The Morning Market Briefing
Episodes
The US Federal Budget, the Balance Sheet, & Who Holds the Debt | June 6, 2023 - Morning Market Briefing
06 Jun 2023
Contributed by Lukas
In the second installation of the special series, Ben walks through Balance: The Federal Budget, the Balance Sheet, Reserve Currency Status, and more....
Debt, Interest Rates, & Inflation | June 5, 2023 - Morning Market Briefing
05 Jun 2023
Contributed by Lukas
In the first episode of this week's special series, Ben and Andrew present on the history of debt, inflation, and interest rates and what that history...
Jobs Report & Company Updates | June 2, 2023 - Morning Market Briefing
02 Jun 2023
Contributed by Lukas
Ben, Andrew, and Moe analyze ISM updates, a mixed bag for jobs, and Lululemon's strong quarter. For information on how to join the Zoom calls live eac...
Powell Plays Down Speculation & Debt Ceiling Passes in the House | June 1, 2023 - Morning Market Briefing
01 Jun 2023
Contributed by Lukas
Ben updates us on his thoughts on Powell's position on inflation, recent reported earnings, and a potential presidential run by Jamie Dimon. For infor...
Chinese Economic Deterioration & French Inflation | May 31, 2023 - Morning Market Briefing
31 May 2023
Contributed by Lukas
Ben and Moe converse on the topic of new Chinese Economic Data, French inflation, and the potential difficulty of passing the debt ceiling despite lea...
Debt Ceiling Agreement Reached & After Market Earnings | May 30, 2023 - Morning Market Briefing
30 May 2023
Contributed by Lukas
Ben and Moe consider Biden and McCarthy's debt ceiling agreement, Turkey's runoff election, and the economic calendar results coming up.
Costco Earnings & Debt Ceiling Developments | May 26, 2023 – Morning Market Briefing
26 May 2023
Contributed by Lukas
Ben discusses a number of earnings reports including COST, a core Narwhal holding, and provides commentary on the ever evolving debt ceiling situation...
National CRE and Atl Construction Economy Podcast
26 May 2023
Contributed by Lukas
Ben talks with John Hillman from FIDES Development about the state of real estate construction and development. Specifically, John speaks to the south...
NVIDIA Explodes after Earnings & Desantis Announces Presidential Campaign | May 25, 2023 - Daily Market Briefing
25 May 2023
Contributed by Lukas
Ben discusses NVIDIA's huge quarter, as they have shown an almost 100% growth quarter over quarter. The company has shown the innovative potential sim...
FTC Cracks Down on Baby Formula Producers & ADI's Earnings | May 24, 2023 - Morning Market Briefing
24 May 2023
Contributed by Lukas
Ben and Moe go over the debt ceiling deal coming closer, Desantis joining the race, FTC going after Abbott, and ADI/TOL's earnings. For information on...
Debt Ceiling Clock is Ticking & Lowes v. Home Depot | May 23, 2023 – Morning Market Briefing
23 May 2023
Contributed by Lukas
Description: Ben and Moe mull over current Debt Ceiling negotiations, the implications of Lowes’s earnings report, and Pfizer’s new weight loss pi...
China/US Relations Continue to Sour & Minneapolis Fed President Calls for a Terminal Rate Over 6% | May 22, 2023 – Morning Market Briefing
22 May 2023
Contributed by Lukas
Ben and Moe discuss China’s ban of the purchase of products from American chip maker Micron, Minneapolis Fed president Neel Kashkari calling for rat...
China Bans Micron & US Debt Ceiling Talks Continue | May 22, 2023 - Daily Market Briefing
22 May 2023
Contributed by Lukas
Ben and Moe discuss China banning firms from buying from Micron moving forward. Neel Kashkari says the interest rates in the US may need to exceed 6% ...
John Deere’s Impressive Quarter & The Battle Continues Between Disney and the State of Florida | May 19, 2023 – Morning Market Briefing
19 May 2023
Contributed by Lukas
Andrew and Moe discuss the impressive earnings out of John Deere, BoA strategist calling for the sale of stocks, dispersion between companies within t...
