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US Iran Negotiations Fail & Goldman's Growth | April 13, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Iran negotiations and various company news.
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6 months, 2 weeks ago
CPI Data & Howard Marks' Latest Memo | April 10, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss CPI, the latest Howard Marks memo, and Sheinbaum does a 180 on fracking.
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6 months, 3 weeks ago
Market Reaction to the Ceasefire | April 9, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the market's reaction to the ceasefire.
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6 months, 3 weeks ago
World Peace? Iran Agrees to Ceasefire | April 8, 2026 – Morning Market Briefing
Ben and Tom discuss the Iran ceasefire.
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6 months, 3 weeks ago
AI Usage is Accelerating & Iran Peace Proposal | April 7, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss AI usage and Iran war update.
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6 months, 3 weeks ago
The Easter Tweet & Citrini's Visit to Hormuz | April 6, 2026 – Morning Market Briefing
Ben and Thomas discuss Trump's tweets from the weekend and Citrini's latest report.
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6 months, 3 weeks ago
Trump's Iran Address Recap | April 2, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump's speech from last night.
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6 months, 4 weeks ago
Ben's Conference Recap & Covid Bubbles Burst | April 1, 2026 – Morning Market Briefing
Andrew, Ben, Thomas, and Tom discuss Ben's travels, Trump's speech tonight, and covid bubbles bursting.
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6 months, 4 weeks ago
Trump Signals Willingness to End the War & Hegseth in Hot Water | March 31, 2026 – Morning Market Briefing
Andrew, Thomas, and Tom discuss Trump's willingness to end the war, Hegseth's trading issue, and Unilever to combine its food business with McCormick…
7 months ago
Sunbelt Investor Day Recap & Iran Update | March 30, 2026 – Morning Market Briefing
Andrew, Thomas, and Tom recap Sunbelt investor day and provide an update on Iran.
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7 months ago