The Morning Market Briefing

Andrew, Ben, and Tom discuss the potential outcomes of today's Fed meeting.

Song: Pardon Me - Incubus

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Andrew, Ben, and Tom discuss the ensuing Paramount drama, Nvidia’s H200 approval to China, and Trump’s affordability tour.

Song: Shut Your Eyes - Snow Patrol

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Andrew, Ben, and Tom discuss IBM’s near $11B deal for data-infrastructure company Confluent, the Trump administration’s $12B farm-aid program, and why the ECB’s next move could be a rate hike.

Song: The Space Between - Dave Matthews Band

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Andrew, Ben, and Tom discuss the Warner Bros. and Netflix deal talks, Meta scaling back the Metaverse, and Scheinbaum’s first meeting with Trump. 

Song: Drops of Jupiter (Tell Me) - Train

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Andrew, Ben, and Tom discuss Trump’s announcements yesterday and bond investors’ concerns about Kevin Hassett. 

Song: Colder Weather - Zac Brown Band

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Ben and Tom discuss ADP employment, the Dell family donation, and updates on the consumer.

Song: Back to December - Taylor Swift

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Ben discusses Apple's AI chief stepping down, OpenAI's 'code red' warning, Signet's earnings, and ISM Manufacturing data.

Song: A Long December - Counting Crows

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Ben and Tom discuss Black Friday sales, central bank rate cuts, and slowing auto sales.

Song: December - Collective Soul

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Andrew and Tom discuss Urban Outfitters earnings, Nvidia defending itself once again, and a college football preview.

Song: Thank God I’m a Country Boy - John Denver

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Andrew, Ben, and Tom discuss the potential Russia/Ukraine peace deal, Meta in talks to use Alphabet's TPUs, and Nvidia's "We're not Enron" memo.


Song: Mountain Music - Alabama

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
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