The Morning Market Briefing

Economic Data Softens as Iran War Bites + Kevin Warsh Sworn In as Fed Chair Today | May 22, 2026 – Morning Market Briefing

22 May 2026

Contributed by Lukas

Tom and Hannah discuss early signs of the Iran war, high oil prices, and interest rates weighing on growth with the AIA Architectural Billings Survey ...

Quantum Computing Gets Federal Boost & Nvidia Eyes $200B CPU Market with Vera Rubin | May 21, 2026 – Morning Market Briefing

21 May 2026

Contributed by Lukas

Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the...

Trump Wins Big in Primaries + Target's Q1 Blowout Signals Resilient Consumer | May 20, 2026 – Morning Market Briefing

20 May 2026

Contributed by Lukas

Ben and Tom discuss Trump's strong primary night with Burt Jones winning in Georgia and Gallrein beating Massie in Kentucky, Trump extending his Iran ...

Google & Blackstone Form $25B AI Cloud Venture + Trump Rx Partners With Mark Cuban | May 19, 2026 – Morning Market Briefing

19 May 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss Google and Blackstone teaming up on a massive $25 billion AI cloud infrastructure play to challenge CoreWeave, alongside ...

NextEra’s $66B Deal for Dominion Energy; Bond Sell-Off Deepens After UAE Drone Strike | May 18, 2026 – Morning Market Briefing

18 May 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss NEE considering purchasing Dominion.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube....

Oil Rises + Trump Back from China | May 15, 2026 – Morning Market Briefing

15 May 2026

Contributed by Lukas

Andrew, Ben, and Tom Iran outlook and Trumps return from China.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.co...

Cisco's $5B AI Surge & Hyperscale Demand; Trump and Tech CEOs Meet Xi in Beijing | May 14, 2026 – Morning Market Briefing

14 May 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss Cisco's earnings and Trump's meeting with Xi. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://w...

PPI Surges + Trump & Friends Fly to China | May 13, 2026 – Morning Market Briefing

13 May 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's trip to China and PPI.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@T...

CPI Comes in HOT + Home Sellers Outnumber Buyers by Record 630k | May 12, 2026 – Morning Market Briefing

12 May 2026

Contributed by Lukas

Andrew and Ben discuss this morning's CPI data, the state of the housing market, and NFIB small business. Join our live YouTube stream Monday through...

Trump Rejects Iran Demands Ahead of Xi Summit | May 11, 2026 – Morning Market Briefing

11 May 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's rejection of Iran's demands ahead of his visit to China. Join our live YouTube stream Monday through Friday at 8...

DOJ Probes NFL Antitrust Exemption + Lime Scooters IPO | May 8, 2026 – Morning Market Briefing

08 May 2026

Contributed by Lukas

Andrew, Thomas, and Tom discuss the latest NFL streaming drama, Lime Scooters' IPO, and Trump's trip to China. Join our live YouTube stream Monday th...

M&A Lawyers Charged in Insider Trading Ring + Hantavirus Outbreak | May 7, 2026 – Morning Market Briefing

07 May 2026

Contributed by Lukas

Thomas and Tom discuss the insider trading scheme involving lawyers and an Iran update. Join our live YouTube stream Monday through Friday at 8:30 AM...

Nvidia's $500M Investment in Corning + Why Memory Prices Keep Going Up | May 6, 2026 – Morning Market Briefing

06 May 2026

Contributed by Lukas

Thomas and Tom discuss the price of memory and Nvidia's latest investment.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:http:/...

Iran Fires on US Warships + Ryan Cohen’s Wild $56B eBay Strategy | May 5, 2026 – Morning Market Briefing

05 May 2026

Contributed by Lukas

Tom discusses Iran firing on US warships and Gamestop CEO Ryan Cohen's wild interview. Join our live YouTube stream Monday through Friday at 8:30 AM ...

Spirit Airlines Ceases Operations + GameStop Launches Bid for eBay | May 4, 2026 – Morning Market Briefing

04 May 2026

Contributed by Lukas

Tom discusses his beef with Star Wars, Spirit's bankruptcy, and GameStop's bid for eBay. Join our live YouTube stream Monday through Friday at 8:30 A...

Trump CUTS British Whisky Tariffs + Elon Musk Testifies Against OpenAI | May 1, 2026 – Morning Market Briefing

01 May 2026

Contributed by Lukas

Andrew, Tom, and Thomas discuss Trump's Meeting with King Charles & Elon Musk testifying against OpenAI. Join our live YouTube stream Monday thro...

Powell’s Final Fed Meeting + White House Blocks Anthropic's Mythos Expansion Plan | April 30, 2026 – Morning Market Briefing

30 Apr 2026

Contributed by Lukas

Andrew, Tom, and Thomas discuss Powell's last meeting as chair & the White House blocking Anthropic's plan to expand Mythos. Join our live YouTub...

UAE Abandons OPEC After 60 Years + What It Means for Oil Prices | April 29, 2026 – Morning Market Briefing

29 Apr 2026

Contributed by Lukas

Tom and Thomas discuss the UAE dumping OPEC.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMa...

