The Morning Market Briefing
Episodes
April 4, 2022 - Daily Market Briefing
04 Apr 2022
Contributed by Lukas
Ben flies solo to discuss last Friday’s slide in trucking and railroad stocks and the reasons behind it, JP Morgan CEO Jamie Dimon’s annual econom...
April 1, 2022 - Daily Market Briefing
01 Apr 2022
Contributed by Lukas
Tom and Ben continue discussions on the latest between Russia and Ukraine relations, along with their impact on the global market and Russia's demand ...
March 31, 2022 - Daily Market Briefing
31 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss the complexities surrounding the global oil market, the US considering a massive release from its oil reserves, Apple’s...
March 30, 2022 - Daily Market Briefing
30 Mar 2022
Contributed by Lukas
Ben, Andrew, and Tom discuss the state of peace talks in the Russia/Ukraine war, new US economic data, the yield curve inversion and what that means g...
March 29, 2022 - Daily Market Briefing
29 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss the potential progress in negotiations between Russia and Ukraine, context on the state of the bond market, President Bid...
March 28, 2022 - Daily Market Briefing
28 Mar 2022
Contributed by Lukas
Tom, Andrew, and Ben discuss “the slap heard round the world”, an update on the war in Ukraine, Biden’s interesting rhetoric over the weekend, B...
Beyond the Portfolio: Steve Horvath
25 Mar 2022
Contributed by Lukas
Steve Horvath is a former senior tech fellow at Lockheed Martin. Steve graduated from Georgia Tech with an engineering degree and spent his whole care...
March 25, 2022 - Daily Market Briefing
25 Mar 2022
Contributed by Lukas
Ben, Tom, and Andrew discuss the EU’s agreement with the US to import liquid natural gas, Ben’s detailed context on this agreement to examine how ...
March 24, 2022 - Daily Market Briefing
24 Mar 2022
Contributed by Lukas
Ben and Tom discuss new economic data, a continued march downward in fixed income, updates on the status of the Ukraine/Russia conflict, the Russian s...
March 23, 2022 - Daily Market Briefing
23 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss the brutality in Ukraine, President Zelensky’s continued appeal to his allies, details on how Tom is navigating the tou...
March 22, 2022 - Daily Market Briefing
22 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss the status of the conflict in Ukraine, Jay Powell targeting a more aggressive approach to “restore price stability”, ...
March 21, 2022 - Daily Market Briefing
21 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss Russia’s evolving military strategy, gas taxes suspended in some US states (but that might not be a great thing), the E...
March 18, 2022 - Daily Market Briefing
18 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss Bank of America’s comments that we haven’t seen market lows yet, President Biden and President Xi’s upcoming meetin...
March 17, 2022 - Daily Market Briefing
17 Mar 2022
Contributed by Lukas
Tom and Ben discuss the variables that led to the Fed’s decision to initiate “lift-off”, strong earnings from a number of US companies which bac...
March 16, 2022 - Daily Market Briefing
16 Mar 2022
Contributed by Lukas
Ben, Tom, and Andrew discuss the state of the war in Ukraine, the fact that “everyone who is anyone” will be talking today, China attempting to sp...
March 15, 2022 - Daily Market Briefing
15 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss “the state of play” of fund managers in the market, our own view of the market and how we are responding to the volat...
March 14, 2022 - Daily Market Briefing
14 Mar 2022
Contributed by Lukas
Tom, Andrew, and Ben discuss the state of the war in Ukraine, potential economic alliances undermining the sanctions on Russia, the Iran Nuclear Deal ...
March 11, 2022 - Daily Market Briefing
11 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss the week’s market activity, Russia’s new tactics on the battlefield, the status of talks between Russia and Ukraine, ...
March 10, 2022 - Daily Market Briefing
10 Mar 2022
Contributed by Lukas
Tom and Ben discuss US economic data including the new CPI print, the effect of the CPI print on the Fed’s approach to rate hikes, hawkish news from...
March 9, 2022 - Daily Market Briefing
09 Mar 2022
Contributed by Lukas
Tom, Andrew, and Ben discuss some big news in the world of sports, narratives leading the a rally in equity markets, “pain” (according to Tom) in ...
March 8, 2022 - Daily Market Briefing
08 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew provide updates on the state of the conflict in Ukraine, the reactions of conflict onlookers including China and the US, Biden’...
Beyond the Portfolio: David Grayson
07 Mar 2022
Contributed by Lukas
David Grayson is the Director of Mining Operations at Green Rock, a real estate development firm based in Birmingham, AL. He formerly served as the Pr...
March 7, 2022 - Daily Market Briefing
07 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss the current state of the markets, why we are still buying US equities, updates on the Russia/Ukraine conflict, Russia’s...
March 4, 2022 - Daily Market Briefing
04 Mar 2022
Contributed by Lukas
Tom, Ben, and Andrew discuss the impact of Russia’s capture of a Ukrainian nuclear power plant, the potential next steps for NATO in this conflict, ...
