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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Yesterday's Sell-Off & Apple Earnings | November 1, 2024 – Morning Market Briefing
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Ben, Pedro, and Tom discuss yesterday's market sell-off, Comcast's potential split, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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PCE Inflation & UK Budget | October 31, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss PCE inflation, the UK's new budget, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Weak Jobs Numbers Ahead of Election | October 30, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss this morning's jobs numbers, GDP, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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10-Year Back Above 4.30% | October 29, 2024 – Morning Market Briefing
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Ben and Tom review the 10-year going above 4.30%, China considering $1.4T in fiscal stimulus, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss France's negative credit outlook, Indonesia blocking Apple from selling the iPhone 16, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/dis…
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Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing
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Andrew, Ben, Pedtro, and Tom discuss the WSJ's article on Elon's conversations with Putin, Graco's restructuring, and the Capri/Tapestry deal falling through. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapita…
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Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing
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Ben and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing
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Ben and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss a long list of earnings this morning. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing
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Andrew, Pedro, and Tom review iPhone sales in China, CVS firing Karen Lynch, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom review the ECB meeting results, US retail sales, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom review Trump's interview on Bloomberg, Kamala's plan to support black American men, UK inflation, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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BoA Fund Manager Survey Shows Cash Levels are Down | October 15, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom review the Bank of America Fund Manager Survey, oil dropping this morning, China's new policies, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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WSJ Economy Survey & Payment-In-Kind Interest Gains Traction | October 14, 2024 – Morning Market Briefing
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Andrew and Tom review the Wall Street Journal's latest survey on the economy's performance under Trump or Harris. They also discuss payment-in-kind interest and why its usage is increasing. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclos…
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PPI Rises & Tesla Announces the Cybercab | October 11, 2024 – Morning Market Briefing
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Andrew, Ben, Pedro, and Tom discuss this morning's PPI numbers, Tesla's event, Blackrock earnings, and a preview of next week. Please RSVP for our Macro Event next Tuesday. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www…
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CPI Rises & BoA Shows Consumers Decreasing Spending | October 10, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss Dominoes, Delta, and Costco earnings. They review this morning's CPI number and the BoA consumer report. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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DOJ Tries to Break-Up Google| October 9, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss private credit growing in fixed income, the DOJ attempting to break-up Google, and TSMC earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Yesterday's Market Sell-Off & Small Business Optimism Continues to Decline| October 8, 2024 – Morning Market Briefing
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Ben and Tom discuss yesterday's market sell-off, various earnings, and an update on the economy. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Oil Prices Rise & Big Tech is Downgraded | October 7, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss a listener question, rising oil prices, and big tech downgrades. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Jobs Numbers Beat & the Longshoremen Strike is Over | October 4, 2024 – Morning Market Briefing
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Andrew, Ben, Pedro, and Tom talk about this morning's jobs numbers, ISM Services data, the Longshoremen strike, and Spirit Airlines potentially going bankrupt. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapit…
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Tesla Falls on Deliveries & Swizz Inflation Slows | October 3, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss Tesla earnings, OpenAI funding, Constellation Brands earnings, Swizz inflation slowing, and more info on the port strikes. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/d…
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Nike's Poor Earnings & Vance vs Walz Debate | October 2, 2024 – Morning Market Briefing
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Andrew and Tom discuss Nike's earnings, analysts cutting Apple's iPhone forecasts, ISM jobs numbers, Vance vs Walz debate, and Iran firing missiles at Israel. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapita…
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Israel Sends Troops into Lebanon & Longshoremen Strike Begins | October 1, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss Israel moving troops into Lebanon, the Longshoreman strike, CVS considering a potential breakup, and Jay Powell's interview yesterday, For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalc…
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China Drops Mortgage Rates & Longshoremen Prepare to Strike | September 30, 2024 – Morning Market Briefing
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For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Costco Earnings & Trump Meeting with Zelensky | September 27, 2024 – Morning Market Briefing
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Ben reviews Costco earnings, Trump's meeting today with Zelensky, and European CPI. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Revenge of the Semis | September 26, 2024 – Morning Market Briefing
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Ben and Tom discuss Micron earnings, trading in Europe suggesting a soft economy, and the Swiss Central Bank cuts interest rates again. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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DOJ Suing Visa on Debit-Card Payments | September 25, 2024 – Morning Market Briefing
