The Morning Market Briefing

By Narwhal Capital ManagementBusiness Investing

The Morning Market Briefing episodes

January 13 CPI Comes in Cold & Small Business Optimism Jumps | January 13, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's CPI data, yesterday's 10-year bond auction, and small business optimism.

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36 min
January 12 DOJ Serves Jay Powell & Trump Pushes Credit Card Rate Caps | January 12, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the DOJ investigation into Jay Powell, Trump’s push to cap credit card interest rates, and Eli Lilly’s consideration of acquiring Abivax.

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26 min
January 09 Will Tariffs Be Refunded & $200B US Mortgage Bond Buyback | January 9, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's ADP employment data, tariff refunds, and Trump's plan to buy $200b of mortgage bonds.

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33 min
January 08 Trump Attacks Defense Companies & Apple Card Heads to JPMorgan | January 8, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump's Truth about defense companies, Apple's card moving to JPMorgan, and Constellation reports soft alcohol demand.

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31 min
January 07 Rubio Pushes to Buy Greenland & Mobileye Acquires Mentee | January 7, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss ADP Employment, Rubio's push to buy Greenland, and Mobileye acquiring Mentee.

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23 min
January 06 Nvidia Unveils Alpamayo & ISM Manufacturing Roughly In Line | January 6, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Nvidia's Alpamayo announcement and ISM manufacturing.

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21 min
January 05 Maduro Captured & the U.S. Takes the Helm in Venezuela | January 5, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump backing off on tariffs & Maduro's capture.

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29 min
December 31, 2025 What Surprised People in 2025 & What They’re Overlooking for 2026 | December 31, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss what surprised them in 2025 and what many people aren’t thinking about for 2026.

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39 min
December 30, 2025 Meta Eyes Manus Acquisition & Dallas Fed Observations | December 30, 2025 – Morning Market Briefing
Andrew and Ben discuss Meta's latest acquisition plans and the Dallas Fed survey.

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15 min
December 29, 2025 Nvidia Acquires Groq & Ukraine Peace Talks | December 29, 2025 – Morning Market Briefing
Ben provides an update on Ukraine peace talks and Nvidia's latest acquisition.

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Please see disclosures:
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15 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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