The Morning Market Briefing

By Narwhal Capital ManagementBusiness Investing

The Morning Market Briefing episodes

January 29, 2025 Alibaba's New AI & Apple Partners with Starlink | January 29, 2025 – Morning Market Briefing
Andrew, Ben, and Tom preview today's Fed meeting, Alibaba's new AI, Apple partnering with Starlink, and various 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
21 min
January 28, 2025 Yesterday's Market Fallout | January 28, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's market reaction to DeepSeek, the potential buyers of TikTok, and various 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
20 min
January 27, 2025 DeepSeek Crashes the Market & Columbia's Tariffs | January 27, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the rise of DeepSeek and Trump imposing 25% tariffs on Columbia.

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
19 min
January 24, 2025 The World Economic Forum & BoJ Hikes Rates | January 24, 2025 – Morning Market Briefing
Andrew, Ben, and Pedro discuss The World Economic Forum, the Bank of Japan hiking rates, and various 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
19 min
January 23, 2025 Saudi Arabia Pledges $600b to The US | January 23, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Saudi Arabia's pledge of $600b to the US, NATO Secretary General Mark Rutte asking Europe to “urgently step up its defense spending,” and various 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
17 min
January 22, 2025 Stargate Pledges $500b Investment in US AI | January 22, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Stargate, TikTok, and Jamie Dimon's thoughts on tariffs.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure
23 min
January 21, 2025 Trump Inauguration Takeaways | January 21, 2025 – Morning Market Briefing
Ben and Tom discuss the Trump inauguration and the Bank of America Fund Manager Survey.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure
17 min
January 17, 2025 Bessent Confirmation Recap | January 17, 2025 – Morning Market Briefing
Ben recaps the confirmation of Scott Bessent for Treasury Secretary, JB Hunt earnings, and the week ahead.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure
14 min
January 16, 2025 Yesterday's Market Rally & Beige Book Update | January 16, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss why we are in the early cycle rather than the late cycle, Hamas ceasefire, and Retail Sales numbers.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure
18 min
January 15, 2025 Meta Laying Off 5% of Employees & CPI Rises | January 15, 2025 – Morning Market Briefing
Andrew and Tom discuss Meta laying off 5% of employees, Eli Lilly's GLP-1 drug sales falling short, and CPI increases.

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

About The Morning Market Briefing

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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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