An Intro of Our New Summer Interns & The Implications of Montana’s TikTok Ban | May 18, 2023 – Morning Market Briefing
18 May 2023
Contributed by Lukas
Harrison and our new interns, Nipun and Turner, discuss earnings data from CSCO and WMT, the ban of TikTok in Montana, and spending data showing that ...
Fed Speakers Point to More Rate Hikes & “Shrink” Impacts Target’s Bottom Line | May 17, 2023 – Morning Market Briefing
17 May 2023
Contributed by Lukas
Ben discusses the string of Fed speakers and the implications of their rhetoric on rates, retail spending data, earnings data from TGT and TJX, and CS...
Retail Sales Data Slowing & A Rough Road Ahead for Commercial Real Estate | May 16, 2023 – Morning Market Briefing
16 May 2023
Contributed by Lukas
Ben and Andrew discuss the ongoing debt ceiling debate, continued downside surprise in the China reopening, cold retail sales data in the US, the toug...
Debt Ceiling Developments & Commentary from Fed Presidents | May 15, 2023 – Morning Market Briefing
15 May 2023
Contributed by Lukas
Moe and Andrew discuss the situation surrounding the debt ceiling, the commentary expected later today from a number of Fed presidents, and upcoming e...
Special Q&A Episode | May 12, 2023 – Morning Market Briefing
12 May 2023
Contributed by Lukas
Andrew Hall and CCO Jonathan Hicks address a number of questions submitted by clients. Topics include the US national debt, bitcoin, portfolio managem...
Economic Data Shows The Fed Could Be Making Progress & Submit Your Questions for Friday’s Q&A Show | May 11, 2023 – Morning Market Briefing
11 May 2023
Contributed by Lukas
Tom and Andrew discuss the increase in initial jobless claims, PPI data for April that continues to move in the right direction, mixed earnings data o...
Inflation Eases Slightly in April & Submit Your Questions for Friday’s Q&A Show | May 10, 2023 – Morning Market Briefing
10 May 2023
Contributed by Lukas
Tom and Andrew discuss April CPI data, what the Fed should do next, inventory constraints in housing, and earnings from Toyota.We will be having a spe...
The Economic Impact of Tighter Credit Standards & A Slowdown in the China Reopening | May 9, 2023 – Morning Market Briefing
09 May 2023
Contributed by Lukas
Tom, Andrew, and Moe discuss the biggest takeaways from the newly followed “SLOOS Report”, what this could mean for the economy moving forward (sp...
The Market Bounces Back to Close the Week & A Bearish Outlook from Warren Buffett | May 8, 2023 – Morning Market Briefing
08 May 2023
Contributed by Lukas
Moe and Tom discuss Friday’s strong market rally, the continuing struggles of regional banks, Apple’s bond issuance, Berkshire Hathaway’s annual...
Jobs Data Tops Expectations & Apple's Strong Quarter | May 5, 2023 – Morning Market Briefing
05 May 2023
Contributed by Lukas
Tom and Andrew react to strong jobs data, positive results from Apple, and the continued struggle of regional banks.For information on how to join the...
Discussing the Fed’s Rate Announcement & PacWest’s Tumble | May 4, 2023 – Morning Market Briefing
04 May 2023
Contributed by Lukas
Tom and Moe boycott Star Wars Day and jump into the analysis of the Fed’s decision and rhetoric from the announcement yesterday afternoon. What star...
Bank Consolidation & Eli Lilly’s Favorable Alzheimer’s Data | May 3, 2023 – Morning Market Briefing
04 May 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss the continued difficulty within the banking system, earnings reports out of AMD, F, and SBUX, some favorable data coming ...
ISM Manufacturing Numbers & FDIC Potential New Program | May 2, 2023 - Daily Market Briefing
02 May 2023
Contributed by Lukas
Andrew and Tom discuss ISM Manufacturing numbers as they have stabilized in spite of the economic uncertainty. JOLTS report later today, as well as a ...
First Republic into Receivership & Commercial Real Estate Falters | May 1, 2023 - Daily Market Briefing
01 May 2023
Contributed by Lukas
Ben and Tom discuss First Repulic Bank going into FDIC receivership. JPMorgan assumes assests, as FRC is the biggest US bank failure since 2008. Charl...
