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

Ukraine Agrees to Potential Peace Deal & Meta to Use Alphabet's TPUs | November 25, 2025 – Morning Market Briefing 25.11.2025 25:48

Andrew, Ben, and Tom discuss the potential Russia/Ukraine peace deal, Meta in talks to use Alphabet's TPUs, and Nvidia's "We're not Enron" memo. Song: Mountain Music - 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

Bessent Speaks on Inflation & Russia/Ukraine Peace Deal Progress | November 24, 2025 – Morning Market Briefing 24.11.2025 20:36

Andrew, Ben, and Tom discuss Bessent's interview with Meet the Press, progress on the Russia/Ukraine peace deal, and Lenovo stockpiling memory chips. Song: Little Bitty - Alan Jackson 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

Market Sell-Off Continues & Gap Earnings | November 21, 2025 – Morning Market Briefing 21.11.2025 19:00

Andrew, Ben, and Tom discuss the sell-off, GAP earnings, and the week ahead. Song: Hash Pipe - Weezer 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 Shocks the Market with an Earnings Beat | November 20, 2025 – Morning Market Briefing 20.11.2025 19:18

Andrew, Ben, and Tom discuss Nvidia earnings, Walmart's move to Nasdaq, and Mamdani's upcoming visit to the White House. Song: All My Rowdy Friends (Have Settled Down) - Hank Williams Jr. 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

Saudi Arabia Commits Nearly $1 Trillion in US Investment | November 19, 2025 – Morning Market Briefing 19.11.2025 22:16

Andrew, Ben, and Tom discuss Trump's meeting with MBS and an update on the China rare earth deal. Song: Every Rose Has Its Thorn - Poison 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

What to Make of the Market Sell-Off | November 18, 2025 – Morning Market Briefing 18.11.2025 18:26

Ben and Tom discuss Home Depot earnings and what to make of the market sell-off. Song: You Don’t Know How It Feels - Tom Petty 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

Tim Cook Preparing to Step Down as Apple CEO | November 17, 2025 – Morning Market Briefing 17.11.2025 16:22

Andrew, Ben, and Tom discuss Apple stepping up its succession planning for Tim Cook, Berkshire's stake in Alphabet, and the week ahead. Song: Wrapped Around Your Finger - The Police 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

Yesterday's Market & Portable Mortgages | November 14, 2025 – Morning Market Briefing 14.11.2025 25:04

Andrew, Ben, and Tom discuss what happened in yesterday's market, the bidding war for Warner Bros, portable mortgages, and the week ahead. Song: Kokomo - The 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

Government Shutdown Ends & Michael Burry Closes Shop | November 13, 2025 – Morning Market Briefing 13.11.2025 19:10

Ben and Tom discuss the end of the shutdown and its impact, Michael Burry’s decision to close his hedge fund, and various earnings reports. Song: The Ride - David Allan Coe 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

Bessent Says Tariff Relief on Fruit and Coffee is Coming | November 12, 2025 – Morning Market Briefing 12.11.2025 20:19

Andrew, Ben, and Tom discuss Bessent's latest comments on tariffs, AMD reenergizing data center interest, and the US Navy considering a temporary base near Gaza. Song: Pinball Wizard - The Who 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

Senate Passes Shutdown Deal & NFIB Small Business Optimism | November 11, 2025 – Morning Market Briefing 11.11.2025 20:52

Ben and Tom discuss the Senate passing the shutdown deal and NFIB small business optimism. Song: Fortunate Son - Creedence Clearwater Revival 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

Visa/Mastercard Nearing Settlement with Merchants & Shutdown Progress | November 10, 2025 – Morning Market Briefing 10.11.2025 26:05

Andrew, Ben, and Tom discuss the Visa/Mastercard settlement and an update on the shutdown. Song: Where the Blacktop Ends - Keith Urban 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

Record $5.53 Trillion in MMF | November 7, 2025 – Morning Market Briefing 07.11.2025 15:21

Ben discusses various company's news, the effects of record high MMF balances, and gives his thoughts on football for the weekend ahead. 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

Tariff Hearings in the Supreme Court & Apple's Deal with Google for AI Siri | November 6, 2025 – Morning Market Briefing 06.11.2025 16:59

Ben discusses the tariff hearings in the Supreme Court, Bank of England, and Apple's new deal with Google for AI Siri. We had internet issues this morning, so I apologize for the poor audio in the first five minutes. 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.co...