OpenAI Misses Revenue Targets + Why You Can’t Beat the Polymarket Bots | April 28, 2026 – Morning Market Briefing

28 Apr 2026

Contributed by Lukas

Tom and Thomas discuss OpenAI's financial issues and state of prediction markets. Join our live YouTube stream Monday through Friday at 8:30 AM EST:h...

China Halts Meta’s $2B Acquisition + White House Correspondents’ Dinner Shooting | April 27, 2026 – Morning Market Briefing

27 Apr 2026

Contributed by Lukas

Tom and Thomas discuss various earnings.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBrie...

Out With The Old: Microsoft & Meta Purge Veterans While Deloitte Cuts Perks | April 24, 2026 – Morning Market Briefing

24 Apr 2026

Contributed by Lukas

Ben and Thomas discuss various earnings.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBrie...

Lululemon’s New CEO Drama + The Potential $500M Spirit Airlines Takeover | April 23, 2026 – Morning Market Briefing

23 Apr 2026

Contributed by Lukas

Ben and Thomas discuss various earnings.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBrie...

Kevin Warsh’s Independence Test: Is the Fed Responsible for Its Own Failures? | April 22, 2026 – Morning Market Briefing

22 Apr 2026

Contributed by Lukas

Ben and Tom discuss Kevin Warsh's Senate confirmation. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheM...

Tim Cook Steps Down: Why Engineer John Ternus is Apple’s Next Pick | April 21, 2026 – Morning Market Briefing

21 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss Tim Cook stepping down. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMor...

Trump’s "Jimmy Carter" Fear: Why the US is Avoiding Kharg Island | April 20, 2026 – Morning Market Briefing

20 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss this weekends news on the strait. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.c...

Tech Turnover: Reed Hastings Steps Down & Apple Executives Flee | April 17, 2026 – Morning Market Briefing

17 Apr 2026

Contributed by Lukas

Ben and Tom discuss tech world turnover and the week ahead. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/...

NYC’s $5M Pied-à-Terre Tax & The 2029 "Free Grocery" Delay | April 16, 2026 – Morning Market Briefing

16 Apr 2026

Contributed by Lukas

Ben and Tom discuss the New York luxury tax and various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtub...

Trump: Iran War "Very Close to Over" & Bessent’s Plan for the Fed | April 15, 2026 – Morning Market Briefing

15 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss ASML earnings, Bessent's WSJ interview, and Trump seeing the end of the Iran war.Join our live YouTube stream Monday thro...

PPI Revisions Point to Decreasing Inflation + Bank Earnings | April 14, 2026 – Morning Market Briefing

14 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss PPI, Iran, and bank earnings.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@Th...

US Iran Negotiations Fail & Goldman's Growth | April 13, 2026 – Morning Market Briefing

13 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss Iran negotiations and various company news.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.y...

CPI Data & Howard Marks' Latest Memo | April 10, 2026 – Morning Market Briefing

10 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss CPI, the latest Howard Marks memo, and Sheinbaum does a 180 on fracking. Join our live YouTube stream Monday through Fri...

Hormuz Gridlock Persists While Trump Eyes Next Conquest | April 9, 2026 – Morning Market Briefing

09 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss the market's reaction to the ceasefire. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.you...

World Peace? Iran Agrees to Ceasefire | April 8, 2026 – Morning Market Briefing

08 Apr 2026

Contributed by Lukas

Ben and Tom discuss the Iran ceasefire.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketB...

AI Usage is Accelerating & Iran Peace Proposal | April 7, 2026 – Morning Market Briefing

07 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss AI usage and Iran war update.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@Th...

The Easter Tweet & Citrini's Visit to Hormuz | April 6, 2026 – Morning Market Briefing

06 Apr 2026

Contributed by Lukas

Ben and Thomas discuss Trump's tweets from the weekend and Citrini's latest report. Join our live YouTube stream Monday through Friday at 8:30 AM EST...

Trump's Iran Address Recap | April 2, 2026 – Morning Market Briefing

02 Apr 2026

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's speech from last night. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com...

Ben's Conference Recap & Covid Bubbles Burst | April 1, 2026 – Morning Market Briefing

01 Apr 2026

Contributed by Lukas

Andrew, Ben, Thomas, and Tom discuss Ben's travels, Trump's speech tonight, and covid bubbles bursting. Join our live YouTube stream Monday through F...

Trump Signals Willingness to End the War & Hegseth in Hot Water | March 31, 2026 – Morning Market Briefing

31 Mar 2026

Contributed by Lukas

Andrew, Thomas, and Tom discuss Trump's willingness to end the war, Hegseth's trading issue, and Unilever to combine its food business with McCormick....

Sunbelt Investor Day Recap & Iran Update | March 30, 2026 – Morning Market Briefing

30 Mar 2026

Contributed by Lukas

Andrew, Thomas, and Tom recap Sunbelt investor day and provide an update on Iran.  Join our live YouTube stream Monday through Friday at 8:30 AM EST...

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://...