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

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Narwhal Capital Management

Episodes

TikTok Deal Framework Leaks & Pharma Companies Invest in the US | September 17, 2025 – Morning Market Briefing 17.09.2025 12:49

Andrew and Ben discuss the TikTok deal framework, pharma companies investing in the US, and a preview of the Fed meeting today. 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

Global Tensions and Market Impact Ahead of the Fed Meeting | September 16, 2025 – Morning Market Briefing 16.09.2025 27:19

Ben and Tom discuss international issues and their potential impact on the market and tomorrow's Fed meeting. Song: Fire on the Mountain - The Marshall Tucker 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

US-China Talks Continue & German Election Results | September 15, 2025 – Morning Market Briefing 15.09.2025 15:36

Andrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead. Song: Family Tradition - 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

Next Week's Fed Meeting: Will We Get a Cut? | September 12, 2025 – Morning Market Briefing 12.09.2025 24:43

Andrew, Ben, and Tom share thoughts ahead of next week's Fed meeting. Song: Minute by Minute - The Doobie Brothers 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

Our Reflections on Charlie Kirk's Assassination | September 11, 2025 – Morning Market Briefing 11.09.2025 26:05

Andrew, Ben, and Tom discuss the tragic assassination of Charlie Kirk and yesterday's market. Song: Where Were You - 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

Oracle's Plan to Lead AI for the Enterprise & PPI Comes in Cold | September 10, 2025 – Morning Market Briefing 10.09.2025 26:26

Andrew, Ben, and Tom discuss Oracle's jump after earnings, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data. Song: Karma Police - Radiohead 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

France Fires Their Prime Minister & Apple Event Preview | September 9, 2025 – Morning Market Briefing 09.09.2025 19:04

Ben and Tom discuss France's firing of their Prime Minister, the NFIB Small Business Optimism, and a preview of Apple's event today. Song: Say It Ain't So - 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

Bessent Blasts the Fed in Latest Articles | September 8, 2025 – Morning Market Briefing 08.09.2025 22:37

Andrew, Ben, Hannah, and Tom discuss Bessent's latest articles on the Fed, Japan's Prime Minister's plan to resign, 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

Lululemon Flops on Earnings & ISM Services | September 5, 2025 – Morning Market Briefing 05.09.2025 22:01

Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. Song: Walkin' on the Sun - Smash Mouth 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

JOLTS Report & Stephan Miran Facing Senate Confirmation | September 4, 2025 – Morning Market Briefing 04.09.2025 19:32

Andrew and Hicks discuss the JOLTS report, CRM earnings, the German economy expectation of slower growth, and Stephen Miran facing Senate confirmation today. Song: Band On The Run - 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

Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing 03.09.2025 23:54

Andrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing. Song: (Just Like) Starting Over - John Lennon 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

Kraft Heinz is Splitting Up & Eurozone Inflation | September 2, 2025 – Morning Market Briefing 02.09.2025 18:26

Andrew and Tom discuss this weekend's college football, Kraft Heinz splitting up, and Eurozone inflation. Song: Maggie May - Rod Stewart 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 College Football Preview | August 29, 2025 – Morning Market Briefing 29.08.2025 23:13

Andrew provides five things you should rethink about college football, some individual team themes, and a preview of the weekend. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 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...

Nvidia Earnings & Mexico to Increase Tariffs on China | August 28, 2025 – Morning Market Briefing 28.08.2025 17:52

Andrew and Hicks discuss Nvidia earnings, Mexico increasing Tariffs on China, and tonight's college football games. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 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...

India Tariffs Jump to 50% & Record Levels of Share Buybacks | August 27, 2025 – Morning Market Briefing 27.08.2025 16:45

Andrew and Hicks discuss the concerns surrounding Lisa Cook's firing, India's tariff jumping to 50%, and share buybacks hitting record highs. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 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:...

Lisa "The Fraudster" Cook is Fired | August 26, 2025 – Morning Market Briefing 26.08.2025 24:38

Andrew and Tom discuss Trump firing Lisa Cook, Eli Lilly completing late-stage trial of Oforgilpron, and EssilorLuxxotica reportedly taking a 20% stake in Nikon. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 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...

US Takes Stake in Intel & Chili's is Back | August 25, 2025 – Morning Market Briefing 25.08.2025 22:20

Andrew and Tom discuss Powell's speech from Friday, the US taking its 10% stake in Intel, and Chili's is back. Song: I Saw Her Standing There - The Beatles 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 Halts H20 Production & Jackson Hole Preview | August 22, 2025 – Morning Market Briefing 22.08.2025 17:27

Andrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole. Song: A New Man - Jerry Hutcheson 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 Governer Lisa Cook Under Fire & Initial Jobless Claims | August 21, 2025 – Morning Market Briefing 21.08.2025 17:39

Andrew and Tom discuss Nick Timiraos's unusual article comparing Jay Powell to the pope, Fed Governor Lisa Cook's mortgage fraud, and initial jobless claims. Song: When I Come Around - Green Day 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

Target Taps COO to Lead Turnaround & Truist's Bold New Strategy | August 20, 2025 – Morning Market Briefing 20.08.2025 17:37

Andrew and Tom discuss Target's new CEO, Trump's bond portfolio, and Truist's latest strategy to capture the "Mass Affluent." Song: Oye Como Va - Santana 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 Pushing for a "Trilat" with Zelensky and Putin | August 19, 2025 – Morning Market Briefing 19.08.2025 17:01

Andrew and Tom discuss yesterday's meeting with Zelensky in DC, Chamath's new SPAC, and HD 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

Zelensky Returns to DC to Meet with Trump and European Leaders | August 18, 2025 – Morning Market Briefing 18.08.2025 19:14

Andrew and Tom discuss Trump's meeting with Putin and Zelensky returning to DC today. Song: Sweet Child O' Mine - Guns N' Roses 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 US Takes Stake in Intel & Retail Sales | August 15, 2025 – Morning Market Briefing 15.08.2025 19:13

Andrew, Ben, Tom, and Pedro discuss Berkshire's recent buy of UNH, the US taking a stake in Intel, and retail sales. Song: Chillin' in Alaska - Tim Heidecker 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

PPI Comes in Hotter than Expected | August 14, 2025 – Morning Market Briefing 14.08.2025 23:48

Andrew, Ben, and Tom discuss this morning's PPI data and various earnings. Song: I'm in a Hurry (And Don't Know Why) - 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

Perplexity Offers to Buy Google Chrome & Yesterday's Rally | August 13, 2025 – Morning Market Briefing 13.08.2025 17:46

Andrew, Ben, and Tom discuss yesterday's market rally, Bessent's latest comments on rates, and Perplexity's offer to buy Google Chrome. Song: Innerbloom - Rüfüs Du Sol 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