Personal Consumption & Government Spending Up & Private Investment Takes a Hit | April 28, 2023 - Daily Market Briefing
28 Apr 2023
Contributed by Lukas
Ben and Tom have a special guest, Molly Russell join the call. GDP results show a large growth in personal consumption (the largest growth since Q2 of...
GDP Comes In Lower Than Expected & The Earnings Gauntlet Continues | April 27, 2023 – Daily Market Briefing
27 Apr 2023
Contributed by Lukas
GDP comes in lower than anticipated showing the overall economy continues to slow, LLY, CAT, and NOC report quality earnings for the quarter, with som...
First Republic Is Running Out Of Time & Earnings From Some Top Dogs Start To Roll In | April 26, 2023 - Daily Market Briefing
26 Apr 2023
Contributed by Lukas
Discussion around First Republic continues as the bank is running out of time and options, and earnings reports from some of the largest companies in ...
The Writing Is On The Wall For First Republic Bank & Earnings Reports Continue To Pour In | April 25, 2023 – Daily Market Briefing
25 Apr 2023
Contributed by Lukas
Discussion centers around the report out of First Republic Bank and the implications of that data for the rest of the banking system. A number of othe...
A Long Time Coming for BBBY & The Credit Crunch Continues | April 24, 2023 – Daily Market Briefing
24 Apr 2023
Contributed by Lukas
Ben and Tom discuss the news of Bed Bath and Beyond’s bankruptcy, the downgrade of a number of small banks by Moody’s, Tesla’s decision to raise...
Eurozone Update & More Earnings | April 21, 2023 - Daily Market Briefing
21 Apr 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss the current state of the Eurozone, as inflation continues to create issues in several places outside of the US. PG report...
22-Year T-Bill High & Lots of Earnings | April 20, 2023 - Daily Market Briefing
20 Apr 2023
Contributed by Lukas
Ben, Mo, and Tom discuss the 3-month T-Bill hitting a 22-year high. More earnings are discussed with the auto industry functioning fine - aside from a...
Earnings Season & Future Rate Hikes | April 19, 2023 - Daily Market Briefing
20 Apr 2023
Contributed by Lukas
Ben, Mo, and Tom discuss bank financials, as the banking world continues to be somewhat tumultuous. The UK CPI numbers surprise the world, for the pos...
Freight Recession & Bank Ambivalence | April 18, 2023 - Daily Market Briefing
18 Apr 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss JB Hunt declaring that we are in a "frieght recession." Bank of America has a solid performance across the board so far t...
Bing is Samsung's Choice & Schwab Deposits Down | April 17, 2023 - Daily Market Briefing
17 Apr 2023
Contributed by Lukas
Ben and Tom discuss Samsung's big shift from using Google as their cell search engines to now using Bing. Schwab notes a 30% decrease in deposits this...
Strong Bank Earnings & Disappointing Retail Sales Data | April 14, 2023 – Daily Market Briefing
14 Apr 2023
Contributed by Lukas
Ben and Tom discuss the positive earnings results out of a number of large banks, UNH’s solid quarter, weak retail sales data, and how all this info...
The Tide Goes Out | 2023 Q1 Macro Presentation
13 Apr 2023
Contributed by Lukas
Ben discusses Narwhal's Macropresentation for Q1 of 2023. The tide appears to be ebbing as the economy starts to show signs of large-scale slowing.For...
Jobless Claims & Impending Recession? | April 13, 2023 - Daily Market Briefing
13 Apr 2023
Contributed by Lukas
Ben, Tom, and Andrew discuss the initial Jobless Claim information, as it appears that the economy is starting to slow. Oil cuts are expected to cause...
March CPI & Buffet's Economic Commentary | April 12, 2023 - Daily Market Briefing
12 Apr 2023
Contributed by Lukas
Ben, Tom, and Andrew discuss March's CPI numbers. As the CPI numbers continue to cool, it appears that inflation could be slowing a bit due to rate hi...
