The Morning Market Briefing
Episodes
Energy Strike PAUSE: Trump’s 10-Day Window for Iran & DHS Funding Progress | March 27, 2026 – Morning Market Briefing
27 Mar 2026
Contributed by Lukas
Andrew and Tom discuss Tom's appearance at a conference yesterday, DHS funding, and Andrew issues an apology. Join our live YouTube stream Monday thr...
Trump's Pursuit for Speedy End to The War | March 26, 2026 – Morning Market Briefing
26 Mar 2026
Contributed by Lukas
Andrew gives his thoughts on Iran. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefing...
US Lays Out 15-Point Plan as Iran Opens Hormuz to Non-Hostile Ships | March 25, 2026 – Morning Market Briefing
25 Mar 2026
Contributed by Lukas
Andrew and Tom discuss the US 15-point plan for Iran.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorn...
Saudia Arabia Moves Closer to Joining the War & Update on DHS Funding Deal | March 24, 2026 – Morning Market Briefing
24 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Iran and the DHS funding deal.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/...
Air Travel Troubles & Consequences of Higher Oil Prices | March 23, 2026 – Morning Market Briefing
23 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss airline travel issues, an update on Iran, and Zuckerberg's AI agent push.Join our live YouTube stream Monday through Frid...
Why Homruz Must Be Opened This Weekend | March 20, 2026 – Morning Market Briefing
20 Mar 2026
Contributed by Lukas
Ben and Tom recap the Atlanta CFA meeting, discuss bank deregulation, and FedEx earnings. Join our live YouTube stream Monday through Friday at 8:30 ...
Are There Any Vibes Left? Peak Market Apathy | March 19, 2026 – Morning Market Briefing
19 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss the potential end of the Iran war, again. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.y...
Oil Prices Decline & 20-Year Auction Surprises | March 18, 2026 – Morning Market Briefing
18 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss the potential end of the Iran war. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube....
Nvidia Eyes $1T in Sales as SEC Proposes to Eliminate Quarterly Reporting | March 17, 2026 – Morning Market Briefing
17 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss the Fed's confusion with the current economic data, Nvidia's $1 Trillion sales claim, and the SEC's proposal to eliminate...
Meta Slashes 20% of Staff to Fund $27B Nebius AI Contract | March 16, 2026 – Morning Market Briefing
16 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Meta's layoffs, NY City estate tax, and Trump's recent Truths. Join our live YouTube stream Monday through Friday at 8:3...
Mines in the Strait of Hormuz & PCE Data Reaction | March 13, 2026 – Morning Market Briefing
13 Mar 2026
Contributed by Lukas
Andrew and Tom discuss the Strait of Hormuz, PCE data, and Adobe earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://w...
Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing
12 Mar 2026
Contributed by Lukas
Ben and Tom discuss the Hormuz still not open, trade probes, and CEO confidence. Join our live YouTube stream Monday through Friday at 8:30 AM EST...
CPI Comes in Flat & New US Oil Refinery | March 11, 2026 – Morning Market Briefing
11 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss this morning's CPI, energy costs, and an update on the Middle East. Join our live YouTube stream Monday through Friday a...
Is Trump Ending The Iran War Sooner Than Later? | March 10, 2026 – Morning Market Briefing
10 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Trump potentially ending the war and NFIB small business optimism. Join our live YouTube stream Monday through Friday at...
Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing
09 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss the Strait of Hormuz, Iran's new leader, and Trump leaning towards boots on the ground. Join our live YouTube stream Mon...
Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing
06 Mar 2026
Contributed by Lukas
Ben and Tom discuss this morning's jobs data, the Iran War extension, and the week ahead. Join our live YouTube stream Monday through Friday at 8:30 ...
ISM Services Accelerates & Strong Broadcom Earnings | March 5, 2026 – Morning Market Briefing
05 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss their takeaways from the First Trust Forum, ISM Services, and the Fed Beige Book. Join our live YouTube stream Monday th...
Yesterday's Market & The Fed's Refusal to Cut | March 4, 2026 – Morning Market Briefing
04 Mar 2026
Contributed by Lukas
Andrew and Tom discuss yesterday's market, the Fed's refusal to cut, and an update on the Blackstone employee bail-in. Join our live YouTube stream M...
Why Bonds are Selling Off & Private Credit Fund Redemptions | March 3, 2026 – Morning Market Briefing
03 Mar 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Iran, bonds selling off, and Blackstone private credit fund redemptions. Join our live YouTube stream Monday through Fri...