19:20
19:20
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Ben is back and shares insights from being the boots on the ground in Europe. Joined by Tom, they discuss the DOJ's lawsuit against Visa over debit-card payments, the DOJ's investigation into SAP for price-fixing, and additional threats to Trump's life. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.n…
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The Importance of a Holistic Financial Advisor | Financial Planning Series
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In the final episode of our podcast series, Melissa and Nate provide a comprehensive look at the role of a holistic financial advisor and why they are essential for effective financial planning. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see di…
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US Proposes Banning Chinese Software in Vehicles | September 24, 2024 – Morning Market Briefing
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Pedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US proposing a ban on Chinese software in vehicles. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see d…
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Microsoft & the Three Mile Island Nuclear Generating Station| September 23, 2024 – Morning Market Briefing
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Pedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Constellation Energy to reopen the Three Mile Island Nuclear Generating Station. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/dail…
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Nike CEO Steps Down and Veteran Elliot Hill Steps In | September 20, 2024 – Morning Market Briefing
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Pedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Tom Was Right – Fed Cuts by 50bps | September 19, 2024 – Morning Market Briefing
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Andrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in Brazil, and BOE holding rates at 5%. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosur…
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Fed Day & PMI Sells Inhaler Maker to Molex | September 18, 2024 – Morning Market Briefing
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Andrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Spending Pressures and Status Anxiety | Financial Planning Series
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In Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This episode delves into how societal pressures and the pervasive influence of social media can drive us to make unnecessary purchases as we strive to maintain a certain image. For information on how to join …
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Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing
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Andrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef with Bob Iger. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital…
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Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing
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Pedro and Tom preview the FOMC meeting and discuss the second Trump assassination attempt. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing
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Andrew, Pedro, and Tom discuss the Michigan Consumer Sentiment report, Boeing workers walk out, and earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing
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Andrew gives an update on the market. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss last night's debate, banks lowering guidance, and CPI. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Navigating Debt | Financial Planning Series
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In this episode, we delved into the complexities of debt and explored strategies to manage and reduce it effectively. Melissa and Nate discussed various types of debt, including credit card debt, student loans, and mortgages, and shared actionable advice for tackling them. For information on how to join the Zoom calls live each morning at 8:30 EST,…
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NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing
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Ben and Tom discuss the results of the NFIB Small Business Optimism survey, Bank of America's consumer report, and yesterday's Apple conference. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosu…
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More Soft Jobs Results | September 6, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss the ISM services results, BLS employment report, Buffet dumping Bank of America, and introduce our new analyst Pedro. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclo…
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Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss the JOLTS job openings and Andrew's ongoing feud with AT&T. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Yesterday's Market Sell-Off & DOJ Subpoenas Nvidia | September 4, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss yesterday's market sell-off, DOJ's subpoena of Nvidia, & various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Deciphering Your Budget: Exploring Your Money's Impact on Your Life | Financial Planning Series
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Join Melissa Dotson and Nate Watson in this episode as they discuss insights ranging from identifying those who benefit from budgeting to practical strategies for diverse financial scenarios. Gain valuable tips on combining finances with your spouse and evaluating affordability. Whether you're embarking on your financial journey or seeking to optim…
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Harris Says US Steel Should Remain Domestically Owned | September 3, 2024 – Morning Market Briefing
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Andrew, Ben, and Tom discuss Harris's claims to keeping US Steel domestically owned, Hamas hostage murders, and our view on refinancing. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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LULU, GAP, DELL, & INTC Earnings | August 30, 2024 – Morning Market Briefing
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Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Nvidia Earnings & Q2 GDP Revision | August 29, 2024 – Morning Market Briefing
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Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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Increased Consumer Confidence & Oil Spill on the Red Sea | August 28, 2024 – Morning Market Briefing
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Andrew and Tom talk CCI, PE ownership of NFL teams, and the oil spill on the Red Sea. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management
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