The Morning Market Briefing

By Narwhal Capital ManagementBusiness Investing

The Morning Market Briefing episodes

October 25, 2024 Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing
Andrew, Ben, Pedtro, and Tom discuss the WSJ's article on Elon's conversations with Putin, Graco's restructuring, and the Capri/Tapestry deal falling through.

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
19 min
October 24, 2024 Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing
Ben and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday.

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
21 min
October 23, 2024 BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing
Ben and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, and various earnings.

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
October 22, 2024 Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss a long list of earnings this morning.

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
15 min
October 21, 2024 Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, 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
19 min
October 18, 2024 China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing
Andrew, Pedro, and Tom review iPhone sales in China, CVS firing Karen Lynch, and various earnings.

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
21 min
October 17, 2024 ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing
Andrew, Ben, and Tom review the ECB meeting results, US retail sales, and various earnings.

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
October 16, 2024 Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing
Andrew, Ben, and Tom review Trump's interview on Bloomberg, Kamala's plan to support black American men, UK inflation, and various earnings.

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
October 15, 2024 BoA Fund Manager Survey Shows Cash Levels are Down | October 15, 2024 – Morning Market Briefing
Andrew, Ben, and Tom review the Bank of America Fund Manager Survey, oil dropping this morning, China's new policies, and various earnings.

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
16 min
October 14, 2024 WSJ Economy Survey & Payment-In-Kind Interest Gains Traction | October 14, 2024 – Morning Market Briefing
Andrew and Tom review the Wall Street Journal's latest survey on the economy's performance under Trump or Harris. They also discuss payment-in-kind interest and why its usage is increasing.

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
15 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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