The Morning Market Briefing

Micron Sees Acceleration in Pricing & Is Inflation Making a Comeback? | December 21, 2023 – Morning Market Briefing

21 Dec 2023

Contributed by Lukas

Tom and Ben discuss the earnings report from Micron, inflation potentially making a move to the upside, the Apple Watch ban, telecom merger talks, the...

UK Inflation Data Comes in Lower than Expected & FedEx’s Underwhelming Earnings Report | December 20, 2023 – Morning Market Briefing

20 Dec 2023

Contributed by Lukas

Tom and Andrew discuss UK inflation data coming in lower than expected, FedEx’s underwhelming earnings report, and data showing that Tesla drivers h...

More Attacks on Red Sea Vessels & A Ban on The Apple Watch Series 9 | December 19, 2023 – Morning Market Briefing

19 Dec 2023

Contributed by Lukas

Ben discusses the continued attacks on merchant vessels in the Red Sea, Operation Prosperity Guardian, the impact of the attacks on energy prices, the...

The Impact of Interest Rates | December 18, 2023 – Morning Market Briefing

18 Dec 2023

Contributed by Lukas

Ben and Tom discuss market movements, the impact on home sales, an acquisition in the steel industry, and the week ahead. For information on how to jo...

Narwhal's 2024 Outlook - Inflation, Consumer Pressure, and International Develpoment

18 Dec 2023

Contributed by Lukas

Andrew, Ben, and Tom sit down to discuss their 2024 outlook. Please share this episode.For any questions, please reach out to [email protected]...

Costco Earnings Data & Factors Impacting the Market Toward Year-end | December 15, 2023 – Morning Market Briefing

15 Dec 2023

Contributed by Lukas

Ben, Andrew, and Tom discuss the earnings report from Costco, housing data out of Lennar, Citi Group’s muni bond business going away, a record day f...

Breaking Down the Dovish Fed Meeting and the Implications Thereof | December 14, 2023 – Morning Market Briefing

14 Dec 2023

Contributed by Lukas

Ben and Tom discuss yesterday’s dovish Fed meeting, the focus on PPI data by many Fed members, when the Fed will cut rates, the Bank of England’s ...

PPI Data Points to Slowing Inflation & A Global Shift from “Fiscal Candy to Fiscal Limits” | December 13, 2023 – Morning Market Briefing

13 Dec 2023

Contributed by Lukas

Ben and Tom discuss PPI data that, contrary to what we saw yesterday, shows that inflation is slowing, the global transition from fiscal candy to fisc...

A Dive into the “Lukewarm” CPI Report & Layoff Announcements at EY and Hasbro | December 12, 2023 – Morning Market Briefing

12 Dec 2023

Contributed by Lukas

Tom discusses the incoming CPI data that seems to be more “Lukewarm” than expected, yesterday’s disappointing short term bond auction, Oracle’...

Strange Happenings in the M&A World & A Data-Heavy Week Ahead | December 11, 2023 – Morning Market Briefing

11 Dec 2023

Contributed by Lukas

Andrew and Tom discuss the strange acquisition attempt of Macy’s, Cigna’s decision to back off the Humana deal, and an extremely data-heavy week a...

Jobs Day, Restoration Hardware, Walmart and the consumer, More AI Chat | December 8, 2023 - Morning Market Briefing

08 Dec 2023

Contributed by Lukas

Ben can't fit into Lululemon clothing. Please stop buying it for him.

Bank of Japan meeting, Consumer is slowing, McDonalds launching CosMc's | December 7, 2023 - Morning Market Briefing

07 Dec 2023

Contributed by Lukas

ISM, JOLTS, ADP, and Conference Talk | December 6, 2023 - Morning Market Briefing

06 Dec 2023

Contributed by Lukas

Apologies for the delay. John Boy (6'7") is playing for the Brooklyn Nets this week, and Producer Hicks (5'10") is uploading the call. Producer Hicks ...

Stabilization in Industrials & Earnings Recap | December 5, 2023 – Morning Market Briefing

05 Dec 2023

Contributed by Lukas

Ben, Andrew, and Tom discuss the fixed income topics at today’s conference in Charlotte, NC., the stabilization in the industrials sector, a number ...

ISM Manufacturing Data Shows a Slowing Economy & US Vessels Attacked in the Red Sea | December 4, 2023 – Morning Market Briefing

04 Dec 2023

Contributed by Lukas

Ben and Tom discuss ISM manufacturing data results from last Friday, the current employment situation, more merger action, bitcoin’s recent rise, an...

