Episodes
1000
Latest episode
Nov 2026
Language
EN
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
Ben and Tom break down the interest rate enviroment, CoreWeave earnings, and Anthopic IPO details. 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/disclosures
Ben and Tom break down the CPI report, Waller's speech, and Anthropic's IPO. 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/disclosures
Tom and Thomas break down the Jensen Huang affair, Trump on 60 minutes, and exits from Blackstone executives. 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/disclosures
Ben and Tom break down the hedge fund blowups and Anthropic IPO doubts behind the S&P's 4% drop, and a surprisingly strong 165K jobs report. 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/disclosures
Ben, Thomas, and Tom break down whether the market's post-election rotation is a real sea change, Micron's paused Taiwan fab, and AI pressure on Expedia, Booking, and FICO. 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/disclosures
Andrew, Thomas, and Tom break down what the blue wave and flipped governorships mean for the data center buildout, ADP's 86K jobs beat, and earnings from AMD, Arista, and Super Micro. 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/disclosures
Andrew, Ben, and Tom welcome Hayden to break down NASA's Artemis moon missions, plus falling loan demand, Jensen Huang's growing influence, and Apple's first margin decline since 2019. 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/disclosures
Andrew, Ben, and Tom break down why last week's selloff wasn't a crash, how fast money got flushed out of AI stocks, and Elon pulling back on Grok as SpaceX eyes EchoStar. 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/disclosures
Ben and Thomas break down Amazon's $1 trillion AWS goal and 7% drop, Intel's 25% plunge, and the $6.36B Binance hack linked to North Korea. 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/disclosures
Ben and Tom break down Google's 11% drop on slowing ad growth, ServiceNow and Fortinet getting hit as AI pressures subscription businesses, and Warsh's press conference after the Fed held rates. 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/disclosures
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Ann Carden
Holly Jean Jackson
Dr. Allen Lycka
Jessica Lorello and Maddison Donchez
Mark Mowrey, CFA
