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The Morning Market Briefing

Author: Narwhal Capital Management

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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
1615 Episodes
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Andrew & Tom discuss non-farm payrolls data & the odd collab to break up Big Medicine. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Ben & Tom discuss Costco earnings, small business optimism, and Trump on Warsh. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Ben & Tom discuss CPI ahead of Friday's release, Japan elections, and GLP-1 copycats.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Ben & Tom discuss Howard Marks at the CFA Society, Stellantis cuts some EV vehicle products, and bitcoin gets blasted. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Tom discusses Google earnings and Scott Bessent's testimony to the House. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss software companies getting smashed by AI, Fed policy, and Texas Instruments buying Silicon Labs. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss the SpaceX–xAI merger, the India Trade deal, and Palantir earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Ben discuss Korean stocks getting smashed, the potential government shutdown, and the AI funding mess. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Ben discuss Trump nominating Kevin Warsh as Fed chair, PPI data, and Xi dismissing his top leaders. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Ben discuss the Fed's decision to keep rates steady, AI spending spree, and questions about gold. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Ben discuss who will replace Powell, Amazon's layoff email, and Trump's TACO-ing. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss rising shutdown risk, durable goods data, and the dollar’s recent weakness rumors.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss Intel earnings and BOJ leaving rates unchanged. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom discuss winter storm Fern, the Greenland U-turn, and an update on Lisa Cook and the Fed Chair. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss Netflix earnings and recap last night's event. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Fish discuss Trump's latest comments on Greenland and the market sell-off.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Ben discuss where to place your high-yield savings and "The Great Healthcare Plan."Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss Saks filing for bankruptcy and bank earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss mortgage applications ripping, November PPI, and Trump's latest on Greenland.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss this morning's CPI data, yesterday's 10-year bond auction, and small business optimism. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
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