Has The Fed Already Pivoted & A Friday Football Special | December 1, 2023 – Morning Market Briefing

01 Dec 2023

Contributed by Lukas

Ben and Tom discuss the OPEC+ production cuts, Nick Timiraos’ article saying that the Fed is done raising rates, how the Fed should message this piv...

Disinflation Beginning to Show in Europe and in Pockets of the US Economy | November 30, 2023 – Morning Market Briefing

30 Nov 2023

Contributed by Lukas

Ben, Andrew, and Tom discuss deflationary pressures beginning to pop up, Tesla’s Cybertruck event, mergers happening in a number of industries, and ...

Should the Fed Start Cutting Rates Sooner than Later? | November 29, 2023 – Morning Market Briefing

29 Nov 2023

Contributed by Lukas

Ben and Tom discuss Bill Ackman’s call for the Fed to cut interest rates early in 2024, bonds rallying strongly off his comments, the Fed’s need t...

Adobe Releases Black Friday Sales Data & Bond Buyers are Moving Out on the Curve | November 28, 2023 – Morning Market Briefing

28 Nov 2023

Contributed by Lukas

In a short call, Andrew and Tom discuss yesterday’s bond auction and Adobe’s Black Friday Roundup data. For information on how to join the Zoom c...

Temporary Truce in Gaza & Amazon Surpasses Fedex and UPS | November 27, 2023 – Morning Market Briefing

27 Nov 2023

Contributed by Lukas

Ben and Tom discuss the temporary truce in Gaza, Javier Milei’s visit to the US, the political movement we are beginning to see around the world, Am...

NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing

22 Nov 2023

Contributed by Lukas

Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum”...

Best Buy Sees a Weaker Consumer & A Dive into Bond Strategy | November 21, 2023 – Morning Market Briefing

21 Nov 2023

Contributed by Lukas

Ben, Andrew, and Tom discuss a tough quarter for Lowes, a guidance cut from Best Buy based on softer consumer trends, inventory normalization happenin...

Javier Milei Wins Argentina’s Presidential Election & Sam Altman Joins MSFT | November 20, 2023 – Morning Market Briefing

20 Nov 2023

Contributed by Lukas

Ben, Andrew, and Tom discuss the results of the Argentinian election, big banks continuing to strip valuable assets from floundering competitors, Sam ...

Argentina Runoff Election & Outlook For Market Return | November 17, 2023 – Morning Market Briefing

17 Nov 2023

Contributed by Lukas

Tom & Ben discussed Argentina runoff elections, oil demand, outlook for market returns For information on how to join the Zoom calls live each mor...

Biden-Xi Meeting & Retail Earnings | November 16, 2023 – Morning Market Briefing

16 Nov 2023

Contributed by Lukas

Tom & Ben discussed Walmart, Macy’s and Cosco Earnings, Biden-Xi MeetingFor information on how to join the Zoom calls live each morning at 8:30 ...

Economic Data and Target Earnings | November 15, 2023 – Morning Market Briefing

15 Nov 2023

Contributed by Lukas

Tom, Andrew, & Ben discussed economic data, retail sales, & Target EarningsFor information on how to join the Zoom calls live each morning at ...

A Big Day For The CPI & Home Depot Updates | November 14, 2023 – Morning Market Briefing

14 Nov 2023

Contributed by Lukas

Tom & Ben discussed CPI data, Home Depot Updates, & the state of the U.S. economy. For information on how to join the Zoom calls live each mor...

New Drug Developments & Takeaways From Nashville Conference | November 13, 2023 – Morning Market Briefing

13 Nov 2023

Contributed by Lukas

Tom, Andrew, & Ben discussed new drug developments, Boeing, takeaways from Nashville conference, and the week ahead. For information on how to jo...

Rate Rally Pauses & Bank of America Economic Report | November 10, 2023 – Morning Market Briefing

10 Nov 2023

Contributed by Lukas

Tom, Andrew, & Ben discussed rate rally pauses, UK GDP, Diageo Earnings, & Bank of America Economic.Report For information on how to join the ...

Nvidia Adds New Chips For China & Eli Lily's New Weight Loss Drug | November 9, 2023 – Morning Market Briefing

09 Nov 2023

Contributed by Lukas

Tom, Andrew, & Ben discussed Israel/Iran Updates, Nvidia add new AI chips for China, Disney Earnings, Eli Lily weight loss drug approval, & bo...

