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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
Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing
Andrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef with Bob Iger. 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
18:3617/09/2024
Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing
Pedro and Tom preview the FOMC meeting and discuss the second Trump assassination attempt. 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
14:3616/09/2024
Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing
Andrew, Pedro, and Tom discuss the Michigan Consumer Sentiment report, Boeing workers walk out, and 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
14:5613/09/2024
Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing
Andrew gives an update on the market. 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
15:4212/09/2024
Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss last night's debate, banks lowering guidance, and 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
20:4011/09/2024
Navigating Debt | Financial Planning Series
In this episode, we delved into the complexities of debt and explored strategies to manage and reduce it effectively. Melissa and Nate discussed various types of debt, including credit card debt, student loans, and mortgages, and shared actionable advice for tackling them. 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
28:5810/09/2024
NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing
Ben and Tom discuss the results of the NFIB Small Business Optimism survey, Bank of America's consumer report, and yesterday's Apple conference. 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
21:2310/09/2024
More Soft Jobs Results | September 6, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss the ISM services results, BLS employment report, Buffet dumping Bank of America, and introduce our new analyst Pedro. 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
16:1206/09/2024
Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss the JOLTS job openings and Andrew's ongoing feud with AT&T. 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
23:1205/09/2024
Yesterday's Market Sell-Off & DOJ Subpoenas Nvidia | September 4, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's market sell-off, DOJ's subpoena of Nvidia, & 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
22:5604/09/2024
Deciphering Your Budget: Exploring Your Money's Impact on Your Life | Financial Planning Series
Join Melissa Dotson and Nate Watson in this episode as they discuss insights ranging from identifying those who benefit from budgeting to practical strategies for diverse financial scenarios. Gain valuable tips on combining finances with your spouse and evaluating affordability. Whether you're embarking on your financial journey or seeking to optimize your current strategy, this episode equips you with essential advice for attaining financial security.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
35:2203/09/2024
Harris Says US Steel Should Remain Domestically Owned | September 3, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Harris's claims to keeping US Steel domestically owned, Hamas hostage murders, and our view on refinancing. 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
18:1603/09/2024
LULU, GAP, DELL, & INTC Earnings | August 30, 2024 – Morning Market Briefing
Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan. 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
14:2730/08/2024
Nvidia Earnings & Q2 GDP Revision | August 29, 2024 – Morning Market Briefing
Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan. 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
19:5029/08/2024
Increased Consumer Confidence & Oil Spill on the Red Sea | August 28, 2024 – Morning Market Briefing
Andrew and Tom talk CCI, PE ownership of NFL teams, and the oil spill on the Red Sea. 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
17:5228/08/2024
Navigating Career Growth: Strategies for Maximizing Income | Financial Planning Series
Join us for the first episode of our new podcast series where we dive into crucial topics around fair pay, salary maximization, and planning career moves for income growth. We'll explore insights, challenges, and practical advice to help others achieve financial security and career advancement. 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
01:05:1927/08/2024
The College Football Preview | August 27, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss PDD's crash, Apple's CFO resigning, and the upcoming college football season. 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
25:2527/08/2024
What Powell Said at Jackson Hole | August 26, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Powell's commentary at Jackson Hole, the Canadian railway strike, and a preview of 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
18:0026/08/2024
Canada Shuts Down Railway Strike | August 23, 2024 – Morning Market Briefing
Andrew and Ben discuss the Canadian government ending the rail strike, Kamala's speech at the DNC, the BLS jobs revision mishap, and a preview of Jackson Hole. 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
18:5423/08/2024
Jobs Revised Down By 818k | August 22, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss the jobs revisions, 20-year bond auction, Fed minutes, and boosted Eurozone PMIs. 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
16:2722/08/2024
Previewing Today's Jobs Revisions & an Update on Non-Competes | August 21, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss the jobs revisions dropping at 10am, an update on non-competes, and retail 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
15:0621/08/2024
Kamala's Corporate Tax Rate Hike & Canadian Rail Strike | August 20, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Kamala Harris's plan to push for a 28% corporate tax rate, Lowe's earnings, the Canadian Rail strike, and Timiraos justifying rate cuts 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
14:4720/08/2024
AMD Buying ZT Systems & Imports Surge in July | August 19, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss AMD buying server maker ZT Systems, imports surging in July, Fed speakers discussing rate cuts, 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
14:0019/08/2024
Kamala's Economic Agenda & The Week Ahead | August 16, 2024 – Morning Market Briefing
Ben discusses Kamala's Economic Agenda, Goolsbee's dovish comments, 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
15:5916/08/2024
Retail Sales Accelerate & Walmart Earnings | August 15, 2024 – Morning Market Briefing