Trouble in Taiwan & The Fed "Killing Zombies" | April 11, 2023 – Daily Market Briefing
11 Apr 2023
Contributed by Lukas
Ben and Tom discuss the results of the small business optimism survey, the continued tension in Taiwan, a possible push to displace the US Dollar as t...
The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing
10 Apr 2023
Contributed by Lukas
Ben and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage taki...
Slowing Services Growth, Costco and The Path of Interest Rates | April 6, 2023 - Daily Market Briefing
06 Apr 2023
Contributed by Lukas
Ben and Tom continue their discussion of new economic data and slowing growth in the services sector, softening of consumer spending, Costco earnings ...
Weaker Economic Data & The Corresponding Market Impact | April 5, 2023 - Daily Market Briefing
05 Apr 2023
Contributed by Lukas
This morning, Ben, Tom and Moe discuss slowing economic data with the February JOLTS report, ADP report, ISM manufacturing report and ISM services rep...
McDonald’s Layoffs, Tesla Deliveries in China & New Medicare Rules | April 4, 2023 - Daily Market Briefing
04 Apr 2023
Contributed by Lukas
Today, Andrew, Moe and Harrison discuss recently announced layoffs at McDonald’s, Disney’s shareholder’s meeting, increased redemptions at Black...
Oil production cuts, WWE Acquisition & Low Tesla Deliveries | April 3, 2023 - Daily Market Briefing
03 Apr 2023
Contributed by Lukas
Moe and Jason keep the podcast short this morning and touch on significant OPEC oil production cuts, the recent acquisition of WWE and the deliveries/...
Possible Stabilization in the Financial Industry & Implications of New Economic Data | March 31, 2023 - Daily Market Briefing
31 Mar 2023
Contributed by Lukas
This morning, the guys discuss some possible stabilization in the financial industry, Bank of America seeing large cash inflows from funds, falling us...
March 30, 2023 - Daily Market Briefing
30 Mar 2023
Contributed by Lukas
Andrew, Ben and Tom discuss recent restoration hardware performance and below-estimate guidance as well as volume increases in the freighting market. ...
March 29, 2023 - Daily Market Briefing
29 Mar 2023
Contributed by Lukas
Today, the guys speak on the upcoming new bank rules and regulations for midsize banks, UNH’s announcement to reduce the use of prior authentication...
March 28, 2023 - Daily Market Briefing
28 Mar 2023
Contributed by Lukas
This morning, Ben and Tom welcome new team member Moe to the podcast and delve into the current state of the bond market, the general implications of ...
March 27, 2023 - Daily Market Briefing
27 Mar 2023
Contributed by Lukas
Today, Ben and Tom discuss some finally good news regarding a bank with First Citizens buying SVB, the acquired assets included in the deal, the FDIC’...
March 24, 2023 - Daily Market Briefing
24 Mar 2023
Contributed by Lukas
Today marks the 3-year anniversary of the Daily Market Briefing. Andrew, Ben, and Tom celebrate by discussing Janet Yellen’s “flip flopping”, th...
March 23, 2023 - Daily Market Briefing
24 Mar 2023
Contributed by Lukas
Tom and Ben discuss the Fed’s decision to hike 25bps, the factors that lead to this decision, the implications of Jay Powell’s comments, and some ...
March 22, 2023 - Daily Market Briefing
22 Mar 2023
Contributed by Lukas
The guys discuss continued bank situations across the country with UBS to pay back some "bail-in bonds" issues on March 9th - they are buying them bac...
March 21, 2023 - Daily Market Briefing
21 Mar 2023
Contributed by Lukas
Tom, Ben, and Andrew discuss the looming Fed decision, the status of First Republic, Jamie Dimon’s involvement in the banking situation, and the Ban...
March 20, 2023 - Daily Market Briefing
20 Mar 2023
Contributed by Lukas
The guys discuss UBS's acquisition of Credit Suisse as the banking industry continues to live in turmoil. As was the case with other failing banks, ca...
March 17, 2023 - Daily Market Briefing
17 Mar 2023
Contributed by Lukas
Tom delves more into the implications of the ECB rate hike as well as expectations for the Fed rate decision next week, SVB filing for bankruptcy, Fir...