March 3, 2022 - Daily Market Briefing
03 Mar 2022
Contributed by Lukas
Tom and Ben discuss Jay Powell’s “market soothing” testimony, the potential pace of rate hikes from the Fed, the weight of Russian sanctions on ...
March 2, 2022 - Daily Market Briefing
02 Mar 2022
Contributed by Lukas
Tom, Andrew, and Ben discuss President Biden’s State of the Union Address, updates on the situation in Ukraine, oil prices and production, incoming ...
March 1, 2022 - Daily Market Briefing
01 Mar 2022
Contributed by Lukas
The team continues to discuss the situation in Ukraine, what will need to happen to put an end to the fighting, and the possible economic impacts of t...
February 28, 2022 - Daily Market Briefing
01 Mar 2022
Contributed by Lukas
Tom, Andrew, and Ben discuss the situation as it continues to unfold in Ukraine, the new sanctions that the west has placed on Russia, the effects tha...
February 25, 2022 - Daily Market Briefing
25 Feb 2022
Contributed by Lukas
Tom and Andrew discuss the remarks made by President Biden in response to the Russian invasion, the potential sanctions that could be levied against R...
February 24, 2022 - Daily Market Briefing
24 Feb 2022
Contributed by Lukas
Members of the investment committee discuss the full-scale Russian invasion in Ukraine, the potential response of world leaders, the impact on the US ...
February 23, 2022 - Daily Market Briefing
23 Feb 2022
Contributed by Lukas
Ben, Andrew, and Tom discuss the sanctions unveiled on Russia as Ukraine declares a state of emergency, the potential impact of these sanctions on the...
February 22, 2022 - Daily Market Briefing
22 Feb 2022
Contributed by Lukas
Andrew, Ben, and Tom discuss the news coming out of Russia as troops move in for a "peacemaking process", the new "Living with COVID" plan in the UK, ...
February 18, 2022 - Daily Market Briefing
18 Feb 2022
Contributed by Lukas
Andrew and Ben discuss what led to yesterday's big market sell off, including Biden's claim of an "imminent" Russian invasion, a continued call for ag...
February 17, 2022 - Daily Market Briefing
17 Feb 2022
Contributed by Lukas
Ben is rejoined by Tom and Andrew to discuss new housing starts and initial jobless claims data, the big takeaways from yesterday afternoon's Fed minu...
February 16, 2022 - Daily Market Briefing
16 Feb 2022
Contributed by Lukas
Ben is flying solo for the next 3 days as Tom and Andrew are on the road. In today's show, Ben starts out with a quick Greek mythology lesson, and the...
February 14, 2022 - Daily Market Briefing
14 Feb 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the Russia/Ukraine conflict as it continues to evolve, Goldman Sachs cutting its year-end S&P 500 pr...
February 10, 2022 - Daily Market Briefing
10 Feb 2022
Contributed by Lukas
It’s a hard-hat day at Narwhal as investment committee members focus their discussion on a hot CPI print (7.5% vs est. 7.2%) and the ripples of that...
February 9, 2022 - Daily Market Briefing
09 Feb 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss yesterday’s market rally as futures point up again today, the rumors out of France that tensions s...
February 8, 2022 - Daily Market Briefing
08 Feb 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the decline in small business optimism, a rollercoaster of a Monday in the Chinese equity market, Pe...
February 7, 2022 - Daily Market Briefing
07 Feb 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss last week's exceptional jobs report and the effect on rate hike expectations and the bond market, Fr...
February 4, 2022 - Daily Market Briefing
04 Feb 2022
Contributed by Lukas
Once again, Tom is on his own to discuss a jobs number that surprised to the upside, ISM services data from yesterday afternoon, AMZN's blow out quart...
February 3, 2022 - Daily Market Briefing
03 Feb 2022
Contributed by Lukas
With the rest of the team out presenting to clients, Tomcat flies solo to discuss initial jobless claims, differing action from the ECB and the Bank o...
February 2, 2022 - Daily Market Briefing
02 Feb 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the "gut punch" ADP employment number, how the ECB will react to higher than expected CPI in the Eur...
February 1, 2022 - Daily Market Briefing
01 Feb 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the S&P 500 making back nearly half its early year losses as markets continue to rally, earnings new...
January 31, 2022 - Daily Market Briefing
31 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the markets strong ending to the week, a current market sentiment survey that could prove to be a po...
January 28, 2022 - Daily Market Briefing
28 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss a slight uptick in market sentiment according to the BoA Bull/Bear indicator, Goldman Sachs' view of...
January 27, 2022 - Daily Market Briefing
27 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee break down yesterday’s Fed announcement, the huge GDP print, the response of the US toward Russia, China’...
January 26, 2022 - Daily Market Briefing
26 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee sets their sights on the Fed announcement today and offers commentary on the markets reaction to earnings re...
January 25, 2022 - Daily Market Briefing
25 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss yesterday’s market rollercoaster with the VIX hitting 39, how we look for opportunities through th...
January 24, 2022 - Daily Market Briefing
25 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the worst week in the market since March of 2020, the unraveling of bubbles in specific market pocke...
January 21, 2022 - Daily Market Briefing
21 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss three potential drivers of yesterday's wild market swings, earnings from Netflix and Peloton, and wh...
