The Morning Market Briefing

Andrew, Ben, and Tom discuss Bessent's interview with Meet the Press, progress on the Russia/Ukraine peace deal, and Lenovo stockpiling memory chips. 

Song: Little Bitty - Alan Jackson

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Andrew, Ben, and Tom discuss the sell-off, GAP earnings, and the week ahead. 

Song: Hash Pipe - Weezer

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Andrew, Ben, and Tom discuss Nvidia earnings, Walmart's move to Nasdaq, and Mamdani's upcoming visit to the White House.

Song: All My Rowdy Friends (Have Settled Down) - Hank Williams Jr.

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Andrew, Ben, and Tom discuss Trump's meeting with MBS and an update on the China rare earth deal. 

Song: Every Rose Has Its Thorn - Poison

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Ben and Tom discuss Home Depot earnings and what to make of the market sell-off. 

Song: You Don’t Know How It Feels - Tom Petty

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Andrew, Ben, and Tom discuss Apple stepping up its succession planning for Tim Cook, Berkshire's stake in Alphabet, and the week ahead. 

Song: Wrapped Around Your Finger - The Police

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Andrew, Ben, and Tom discuss what happened in yesterday's market, the bidding war for Warner Bros, portable mortgages, and the week ahead. 

Song: Kokomo - The Beach Boys

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Ben and Tom discuss the end of the shutdown and its impact, Michael Burry’s decision to close his hedge fund, and various earnings reports.

Song: The Ride - David Allan Coe

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Andrew, Ben, and Tom discuss Bessent's latest comments on tariffs, AMD reenergizing data center interest, and the US Navy considering a temporary base near Gaza. 

Song: Pinball Wizard - The Who

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Ben and Tom discuss the Senate passing the shutdown deal and NFIB small business optimism. 

Song: Fortunate Son - Creedence Clearwater Revival 

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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