The War on Iran & ISM Manufacturing | March 2, 2026 – Morning Market Briefing
02 Mar 2026
Contributed by Lukas
Andrew and Tom discussJoin our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see dis...
Block Lays of 40% of Workforce & Hotter Than Expected PPI | February 27, 2026 – Morning Market Briefing
27 Feb 2026
Contributed by Lukas
Andrew and Tom discuss Block's massive lay-off, Dell crushing earnings, and PPI coming in hotter than expected. Join our live YouTube stream Monday t...
Nvidia FLAT After Earnings & Is Freight Going to Rebound? | February 26, 2026 – Morning Market Briefing
26 Feb 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Nvidia earnings, the potential rebound in freight, and an update on bonds. Join our live YouTube stream Monday through F...
State of the Union Highlights + Consumer Confidence Improves | February 25, 2026 – Morning Market Briefing
25 Feb 2026
Contributed by Lukas
Andrew and Ben discuss the SOTU highlights & yesterday's Consumer Confidence report. Join our live YouTube stream Monday through Friday at 8:30 A...
Citrini Report Hits Stocks & JPM Investor Day | February 24, 2026 – Morning Market Briefing
24 Feb 2026
Contributed by Lukas
Ben and Tom discuss the Citrini Report's hit to stocks, JP Morgan investor day, and 10% tariffs taking effect. Join our live YouTube stream Monday th...
Tariff Change Impact & Chaos in Puerto Vallarta | February 23, 2026 – Morning Market Briefing
23 Feb 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss the impact of the Supreme Court's decision on Trump's tariffs, Mexico cracking down on cartels, and an update on the WBD ...
A Discussion with Amy O'Dell – Founder & CEO of Jacob's Ladder
20 Feb 2026
Contributed by Lukas
On this episode of The Morning Market Briefing, we welcome Amy O'Dell, Founder and CEO of Jacob's Ladder. Jacob's Ladder, a nonprofit organization bas...
GDP Data & How Bad is Private Credit? | February 20, 2026 – Morning Market Briefing
20 Feb 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss this morning's GDP data and issues surrounding private credit. Join our live YouTube stream Monday through Friday at 8:3...
The Fed Leans Hawkish & Earnings Surprise the Market | February 19, 2026 – Morning Market Briefing
19 Feb 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss yesterday's Fed minutes, some surprising earnings, and Trump's speech today in Georgia. Join our live YouTube stream Mon...
Japan's $550B US Investment Kicks Off & Why US Inflation Feels Sticky | February 18, 2026 – Morning Market Briefing
18 Feb 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Japan's initial investments in the US, why US inflation may feel stickier relative to other countries, and Mamdani's budg...
Elliot Management's Stake in Norwegian & Anthropic's AI Guardrails | February 17, 2026 – Morning Market Briefing
17 Feb 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Elliot's stake in Norwegian, YTD bond performance, and Anthropic's plan for AI guardrails. Join our live YouTube stream ...
Inflation LOWER Than Expected – Are Rate Cut Expectations Cooling Off? | February 13, 2026 – Morning Market Briefing
13 Feb 2026
Contributed by Lukas
Andrew & Tom discuss this morning's CPI data, yesterday's 30-year auction, and RELX earnings. Join our live YouTube stream Monday through Friday ...
Jobless Claims HIGHER Than Expected – Is Unemployment Really 5%? | February 12, 2026 – Morning Market Briefing
12 Feb 2026
Contributed by Lukas
Andrew & Tom discuss initial jobless claims data, McDonald's earnings, and Washington State advancing the millionaire's tax. Join our live YouTub...
+130K Jobs Surprise & Legislation to Break Up Big Medicine | February 11, 2026 – Morning Market Briefing
11 Feb 2026
Contributed by Lukas
Andrew & Tom discuss non-farm payrolls data & the odd collab to break up Big Medicine. Join our live YouTube stream Monday through Friday at ...
Costco Non-Food Sales Accelerate + NFIB Optimism Holds Strong | February 10, 2026 – Morning Market Briefing
10 Feb 2026
Contributed by Lukas
Ben & Tom discuss Costco earnings, small business optimism, and Trump on Warsh. Join our live YouTube stream Monday through Friday at 8:30 AM EST...
Big Week: CPI to 2.5% Low? Jobs Report Miss? – What It Means for Markets | February 9, 2026 – Morning Market Briefing
09 Feb 2026
Contributed by Lukas
Ben & Tom discuss CPI ahead of Friday's release, Japan elections, and GLP-1 copycats. Join our live YouTube stream Monday through Friday at 8:3...
