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Bond Traders Bet on a 4.3% CPI Surge: What It Means for Markets After Korea's Circuit Breaker | June 8, 2026 – Morning Market Briefing
Andrew, Tom, and Thomas discuss Korea's stock market hitting a circuit breaker overnight with an 8.5% drop, bond traders positioning for a 4.3% CPI s…
4 months, 3 weeks ago
Zelensky's Open Letter to Putin + SpaceX Denied S&P 500 Entry | June 5, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Zelensky's open letter to Putin proposing direct man-to-man peace talks with potential involvement from the US and Europ…
4 months, 3 weeks ago
Netflix Uses AI to Solve Content Overload + Bibi Threatens to Restart War | June 4, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Netflix's integration of generative AI and natural language processing to help viewers cut through content overload with…
4 months, 3 weeks ago
SpaceX IPO Targets $1.75T Valuation + New Tariffs Tied to Slave Labor | June 3, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the SpaceX IPO targeting a $1.75 trillion valuation with a record $75 billion raise pricing next Thursday, historical da…
4 months, 3 weeks ago
Google Raises $80B in Equity to Fund AI CapEx – Who's Next, MSFT or ORCL? | June 2, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Google's $80 billion equity raise to fund AI infrastructure CapEx through mandatory convertible preferred stock, Class A…
4 months, 3 weeks ago
Berkshire Buys Taylor Morrison for $6.8B + Nvidia RTX Spark Superchip Disrupts Intel | June 1, 2026 – Morning Market Briefing
Ben and Tom discuss Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison Homes at a 24% premium as Greg Abel's first big move as CEO and …
4 months, 4 weeks ago
Dell Blockbuster Earnings + Impact of IPOs| May 29, 2026 – Morning Market Briefing
Ben and Andrew discuss the Dell's strong earnings report, credit card defaults, and the impact of IPOs on the market.
Join our live YouTube stream Mo…
5 months ago
PCE Inflation & Meta Releases Premium Features | May 28, 2026 – Morning Market Briefing
Ben and Tom discuss the PCE Inflation Report, small buisness formation, and the new Meta subscriptions.
Join our live YouTube stream Monday through F…
5 months ago
AI Mints More Trillion-Dollar Stocks: SK Hynix, Micron, Eli Lilly | May 27, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the AI-driven expansion of the trillion-dollar club with SK Hynix, Micron, and Eli Lilly crossing the $1T market cap thr…
5 months ago
Markets Swing on Iran Deal Progress, Oil Drops to Low $90s, 10-Year Back to 4.50% | May 26, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the reported two-phase US-Iran deal to reopen the Strait of Hormuz and dispose of enriched uranium, market reactions wit…
5 months ago