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.
Tom and Thomas discuss SpaceX's IPO trading kicking off around midday with crypto markets implying a $2.3 trillion valuation 30-50% above the IPO price, the heavy skepticism that SPCX can hold that level, the Trump administration's power emergency declaration in the southeastern US allowing plants to exceed pollution limits during dangerous heat, and the framework of the Iran deal including a 30-day Strait of Hormuz reopening, $300 billion in reconstruction funding, the release of $24 billion in frozen assets, and a permanent end to hostilities.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 Oracle's 8% drop on a $40 billion capital raise plan and CapEx ballooning to $90-95 billion against just 6% EPS growth, the ECB hiking rates for the first time since 2023 to 2.25% into a sagging expansion, today's PPI print and 30-year auction, Rick Rieder's case for Fed cuts and fixed-income opportunities, OpenAI weighing drastic token price cuts to fend off Anthropic, and why Google's equity-funded AI buildout raises real questions about ROIC.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 Trump's Truth Social post declaring Iran's military "completely defeated" and the deal effectively dead, today's CPI print with consensus at +4.2% headline, the BOJ rate hike path complicated by Governor Ueda's hospitalization, Super Micro's $7 billion dilutive stock offering to fund $39 billion in backlog orders, the building AI supply overhang from OpenAI's S-1, Google, SpaceX, and Perplexity's 2028 IPO plans, Claude Fable 5's release stabilizing tech, TSMC's 30% May sales rebound, and Oracle earnings tonight.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 China's $295 billion AI infrastructure plan that hands 80% of the buildout to Huawei and squeezes out Nvidia and AMD, Taiwan's tightening AI chip export controls, Korea's 8% rebound after yesterday's circuit breaker, OpenAI's S-1 filing as it races Anthropic to be the first AI lab to go public, the finalized $36 billion Apollo-Blackstone-Google-Anthropic-Broadcom TPU financing deal, and Apple's underwhelming WWDC keynote with a slow Siri AI rollout limited outside the US.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, Tom, and Thomas discuss Korea's stock market hitting a circuit breaker overnight with an 8.5% drop, bond traders positioning for a 4.3% CPI surge that could complicate Kevin Warsh's rate-cut plans, and what the renewed inflation fears mean for markets, the Fed, and the AI trade.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 Zelensky's open letter to Putin proposing direct man-to-man peace talks with potential involvement from the US and Europe as security guarantors, while Trump is focused on Iran, and S&P Dow Jones Indices' surprise rejection of SpaceX's S&P 500 inclusion, citing GAAP profitability and float requirements.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's integration of generative AI and natural language processing to help viewers cut through content overload with personalized recommendations and a voice user interface, alongside the latest Iran update with the Foreign Minister claiming no tangible progress in talks, Bibi Netanyahu's CNBC comments raising the prospect of restarting the war, Trump's hope for a weekend deal to reopen the Strait of Hormuz, and the market reaction with oil rising and bonds selling 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, Ben, and Tom discuss the SpaceX IPO targeting a $1.75 trillion valuation with a record $75 billion raise pricing next Thursday, historical data on how mega-IPOs perform and float dynamics, the anomalous JOLTS job openings jump in the West, today's ISM Services and Fed Beige Book releases, and the USTR's new Section 301 tariffs of 10-12.5% on major trading partners including Canada, the EU, Mexico, China, and the UK tied to forced labor.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 Google's $80 billion equity raise to fund AI infrastructure CapEx through mandatory convertible preferred stock, Class A and C common stock, and an at-the-market offering, Berkshire Hathaway taking a $10 billion stake at a discount, the administrative shift to corporate cash for employee RSU tax obligations, the broader AI cash crunch with $80 billion of SpaceX stock and Anthropic's IPO filing hitting the market, and which hyperscaler MSFT, ORCL, META, or AMZN could be next to raise.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 Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison Homes at a 24% premium as Greg Abel's first big move as CEO and its integration with Clayton Homes for the Sunbelt first-time buyer market, and Nvidia's entry into the Windows PC market with the RTX Spark Superchip in Dell and Lenovo laptops, sending INTC, QCOM, and AMD shares lower.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 Andrew discuss the Dell's strong earnings report, credit card defaults, and the impact of IPOs on the market. 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 the PCE Inflation Report, small buisness formation, and the new Meta subscriptions. 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 AI-driven expansion of the trillion-dollar club with SK Hynix, Micron, and Eli Lilly crossing the $1T market cap threshold and Nvidia leading at $5.2T, Zscaler's 21% premarket drop on prudent guidance and sales leadership departures, the longer-term cybersecurity opportunity as AI expands endpoints, and Ben's case for why we don't own Micron in size.