Howard Marks on AI Bubble + Stellantis $26B EV Wipeout | February 6, 2026 – Morning Market Briefing
06 Feb 2026
Contributed by Lukas
Ben & Tom discuss Howard Marks at the CFA Society, Stellantis cuts some EV vehicle products, and bitcoin gets blasted. Join our live YouTube stre...
Scott Bessent Testimony CHAOS & Google's BIG Earnings Blowout | February 5, 2026 – Morning Market Briefing
05 Feb 2026
Contributed by Lukas
Tom discusses Google earnings and Scott Bessent's testimony to the House. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://ww...
AI Self-Cannibalization: Why SaaS is Getting Smashed | February 4, 2026 – Morning Market Briefing
04 Feb 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss software companies getting smashed by AI, Fed policy, and Texas Instruments buying Silicon Labs. Join our live YouTube s...
Elon Musk's $1.25 TRILLION Mega-Merger: SpaceX Buys xAI | February 3, 2026 – Morning Market Briefing
03 Feb 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss the SpaceX–xAI merger, the India Trade deal, and Palantir earnings. Join our live YouTube stream Monday through Friday...
Shutdown Deal Progresses as Nvidia Is Rumored to Pull Back on AI Funding | February 2, 2026 – Morning Market Briefing
02 Feb 2026
Contributed by Lukas
Andrew and Ben discuss Korean stocks getting smashed, the potential government shutdown, and the AI funding mess. Join our live YouTube stream Monday...
Trump Nominates Kevin Warsh as Fed Chair | January 30, 2026 – Morning Market Briefing
30 Jan 2026
Contributed by Lukas
Andrew and Ben discuss Trump nominating Kevin Warsh as Fed chair, PPI data, and Xi dismissing his top leaders. Join our live YouTube stream Monday th...
Gold: Speculative Asset or Store of Value? | January 29, 2026 – Morning Market Briefing
29 Jan 2026
Contributed by Lukas
Andrew and Ben discuss the Fed's decision to keep rates steady, AI spending spree, and questions about gold. Join our live YouTube stream Monday thro...
Markets Brace for the Fed, Amazon Cuts Jobs, and Trump De-Escalates | January 28, 2026 – Morning Market Briefing
28 Jan 2026
Contributed by Lukas
Andrew and Ben discuss who will replace Powell, Amazon's layoff email, and Trump's TACO-ing. Join our live YouTube stream Monday through Friday at 8:...
Shutdown Risk Rises as Markets Digest Durable Goods & Dollar Moves | January 26, 2026 – Morning Market Briefing
26 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss rising shutdown risk, durable goods data, and the dollar’s recent weakness rumors.Join our live YouTube stream Monday t...
Mixed Earnings as BOJ Kicks Off Global Central Bank Meetings | January 23, 2026 – Morning Market Briefing
23 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Intel earnings and BOJ leaving rates unchanged. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http:/...
Fed Uncertainty Grows as Winter Storm Fern Hits Markets | January 22, 2026 – Morning Market Briefing
22 Jan 2026
Contributed by Lukas
Ben and Tom discuss winter storm Fern, the Greenland U-turn, and an update on Lisa Cook and the Fed Chair. Join our live YouTube stream Monday throug...
Earnings Season Reality Check: Did Analysts Set the Bar Too High? | January 21, 2026 – Morning Market Briefing
21 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Netflix earnings and recap last night's event. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://...
Tariff Threats Return as Europe Weighs Retaliation | January 20, 2026 – Morning Market Briefing
20 Jan 2026
Contributed by Lukas
Andrew and Fish discuss Trump's latest comments on Greenland and the market sell-off.Join our live YouTube stream Monday through Friday at 8:30 AM EST...
High-Yield Savings Rates Are Falling — Where to Put Your Cash | January 16, 2026 – Morning Market Briefing
16 Jan 2026
Contributed by Lukas
Andrew and Ben discuss where to place your high-yield savings and "The Great Healthcare Plan."Join our live YouTube stream Monday through Friday at 8:...
Saks Files for Bankruptcy as Bank Earnings Roll In | January 15, 2026 – Morning Market Briefing
15 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Saks filing for bankruptcy and bank earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://w...
Mortgage Applications Surge & November PPI Accelerates | January 14, 2026 – Morning Market Briefing
14 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss mortgage applications ripping, November PPI, and Trump's latest on Greenland.Join our live YouTube stream Monday through ...
