The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment. Visit our website: https://www.narwhalcapital.com/ Follow on Twitter: https://twitter.com/NarwhalCapital
The Investing Podcast is an absolute gem in the world of financial podcasts. With its informative and entertaining content, it has quickly become my go-to podcast for all things related to investing and the stock market. The hosts, Andrew, Ben, Matt, and Sam, deliver astute observations and provide legitimately good and worthwhile content. Their expertise in the field is evident throughout each episode, making it a must-listen for anyone looking to expand their knowledge in stocks and investments.
One of the best aspects of this podcast is its ability to make complex financial concepts accessible to listeners of all levels of expertise. Whether you're a seasoned investor or a complete novice like myself, the hosts break down topics in a way that is easy to understand without sacrificing depth or accuracy. Additionally, the podcast offers valuable market check-ins that keep listeners updated on the latest happenings in the world of finance. This regular dose of information helps listeners stay informed and make well-informed investment decisions.
While there are many great aspects to this podcast, one drawback is the absence of intern Joey. Many listeners have expressed their fondness for his contributions and miss his presence on the show. Bringing him back would add an extra layer of entertainment and diversity to the discussions.
In conclusion, The Investing Podcast is an informative and helpful series that provides valuable insights into investing and the stock market. It strikes a perfect balance between being educational and entertaining. While there may be room for improvement with regards to bringing back certain beloved contributors, overall, this podcast is a must-listen for anyone interested in expanding their knowledge in finance and investments.
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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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 BeatlesFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole. Song: A New Man - Jerry HutchesonFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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 DayFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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 - SantanaFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Tom discuss Trump's meeting with Putin and Zelensky returning to DC today. Song: Sweet Child O' Mine - Guns N' RosesFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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 HeideckerFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss this morning's PPI data and various earnings. Song: I'm in a Hurry (And Don't Know Why) - AlabamaFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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 SolFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger. Song: Beautiful Disaster - 311For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss AMD and Nvidia paying 15% of their China revenue to the US. Please reach out to hfish@narwhal.com if you are interested in our fantasy football league. Song: Roundabout - YESFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom discuss Meta's funding plan and various 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings.Song: Corduroy - Pearl JamFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings. Song: Drown - Smashing PumpkinsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Ben discuss San Francisco Fed President Mary Daly's call for interest rate cuts, trade balance data, and various earnings. Song: Heaven Beside You - Alice In ChainsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Ben discuss BLS Director Erika McEntarfer being fired by Trump, Fed Governor replacement for Andrea Kugler, and Berkshire Hathaway earnings. Song: Sharp Dressed Man - ZZ TopFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben, Mason, and Pedro discuss this morning's jobs data, tariffs, the presidential fitness test, earnings, and Mason's exit interview. Song: Spiderwebs - No DoubtFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, Thomas, and Tom discuss yesterday's Fed meeting, the crash in copper prices, an update on trade deals, and Thomas's exit interview. Song: Found Out About You - Gin BlossomsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss jobs numbers, consumer confidence, and this morning's GDP data. Song: Georgy Porgy - TotoFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Ben discuss Trump's potential patent system overhaul, a Fed preview, and various earnings. Song: Untitled - Smashing PumpkinsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, Hannah, and Tom discuss EU tariff deal, Goldman Sachs forgoes job cuts, and the week ahead. Song: Nights on Broadway - Bee GeesFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Aden, Ben, & Tom discuss Trump's tour of the Federal Reserve building, M&A activity, various earnings, and closing questions for Aiden's last day. Song: Real American - Rick Derringer For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom discuss the ECB keeping rates steady, Trump's AI action plan, and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom discuss the Japan trade deal and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom discuss earnings for KO, GM, PM, DHR, LMT, RTX, and NOC. Song: Mr. Brightside- The KillersFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom give their thoughts on last week's market and the Wall Street Journal's article on Atlanta's growth slowing. Song: Still The Same - Bob Seger & The Silver Bullet BandFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Pedro discuss UNP potentially buying NSC, NFLX earnings, & Iran is rearming its militia allies. Song: Over the Hills and Far Away - Led ZeppelinFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Thomas discuss the UK lowering its voting age to 16 and the EU preparing a list of retaliatory measures, including tariffs on the US. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Thomas, and Tom discuss this morning's PPI data, the U.S. trade deal with Indonesia, and Trump's executive order to include private investments in 401(k) plans. Song: Trippin' on a Hole in a Paper Heart - Stone Temple PilotsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss this morning's CPI data, BofA Fund Manager Survey, and various company updates. Song: Whatever - OasisFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss Mexico's potential tariff deal, the U.S. June budget surplus, and crypto week in Congress. Song: The Gambler - Kenny RogersFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss Waller's recent statements about the Fed, Trump's sale of weapons to NATO with the understanding that they are intended for Ukraine, and an update on Narwhal's Relay Race. Song: Scarface (Push it to the Limit) - Paul EngemannFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss long-bond interest rates falling, Costco sales, and Ferrero to buy Kellogg. Song: Your Mama Don't Dance - Loggins & MessinaFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Tom discuss Trump's threat of 50% tariffs on copper and 200% on pharmaceuticals, the EU trade deal is ready to be signed, and Apple is losing executives. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss Trump's letters to countries that didn't make a tariff deal and NFIB small business optimism. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss the BBB, tariffs, and Tesla. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Grab a case of Coors Light, because Moe Reza and Andrew Hall dive deep into the history of Iran and U.S. foreign policy, the Iranian Nuclear program, and modern-day nuclear weapons. Have a great Fourth of July 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss this morning's jobs data, the BBB, more trade deals, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss the BBB passing through the Senate, Constellation earnings, and ADP employment numbers. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss the first half of 2025 in review, Musk vs. Trump, and an update on the BBB. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom discuss Canada backing down from the digital services tax, banks passing stress tests, and BBB passing a key procedural vote. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Pedro discuss the status of the Big Beautiful Bill, PCE inflation, and provide an update on the China trade deal. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss the Fed's decision to cut the Supplementary Leverage Ratio, Trump's consideration of naming a Fed chair early, and Micron's 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss Jay Powell testifying on the Hill and the New York City mayoral primary. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom discuss the tentative Iran/Israel peace deal, a preview of the NATO conference, and Jerome Powell's day in Congress. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew, Ben, and Tom discuss the US strike on Iran, the passing of FedEx founder Fred Smith, and Trump's attack on Powell. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Ben and Tom recap Wednesday's Fed meeting and preview 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Tom discuss Trump weighing Israel/Iran options, US plans to increase bank liquidity, and a Fed meeting preview.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
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