Powells Upcoming Announcements & New Developments at Goldman Sachs | November 8, 2023 – Morning Market Briefing

08 Nov 2023

Contributed by Lukas

Tom & Ben discussed Powell’s upcoming speech, Goldman Sachs looks to offload its GM credit card business, & Fund Management Takeaways.For in...

What a Week for Bankruptcies & Weak Economic Data From China | November 7, 2023 – Morning Market Briefing

07 Nov 2023

Contributed by Lukas

Tom & Ben discussed potential U.S. intervention in Israel, recent bankruptcies, weak China Economic data, & tales from Ireland. For informati...

Fixed Income Updates & Japan is Getting Inflation Under Control | November 6, 2023 – Morning Market Briefing

06 Nov 2023

Contributed by Lukas

Ben & Andrew discussed Berkshire Hathaway earnings, fixed income updates, Trump takes the stand, Japan is getting inflation under control.For info...

Yesterday’s Market Rally & Apple Earnings | November 3, 2023 – Morning Market Briefing

03 Nov 2023

Contributed by Lukas

Ben & Andrew discussed yesterday’s market rally, consumption slowing, Apple earnings, & jobs report.For information on how to join the Zoom ...

Powell Announcement Recap & Disney Buys Comcasts Stake In Hulu | November 2, 2023 – Morning Market Briefing

02 Nov 2023

Contributed by Lukas

Ben discussed Powell announcement recap, economic data, Disney buys Comcasts stake in Hulu, and more earnings! For information on how to join the Zoom...

WeWork Files Chapter 11 & More Tech Earnings | November 1, 2023 – Morning Market Briefing

01 Nov 2023

Contributed by Lukas

Tom & Andrew discussed upcoming Powell announcements, ADP employment data, WeWork files Chapter 11, & tech earnings. For information on how to...

Will Nvidia Be Able to Sell its $5B Order to China? & Economic Data | October 31, 2023 – Morning Market Briefing

31 Oct 2023

Contributed by Lukas

Tom & Ben discussed global economic data, Nvidia tries to beat U.S. China ban, & industrial, healthcare, and tech earnings. For information o...

Israel Updates, McDonald’s Earnings, & European Economy Updates | October 30, 2023 – Morning Market Briefing

30 Oct 2023

Contributed by Lukas

Tom, Andrew, & Ben discussed Israel updates, McDonald’s earnings, European economy updates, & WSJ thinks Higher Bond Yields Could end the Fe...

U.S. Syria Strike, ECB Pauses Rate Hikes, & Tech Earnings | October 27, 2023 – Morning Market Briefing

27 Oct 2023

Contributed by Lukas

Tom & Ben discussed U.S. Syria strike, ECB pauses rate hikes, & earnings for Amazon, Intel, Ford & tons more!For information on how to joi...

Earnings Just Keep Coming & GDP for Q3 | October 26, 2023 – Morning Market Briefing

26 Oct 2023

Contributed by Lukas

Jonathan & Tom discussed GDP for Q3, ECB meeting, & tons of more earnings For information on how to join the Zoom calls live each morning at 8...

Israel Updates & Busy Week For Earnings | October 25, 2023 – Morning Market Briefing

25 Oct 2023

Contributed by Lukas

Ben & Tom discussed Israel updates, new house speaker?, & earnings for Google, Microsoft, Visa, T-Mobile, Boeing, General Dynamics, & Texa...

10-Year Retreat, The State of The Economy & Big Earnings | October 24, 2023 – Morning Market Briefing

24 Oct 2023

Contributed by Lukas

Ben discussed 10-year retreats as bond shorts cover following Ackman tweet, state of the economy, & lots of earnings For information on how to joi...

10-Year Rate Crosses 5% & Upcoming Earnings | October 23, 2023 – Morning Market Briefing

23 Oct 2023

Contributed by Lukas

Tom, Andrew, & Ben discussed 10 year rates crossing 5%, Chinese investigation into iPhone manufacturer, Disney seeing to sell Disney Star, Chevron...

The State of Freight, Oil, & Consumer & Biden Addresses Conflicts | October 20, 2023 – Morning Market Briefing

20 Oct 2023

Contributed by Lukas

Tom & Ben discussed Biden addresses international conflicts, Powell discusses monetary policy, & the freight, oil, & consumer market. For ...

