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Narwhal Capital Management
The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment. Visit our website: https://www.narwhalcapital.com/ Please see disclosures: https://www.narwhalcapital.com/disclosure
Euro Continues to Weaken & Gaetz Resignation | November 22, 2024 – Morning Market Briefing
Apologies for the delay in uploading. If you're ever upset about the podcast's posting delay, feel free to call the office and bark at whoever picks up the phone. They will relay the message to me. Have a great weekend. Roll Tide. Ben, Hicks, and Pedro give an update on the European economy and Matt Gaetz resigning. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
15:5222/11/2024
Russia Launches ICBM & Nvidia Earnings | November 21, 2024 – Morning Market Briefing
Clark, Hicks, and Pedro discuss Russia's ICBM strike on Ukraine, Nvidia earnings, and the DOJ's war against Google. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
10:0621/11/2024
More Trump Cabinet Picks & Target Earnings | November 20, 2024 – Morning Market Briefing
Clark, Hicks, and Pedro discuss Target earnings, Trump's recent Cabinet picks, and a preview of Nvidia earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
10:3320/11/2024
Russia/Ukraine Update & Blackstone Acquires Jersey Mike's | November 19, 2024 – Morning Market Briefing
Ben and Tom discuss Ukraine using Western-supplied missiles, Blackstone's acquisition of Jersey Mike's, and Walmart's earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
16:1519/11/2024
More Cabinet Appointments & Spirit Airlines Bankruptcy | November 18, 2024 – Morning Market Briefing
Ben and Tom discuss last Friday's market sell-off, Trump's latest cabinet appointments, Spirit Airlines filing for bankruptcy, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
18:4118/11/2024
October Retail Sales & Powell's First Speech Since Rate Cut | November 15, 2024 – Morning Market Briefing
Ben, Hannah, Pedro, and Tom discuss October Retail Sales and Powell's comments yesterday at the Federal Reserve Bank of Dallas. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
13:1915/11/2024
Fixed Income Leaders Summit & PPI | November 14, 2024 – Morning Market Briefing
Ben and Tom discuss their time at the Fixed Income Leaders Summit, this morning's PPI data, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
16:3914/11/2024
The Department of Government Efficiency | November 13, 2024 – Morning Market Briefing
Andrew and Ben discuss the Department of Government Efficiency, Apple's new wall-mounted tablet, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
19:4913/11/2024
NFIB Small Business Report & Home Depot Earnings | November 12, 2024 – Morning Market Briefing
Andrew and Pedro discuss the NFIB Small Business Report, Home Depot earnings, and Trump's appointment of Marco Rubio as Secretary of State. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
12:0512/11/2024
Bitcoin & Oil Deregulation | November 11, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Bitcoin's all-time high, the US oil industry awaiting deregulation, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
17:0811/11/2024
Fed Cut Rates & Redfin Earnings | November 8, 2024 – Morning Market Briefing
Ben, Pedro, and Tom discuss yesterday's Fed meeting and Redfin earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
20:3108/11/2024
Yesterday's Market & BOE Cuts Rates | November 7, 2024 – Morning Market Briefing
Andrew, Ben, and Tom review yesterday's market, Germany's political turmoil, and the BOE cuts rates. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
17:3607/11/2024
Donald J. Trump Elected 47th President of The United States | November 6, 2024 – Morning Market Briefing
Andrew, Ben, and Tom review last night's presidential election. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
23:3506/11/2024
Who Will Win? Narwhal's Election Day Preview | November 5, 2024 – Morning Market Briefing
Andrew, Ben, and Tom make predictions about how the election will end. Please follow our live election blog on our website. Also, don't forget to vote. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
22:2405/11/2024
RIP TGI Friday's & Pre-Election Day Update | November 4, 2024 – Morning Market Briefing
Andrew and Tom give a pre-election update and our schedule for the week. They also discuss TGI Friday's closing business, Berkshire Hathaway's cash at a record high, and the Fed's plan for this week's meeting. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
17:3804/11/2024
Yesterday's Sell-Off & Apple Earnings | November 1, 2024 – Morning Market Briefing
Ben, Pedro, and Tom discuss yesterday's market sell-off, Comcast's potential split, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
18:4601/11/2024
PCE Inflation & UK Budget | October 31, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss PCE inflation, the UK's new budget, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
20:5431/10/2024
Weak Jobs Numbers Ahead of Election | October 30, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's jobs numbers, GDP, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
19:3230/10/2024
10-Year Back Above 4.30% | October 29, 2024 – Morning Market Briefing
Ben and Tom review the 10-year going above 4.30%, China considering $1.4T in fiscal stimulus, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
17:0029/10/2024
Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss France's negative credit outlook, Indonesia blocking Apple from selling the iPhone 16, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/dis
20:1328/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
18:2025/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
20:4724/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
21:0423/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
14:4422/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
18:5621/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
