The Morning Market Briefing

By Narwhal Capital ManagementBusiness Investing

The Morning Market Briefing episodes

March 26 Iran's 5 Conditions For Ending the War & Andrew's 5 Market Reaction Scenarios | March 26, 2026 – Morning Market Briefing
Andrew gives his thoughts on Iran.

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25 min
March 25 US Lays Out 15-Point Plan as Iran Opens Hormuz to Non-Hostile Ships | March 25, 2026 – Morning Market Briefing
Andrew and Tom discuss the US 15-point plan for Iran.

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28 min
March 24 Saudia Arabia Moves Closer to Joining the War & Update on DHS Funding Deal | March 24, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Iran and the DHS funding deal.

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21 min
March 23 Air Travel Troubles & Consequences of Higher Oil Prices | March 23, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss airline travel issues, an update on Iran, and Zuckerberg's AI agent push.

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20 min
March 20 Why Homruz Must Be Opened This Weekend | March 20, 2026 – Morning Market Briefing
Ben and Tom recap the Atlanta CFA meeting, discuss bank deregulation, and FedEx earnings.

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24 min
March 19 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, again.

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31 min
March 18 Oil Prices Decline & 20-Year Auction Surprises | March 18, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the potential end of the Iran war.

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23 min
March 17 Nvidia Eyes $1T in Sales as SEC Proposes to Eliminate Quarterly Reporting | March 17, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Fed's confusion with the current economic data, Nvidia's $1 Trillion sales claim, and the SEC's proposal to eliminate quarterly reporting.

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27 min
March 16 Meta Slashes 20% of Staff to Fund $27B Nebius AI Contract | March 16, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Meta's layoffs, NY City estate tax, and Trump's recent Truths.

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24 min
March 13 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.

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24 min

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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.

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