U.S. Sends Aid to the Middle East & Interest Rates Jump | October 19, 2023 – Morning Market Briefing

19 Oct 2023

Contributed by Lukas

Tom & Ben discussed Israel-Hamas war, Rishi Sunak in Israel, U.S. aid, explosive interest rates, & earnings for Discover, Black Stone, Tesla, ...

Israel-Hamas War, Bond Market & Even More Earnings | October 18, 2023 – Morning Market Briefing

18 Oct 2023

Contributed by Lukas

Tom & Andrew discussed Israel-Hamas war, Biden in Israel, European CPI signals, bond market & earnings for JB Hunt, Proctor & Gamble &...

Tons of Earnings & And Economic Data | October 17, 2023 – Morning Market Briefing

17 Oct 2023

Contributed by Lukas

Tom, Ben, & Andrew discussed earnings for Johnson & Johnson, Bank of America, Goldman Sachs, Lockheed Martin, & and economic data. For inf...

Rite Aid Bankruptcy, Schwab Earnings, & Israel Updates | October 16, 2023 – Morning Market Briefing

16 Oct 2023

Contributed by Lukas

Tom, Ben, & Andrew discussed Rite Aid bankruptcy, Schwab earnings, Israel updates, & China bouncing back (a little bit). For information on ho...

Israel Updates, Oil Prices, & United Health, JP Morgan & Blackrock Earnings | October 13, 2023 – Morning Market Briefing

13 Oct 2023

Contributed by Lukas

Ben discussed House Speaker bid, Israel updates, oil prices, & United Health, JP Morgan & BlackRock Earnings.For information on how to join th...

CPI Updates, House Speakership, & Earnings Updates | October 12, 2023 – Morning Market Briefing

12 Oct 2023

Contributed by Lukas

Tom, Ben, & Andrew discussed Fed Minutes, CPI updates, House Speakership, Earnings updates, & Oregon Hate Week!For information on how to join ...

Producer Price Index, Fed Updates, & Falling Rates | October 11, 2023 – Morning Market Briefing

11 Oct 2023

Contributed by Lukas

Tom & Jonathan discussed Producer Price Index, Fed updates, falling rates, large banks grappling with loan write-offs, & Louis-Vuitton earning...

PepsiCo Earnings, Presidential Race, & Israel Updates | October 10, 2023 – Morning Market Briefing

10 Oct 2023

Contributed by Lukas

Tom, Andrew, & Ben discussed PepsiCo earnings, small business optimism, bond market, Presidential race, and Israel updates. For information on ho...

Hamas Attack on Israel, Bristol Myers Acquisition, & Friday’s Market Rally | October 9, 2023 – Morning Market Briefing

09 Oct 2023

Contributed by Lukas

Tom, Andrew, & Ben discussed Hamas Attack on Israel, Disney activist Nelson Peltz, Friday’s market rally, & Bristol Myers acquisition of Mir...

Unemployment Rates, Exxon M&A, & Upcoming Earnings | October 6, 2023 – Morning Market Briefing

06 Oct 2023

Contributed by Lukas

Tom, Andrew, & Ben talked unemployment rates, hourly earnings, Exxon acquisition of Pioneer, and upcoming earnings. For information on how to join...

Transportation Industry, Gas & Oil Prices, & The Bond Market | October 5, 2023 – Morning Market Briefing

05 Oct 2023

Contributed by Lukas

Tom & Ben discussed the transportation industry, gas & oil prices, & the bond market For information on how to join the Zoom calls live ea...

Auto Sales Defy Gravity, House Speaker Removal, & Bond Sell-Offs | October 4, 2023 – Morning Market Briefing

04 Oct 2023

Contributed by Lukas

Tom, Ben, & Andrew discussed speaker of the house removal, auto sales, & bond selloffs. For information on how to join the Zoom calls live eac...

ISM Manufacturing Data, Meta Updates, & AI in The Workplace | October 3, 2023 – Morning Market Briefing

03 Oct 2023

Contributed by Lukas

Tom, Ben, & Andrew discussed ISM manufacturing data, impacts of rate changes, Meta updates, AI in the workplace. For information on how to join...

Averted Government Shutdown, Market Updates, & Macro Forecasts | October 2, 2023 – Morning Market Briefing

02 Oct 2023

Contributed by Lukas

Tom & Moe discussed averted government shutdown, market updates, Japan economic survey, & macro forecasts. For information on how to join the ...