20:3718/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
13:5817/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
16:3116/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
15:2415/10/2024
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, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
14:5614/10/2024
PPI Rises & Tesla Announces the Cybercab | October 11, 2024 – Morning Market Briefing
Andrew, Ben, Pedro, and Tom discuss this morning's PPI numbers, Tesla's event, Blackrock earnings, and a preview of next week. Please RSVP for our Macro Event next Tuesday. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
15:2011/10/2024
CPI Rises & BoA Shows Consumers Decreasing Spending | October 10, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Dominoes, Delta, and Costco earnings. They review this morning's CPI number and the BoA consumer report. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
19:4410/10/2024
DOJ Tries to Break-Up Google| October 9, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss private credit growing in fixed income, the DOJ attempting to break-up Google, and TSMC earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
21:5309/10/2024
Yesterday's Market Sell-Off & Small Business Optimism Continues to Decline| October 8, 2024 – Morning Market Briefing
Ben and Tom discuss yesterday's market sell-off, various earnings, and an update on the economy. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
24:0508/10/2024
Oil Prices Rise & Big Tech is Downgraded | October 7, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss a listener question, rising oil prices, and big tech downgrades. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
16:1607/10/2024
Jobs Numbers Beat & the Longshoremen Strike is Over | October 4, 2024 – Morning Market Briefing
Andrew, Ben, Pedro, and Tom talk about this morning's jobs numbers, ISM Services data, the Longshoremen strike, and Spirit Airlines potentially going bankrupt. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
16:0904/10/2024
Tesla Falls on Deliveries & Swizz Inflation Slows | October 3, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Tesla earnings, OpenAI funding, Constellation Brands earnings, Swizz inflation slowing, and more info on the port strikes. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/d
17:0803/10/2024
Nike's Poor Earnings & Vance vs Walz Debate | October 2, 2024 – Morning Market Briefing
Andrew and Tom discuss Nike's earnings, analysts cutting Apple's iPhone forecasts, ISM jobs numbers, Vance vs Walz debate, and Iran firing missiles at Israel.For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
19:5702/10/2024
Israel Sends Troops into Lebanon & Longshoremen Strike Begins | October 1, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Israel moving troops into Lebanon, the Longshoreman strike, CVS considering a potential breakup, and Jay Powell's interview yesterday, For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
20:3701/10/2024
China Drops Mortgage Rates & Longshoremen Prepare to Strike | September 30, 2024 – Morning Market Briefing
For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
17:2130/09/2024
Costco Earnings & Trump Meeting with Zelensky | September 27, 2024 – Morning Market Briefing
Ben reviews Costco earnings, Trump's meeting today with Zelensky, and European CPI. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
16:2827/09/2024
Revenge of the Semis | September 26, 2024 – Morning Market Briefing
Ben and Tom discuss Micron earnings, trading in Europe suggesting a soft economy, and the Swiss Central Bank cuts interest rates again. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
19:1926/09/2024
DOJ Suing Visa on Debit-Card Payments | September 25, 2024 – Morning Market Briefing
Ben is back and shares insights from being the boots on the ground in Europe. Joined by Tom, they discuss the DOJ's lawsuit against Visa over debit-card payments, the DOJ's investigation into SAP for price-fixing, and additional threats to Trump's life.For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
19:2025/09/2024
The Importance of a Holistic Financial Advisor | Financial Planning Series
In the final episode of our podcast series, Melissa and Nate provide a comprehensive look at the role of a holistic financial advisor and why they are essential for effective financial planning.For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
19:2724/09/2024
US Proposes Banning Chinese Software in Vehicles | September 24, 2024 – Morning Market Briefing
Pedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US proposing a ban on Chinese software in vehicles. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
15:0524/09/2024
Microsoft & the Three Mile Island Nuclear Generating Station| September 23, 2024 – Morning Market Briefing
Pedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Constellation Energy to reopen the Three Mile Island Nuclear Generating Station.For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
17:2723/09/2024
Nike CEO Steps Down and Veteran Elliot Hill Steps In | September 20, 2024 – Morning Market Briefing
Pedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
16:4020/09/2024
Tom Was Right – Fed Cuts by 50bps | September 19, 2024 – Morning Market Briefing
Andrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in Brazil, and BOE holding rates at 5%. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
20:3719/09/2024
Fed Day & PMI Sells Inhaler Maker to Molex | September 18, 2024 – Morning Market Briefing
Andrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
14:0418/09/2024
Spending Pressures and Status Anxiety | Financial Planning Series
In Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This episode delves into how societal pressures and the pervasive influence of social media can drive us to make unnecessary purchases as we strive to maintain a certain image. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
20:4917/09/2024