CPI Comes in Cold & Small Business Optimism Jumps | January 13, 2026 – Morning Market Briefing
13 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss this morning's CPI data, yesterday's 10-year bond auction, and small business optimism. Join our live YouTube stream Mon...
DOJ Serves Jay Powell & Trump Pushes Credit Card Rate Caps | January 12, 2026 – Morning Market Briefing
12 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss the DOJ investigation into Jay Powell, Trump’s push to cap credit card interest rates, and Eli Lilly’s consideration ...
Will Tariffs Be Refunded & $200B US Mortgage Bond Buyback | January 9, 2026 – Morning Market Briefing
09 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss this morning's ADP employment data, tariff refunds, and Trump's plan to buy $200b of mortgage bonds. Join our live YouTu...
Trump Attacks Defense Companies & Apple Card Heads to JPMorgan | January 8, 2026 – Morning Market Briefing
08 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Trump's Truth about defense companies, Apple's card moving to JPMorgan, and Constellation reports soft alcohol demand. J...
Rubio Pushes to Buy Greenland & Mobileye Acquires Mentee | January 7, 2026 – Morning Market Briefing
07 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss ADP Employment, Rubio's push to buy Greenland, and Mobileye acquiring Mentee. Join our live YouTube stream Monday throug...
Nvidia Unveils Alpamayo & ISM Manufacturing Roughly In Line | January 6, 2026 – Morning Market Briefing
06 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Nvidia's Alpamayo announcement and ISM manufacturing. Join our live YouTube stream Monday through Friday at 8:30 AM EST:...
Maduro Captured & the U.S. Takes the Helm in Venezuela | January 5, 2026 – Morning Market Briefing
05 Jan 2026
Contributed by Lukas
Andrew, Ben, and Tom discuss Trump backing off on tariffs & Maduro's capture.Join our live YouTube stream Monday through Friday at 8:30 AM EST:htt...
What Surprised People in 2025 & What They’re Overlooking for 2026 | December 31, 2025 – Morning Market Briefing
31 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss what surprised them in 2025 and what many people aren’t thinking about for 2026. Join our live YouTube stream Monday...
Meta Eyes Manus Acquisition & Dallas Fed Observations | December 30, 2025 – Morning Market Briefing
30 Dec 2025
Contributed by Lukas
Andrew and Ben discuss Meta's latest acquisition plans and the Dallas Fed survey. Join our live YouTube stream Monday through Friday at 8:30 AM EST:h...
Nvidia Acquires Groq & Ukraine Peace Talks | December 29, 2025 – Morning Market Briefing
29 Dec 2025
Contributed by Lukas
Ben provides an update on Ukraine peace talks and Nvidia's latest acquisition. Join our live YouTube stream Monday through Friday at 8:30 EST:http://...
Geopolitical Update & Q3 GDP Exceeds Expectations | December 23, 2025 – Morning Market Briefing
23 Dec 2025
Contributed by Lukas
Ben provides an update on geopolitics and Q3 GDP data. Today was our final stream on Zoom. Starting next Monday, the 29th, we’ll be streaming on You...
Apollo Scales Back Risk & Chicago Raises Property Taxes | December 22, 2025 – Morning Market Briefing
22 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Apollo pulling back on risk, Chicago shifting property taxes away from commercial properties, and Beth Hammack urging a p...
Nike China Sales Plunge & Yen Weakens Despite BOJ Rate Hikes | December 19, 2025 – Morning Market Briefing
19 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Nike’s earnings, FedEx’s earnings, and the weakening yen.Song: Wonderful Christmastime - Paul McCartneyFor informatio...
CPI Comes in Cooler Than Expected & Micron Crushes Earnings | December 18, 2025 – Morning Market Briefing
18 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss this morning’s CPI data, Micron’s earnings, and Trump’s address to the nation.Song: YMCA (Christmas Version) - Furn...
OpenAI Secures $10B from Amazon & UK Inflation Falls | December 17, 2025 – Morning Market Briefing
17 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss OpenAI’s Amazon deal, UK inflation, and expectations ahead of Trump’s address to the nation.Song: The Christmas Shoes...
October–November Jobs Reports & Ford Scales Back EV Plans | December 16, 2025 – Morning Market Briefing
16 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss the October and November jobs reports and Ford’s restructuring of its EV program.Song: Little Saint Nick - Beach BoysFo...
iRobot Files for Bankruptcy & ServiceNow’s Latest Acquisition | December 15, 2025 – Morning Market Briefing
15 Dec 2025
Contributed by Lukas
Ben and Tom discuss iRobot’s bankruptcy, ServiceNow’s latest acquisition, and the Fed chair search narrowing to two Kevins. Song: Christmas in Di...
