The Investing Podcast

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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

Narwhal Capital Management


    • Oct 30, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 17m AVG DURATION
    • 1,548 EPISODES

    5 from 55 ratings Listeners of The Investing Podcast that love the show mention: wowie, joey b, thug, investing podcast, stock market, stocks, intern, consistency, markets, tip, bet, finance, andrew, financial, lol, interested, daily, bring, man, humor.


    Ivy Insights

    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.



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    Latest episodes from The Investing Podcast

    Trump Meets with Xi & Big Tech Earnings | October 30, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 30, 2025 20:05


    Andrew, Ben, and Tom discuss Trump's meeting with Xi and big tech earnings.  Song: Jet Airliner - Steve Miller 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

    LIVE From Las Vegas: Nvidia's New Partnerships & US-Japan Trade Deal | October 29, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 29, 2025 14:44


    Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Nvidia's new partnerships, and the US-Japan trade deal. Please forgive the poor audio quality this morning, as we're using our travel setup.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

    LIVE From Las Vegas: Amazon Job Cuts & UPS Crushes Earnings | October 28, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 28, 2025 15:59


    Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Amazon job cuts, UPS earnings, and SBUX in China. Please forgive the poor audio quality this morning, as we're using our travel setup.Song: Waking Up In Vegas - Katy PerryFor 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

    LIVE From Las Vegas: Argentina Elections & Apple's Plan for More Ads | October 27, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 27, 2025 21:15


    Andrew and Tom, live from Las Vegas, discuss the latest conference topics, Argentina's elections, and Apple's plan for ads on maps. Please forgive the poor audio quality this morning, as we're using our travel setup.Song: Ben played something strange this morning. 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

    Trump Terminates Canada Trade Talks & CPI Comes in Cold | October 24, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 24, 2025 18:18


    Andrew and Ben discuss the Canada trade talks, Argentina elections, September CPI, and various earnings.  Song: Sold (The Grundy County Auction Incident) - John Michael MontgomeryFor 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

    Sanctions on Russian Oil Companies & Tesla Earnings | October 23, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 23, 2025 21:07


    Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings. Song: Pride and Joy - Stevie Ray VaughanFor 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

    US-India Deal Seems Likely & UK Inflation | October 22, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 22, 2025 23:21


    Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings. Song: Change the World - Eric ClaptonFor 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

    US Army Meets with Private Equity | October 21, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 21, 2025 23:17


    Andrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings. Song: Blue Sky - The Allman Brothers 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

    Why Do We Own These Companies | October 20, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 20, 2025 15:50


    Andrew, Ben, and Tom review the weekend's college football games and discuss a handful of companies we own and why.Song: The Beatles - Get BackFor 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

    Bad Loans & The Dangers of Alternative Fixed Income | October 17, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 17, 2025 27:52


    Ben, Tom, and Andrew discuss Andrew's birthday surprise, bad loans from regional banks/private credit, market volatility, earnings results, and the college football slate for the 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

    Beige Book Overview & A Comeback in U.S. Manufacturing | October 16, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 16, 2025 17:50


    Ben, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earnings updates, and the increased prevalence of long-term revenue forecasts as drivers of AI company valuations.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

    AI Company Updates & Bank Earnings Reports | October 15, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 15, 2025 15:31


    Ben, Tom, and Andrew discuss updates on companies tied to the AI boom, markets making a comeback, Powell's Adam Smith Award lecture, and GSIB earnings reports.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

    Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 14, 2025 18:03


    Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank 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

    Market Sell-Off and Rebound | October 13, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 13, 2025 18:56


    Ben, Tom, and Andrew discuss Friday's sell-off, international news, 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

    AI Trade is Back On | October 10, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 10, 2025 15:21


    Ben discusses the pick up in AI trade, international news, and what to be on the lookout for next week.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

    New Prime Minister in France and First Brands Bankruptcy | October 9, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 9, 2025 18:53


    Andrew and Tom discuss international news, First Brands bankruptcy, and various company 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

    Oracle's AI Cloud Business and Fed Minutes | October 8, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 8, 2025 18:35


