Podcast Episodes
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Mines in the Strait of Hormuz & PCE Data Reaction | March 13, 2026 – Morning Market Briefing
Andrew and Tom discuss the Strait of Hormuz, PCE data, and Adobe earnings.
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7 months, 2 weeks ago
Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing
Ben and Tom discuss the Hormuz still not open, trade probes, and CEO confidence.
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7 months, 2 weeks ago
CPI Comes in Flat & New US Oil Refinery | March 11, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's CPI, energy costs, and an update on the Middle East.
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7 months, 2 weeks ago
Is Trump Ending The Iran War Sooner Than Later? | March 10, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump potentially ending the war and NFIB small business optimism.
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7 months, 3 weeks ago
Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Strait of Hormuz, Iran's new leader, and Trump leaning towards boots on the ground.
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7 months, 3 weeks ago
Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing
Ben and Tom discuss this morning's jobs data, the Iran War extension, and the week ahead.
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7 months, 3 weeks ago
ISM Services Accelerates & Strong Broadcom Earnings | March 5, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss their takeaways from the First Trust Forum, ISM Services, and the Fed Beige Book.
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7 months, 3 weeks ago
Yesterday's Market & The Fed's Refusal to Cut | March 4, 2026 – Morning Market Briefing
Andrew and Tom discuss yesterday's market, the Fed's refusal to cut, and an update on the Blackstone employee bail-in.
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7 months, 3 weeks ago
Why Bonds are Selling Off & Private Credit Fund Redemptions | March 3, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Iran, bonds selling off, and Blackstone private credit fund redemptions.
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7 months, 4 weeks ago
The War on Iran & ISM Manufacturing | March 2, 2026 – Morning Market Briefing
Andrew and Tom discuss
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7 months, 4 weeks ago