The Morning Market Briefing

By Narwhal Capital Management

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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FAQs about The Morning Market Briefing:

How many episodes does The Morning Market Briefing have?

The podcast currently has 1,758 episodes available.

The Morning Market Briefing episodes:

October 15, 2025 AI Company Updates & Bank Earnings Reports | October 15, 2025 – Morning Market Briefing
Ben, Tom, and Andrew discuss updates on companies tied to the AI boom, markets making a comeback, Powell's Adam Smith Award lecture, and GSIB earnings reports.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
16min
October 14, 2025 Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing
Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
19min
October 13, 2025 Market Sell-Off and Rebound | October 13, 2025 – Morning Market Briefing
Ben, Tom, and Andrew discuss Friday's sell-off, international news, and the week ahead.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
19min
October 10, 2025 AI Trade is Back On | October 10, 2025 – Morning Market Briefing
Ben discusses the pick up in AI trade, international news, and what to be on the lookout for next week.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
16min
October 09, 2025 New Prime Minister in France and First Brands Bankruptcy | October 9, 2025 – Morning Market Briefing
Andrew and Tom discuss international news, First Brands bankruptcy, and various company earnings.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
19min
October 08, 2025 Oracle's AI Cloud Business and Fed Minutes | October 8, 2025 – Morning Market Briefing
Ben and Tom discuss Oracle's AI Cloud Business, Fed Minutes, and 10-year auction expectations.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
19min
October 07, 2025 Tesla News and Constellation Brands Earnings | October 7, 2025 – Morning Market Briefing
Ben, Tom, and Andrew discuss Tesla news, Constellation Brands, and bond rate expectations.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
18min
October 06, 2025 Political Unrest - Another Prime Minister Resignation in France | October 6, 2025 – Morning Market Briefing
Ben, Tom, and Andrew discuss Foxconn sales, Japan's prime minister, and give an update on the government shutdown.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
19min
October 03, 2025 CFA Meeting Recap: Is Stagflation Ahead? | October 3, 2025 – Morning Market Briefing
Andrew and Tom discuss yesterday's CFA meeting and the week ahead.

Song: My Own Prison - Creed

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
21min
October 02, 2025 Shutdown Negotiations Continue & Mixed ISM Manufacturing Report | October 2, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the government shutdown and yesterday's ISM manufacturing report.

Song: Closing Time - Semisonic

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
...more
14min

FAQs about The Morning Market Briefing:

How many episodes does The Morning Market Briefing have?

The podcast currently has 1,758 episodes available.

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