Government Shutdown, Central Bank Updates, & Nike Earnings | September 29, 2023 – Morning Market Briefing

29 Sep 2023

Contributed by Lukas

Tom, Moe, and Ben discussed potential government shutdown, central bank updates, Nike earnings, end of quarter updates. For information on how to join...

CarMax, AGCO, Bond Market, & Micron Earnings | September 28, 2023 – Morning Market Briefing

28 Sep 2023

Contributed by Lukas

Tom and Ben discussed CarMax, AGCO, the bond market, Micron earnings, and lots more. For information on how to join the Zoom calls live each morning a...

Amazon Anti-Trust Lawsuit, President Biden & UAW, & Costco Earnings | September 27, 2023 – Morning Market Briefing

27 Sep 2023

Contributed by Lukas

Moe and Ben discussed Amazon anti-trust lawsuit, President Biden & UAW, government shutdown, Costco earnings. For information on how to join the Z...

Bond Market, Inflation, & And Housing Market | September 26, 2023 – Morning Market Briefing

26 Sep 2023

Contributed by Lukas

Moe, Tom, and Ben discussed the bond market, inflation, government shutdown, and housing market.For information on how to join the Zoom calls live eac...

Bond Selloffs, Writer’s Strike Updates, & Amazon’s AI Investment | September 25, 2023 – Morning Market Briefing

25 Sep 2023

Contributed by Lukas

Tom and Ben discussed bond sell-offs, ESG pushes in oil-based products, writer’s strike updates, & Amazon’s AI investments. For information ...

Interest Rates, Splunk Acquisition, & Earnings Expectations | September 22, 2023 – Morning Market Briefing

22 Sep 2023

Contributed by Lukas

Tom and Ben discussed interest rates, bank movements, Splunk acquisition, earnings expectations. For information on how to join the Zoom calls live ea...

Fed Announcements, FedEx Earnings, & UAW Strike Updates | September 21, 2023 – Morning Market Briefing

21 Sep 2023

Contributed by Lukas

Harrison and Jonathan discussed Fed announcements, Bank of England updates, FedEx Earnings, & UAW strike updates.For information on how to join th...

Beyond the Portfolio | Lessons in Entrepreneurship with Southern Tide co-founder and Startup Consultant Don Oates

20 Sep 2023

Contributed by Lukas

This episode of Beyond the Portfolio is a conversation with Southern Tide co-founder and Startup Consultant Don Oates. Don graduated with a Bachelor o...

Fed Day Expectations & Interest Rate Impacts | September 20, 2023 – Morning Market Briefing

20 Sep 2023

Contributed by Lukas

Harrison and Moe discussed Fed day expectations and interest rate impacts.For information on how to join the Zoom calls live each morning at 8:30 EST,...

AAPL vs. MSFT, Inflation, and Instacart IPO | September 19, 2023 – Morning Market Briefing

19 Sep 2023

Contributed by Lukas

Ben, Tom, and Moe discussed AAPL vs. MSFT, unions, inflation, amd Instacart IPO.For information on how to join the Zoom calls live each morning at 8:3...

Fed & Macro Updates, Upcoming Earnings, & IPOs | September 18, 2023 – Morning Market Briefing

18 Sep 2023

Contributed by Lukas

Ben, Tom, and Moe discussed Fed & macro updates, UAW strike effects, and upcoming earnings and IPOs.For information on how to join the Zoom calls ...

Disney Selloffs, ADBE Earnings, & UAW Strike Start | September 15, 2023 – Morning Market Briefing

15 Sep 2023

Contributed by Lukas

Andrew and Moe discussed Disney selloffs, ADBE earnings, UAW strike start.For information on how to join the Zoom calls live each morning at 8:30 EST,...

U.S. Macroeconomic News, Oil Prices, And More! | September 14, 2023 – Morning Market Briefing

14 Sep 2023

Contributed by Lukas

Tom and Moe discussed U.S. macroeconomic news, oil prices, UAW strike deadline, and Chinese currency fluctuations. For information on how to join the ...

U.K. and U.S. Economic News, The Airline Industry, And The UAW strike | September 13, 2023 – Morning Market Briefing

13 Sep 2023

Contributed by Lukas

Tom, Andrew, and Ben discussed U.K. and U.S. economic news, the airline industry, and the UAW strike. For information on how to join the Zoom calls li...