March 16, 2023 - Daily Market Briefing
16 Mar 2023
Contributed by Lukas
Ben and Tom speak on SNB extending a line of credit of $54B to Credit Suisse, First Republic Bank’s search for a buyer, Goldman’s attempt to raise...
March 15, 2023 - Daily Market Briefing
15 Mar 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss today’s “disinflationary” PPI data, the Fed’s next move, the situation unfolding at Credit Suisse, the tone of Bl...
March 14, 2023 - Daily Market Briefing
14 Mar 2023
Contributed by Lukas
Ben and Tom discuss yesterday’s volatility, whether or not there is more downside risk to go in the coming days, the CPI data that was reported toda...
March 13, 2023 - Daily Market Briefing
13 Mar 2023
Contributed by Lukas
Ben and Tom dive into the developments surrounding SVB, whether or not this will impact the rest of the banking system, the implications for the equit...
March 9, 2023 - Daily Market Briefing
10 Mar 2023
Contributed by Lukas
Ben, Andrew, and Tom break down day two of Jay Powell’s testimony on Capitol Hill and the market’s reaction to the commentary, preview tomorrow’...
March 8, 2023 - Daily Market Briefing
10 Mar 2023
Contributed by Lukas
Ben and Tom break down Jay Powell’s testimony on Capital Hill, the ADP employment data, and Ben shares notes from the CHX investor day that he atten...
March 7, 2023 - Daily Market Briefing
10 Mar 2023
Contributed by Lukas
Andrew and Tom discuss Jay Powell’s upcoming testimony, a continued streamlining in Tech, the impact of the current rate environment on small town b...
March 6, 2023 - Daily Market Briefing
10 Mar 2023
Contributed by Lukas
Ben and Tom discuss the upcoming investor day for ChampionX that Ben will be attending in NYC, Tesla’s decision to further reduce the sticker price ...
March 3, 2023 - Daily Market Briefing
10 Mar 2023
Contributed by Lukas
Ben and Tom discuss Verizon’s decision to bring in a new CFO and Head of Consumer Ops, earnings results from Costco and Broadcom, and the upcoming t...
March 2, 2023 - Daily Market Briefing
10 Mar 2023
Contributed by Lukas
Ben and Tom discuss a number of earnings reports that provide context on the state of the consumer and the state of Tech. They also sift through som...
March 1, 2023 - Daily Market Briefing
10 Mar 2023
Contributed by Lukas
Andrew and Tom discuss Disney’s battle with Ron DeSantis, GM’s decision to cut 500 salaried positions, the earnings report from Lowe’s, movement...
February 28, 2023 - Daily Market Briefing
10 Mar 2023
Contributed by Lukas
Tom and a very out of breath Ben discuss the earnings results out of Target, Goldman Sachs Investor Day news, and Chevron’s decision to buy back sha...
February 27, 2023 - Daily Market Briefing
27 Feb 2023
Contributed by Lukas
The guys discuss Pfizers's plan to acquire Seagan, but an antitrust suit could be looming. Union Pacific is looking to change their CEO as a result of...
February 24, 2023 - Daily Market Briefing
27 Feb 2023
Contributed by Lukas
The guys discuss the upcoming release of some significant economic data, including PCE Deflator, PCE Core Deflator, New Home Sales, and U of Michigan ...
February 23, 2023 - Daily Market Briefing
27 Feb 2023
Contributed by Lukas
The guys discuss a recap of yesterday's FED meeting, with sentiment being focused on a slower pace to fight inflation. Lael Brainard is set to be repl...
February 22, 2023 - Daily Market Briefing
27 Feb 2023
Contributed by Lukas
The guys continue to discuss the big sell-off in the market yesterday with rates shocking the market back downward. 10-year interest rates climbed to ...
February 15, 2023 - Daily Market Briefing
15 Feb 2023
Contributed by Lukas
The guys continue to discuss CPI numbers as the dust has settled from the full release yesterday. Retail sales are reporting this morning as they are ...
