manufacturing Roughly In Line | January 6, 2026 – Morning Market Briefing 06.01.2026 20:54

Andrew, Ben, and Tom discuss Nvidia's Alpamayo announcement and ISM manufacturing. 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

Maduro Captured & the U.S. Takes the Helm in Venezuela | January 5, 2026 – Morning Market Briefing 05.01.2026 28:26

Andrew, Ben, and Tom discuss Trump backing off on tariffs & Maduro's capture. 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

What Surprised People in 2025 & What They’re Overlooking for 2026 | December 31, 2025 – Morning Market Briefing 31.12.2025 38:55

Andrew, Ben, and Tom discuss what surprised them in 2025 and what many people aren’t thinking about for 2026. 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 Eyes Manus Acquisition & Dallas Fed Observations | December 30, 2025 – Morning Market Briefing 30.12.2025 14:16

Andrew and Ben discuss Meta's latest acquisition plans and the Dallas Fed survey. 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 Acquires Groq & Ukraine Peace Talks | December 29, 2025 – Morning Market Briefing 29.12.2025 14:14

Ben provides an update on Ukraine peace talks and Nvidia's latest acquisition. Join our live YouTube stream Monday through Friday at 8:30 EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Geopolitical Update & Q3 GDP Exceeds Expectations | December 23, 2025 – Morning Market Briefing 23.12.2025 21:15

Ben provides an update on geopolitics and Q3 GDP data. Today was our final stream on Zoom. Starting next Monday, the 29th, we’ll be streaming on YouTube. Link to our channel is below. http://www.youtube.com/@TheMorningMarketBriefing Song: Last Christmas - Taylor Swift For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-brie...

Apollo Scales Back Risk & Chicago Raises Property Taxes | December 22, 2025 – Morning Market Briefing 22.12.2025 28:17

Andrew, Ben, and Tom discuss Apollo pulling back on risk, Chicago shifting property taxes away from commercial properties, and Beth Hammack urging a pause in rate cuts. Song: Mele Kalikimaka - Jimmy Buffett For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosur...

Nike China Sales Plunge & Yen Weakens Despite BOJ Rate Hikes | December 19, 2025 – Morning Market Briefing 19.12.2025 16:16

Andrew, Ben, and Tom discuss Nike’s earnings, FedEx’s earnings, and the weakening yen. Song: Wonderful Christmastime - Paul McCartney For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

CPI Comes in Cooler Than Expected & Micron Crushes Earnings | December 18, 2025 – Morning Market Briefing 18.12.2025 25:06

Andrew, Ben, and Tom discuss this morning’s CPI data, Micron’s earnings, and Trump’s address to the nation. Song: YMCA (Christmas Version) - Furnace and the Fundamentals For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

OpenAI Secures $10B from Amazon & UK Inflation Falls | December 17, 2025 – Morning Market Briefing 17.12.2025 20:40

Andrew, Ben, and Tom discuss OpenAI’s Amazon deal, UK inflation, and expectations ahead of Trump’s address to the nation. Song: The Christmas Shoes - NewSong For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

October–November Jobs Reports & Ford Scales Back EV Plans | December 16, 2025 – Morning Market Briefing 16.12.2025 20:17

Andrew, Ben, and Tom discuss the October and November jobs reports and Ford’s restructuring of its EV program. Song: Little Saint Nick - Beach Boys For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

iRobot Files for Bankruptcy & ServiceNow’s Latest Acquisition | December 15, 2025 – Morning Market Briefing 15.12.2025 22:30

Ben and Tom discuss iRobot’s bankruptcy, ServiceNow’s latest acquisition, and the Fed chair search narrowing to two Kevins. Song: Christmas in Dixie - Alabama For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Lululemon CEO to Step Down, While Earnings Come In Strong | December 12, 2025 – Morning Market Briefing 12.12.2025 15:40

Andrew and Tom give an update on the market and discuss several earnings reports. Song: That Was A Crazy Game of Poker - O.A.R. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Takeaways From Yesterday’s Fed Meeting & Oracle Results | December 11, 2025 – Morning Market Briefing 11.12.2025 25:59

Andrew, Ben, and Tom discuss their takeaways from yesterday’s Fed meeting and break down Oracle’s earnings. Song: I Will Possess Your Heart - Death Cab for Cutie For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Fed Decision Day: Will the Fed Cut Rates? | December 10, 2025 – Morning Market Briefing 10.12.2025 26:08

Andrew, Ben, and Tom discuss the potential outcomes of today's Fed meeting. Song: Pardon Me - Incubus For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Nvidia H200 Cleared for China | December 9, 2025 – Morning Market Briefing 09.12.2025 28:36

Andrew, Ben, and Tom discuss the ensuing Paramount drama, Nvidia’s H200 approval to China, and Trump’s affordability tour. Song: Shut Your Eyes - Snow Patrol For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

IBM Nears $11B Confluent Deal & Trump’s Farm-Aid Program | December 8, 2025 – Morning Market Briefing 08.12.2025 21:05

Andrew, Ben, and Tom discuss IBM’s near $11B deal for data-infrastructure company Confluent, the Trump administration’s $12B farm-aid program, and why the ECB’s next move could be a rate hike. Song: The Space Between - Dave Matthews Band For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: ht...

Warner Bros. Begins Exclusive Deal Talks with Netflix | December 5, 2025 – Morning Market Briefing 05.12.2025 22:55

Andrew, Ben, and Tom discuss the Warner Bros. and Netflix deal talks, Meta scaling back the Metaverse, and Scheinbaum’s first meeting with Trump. Song: Drops of Jupiter (Tell Me) - Train For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Trump Signals Support for "Cute" Japanese Kei Cars | December 4, 2025 – Morning Market Briefing 04.12.2025 22:00

Andrew, Ben, and Tom discuss Trump’s announcements yesterday and bond investors’ concerns about Kevin Hassett. Song: Colder Weather - Zac Brown Band For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

More Cautious Consumer Spending & The Dell Family Donation | December 3, 2025 – Morning Market Briefing 03.12.2025 20:01

Ben and Tom discuss ADP employment, the Dell family donation, and updates on the consumer. Song: Back to December - Taylor Swift For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Code Red at OpenAI & Mixed ISM Manufacturing Report | December 2, 2025 – Morning Market Briefing 02.12.2025 20:37

Ben discusses Apple's AI chief stepping down, OpenAI's 'code red' warning, Signet's earnings, and ISM Manufacturing data. Song: A Long December - Counting Crows For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Black Friday Sales & Central Bank Rate Cuts | December 1, 2025 – Morning Market Briefing 01.12.2025 21:55

Ben and Tom discuss Black Friday sales, central bank rate cuts, and slowing auto sales. Song: December - Collective Soul For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Urban Outfitters Posts Strong Earnings & Nvidia Continues to Play Defense | November 26, 2025 – Morning Market Briefing 26.11.2025 21:58

Andrew and Tom discuss Urban Outfitters earnings, Nvidia defending itself once again, and a college football preview. Song: Thank God I’m a Country Boy - John Denver For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure