Podcast Episodes
Back to Search
Quantum Computing Gets Federal Boost & Nvidia Eyes $200B CPU Market with Vera Rubin | May 21, 2026 – Morning Market Briefing
Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including th…
5 months, 1 week ago
Trump Wins Big in Primaries + Target's Q1 Blowout Signals Resilient Consumer | May 20, 2026 – Morning Market Briefing
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…
5 months, 1 week ago
Google & Blackstone Form $25B AI Cloud Venture + Trump Rx Partners With Mark Cuban | May 19, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Google and Blackstone teaming up on a massive $25 billion AI cloud infrastructure play to challenge CoreWeave, alongside…
5 months, 1 week ago
NextEra’s $66B Deal for Dominion Energy; Bond Sell-Off Deepens After UAE Drone Strike | May 18, 2026 – Morning Market Briefing
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…
5 months, 1 week ago
Oil Rises + Trump Back from China | May 15, 2026 – Morning Market Briefing
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.c…
5 months, 1 week ago
Cisco's $5B AI Surge & Hyperscale Demand; Trump and Tech CEOs Meet Xi in Beijing | May 14, 2026 – Morning Market Briefing
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…
5 months, 2 weeks ago
PPI Surges + Trump & Friends Fly to China | May 13, 2026 – Morning Market Briefing
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/@…
5 months, 2 weeks ago
CPI Comes in HOT + Home Sellers Outnumber Buyers by Record 630k | May 12, 2026 – Morning Market Briefing
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…
5 months, 2 weeks ago
Trump Rejects Iran Demands Ahead of Xi Summit | May 11, 2026 – Morning Market Briefing
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…
5 months, 2 weeks ago
DOJ Probes NFL Antitrust Exemption + Lime Scooters IPO | May 8, 2026 – Morning Market Briefing
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…
5 months, 2 weeks ago