    Ben and Tom discuss Oracle's AI Cloud Business, Fed Minutes, and 10-year auction expectations.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

    Tesla News and Constellation Brands Earnings | October 7, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 7, 2025 17:15


    Ben, Tom, and Andrew discuss Tesla news, Constellation Brands, and bond rate expectations.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

    Political Unrest - Another Prime Minister Resignation in France | October 6, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 6, 2025 18:08


    Ben, Tom, and Andrew discuss Foxconn sales, Japan's prime minister, and give an update on the government shutdown. 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

    CFA Meeting Recap: Is Stagflation Ahead? | October 3, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 3, 2025 20:22


    Andrew and Tom discuss yesterday's CFA meeting and the week ahead. Song: My Own Prison - CreedFor 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

    Shutdown Negotiations Continue & Mixed ISM Manufacturing Report | October 2, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 2, 2025 13:29


    Andrew, Ben, and Tom discuss the government shutdown and yesterday's ISM manufacturing report.Song: Closing Time - SemisonicFor 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

    TrumpRx & the US Government Shuts Down | October 1, 2025 – Morning Market Briefing

    Play Episode Listen Later Oct 1, 2025 15:57


    Andrew, Ben, and Tom discuss Nike earnings, TrumpRX and the government shutdown. Song: Closing Time - SemisonicFor 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

    US Proposal for Israel-Gaza Peace | September 30, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 30, 2025 14:43


    Andrew, Ben, and Tom discuss the major points of the Israel-Gaza peace announcement, an update on the potential government shutdown, and Hegseth's mystery meeting with top military officials. Song: Meet in the Middle - Diamond RioFor 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

    Strategic M&A Continues & Potential Government Shutdown | September 29, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 29, 2025 22:56


    Andrew, Ben, and Tom discuss the latest M&A activity, potential government shutdowns, and Goldman Sachs' upgrade of equities to overweight. Song: Rhiannon - Fleetwood MacFor 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

    August PCE Data Points to Strong Consumer Spending | September 26, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 26, 2025 30:38


    Ben and Tom discuss this morning's PCE data, GDP revision, and more Fed talk. Song: Good Vibrations - The Beach BoysFor 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

    Breaking Down Miran's Interest Rate Comments & Yesterday's CFA Meeting | September 25, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 25, 2025 22:30


    Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting.Song: Fly Like an Eagle - Steve Miller 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

    Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 24, 2025 13:36


    Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation. Song: Touch of Grey - Grateful DeadFor 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

    Autism Announcement & Nvidia Investing up to $100B in OpenAI | September 23, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 23, 2025 18:22


    Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI. Song: If This Is Just a Game - David Allan Coe 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

    Pfizer's Latest Deal & New H-1B Rules | September 22, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 22, 2025 14:58


    Ben discusses Pfizer's latest acquisition and the implications of the new H-1B rules. Song: September - Earth, Wind, & FireFor 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

    Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 19, 2025 20:41


    Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead. Song: Amie - Pure Prairie LeagueFor 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

    The Fed Cuts Rates & Nvidia Pours $5B into Intel | September 18, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 18, 2025 19:24


    Andrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel. Song: You Never Even Called Me by My Name - David Allan CoeFor 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

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

    Play Episode Listen Later Sep 17, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 16, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 15, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 12, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 11, 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-briefingsPlease 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

    Play Episode Listen Later Sep 10, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 9, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 8, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 5, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 4, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

    Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing

    Play Episode Listen Later Sep 3, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Sep 2, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

    The College Football Preview | August 29, 2025 – Morning Market Briefing

    Play Episode Listen Later Aug 29, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Aug 28, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Aug 27, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Aug 26, 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-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

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

    Play Episode Listen Later Aug 25, 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 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

    Nvidia Halts H20 Production & Jackson Hole Preview | August 22, 2025 – Morning Market Briefing

    Play Episode Listen Later Aug 22, 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 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

    Fed Governer Lisa Cook Under Fire & Initial Jobless Claims | August 21, 2025 – Morning Market Briefing

    Play Episode Listen Later Aug 21, 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 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

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

    Play Episode Listen Later Aug 20, 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 - 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

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