Lululemon CEO to Step Down, While Earnings Come In Strong | December 12, 2025 – Morning Market Briefing
12 Dec 2025
Contributed by Lukas
Andrew and Tom give an update on the market and discuss several earnings reports.Song: That Was A Crazy Game of Poker - O.A.R.For information on how t...
Takeaways From Yesterday’s Fed Meeting & Oracle Results | December 11, 2025 – Morning Market Briefing
11 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss their takeaways from yesterday’s Fed meeting and break down Oracle’s earnings.Song: I Will Possess Your Heart - Death...
Fed Decision Day: Will the Fed Cut Rates? | December 10, 2025 – Morning Market Briefing
10 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss the potential outcomes of today's Fed meeting.Song: Pardon Me - IncubusFor information on how to join the Zoom calls live...
Nvidia H200 Cleared for China | December 9, 2025 – Morning Market Briefing
09 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss the ensuing Paramount drama, Nvidia’s H200 approval to China, and Trump’s affordability tour.Song: Shut Your Eyes - S...
IBM Nears $11B Confluent Deal & Trump’s Farm-Aid Program | December 8, 2025 – Morning Market Briefing
08 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss IBM’s near $11B deal for data-infrastructure company Confluent, the Trump administration’s $12B farm-aid program, and...
Warner Bros. Begins Exclusive Deal Talks with Netflix | December 5, 2025 – Morning Market Briefing
05 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss the Warner Bros. and Netflix deal talks, Meta scaling back the Metaverse, and Scheinbaum’s first meeting with Trump. S...
Trump Signals Support for "Cute" Japanese Kei Cars | December 4, 2025 – Morning Market Briefing
04 Dec 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Trump’s announcements yesterday and bond investors’ concerns about Kevin Hassett. Song: Colder Weather - Zac Brown B...
More Cautious Consumer Spending & The Dell Family Donation | December 3, 2025 – Morning Market Briefing
03 Dec 2025
Contributed by Lukas
Ben and Tom discuss ADP employment, the Dell family donation, and updates on the consumer.Song: Back to December - Taylor SwiftFor information on how ...
Code Red at OpenAI & Mixed ISM Manufacturing Report | December 2, 2025 – Morning Market Briefing
02 Dec 2025
Contributed by Lukas
Ben discusses Apple's AI chief is out, OpenAI's code red warning, Signet earnings, and ISM Manufacturing.Song: A Long December - Counting CrowsFor inf...
Black Friday Sales & Central Bank Rate Cuts | December 1, 2025 – Morning Market Briefing
01 Dec 2025
Contributed by Lukas
Ben and Tom discuss Black Friday sales, central bank rate cuts, and slowing auto sales.Song: December - Collective SoulFor information on how to join ...
Urban Outfitters Posts Strong Earnings & Nvidia Continues to Play Defense | November 26, 2025 – Morning Market Briefing
26 Nov 2025
Contributed by Lukas
Andrew and Tom discuss Urban Outfitters earnings, Nvidia defending itself once again, and a college football preview.Song: Thank God I’m a Country B...
Ukraine Agrees to Potential Peace Deal & Meta to Use Alphabet's TPUs | November 25, 2025 – Morning Market Briefing
25 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss the potential Russia/Ukraine peace deal, Meta in talks to use Alphabet's TPUs, and Nvidia's "We're not Enron" memo.Song: ...
Bessent Speaks on Inflation & Russia/Ukraine Peace Deal Progress | November 24, 2025 – Morning Market Briefing
24 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Bessent's interview with Meet the Press, progress on the Russia/Ukraine peace deal, and Lenovo stockpiling memory chips. ...
Market Sell-Off Continues & Gap Earnings | November 21, 2025 – Morning Market Briefing
21 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss the sell-off, GAP earnings, and the week ahead. Song: Hash Pipe - WeezerFor information on how to join the Zoom calls li...
Nvidia Shocks the Market with an Earnings Beat | November 20, 2025 – Morning Market Briefing
20 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Nvidia earnings, Walmart's move to Nasdaq, and Mamdani's upcoming visit to the White House.Song: All My Rowdy Friends (Ha...
Saudi Arabia Commits Nearly $1 Trillion in US Investment | November 19, 2025 – Morning Market Briefing
19 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Trump's meeting with MBS and an update on the China rare earth deal. Song: Every Rose Has Its Thorn - PoisonFor informat...