January 20, 2022 - Daily Market Briefing
20 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the market's continued downward trend, inflation concerns and the Fed's response, headlines from Pre...
January 18, 2022 - Daily Market Briefing
20 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss whether or not the market is overreacting to Fed policy, the effect of international conflict on the...
January 14, 2022 - Daily Market Briefing
14 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the market's continued sell-off, underwhelming retail sales data for the month of December, Fed nomi...
January 13, 2022 - Daily Market Briefing
13 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the PPI print along with some guidance and earnings data from KB Home, Delta, and Taiwan Semiconduct...
January 12, 2022 - Daily Market Briefing
12 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the CPI print, takeaways from Jay Powell's commentary, the Omicron variant, the situation surroundin...
January 11, 2022 - Daily Market Briefing
11 Jan 2022
Contributed by Lukas
After a quick victory lap from Andrew, the members of Narwhal's investment committee discuss the equity market's rough day yesterday, the current stat...
January 10, 2022 - Daily Market Briefing
11 Jan 2022
Contributed by Lukas
Members of Narwhal's investment committee discuss the implications of Lulu's guidance reduction, earnings approaching for big banks, potentially encou...
January 7, 2022 - Daily Market Briefing
07 Jan 2022
Contributed by Lukas
Join members of the Narwhal Capital Management Investment Committee for our daily market briefing. We host these pre-market briefing calls for clients...
January 6, 2022 - Daily Market Briefing
06 Jan 2022
Contributed by Lukas
Join members of the Investment Committee of Narwhal Capital Management for our daily market briefing. We will be hosting a pre-market briefing call fo...
January 5, 2022 - Daily Market Briefing | 8:30AM
05 Jan 2022
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
November 10, 2021 - Daily Market Briefing | 8:30AM
10 Nov 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
November 4, 2021 - Daily Market Briefing | 8:30AM
04 Nov 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
October 19, 2021 - Daily Market Briefing | 8:30AM
19 Oct 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
October 18, 2021 - Daily Market Briefing | 8:30AM
18 Oct 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
Q3 2021 Macro Presentation - "A Tale of Two Cities"
14 Oct 2021
Contributed by Lukas
Narwhal Capital's investment committee takes us through their Q3 2021 macro economic presentation. Visit our website: www.narwhalcapital.com Please se...
October 12, 2021 - Daily Market Briefing | 8:30AM
12 Oct 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
September 30, 2021 - Daily Market Briefing | 8:30AM
30 Sep 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
September 28, 2021 - Daily Market Briefing | 8:30AM
28 Sep 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
September 27, 2021 - Daily Market Briefing | 8:30AM
27 Sep 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
September 20, 2021 - Daily Market Briefing | 8:30AM
20 Sep 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
September 17, 2021 - Daily Market Briefing | 8:30AM
17 Sep 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
September 16, 2021 - Daily Market Briefing | 8:30AM
16 Sep 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
September 9, 2021 - Daily Market Briefing | 8:30AM
09 Sep 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
September 2, 2021 - Daily Market Briefing | 8:30AM
02 Sep 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 31, 2021 - Daily Market Briefing | 8:30AM
31 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 26, 2021 - Daily Market Briefing | 8:30AM
26 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 25, 2021 - Daily Market Briefing | 8:30AM
25 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 24, 2021 - Daily Market Briefing | 8:30AM
24 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 23, 2021 - Daily Market Briefing | 8:30AM
23 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 20, 2021 - Daily Market Briefing | 8:30AM
20 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 19, 2021 - Daily Market Briefing | 8:30AM
19 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 18, 2021 - Daily Market Briefing | 8:30AM
19 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 17, 2021 - Daily Market Briefing | 8:30AM
17 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 16, 2021 - Daily Market Briefing | 8:30AM
16 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 13, 2021 - Daily Market Briefing | 8:30AM
13 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 10, 2021 - Daily Market Briefing | 8:30AM
10 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 9, 2021 - Daily Market Briefing | 8:30AM
09 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 6, 2021 - Daily Market Briefing | 8:30AM
06 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
August 3, 2021 - Daily Market Briefing | 8:30AM
03 Aug 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 29, 2021 - Daily Market Briefing | 8:30AM
29 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 26, 2021 - Daily Market Briefing | 8:30AM
26 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 22, 2021 - Daily Market Briefing | 8:30AM
22 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 21, 2021 - Daily Market Briefing | 8:30AM
21 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 20, 2021 - Daily Market Briefing | 8:30AM
20 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 19, 2021 - Daily Market Briefing | 8:30AM
19 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 2021 Macro Presentation - "Story Time"
15 Jul 2021
Contributed by Lukas
Join us for Narwhal's quarterly Macro Economic presentation. This quarter's presentation is titled "Story Time". Our investment analysts and portfolio...
July 8, 2021 - Daily Market Briefing | 8:30AM
08 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 7, 2021 - Daily Market Briefing | 8:30AM
07 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...
July 6, 2021 - Daily Market Briefing | 8:30AM
06 Jul 2021
Contributed by Lukas
Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for ...