The Investing Podcast
Podcast

The Investing Podcast

1,497
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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

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

1,497
1

CPI Comes in HOT + Home Sellers Outnumber Buyers by Record 630k | May 12, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry Yesterday
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5
16:22

Trump Rejects Iran Demands Ahead of Xi Summit | May 11, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 2 days
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0
5
25:24

DOJ Probes NFL Antitrust Exemption + Lime Scooters IPO | May 8, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 5 days
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6
19:24

M&A Lawyers Charged in Insider Trading Ring + Hantavirus Outbreak | May 7, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 6 days
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0
5
21:01

Nvidia's $500M Investment in Corning + Why Memory Prices Keep Going Up | May 6, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 1 week
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7
21:41

Iran Fires on US Warships + Ryan Cohen’s Wild $56B eBay Strategy | May 5, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 1 week
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6
18:50

Spirit Airlines Ceases Operations + GameStop Launches Bid for eBay | May 4, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 1 week
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19:56

Trump CUTS British Whisky Tariffs + Elon Musk Testifies Against OpenAI | May 1, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 1 week
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0
5
17:10

Powell’s Final Fed Meeting + White House Blocks Anthropic's Mythos Expansion Plan | April 30, 2026 – Mornin

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 1 week
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13:57

UAE Abandons OPEC After 60 Years + What It Means for Oil Prices | April 29, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 2 weeks
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17:21

OpenAI Misses Revenue Targets + Why You Can’t Beat the Polymarket Bots | April 28, 2026 – Morning Market Bri

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 2 weeks
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20:55

China Halts Meta’s $2B Acquisition + White House Correspondents’ Dinner Shooting | April 27, 2026 – Mo

Tom and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 2 weeks
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7
21:09

Out With The Old: Microsoft & Meta Purge Veterans While Deloitte Cuts Perks | April 24, 2026 – Morning Market

Ben and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 2 weeks
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7
22:00

Lululemon’s New CEO Drama + The Potential $500M Spirit Airlines Takeover | April 23, 2026 – Morning Market B

Ben and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 2 weeks
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7
22:54

Kevin Warsh’s Independence Test: Is the Fed Responsible for Its Own Failures? | April 22, 2026 – Morning Mar

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 3 weeks
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7
21:13

Tim Cook Steps Down: Why Engineer John Ternus is Apple’s Next Pick | April 21, 2026 – Morning Market Briefin

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 3 weeks
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25:18

Trump’s "Jimmy Carter" Fear: Why the US is Avoiding Kharg Island | April 20, 2026 – Morning Market

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 3 weeks
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18:39

Tech Turnover: Reed Hastings Steps Down & Apple Executives Flee | April 17, 2026 – Morning Market Briefing

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 3 weeks
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21:11

NYC’s $5M Pied-à-Terre Tax & The 2029 "Free Grocery" Delay | April 16, 2026 – Morning...

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 3 weeks
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20:10

Trump: Iran War "Very Close to Over" & Bessent’s Plan for the Fed | April 15, 2026 – Morning M

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/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure
Business and industry 4 weeks
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26:33
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