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The Investing Podcast

  • Copper Short Squeeze & Iran's President Dies in Helicopter Crash | May 20, 2024 – Morning Market Briefing

    20 MAY. 2024 · Ben and Tom discuss the copper short squeeze, Iranian president Ebrahim Raisi's death, and Basel Endgame.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    16m 3s
  • Mixed China Data & Canadian Teamsters Strike Pushed Off | May 17, 2024 – Morning Market Briefing

    17 MAY. 2024 · Today on The Morning Market Briefing, Ben and Tom discuss mixed retail sales and industrial production data out of China, Canadian Teamsters strike pushed off, and Bank of America Institute findings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    16m 32s
  • CPI Leak & Shein Pursuing London Listing | May 16, 2024 – Morning Market Briefing

    16 MAY. 2024 · Today on The Morning Market Briefing, Ben and Tom discuss yesterday's inflation data leaking 30 minutes early, Shein is pursuing a London listing, 13-F filings drop, & WMT earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    23m 51s
  • Inflation Day, CPI Estimates, & Tom's Tales from the Windy City | May 15, 2024 – Morning Market Briefing

    15 MAY. 2024 · On today's episode of The Morning Market Briefing, Andrew, Ben, and Tom discuss this morning's inflation data, CPI estimates, retail sales, and Tom's trip to Chicago.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    18m 27s
  • HD Earnings, Small Business Optimism, & Walmart Cuts Jobs | May 14, 2024 – Morning Market Briefing

    14 MAY. 2024 · On today's episode of the Morning Market Briefing, Andrew and Ben discuss HD earnings, small business optimism, Walmart cutting jobs and making remote workers return to offices, and PPI data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    17m 54s
  • Apple's AI Strategy & Georgia Data Centers | May 13, 2024 – Morning Market Briefing

    13 MAY. 2024 · On today's episode of the Morning Market Briefing, Andrew reviews Apple's AI strategy, Georgia becoming the second largest data center hub, Berkshire Hathway's $200 billion in cash, and Timiraos' comments on housing.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    12m 54s
  • Apple Cancels iPad Ad & UK Exits Recession | May 10, 2024 – Morning Market Briefing

    10 MAY. 2024 · Andrew & Tom discuss Apple canceling their iPad ad, the UK exiting their recession, TSMC's monthly sales surge, and Biden's tariffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    17m 45s
  • Biden's CNN Interview & England Keeps Rates Unchanged| May 9, 2024 – Morning Market Briefing

    9 MAY. 2024 · Andrew, Ben, & Tom discuss Biden's recent CNN interview, the Bank of England keeping rates unchanged, & MLR earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    21m 9s
  • Earnings Season Awards Show | May 8, 2024 – Morning Market Briefing

    8 MAY. 2024 · Andrew, Ben, and Tom discuss the biggest winners and losers this earnings season.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    20m 30s
  • Hamas Agrees to Egypt/Quatar Cease-Fire & DIS Earnings | May 7, 2024 – Morning Market Briefing

    7 MAY. 2024 · Ben and Tom discuss Hamas agreeing to the Egypt/Quatar cease-fire and Disney's earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0
    14m 49s

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/ Please see disclosures: https://www.narwhalcapital.com/disclosure

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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/
Please see disclosures: https://www.narwhalcapital.com/disclosure
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