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 reported two-phase US-Iran deal to reopen the Strait of Hormuz and dispose of enriched uranium, market reactions with oil dropping to the low $90s and the 10-year falling to 4.50%, Kevin Warsh's first comments as Fed Chair signaling reform, the WSJ piece on the vanishing equity risk premium, and Eli Lilly's VERVE-102 one-shot gene editing therapy showing up to 62% LDL cholesterol reduction in early trials as a potential challenger to Amgen's Repatha.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 and Hannah discuss early signs of the Iran war, high oil prices, and interest rates weighing on growth with the AIA Architectural Billings Survey and Philly Fed Index softening, US-Iran peace talks progressing but stalling over the Strait of Hormuz tolls and nuclear enrichment, Kevin Warsh's swearing-in as Fed Chair at the White House, and new studies showing GLP-1 weight loss drugs may slow cancer tumor progression and lower mortality risk.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 Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.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 Trump's strong primary night with Burt Jones winning in Georgia and Gallrein beating Massie in Kentucky, Trump extending his Iran timeline beyond the prior 2-3 day window, and Target's better-than-expected Q1 resultsJoin 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 Google and Blackstone teaming up on a massive $25 billion AI cloud infrastructure play to challenge CoreWeave, alongside the high-profile rollout of 600 new generic drugs on the expanded TrumpRx platform with Mark Cuban and Amazon.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 NEE considering purchasing Dominion.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 Iran outlook and Trumps return from China.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 Cisco's earnings and Trump's meeting with Xi. 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 Trump's trip to China and PPI.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 this morning's CPI data, the state of the housing market, and NFIB small business. 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 Trump's rejection of Iran's demands ahead of his visit to China. 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, Thomas, and Tom discuss the latest NFL streaming drama, Lime Scooters' IPO, and Trump's trip to China. 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
Thomas and Tom discuss the insider trading scheme involving lawyers and an Iran update. 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
Thomas and Tom discuss the price of memory and Nvidia's latest investment. 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 Iran firing on US warships and Gamestop CEO Ryan Cohen's wild interview. 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 his beef with Star Wars, Spirit's bankruptcy, and GameStop's bid for eBay. 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, Tom, and Thomas discuss Trump's Meeting with King Charles & Elon Musk testifying against OpenAI. 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, Tom, and Thomas discuss Powell's last meeting as chair & the White House blocking Anthropic's plan to expand Mythos. 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 and Thomas discuss the UAE dumping OPEC. 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 and Thomas discuss OpenAI's financial issues and state of prediction markets. 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 and Thomas discuss various 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
Ben and Thomas discuss various 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
Ben and Thomas discuss various 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
Ben and Tom discuss Kevin Warsh's Senate confirmation. 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 Tim Cook stepping down. 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 weekends news on the strait. 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 tech world turnover and the week ahead. 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 the New York luxury tax and various 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 ASML earnings, Bessent's WSJ interview, and Trump seeing the end of the Iran war.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 PPI, Iran, 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 Iran negotiations and various company news.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 CPI, the latest Howard Marks memo, and Sheinbaum does a 180 on fracking. 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 market's reaction to the ceasefire. 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 the Iran ceasefire. 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 AI usage and Iran war update.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 Thomas discuss Trump's tweets from the weekend and Citrini's latest report. 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 Trump's speech from last night. 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, Thomas, and Tom discuss Ben's travels, Trump's speech tonight, and covid bubbles bursting. 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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