NYC Mayoral Election Results | November 5, 2025 – Morning Market Briefing 05.11.2025 24:09

Ben and Tom discuss the New York mayoral election results, weight loss drugs, Japan, AI company earnings, and Google's acquisition of Wiz. Song: In Spite of Ourselves - John Prine 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

Local Election Day Across the US & ISM Manufacturing Suggests Lower Inflation | November 4, 2025 – Morning Market Briefing 04.11.2025 24:58

Ben and Tom discuss the New York mayoral elections, the ISM Manufacturing Report, and Starbucks selling 60% of its China unit to Boyu Capital. Song: O.D.'d In Denver - Hank Williams Jr. 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

Alphabet Selling Euros to Fund AI Expansion & China Deal Update | November 3, 2025 – Morning Market Briefing 03.11.2025 18:01

Andrew, Ben, and Tom discuss Alphabet selling 3 billion Euros and update on the China deal. Song: Rock’n Me - Steve Miller 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

Money 20/20 Conference: The Morning Market Briefing LIVE – Leveraging a Firm Podcast to Educate Clients and Build Trust 31.10.2025 25:16

This past week, we traveled to Las Vegas to do a live podcast at the Money 20/20 conference. This is the recording from our session. 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

Apple, Amazon Earnings & More Private Credit Fraud | October 31, 2025 – Morning Market Briefing 31.10.2025 25:43

Andrew, Ben, and Tom discuss more big tech earnings and the latest private credit fraud. Song: Thriller - Michael Jackson 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 Meets with Xi & Big Tech Earnings | October 30, 2025 – Morning Market Briefing 30.10.2025 20:05

Andrew, Ben, and Tom discuss Trump's meeting with Xi and big tech earnings. Song: Jet Airliner - Steve Miller 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

LIVE From Las Vegas: Nvidia's New Partnerships & US-Japan Trade Deal | October 29, 2025 – Morning Market Briefing 29.10.2025 14:44

Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Nvidia's new partnerships, and the US-Japan trade deal. Please forgive the poor audio quality this morning, as we’re using our travel setup. Song: The Gambler - Kenny Rogers 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 se...

LIVE From Las Vegas: Amazon Job Cuts & UPS Crushes Earnings | October 28, 2025 – Morning Market Briefing 28.10.2025 15:59

Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Amazon job cuts, UPS earnings, and SBUX in China. Please forgive the poor audio quality this morning, as we’re using our travel setup. Song: Waking Up In Vegas - Katy Perry 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...

LIVE From Las Vegas: Argentina Elections & Apple's Plan for More Ads | October 27, 2025 – Morning Market Briefing 27.10.2025 21:15

Andrew and Tom, live from Las Vegas, discuss the latest conference topics, Argentina’s elections, and Apple's plan for ads on maps. Please forgive the poor audio quality this morning, as we’re using our travel setup. Song: Ben played something strange this morning. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefin...

Trump Terminates Canada Trade Talks & CPI Comes in Cold | October 24, 2025 – Morning Market Briefing 24.10.2025 18:18

Andrew and Ben discuss the Canada trade talks, Argentina elections, September CPI, and various earnings. Song: Sold (The Grundy County Auction Incident) - John Michael Montgomery 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

Sanctions on Russian Oil Companies & Tesla Earnings | October 23, 2025 – Morning Market Briefing 23.10.2025 21:07

Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings. Song: Pride and Joy - Stevie Ray Vaughan 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