The Morning Market Briefing
Business & Finance
About
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
Episodes
- Trump Rejects Iran Demands Ahead of Xi Summit | May 11, 2026 – Morning Market Briefing
This episode discusses Trump's rejection of Iran's demands prior to his meeting with Xi. The hosts Andrew, Ben, and Tom provide commentary on the situation.
- DOJ Probes NFL Antitrust Exemption + Lime Scooters IPO | May 8, 2026 – Morning Market Briefing
The Morning Market Briefing covers the DOJ's investigation into the NFL's antitrust exemption, Lime Scooters' upcoming IPO, and discusses Trump's visit to China.
- M&A Lawyers Charged in Insider Trading Ring + Hantavirus Outbreak | May 7, 2026 – Morning Market Briefing
The Morning Market Briefing covers an insider trading case involving M&A lawyers and provides an update on Iran. A Hantavirus outbreak is also mentioned.
- Nvidia's $500M Investment in Corning + Why Memory Prices Keep Going Up | May 6, 2026 – Morning Market Briefing
Thomas and Tom discuss Nvidia's $500 million investment in Corning and the ongoing increase in memory prices. The Morning Market Briefing airs live weekdays on YouTube.
- Iran Fires on US Warships + Ryan Cohen’s Wild $56B eBay Strategy | May 5, 2026 – Morning Market Briefing
This episode covers Iran's actions towards US warships and an interview with Gamestop CEO Ryan Cohen regarding his strategy.
- Spirit Airlines Ceases Operations + GameStop Launches Bid for eBay | May 4, 2026 – Morning Market Briefing
On the Morning Market Briefing, Tom discusses Spirit Airlines' bankruptcy and GameStop's bid for eBay. The episode also touches on Star Wars.
- Trump CUTS British Whisky Tariffs + Elon Musk Testifies Against OpenAI | May 1, 2026 – Morning Market Briefing
The Morning Market Briefing covers Trump
- Powell’s Final Fed Meeting + White House Blocks Anthropic's Mythos Expansion Plan | April 30, 2026 – Morning Market Briefing
Andrew, Tom, and Thomas cover Jerome Powell's last Federal Reserve meeting as chair and the White House's decision to block Anthropic's Mythos expansion plan.
- UAE Abandons OPEC After 60 Years + What It Means for Oil Prices | April 29, 2026 – Morning Market Briefing
The Morning Market Briefing covers the UAE's decision to leave OPEC after six decades and explores the implications for oil prices. The hosts, Tom and Thomas, discuss this significant shift in the oil market.
- OpenAI Misses Revenue Targets + Why You Can’t Beat the Polymarket Bots | April 28, 2026 – Morning Market Briefing
The Morning Market Briefing episode from April 28, 2026, covers OpenAI's failure to meet revenue goals and an analysis of prediction markets, specifically mentioning Polymarket bots. Hosts Tom and Thomas provide insights into these financi…
- China Halts Meta’s $2B Acquisition + White House Correspondents’ Dinner Shooting | April 27, 2026 – Morning Market Briefing
Tom and Thomas discuss various earnings, China's halt of Meta's $2B acquisition, and the White House Correspondents' Dinner shooting. The Morning Market Briefing streams live weekdays on YouTube.
- Out With The Old: Microsoft & Meta Purge Veterans While Deloitte Cuts Perks | April 24, 2026 – Morning Market Briefing
This episode of The Morning Market Briefing covers layoffs at Microsoft and Meta, as well as cuts at Deloitte. Hosts Ben and Thomas discuss recent earnings reports.
- Lululemon’s New CEO Drama + The Potential $500M Spirit Airlines Takeover | April 23, 2026 – Morning Market Briefing
Ben and Thomas discuss various earnings, Lululemon's new CEO situation, and the possibility of a $500 million takeover bid for Spirit Airlines.
- Kevin Warsh’s Independence Test: Is the Fed Responsible for Its Own Failures? | April 22, 2026 – Morning Market Briefing
This episode discusses Kevin Warsh's Senate confirmation and questions the Federal Reserve's responsibility for its own failures, based on analysis presented by Ben and Tom.
- Tim Cook Steps Down: Why Engineer John Ternus is Apple’s Next Pick | April 21, 2026 – Morning Market Briefing
The Morning Market Briefing episode covers the news of Tim Cook stepping down as CEO of Apple. The hosts, Andrew, Ben, and Tom, discuss the appointment of engineer John Ternus as the next pick for the position.
- Trump’s "Jimmy Carter" Fear: Why the US is Avoiding Kharg Island | April 20, 2026 – Morning Market Briefing
The Morning Market Briefing episode from April 20, 2026, discusses concerns about Kharg Island and related news, featuring hosts Andrew, Ben, and Tom.