Andrew and Ben discuss this morning's retail sales numbers and Walmart 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
15:2215/08/2024
CPI Comes in Below Expectations | August 14, 2024 – Morning Market Briefing
Andrew, Ben, and Tom dive into this morning's CPI report, the Wall Street Journal saying Millenials and Gen-Z have a higher net worth than their parents, Mars in talks to buy Kellanove, and political changes in Japan. 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
16:3314/08/2024
Starbucks Snags New CEO from Chipotle | August 13, 2024 – Morning Market Briefing
Andrew and Tom discuss Starbucks naming Brian Niccol as CEO, PPI, Small Business Optimism, OPEC trimming oil demand, and Trump back on X. 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
24:1313/08/2024
Tensions Build In The Middle East| August 12, 2024 – Morning Market Briefing
Andrew and Tom discuss the tensions building in the Middle East, fed rumors, previews of PPI/CPI, and generic drugs containing high levels of Benzene. 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
16:2512/08/2024
Market Rally Continues & All About Tim Walz | August 7, 2024 – Morning Market Briefing
Producer Note: I am out of town for the rest of the week. There will not be an upload on Thursday or Friday unless I get some downtime. You should join the live call anyway. Andrew, Ben, and Tom discuss the BOJ saying they won't kill the economy, yesterday's market rally, 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
22:1907/08/2024
ISM Services Report & Google Loses Antitrust Trial | August 6, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss the market rebound yesterday, the Fed's next move, Google losing the antitrust trial, and ISM Services. 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
18:3506/08/2024
Market Reacts to Fed's Delay | August 5, 2024 – Morning Market Briefing
Andrew, Ben, and Tom react to the premarket drop and what's causing it. 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
21:5305/08/2024
Job Growth Slows & Unemployment Rises, When Will Rates Drop? | August 2, 2024 – Morning Market Briefing
Andrew, Ben, and Tom react to this morning's jobs 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
23:1902/08/2024
Yesterday's Fed Meeting & BOE Cuts Rates | August 1, 2024 – Morning Market Briefing
Ben and Tom discuss yesterday's Fed meeting, BOE cutting rates for the first time since 2020, and Trump's proposal to cut income tax on social security. 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
16:5601/08/2024
Update on Jobs & Tech Earnings Begin | July 31, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss jobs updates, BOJ hikes rates, Swizz Exchange halts trading, and tech earnings roll-in. 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
20:4831/07/2024
Government Plans to Auction Fewer Bonds | July 30, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss the government's plan to auction fewer bonds and 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
16:1230/07/2024
Fed Week & Supreme Court Reforms Proposed by Biden | July 29, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss the upcoming Fed meeting, McDonald's earnings, Trump at the BTC Conference, Biden proposing Supreme Court reforms, and Abbott ordered to pay $495m compensation and damages. 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
16:3829/07/2024
Core PCE Inflation & Earnings | July 26, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's Core PCE inflation number 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
15:3326/07/2024
Markets Slide & Is GDP Really Up? | July 25, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's market sell-off, this morning's GDP, Amazon beating Warner out for NBA rights, & 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
18:0125/07/2024
Bank of Canada Set to Cut Rates | July 24, 2024 – Morning Market Briefing
Andrew and Tom discuss the Bank of Canada potentially cutting rates 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
14:5324/07/2024
Car Dealers Increase Incentives & Wiz Rejects Google | July 23, 2024 – Morning Market Briefing
Ben and Tom discuss car dealers increasing incentives, Wiz rejecting Google's offer, and various earnings. Also, where is Biden? 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
21:5023/07/2024
Biden's Withdrawal & Ukraine Defaults on its Debt | July 22, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Joe Biden's withdrawal from the election, Ukraine defaulting on its debt, 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
19:2922/07/2024
Largest IT Outage in History & Earnings | July 19, 2024 – Morning Market Briefing
Ben and Andrew discuss the IT outage, what politics mean for the financial system, and more 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
13:1619/07/2024
Tech Stocks Worst Day of 2024 | July 18, 2024 – Morning Market Briefing
Ben and Andrew discuss yesterday's tech stock performance, Biden potentially stepping down, Beige Book results, Darden buying Chuey's, and 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
20:1718/07/2024
Biden's Trade War & JBHT, ASML, JNJ, ELV Earnings | July 17, 2024 – Morning Market Briefing
Ben and Andrew discuss Biden's trade war and 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
19:0217/07/2024
Powell Signals Rate Cut Incoming & Trump VP Pick | July 16, 2024 – Morning Market Briefing
Ben & Andrew review June retail sales, Powell's signal for a rate cut, Trump's VP selection, and 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
15:5416/07/2024
Trump Assassination Attempt | July 15, 2024 – Morning Market Briefing
Ben discusses the assassination attempt on Trump, Blackrock earnings, Goldman earnings, and Google's potential acquisition of Wiz. 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
11:3915/07/2024
Why Didn't The Market Rally Yesterday? | July 12, 2024 – Morning Market Briefing
Andrew, Ben, and Tom review yesterday's market activity, PPI, and bank 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
13:4912/07/2024
UK Economic Growth Accelerates & CPI | July 11, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss UK economic growth, the 10-year bond auction, CPI, and Costco raising the annual membership. 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
22:1911/07/2024
Powell Testimony Suggests a Rate Cut is Getting Closer | July 10, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss TSMC earnings, Powell's testimony, and Trump teasing Rubio as a potential VP pick. 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
18:4710/07/2024
French Parliament Dominated By New Popular Front | July 8, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss the UK, France, Iran, and US elections. 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
18:0308/07/2024