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

US-India Deal Seems Likely & UK Inflation | October 22, 2025 – Morning Market Briefing 22.10.2025 23:21

Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings. Song: Change the World - Eric Clapton 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

US Army Meets with Private Equity | October 21, 2025 – Morning Market Briefing 21.10.2025 23:17

Andrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings. Song: Blue Sky - The Allman Brothers 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

Why Do We Own These Companies | October 20, 2025 – Morning Market Briefing 20.10.2025 15:50

Andrew, Ben, and Tom review the weekend’s college football games and discuss a handful of companies we own and why. Song: The Beatles - Get Back 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

Bad Loans & The Dangers of Alternative Fixed Income | October 17, 2025 – Morning Market Briefing 17.10.2025 27:52

Ben, Tom, and Andrew discuss Andrew's birthday surprise, bad loans from regional banks/private credit, market volatility, earnings results, and the college football slate for the weekend. 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

Beige Book Overview & A Comeback in U.S. Manufacturing | October 16, 2025 – Morning Market Briefing 16.10.2025 17:50

Ben, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earnings updates, and the increased prevalence of long-term revenue forecasts as drivers of AI company valuations. 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 Plea...

AI Company Updates & Bank Earnings Reports | October 15, 2025 – Morning Market Briefing 15.10.2025 15:31

Ben, Tom, and Andrew discuss updates on companies tied to the AI boom, markets making a comeback, Powell's Adam Smith Award lecture, and GSIB earnings reports. 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

Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing 14.10.2025 18:03

Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings. 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 and Rebound | October 13, 2025 – Morning Market Briefing 13.10.2025 18:56

Ben, Tom, and Andrew discuss Friday's sell-off, international news, and the week 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

AI Trade is Back On | October 10, 2025 – Morning Market Briefing 10.10.2025 15:21

Ben discusses the pick up in AI trade, international news, and what to be on the lookout for next week. 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

New Prime Minister in France and First Brands Bankruptcy | October 9, 2025 – Morning Market Briefing 09.10.2025 18:53

Andrew and Tom discuss international news, First Brands bankruptcy, and various company earnings. 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

Oracle's AI Cloud Business and Fed Minutes | October 8, 2025 – Morning Market Briefing 08.10.2025 18:35

Ben and Tom discuss Oracle's AI Cloud Business, Fed Minutes, and 10-year auction expectations. 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

Tesla News and Constellation Brands Earnings | October 7, 2025 – Morning Market Briefing 07.10.2025 17:15

Ben, Tom, and Andrew discuss Tesla news, Constellation Brands, and bond rate expectations. 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

Political Unrest - Another Prime Minister Resignation in France | October 6, 2025 – Morning Market Briefing 06.10.2025 18:08

Ben, Tom, and Andrew discuss Foxconn sales, Japan's prime minister, and give an update on the government shutdown. 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

CFA Meeting Recap: Is Stagflation Ahead? | October 3, 2025 – Morning Market Briefing 03.10.2025 20:22

Andrew and Tom discuss yesterday's CFA meeting and the week ahead. Song: My Own Prison - Creed 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

Shutdown Negotiations Continue & Mixed ISM Manufacturing Report | October 2, 2025 – Morning Market Briefing 02.10.2025 13:29

Andrew, Ben, and Tom discuss the government shutdown and yesterday's ISM manufacturing report. Song: Closing Time - Semisonic 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

TrumpRx & the US Government Shuts Down | October 1, 2025 – Morning Market Briefing 01.10.2025 15:57

Andrew, Ben, and Tom discuss Nike earnings, TrumpRX and the government shutdown. Song: Closing Time - Semisonic 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

US Proposal for Israel-Gaza Peace | September 30, 2025 – Morning Market Briefing 30.09.2025 14:43

Andrew, Ben, and Tom discuss the major points of the Israel-Gaza peace announcement, an update on the potential government shutdown, and Hegseth's mystery meeting with top military officials. Song: Meet in the Middle - Diamond Rio 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://...

Strategic M&A Continues & Potential Government Shutdown | September 29, 2025 – Morning Market Briefing 29.09.2025 22:56

Andrew, Ben, and Tom discuss the latest M&A activity, potential government shutdowns, and Goldman Sachs' upgrade of equities to overweight. Song: Rhiannon - Fleetwood Mac 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

August PCE Data Points to Strong Consumer Spending | September 26, 2025 – Morning Market Briefing 26.09.2025 30:38

Ben and Tom discuss this morning's PCE data, GDP revision, and more Fed talk. Song: Good Vibrations - 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

Breaking Down Miran’s Interest Rate Comments & Yesterday's CFA Meeting | September 25, 2025 – Morning Market Briefing 25.09.2025 22:30

Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting. Song: Fly Like an Eagle - 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

Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing 24.09.2025 13:36

Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation. Song: Touch of Grey - Grateful Dead 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

Autism Announcement & Nvidia Investing up to $100B in OpenAI | September 23, 2025 – Morning Market Briefing 23.09.2025 18:22

Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI. Song: If This Is Just a Game - 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

Pfizer’s Latest Deal & New H-1B Rules | September 22, 2025 – Morning Market Briefing 22.09.2025 14:58

Ben discusses Pfizer's latest acquisition and the implications of the new H-1B rules. Song: September - Earth, Wind, & Fire 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

Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing 19.09.2025 20:41

Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead. Song: Amie - Pure Prairie League 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

The Fed Cuts Rates & Nvidia Pours $5B into Intel | September 18, 2025 – Morning Market Briefing 18.09.2025 19:24

Andrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel. Song: You Never Even Called Me by My Name - 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