The Morning Market Briefing

Andrew and Tom discuss this weekend's college football, Kraft Heinz splitting up, and Eurozone inflation. 

Song: Maggie May - Rod Stewart 

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Andrew provides five things you should rethink about college football, some individual team themes, and a preview of the weekend. 

We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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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Andrew and Hicks discuss Nvidia earnings, Mexico increasing Tariffs on China, and tonight's college football games. 

We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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:
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Andrew and Hicks discuss the concerns surrounding Lisa Cook's firing, India's tariff jumping to 50%, and share buybacks hitting record highs.  

We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure

Andrew and Tom discuss Trump firing Lisa Cook, Eli Lilly completing late-stage trial of Oforgilpron, and EssilorLuxxotica reportedly taking a 20% stake in Nikon. 

We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. 

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:
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Andrew and Tom discuss Powell's speech from Friday, the US taking its 10% stake in Intel, and Chili's is back.


Song: I Saw Her Standing There - The Beatles


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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Andrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole. 

Song: A New Man - Jerry Hutcheson

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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Andrew and Tom discuss Nick Timiraos's unusual article comparing Jay Powell to the pope, Fed Governor Lisa Cook's mortgage fraud, and initial jobless claims. 

Song: When I Come Around - Green Day

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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Andrew and Tom discuss Target's new CEO, Trump's bond portfolio, and Truist's latest strategy to capture the "Mass Affluent." 

Song: Oye Como Va - Santana

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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Andrew and Tom discuss yesterday's meeting with Zelensky in DC, Chamath's new SPAC, and HD 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:
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