Apple Product Announcements, Barclays Conference, and Small Business Optimism| September 12, 2023 – Morning Market Briefing

12 Sep 2023

Contributed by Lukas

Tom, Andrew, and Moe discussed Apple product announcements, Barclays conference, Oracle earnings, Small Business Optimism, and inflation updates. For ...

Could China Rebound & A Perspective Shift Within the Fed | September 11, 2023 – Morning Market Briefing

11 Sep 2023

Contributed by Lukas

Ben and Tom discuss the slight loan demand uptick in China, the potential shift in Fed official’s rate stance, SJM’s acquisition of Hostess Brands...

Restoration Hardware, Fed Announcements, and Wage Growth | September 8, 2023- Morning Market Briefing

08 Sep 2023

Contributed by Lukas

Tom, Andrew, and Ben discussed Restoration Hardware, City District Fed announcements, wage growth, Chinese currency changes.For information on how to ...

Stock Declines, The State of The World Economy, And Oil prices| September 7, 2023 – Morning Market Briefing

08 Sep 2023

Contributed by Lukas

Tom, Andrew, and Ben discussed stock declines, the state of the world economy, oil prices, and the UAW strike. For information on how to join the Zoom...

FTC Antitrust Suit With Amazon, VISA Conference, and Chinese Currency Fluctuation | September 6, 2023 – Morning Market Briefing

06 Sep 2023

Contributed by Lukas

Tom, Moe, and Ben discussed FTC antitrust suit with Amazon, VISA, CHX, and GIS conferences, Chinese currency fluctuation and Chinese technology bans. ...

Labor Strikes, ARM IPO Expectations, and S&P Additions | September 5, 2023 – Morning Market Briefing

05 Sep 2023

Contributed by Lukas

Tom, Moe, and Ben discussed labor strikes, ARM IPO expectations, S&P additions, and interest rate changes. For information on how to join the Zoom...

LULU & AVGO Earnings, National Employment Report, GDP Growth| September 1, 2023 – Morning Market Briefing

01 Sep 2023

Contributed by Lukas

Tom, Moe, and Andrew discussed LULU & AVGO earnings, National Employment Report, and GDP growth. For information on how to join the Zoom calls liv...

Dollar General Drops 15% on Earnings & China’s Economy Continues to Show Weakness | August 31, 2023 – Morning Market Briefing

31 Aug 2023

Contributed by Lukas

Tom, Ben, and Moe discuss retailer data out of COSTCO, Dollar General, and Campbells Soup, the implications of these reports, as well as economic data...

HBQ & HBE Earnings, Economic and Employment Data, Hurricane Idalia Effects | August 30, 2023 – Morning Market Briefing

30 Aug 2023

Contributed by Lukas

Tom, Moe, and Andrew discussed HBQ & HBE earnings, Spain employment data, and the potential effects of Hurricane Idalia. For information on how to...

Jobs Data Runs Hot & GS Divesting RIA Business Segment | August 29, 2023 – Morning Market Briefing

29 Aug 2023

Contributed by Lukas

Ben, Tom, and Andrew discuss BBY earnings, JOLTs jobs report, the impact of that jobs data on rate decisions, Medicare drug cost negotiations, and Gol...

Chairman Powell Announcements & UAW Negotiations | August 28, 2023 – Morning Market Briefing

28 Aug 2023

Contributed by Lukas

Tom, Ben, and Moe discussed Chairman Powell’s recent announcements at Jackson Hole, China’s stimulus measures, and UAW negotiations.For informatio...

Beyond the Portfolio August 23, 2023 | Sales Panel with Josh Young, Hannah Pencek, and Garret Lazenby

28 Aug 2023

Contributed by Lukas

This episode of Beyond the Portfolio focuses on a panel of individuals all involved in sales across various industries. Josh Young is an Enterprise Sa...

Germany & China Economic Data | August 25, 2023 – Morning Market Briefing

25 Aug 2023

Contributed by Lukas

Tom, Ben, and Moe discussed Germany’s Economic Data and Updates in China.For information on how to join the Zoom calls live each morning at 8:30 EST...

Nvidia Earnings & Presidential Debate Discussion | August 24, 2023 – Morning Market Briefing

24 Aug 2023

Contributed by Lukas

Tom, Ben, and Andrew discussed the earnings report of Nvidia, BRICS expansion, and last nights Presidential debate.For information on how to join the ...