What to Make of the Market Sell-Off | November 18, 2025 – Morning Market Briefing
18 Nov 2025
Contributed by Lukas
Ben and Tom discuss Home Depot earnings and what to make of the market sell-off. Song: You Don’t Know How It Feels - Tom PettyFor information on ho...
Tim Cook Preparing to Step Down as Apple CEO | November 17, 2025 – Morning Market Briefing
17 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Apple stepping up its succession planning for Tim Cook, Berkshire's stake in Alphabet, and the week ahead. Song: Wrapped...
Yesterday's Market & Portable Mortgages | November 14, 2025 – Morning Market Briefing
14 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss what happened in yesterday's market, the bidding war for Warner Bros, portable mortgages, and the week ahead. Song: Koko...
Government Shutdown Ends & Michael Burry Closes Shop | November 13, 2025 – Morning Market Briefing
13 Nov 2025
Contributed by Lukas
Ben and Tom discuss the end of the shutdown and its impact, Michael Burry’s decision to close his hedge fund, and various earnings reports.Song: The...
Bessent Says Tariff Relief on Fruit and Coffee is Coming | November 12, 2025 – Morning Market Briefing
12 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Bessent's latest comments on tariffs, AMD reenergizing data center interest, and the US Navy considering a temporary base...
Senate Passes Shutdown Deal & NFIB Small Business Optimism | November 11, 2025 – Morning Market Briefing
11 Nov 2025
Contributed by Lukas
Ben and Tom discuss the Senate passing the shutdown deal and NFIB small business optimism. Song: Fortunate Son - Creedence Clearwater Revival For in...
Visa/Mastercard Nearing Settlement with Merchants & Shutdown Progress | November 10, 2025 – Morning Market Briefing
10 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss the Visa/Mastercard settlement and an update on the shutdown. Song: Where the Blacktop Ends - Keith UrbanFor information...
Record $5.53 Trillion in MMF | November 7, 2025 – Morning Market Briefing
07 Nov 2025
Contributed by Lukas
Ben discusses various company's news, the effects of record high MMF balances, and gives his thoughts on football for the weekend ahead. For informat...
Tariff Hearings in the Supreme Court & Apple's Deal with Google for AI Siri | November 6, 2025 – Morning Market Briefing
06 Nov 2025
Contributed by Lukas
Ben discusses the tariff hearings in the Supreme Court, Bank of England, and Apple's new deal with Google for AI Siri. We had internet issues this mor...
NYC Mayoral Election Results | November 5, 2025 – Morning Market Briefing
05 Nov 2025
Contributed by Lukas
Ben and Tom discuss the New York mayoral election results, weight loss drugs, Japan, AI company earnings, and Google's acquisition of Wiz.Song: In Spi...
Local Election Day Across the US & ISM Manufacturing Suggests Lower Inflation | November 4, 2025 – Morning Market Briefing
04 Nov 2025
Contributed by Lukas
Ben and Tom discuss the New York mayoral elections, the ISM Manufacturing Report, and Starbucks selling 60% of its China unit to Boyu Capital. Song: ...
Alphabet Selling Euros to Fund AI Expansion & China Deal Update | November 3, 2025 – Morning Market Briefing
03 Nov 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Alphabet selling 3 billion Euros and update on the China deal. Song: Rock’n Me - Steve Miller BandFor informati...
Money 20/20 Conference: The Morning Market Briefing LIVE – Leveraging a Firm Podcast to Educate Clients and Build Trust
31 Oct 2025
Contributed by Lukas
This past week, we traveled to Las Vegas to do a live podcast at the Money 20/20 conference. This is the recording from our session. For information ...
Apple, Amazon Earnings & More Private Credit Fraud | October 31, 2025 – Morning Market Briefing
31 Oct 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss more big tech earnings and the latest private credit fraud. Song: Thriller - Michael JacksonFor information on how to...
Trump Meets with Xi & Big Tech Earnings | October 30, 2025 – Morning Market Briefing
30 Oct 2025
Contributed by Lukas
Andrew, Ben, and Tom discuss Trump's meeting with Xi and big tech earnings. Song: Jet Airliner - Steve Miller BandFor information on how to join th...
LIVE From Las Vegas: Nvidia's New Partnerships & US-Japan Trade Deal | October 29, 2025 – Morning Market Briefing
29 Oct 2025
Contributed by Lukas
Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Nvidia's new partnerships, and the US-Japan trade deal. Please forgiv...