- Tech Turnover: Reed Hastings Steps Down & Apple Executives Flee | April 17, 2026 – Morning Market Briefing
Ben and Tom discuss tech industry changes, including Reed Hastings stepping down and Apple executives leaving. The episode also previews the upcoming week in the market. Tune into the live YouTube stream weekdays at 8:30 AM EST.
- NYC’s $5M Pied-à-Terre Tax & The 2029 "Free Grocery" Delay | April 16, 2026 – Morning Market Briefing
Ben and Tom discuss New York's luxury tax and the delay of a 'free grocery' initiative, also touching on various earnings reports. The episode aired on April 16, 2026.
- Trump: Iran War "Very Close to Over" & Bessent’s Plan for the Fed | April 15, 2026 – Morning Market Briefing
The Morning Market Briefing covers ASML earnings, Bessent's interview regarding the Federal Reserve, and Donald Trump's statements about the Iran war. The hosts discuss these topics on the April 15, 2026 episode.
- PPI Revisions Point to Decreasing Inflation + Bank Earnings | April 14, 2026 – Morning Market Briefing
The hosts discuss revised PPI data suggesting lower inflation, alongside topics of Iran and bank earnings. The podcast is streamed live on YouTube weekdays at 8:30 AM EST.
- US Iran Negotiations Fail & Goldman's Growth | April 13, 2026 – Morning Market Briefing
The Morning Market Briefing episode from April 13, 2026, covers the breakdown of US Iran negotiations and company news, featuring insights from Andrew, Ben, and Tom.
- CPI Data & Howard Marks' Latest Memo | April 10, 2026 – Morning Market Briefing
This episode of The Morning Market Briefing covers the latest CPI data, analyzes Howard Marks' newest memo, and discusses a reported policy reversal by Sheinbaum regarding fracking. The hosts provide insights into these market-moving topic…
- Hormuz Gridlock Persists While Trump Eyes Next Conquest | April 9, 2026 – Morning Market Briefing
The Morning Market Briefing podcast covers the market's response to a ceasefire and the persistent Hormuz gridlock. Hosts Andrew, Ben, and Tom provide analysis on current events.
- World Peace? Iran Agrees to Ceasefire | April 8, 2026 – Morning Market Briefing
Ben and Tom discuss the Iran ceasefire. The episode was released on April 8, 2026.
- AI Usage is Accelerating & Iran Peace Proposal | April 7, 2026 – Morning Market Briefing
The Morning Market Briefing episode from April 7, 2026, covers the accelerating use of AI and an update on the Iran peace proposal, as discussed by hosts Andrew, Ben, and Tom.
- The Easter Tweet & Citrini's Visit to Hormuz | April 6, 2026 – Morning Market Briefing
Ben and Thomas discuss Trump's tweets from the weekend and Citrini's latest report. The podcast offers a live YouTube stream Monday through Friday at 8:30 AM EST.
- Trump's Iran Address Recap | April 2, 2026 – Morning Market Briefing
This episode features a discussion by Andrew, Ben, and Tom on President Trump's recent address concerning Iran. The hosts recap the speech and invite listeners to a live YouTube stream.
- Ben is BACK & Covid Bubbles Burst | April 1, 2026 – Morning Market Briefing
The Morning Market Briefing episode covers Ben's return, a discussion on Trump's speech, and the concept of 'covid bubbles bursting.' The hosts include Andrew, Ben, Thomas, and Tom.
- Trump Signals Willingness to End the War & Hegseth in Hot Water | March 31, 2026 – Morning Market Briefing
The Morning Market Briefing covers Donald Trump's potential willingness to end a war, Tom Hegseth's trading controversy, and Unilever's plan to merge its food division with McCormick.
- Sunbelt Investor Day Recap & Iran Update | March 30, 2026 – Morning Market Briefing
This episode features a recap of Sunbelt investor day and an update on the situation in Iran.
- Energy Strike PAUSE: Trump’s 10-Day Window for Iran & DHS Funding Progress | March 27, 2026 – Morning Market Briefing
The Morning Market Briefing episode discusses a pause in energy strikes, Trump's 10-day window concerning Iran, and progress on DHS funding. Hosts Andrew and Tom also cover a conference appearance and an apology.
- Iran's 5 Conditions For Ending the War & Andrew's 5 Market Reaction Scenarios | March 26, 2026 – Morning Market Briefing
Andrew shares his perspectives on Iran's five conditions for ending the war and outlines five potential market reaction scenarios. The podcast is part of The Morning Market Briefing.
