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, 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
Ben and Tom discuss the G-7 Summit, EU trade negotiations, and an update on bonds. 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 current state of the Israel/Iran conflict, Gallup's latest poll, 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, Pedro, and Tom discuss Israel's strike on Iran, Adobe earnings, and Restoration Hardware 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 recap their conference in DC, discuss PPI coming in lower than expected, and Iran's progress in its nuclear program. 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 an update on the Robotaxis, China truce, and CPI. 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 state of the podcast, Apple's WWDC conferance, Trump accounts, and an update on China trade talks. 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 discusses the LA riots, a preview of Apple's WWDC, and his time at the Schwab conference. 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
Aden, Pedro, and Tom discuss the Trump/Elon feud, Lululemon earnings, 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
Tom discusses the ISM services report data, ECB rate cuts, and Trump's travel ban. 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 steel tariffs taking effect today, jobs data, and various company news. 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 ISM Manufacturing data, the Dutch government's collapse, and Meta buying nuclear power from Constellation. 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 Russia/Ukraine and improving US economic data. 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, Tom, and Thomas discuss the status of the China trade talks, Trump's meeting with Powell, and Elon's last 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Andrew and Tom discuss Nvidia earnings and Trump's tariffs being ruled illegal in federal court. 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 yesterday's consumer confidence report, Macy's earnings, and Trump's day off. 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 delay of the 50% tariff on the EU, Japanese bond issuance, and Redfin's home data. 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, Pedro, and Tom discuss the Big Beautiful Bill, the MAHA Report, and Booz Allen Hamilton 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 yesterday's sell-off 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
Ben and Tom discuss the Bloomberg outage and bonds selling off again. 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 last night's Japanese bond auction and the impact of tariffs. 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 University of Michigan survey data, the current status of the budget, and the US debt downgrade. 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 potential Charter and Cox Communications merger, Meta's AI delays, and Novo Nordisk firing its CEO. 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 deregulation for banks, Apple increasing production in the United States, 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 discusses Medicaid cuts to control inflated government payments, Saudi Arabia's investment in the U.S., and Microsoft layoffs. 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 yesterday's market rally, this morning's CPI data, 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 China tariff deal, prescription drug price reduction, and Apple's 2027 product list. 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, Tom, and Pedro discuss trade updates with the UK and China, potential tax changes for high-earners/carried interest, and semiconductor 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 yesterday's Fed meeting, a UK/U.S. trade deal, and a big announcement from the administration coming Monday.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 Ben discuss today's Fed meeting, potential trade deals with the UK & China, and earnings updates.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 ISM Services PMI, the German chancellor election, and earnings updates.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 Buffett's retirement, Trump's interview on Meet the Press, and currency volatility.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 yesterday's ISM manufacturing release, this morning's jobs data, and AAPL/AMZN 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
Ben and Tom discuss Trump trade deals and business updates.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 speech yesterday, the Treasury refunding plan, and this morning's GDP data. 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 Canada's narrow election, Europe's power outage, 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 this morning's article by the WSJ on Trump's muni bond portfolio, Bessent's interview on ABC, and Canada's elections. 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, Pedro, and Tom discuss GOOGL earnings, Apple shifting US-sold iPhone production to India, and Witkoff in Ukraine. 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 Bessent's speech at the Institute of International Finance, China fighting protestors, and various earnings updates. 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 progress in tariffs and Tesla 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 yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pill underperforming Eli Lilly. 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 death of Pope Francis, muni market turbulence, and Medicaid budget cuts. 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 Powell's speech, the ECB rate cut, 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, Ben, and Tom discuss Bessent's interview on Yahoo Finance, China's retaliation, 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, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey. 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 University of Michigan's Sentiment report, Medicaid budget cuts, and Goldman Sachs earnings.Apologies in advance for the minor audio drop five minutes in. 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