February 14, 2023 - Daily Market Briefing
15 Feb 2023
Contributed by Lukas
The guys discuss CPI numbers release with inflation back on the rise. Bank of America's Fund Manager Survey show majority of fund managers expect the ...
February 13, 2023 - Daily Market Briefing
15 Feb 2023
Contributed by Lukas
The guys discuss Consumer spending picks moving up in January, citing a weak December as a possible reason for the increase. CPI estimates are expecte...
February 10, 2023 - Daily Market Briefing
15 Feb 2023
Contributed by Lukas
The guys discuss Russia cutting oil production significantly in repsonse to Western sanctions, nearly 5% is the expectation. Microsoft is set to cut j...
February 9, 2023 - Daily Market Briefing
09 Feb 2023
Contributed by Lukas
The guys discuss an exceptionally strong 10-year auction yesterday in the bond market. The auction saw a high level of international demand and a fair...
February 8, 2023 - Daily Market Briefing
09 Feb 2023
Contributed by Lukas
The guys discuss Powell's comments on the "significant period of time" required to bring down inflation. State of the Union comments include noting a ...
Beyond Portfolio - Amanda Riedling
07 Feb 2023
Contributed by Lukas
Amanda Riedling was born and raised in Cobb County, Georgia. She attended the University of Georgia for both her undergrad, in Finance, and law school...
February 7, 2023 - Daily Market Briefing
07 Feb 2023
Contributed by Lukas
The guys discuss the FED's comments regarding the continued fight on inflation, with discussions focused around continuing the same path or potentiall...
February 6, 2023 - Daily Market Briefing
07 Feb 2023
Contributed by Lukas
The guys discuss the slide of the YEN as the Bank of Japan begins their transition from Kuroda to Masayoshi Amamiya. Several large deals are not going...
February 3, 2023 - Daily Market Briefing
07 Feb 2023
Contributed by Lukas
The guys discuss the January jobs report, with a surprising number of jobs coming in that exceeded expectations. They spent considerable time discussi...
February 2, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss the data and central bank recaps. The FED appears to be hawkish regarding ongoing increases, but there was acknowledgment of a need f...
January 31, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss the Chinese Lunar New Year, which essentially signals 7 days off in China. During the week off, the market could be affected as a res...
January 27, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss Juul exploring a sale or partnership with one of the big tobacco companies in the space. UK Migration Projection appears to be raisin...
January 26, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss Q4 GDP as numbers are soon to be released. CVX announces $75b stock buyback which would account for nearly 25% of all outstanding sto...
January 25, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss the possibility of inflation coming down even faster than the FED experts expect. Models show that a variety of factors could contrib...
January 24, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss the DOJ's apparent positioning as they are poised to sue Google over digital advertising market dominance. Amazon continues its pursu...
January 23, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss Timiraos' comments on the slowing of the fight on interest rates. The main questions surrounding the interview are concerned with not...
January 20, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss the debt ceiling as Janet Yellen stated that the Treasury is taking "extraordinary measures" to make sure bondholders are being paid ...
January 19, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss Jim Bullard's talk claiming the markets are down. His comments focus on stating that the FED needs to keep their foot on the gas and ...
January 18, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss the economic data update with retail sales numbesr and PPI being reported. Redfin's report on the housing market shows that the numbe...
January 13, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys continue their discussions on the full CPI print as estimates were all very close to actual print numbers, and it appears the market pricing ...
January 12, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss the release of CPI numbers, reporting on Q4 of 2022. KB Hoimes provides an update on the state of the US housing market, showing some...
January 11, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss Jay Powell's remarks on relief for the market in the new year. European economic issues continue to "thaw" which brings relief to the...
January 9, 2023 - Daily Market Briefing
02 Feb 2023
Contributed by Lukas
The guys discuss Adobe CEO Shantanu Naraynaen's interview with the WSJ discussing the economic outlook for 2023. Macy's lowers guidance 5% for FQ4. Eu...
Q1 2023 - Macro Presentation (Audio)
31 Jan 2023
Contributed by Lukas
Ben, Tom, Andrew, and Jason discuss the state of the economy as 2022 has come to a close and 2023 is beginning. With a tumultuous year behind us, the ...