- US Lays Out 15-Point Plan as Iran Opens Hormuz to Non-Hostile Ships | March 25, 2026 – Morning Market Briefing
The Morning Market Briefing episode from March 25, 2026, discusses the US 15-point plan concerning Iran. It also covers Iran's decision to open the Hormuz Strait to non-hostile vessels.
- Saudia Arabia Moves Closer to Joining the War & Update on DHS Funding Deal | March 24, 2026 – Morning Market Briefing
The Morning Market Briefing episode covers geopolitical developments, including Saudi Arabia's potential involvement in a war, and discusses the ongoing DHS funding deal. Hosts Andrew, Ben, and Tom provide their analysis.
- Air Travel Troubles & Consequences of Higher Oil Prices | March 23, 2026 – Morning Market Briefing
Hosts Andrew, Ben, and Tom cover current events including airline travel problems, an update on Iran, and Mark Zuckerberg's advancements in AI agents. The podcast is streamed live on YouTube.
- Why Homruz Must Be Opened This Weekend | March 20, 2026 – Morning Market Briefing
Ben and Tom discuss the Atlanta CFA meeting, bank deregulation, and FedEx earnings. The episode references a live YouTube stream and disclosures.
- Are There Any Vibes Left? Peak Market Apathy | March 19, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the potential end of the Iran war. The podcast streams live on YouTube weekdays at 8:30 AM EST.
- Oil Prices Decline & 20-Year Auction Surprises | March 18, 2026 – Morning Market Briefing
Hosts Andrew, Ben, and Tom discuss the potential end of the Iran war and its impact on oil prices. The episode also touches upon the 20-year auction.
- Nvidia Eyes $1T in Sales as SEC Proposes to Eliminate Quarterly Reporting | March 17, 2026 – Morning Market Briefing
The Morning Market Briefing hosts discuss the Federal Reserve's interpretation of economic data, Nvidia's sales targets, and a potential SEC shift away from quarterly financial reporting.
- Meta Slashes 20% of Staff to Fund $27B Nebius AI Contract | March 16, 2026 – Morning Market Briefing
The Morning Market Briefing episode from March 16, 2026, covers Meta's large-scale layoffs, the details of the New York City estate tax, and discusses statements made by Donald Trump. Hosts Andrew, Ben, and Tom provide their analysis.
- Mines in the Strait of Hormuz & PCE Data Reaction | March 13, 2026 – Morning Market Briefing
Andrew and Tom discuss the Strait of Hormuz, PCE data, and Adobe earnings. The episode was recorded on March 13, 2026. Live streams are available weekdays.
- Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing
Ben and Tom discuss the ongoing situation at the Strait of Hormuz, trade probes, and current CEO confidence. The episode was broadcast on March 12, 2026.
- CPI Comes in Flat & New US Oil Refinery | March 11, 2026 – Morning Market Briefing
The Morning Market Briefing episode for March 11, 2026, covers a flat CPI report and a new US oil refinery. Hosts Andrew, Ben, and Tom also discuss energy costs and provide an update on the Middle East.
- Is Trump Ending The Iran War Sooner Than Later? | March 10, 2026 – Morning Market Briefing
The Morning Market Briefing hosts Andrew, Ben, and Tom discuss the possibility of Trump ending the Iran war and touch on NFIB small business optimism.
- Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing
The Morning Market Briefing podcast discusses the closure of the Strait of Hormuz, the emergence of a new leader in Iran, and President Trump's consideration of deploying troops. The hosts Andrew, Ben, and Tom share their insights on these…
- Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing
Ben and Tom analyze the recent jobs report and the extension of the Iran War, also looking ahead to the rest of the week. The Morning Market Briefing provides daily market analysis.
- ISM Services Accelerates & Strong Broadcom Earnings | March 5, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discussed key economic indicators including ISM Services, the Fed Beige Book, and insights from the First Trust Forum. The episode also touched upon earnings from Broadcom.
- Yesterday's Market & The Fed's Refusal to Cut | March 4, 2026 – Morning Market Briefing
Andrew and Tom discuss yesterday's market performance and the Federal Reserve's decision not to cut rates. They also provide an update on the Blackstone employee bail-in.
- Why Bonds are Selling Off & Private Credit Fund Redemptions | March 3, 2026 – Morning Market Briefing
In this episode, Andrew, Ben, and Tom discuss the current sell-off in bond markets and recent redemption activity regarding Blackstone private credit funds. The hosts also cover news related to Iran.
- The War on Iran & ISM Manufacturing | March 2, 2026 – Morning Market Briefing
The March 2, 2026 Morning Market Briefing features Andrew and Tom discussing the War on Iran and ISM Manufacturing. The show streams live weekdays at 8:30 AM EST on YouTube.