ADI Earnings & Housing Market Discussion | August 23, 2023 – Morning Market Briefing

23 Aug 2023

Contributed by Lukas

Tom, Ben, and Moe discussed a few earnings reports (Foot Locker, Peloton, ADI) as well as the housing market and mortgage applications.For information...

ARM IPO & Earnings Updates| August 22, 2023 – Morning Market Briefing

22 Aug 2023

Contributed by Lukas

Tom, Ben, and Moe discussed and recapped a few earnings reports and the ARM IPO. For information on how to join the Zoom calls live each morning at 8:...

Airworthiness Directive for Raytheon & Fed Chair Speaks at Jackson Hole this Friday | August 21, 2023 – Morning Market Briefing

21 Aug 2023

Contributed by Lukas

Andrew, Ben, and Moe discuss the FAA’s “airworthiness directive” addressing the Raytheon engine issue, Jay Powell’s upcoming speech at Jackson...

A Glimpse into Our Fixed Income Strategy Before a Power Outage Cuts the Show Short | August 18, 2023 – Morning Market Briefing

18 Aug 2023

Contributed by Lukas

Our call is cut short today by power outages, but before that happens Ben, Tom, and Moe discuss economic data that continues to push rates higher, the...

The Picture Remains Murky for the Fed & The Real Estate Market Shows Vulnerability | August 17, 2023 – Morning Market Briefing

17 Aug 2023

Contributed by Lukas

Ben, Tom, and Andrew discuss the readthrough of yesterday’s Fed minutes and the impact on rates, earnings from CSCO and Walmart, some M&A activi...

The US Economy Continues to Chug Along & Target Reports Earnings | August 16, 2023 – Morning Market Briefing

16 Aug 2023

Contributed by Lukas

Ben, Tom, and Moe discuss the upcoming Fed minutes, the current level of the 10-year yield, the UK inflation report, economic resilience in the US, an...

China’s Economy Continues to Falter & The US Reports Big Retail Sales Data | August 15, 2023 – Morning Market Briefing

15 Aug 2023

Contributed by Lukas

Ben, Tom, and Moe discuss Chinese economic data that misses estimates, the BOA fund manager survey results, retail sales data showing the consumer rem...

An Atypical Candidate Emerges in Argentina's Presidential Primary | August 14, 2023 – Morning Market

14 Aug 2023

Contributed by Lukas

Ben, Tom, and Andrew discuss interesting election results from Argentina where an atypical candidate seems to be gaining traction, US Steel rejecting ...

PPI Data Shows Inflation Could Reaccelerate & Biden Comments on the Situation in China | August 11, 2023 – Morning Market Briefing

11 Aug 2023

Contributed by Lukas

Tom flies solo to discuss PPI data that tops expectations, the 30-year bond auction, hedge fund positioning, and President Biden’s comments on China...

Cooler CPI Data Could Provide False Confidence That Inflation is Under Control | August 10, 2023 – Morning Market Briefing

10 Aug 2023

Contributed by Lukas

Ben, Tom, and Moe discuss a CPI reading that comes in relatively in-line with expectations, the inputs that led to these results, what this data reall...

CPI Preview & ESPN Signs a Sports Betting Deal with PENN | August 9, 2023 – Morning Market Briefing

09 Aug 2023

Contributed by Lukas

Andrew, Tom, and Moe preview tomorrow’s CPI report, earnings reports from LYFT, BROS, and RIVN, as well as ESPN’s foray into sports gambling throu...

Moody’s Downgrades US Banks & Serious Economic Concerns in China | August 8, 2023 - Morning Market Briefing

08 Aug 2023

Contributed by Lukas

Ben, Tom, and Moe discuss the Italian government’s attempt to control bank profits, serious economic struggles in China, Moody’s downgrading US ba...

Could We See Rate Cuts in Early 2024? | August 7, 2023 - Morning Market Briefing

07 Aug 2023

Contributed by Lukas

Moe, Ben, and Tom discuss NYC Fed President John Williams’ comments on the possibility of a rate cut in early 2024, commercial real estate’s conti...

Apple Earnings & ISM Report | August 4, 2023 - Morning Market Briefing

04 Aug 2023

Contributed by Lukas

Ben, Tom, and Andrew discuss Apple and Amazon's earnings, the ISM report, and UAW Union Demands. For information on how to join the Zoom calls live ea...