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Block Lays of 40% of Workforce & Hotter Than Expected PPI | February 27, 2026 – Morning Market Briefing
Andrew and Tom discuss Block's massive lay-off, Dell crushing earnings, and PPI coming in hotter than expected.
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8 months ago
Nvidia FLAT After Earnings & Is Freight Going to Rebound? | February 26, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Nvidia earnings, the potential rebound in freight, and an update on bonds.
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8 months ago
State of the Union Highlights + Consumer Confidence Improves | February 25, 2026 – Morning Market Briefing
Andrew and Ben discuss the SOTU highlights & yesterday's Consumer Confidence report.
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8 months, 1 week ago
Citrini Report Hits Stocks & JPM Investor Day | February 24, 2026 – Morning Market Briefing
Ben and Tom discuss the Citrini Report's hit to stocks, JP Morgan investor day, and 10% tariffs taking effect.
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8 months, 1 week ago
Tariff Change Impact & Chaos in Puerto Vallarta | February 23, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the impact of the Supreme Court's decision on Trump's tariffs, Mexico cracking down on cartels, and an update on the WBD…
8 months, 1 week ago
A Discussion with Amy O'Dell – Founder & CEO of Jacob's Ladder
On this episode of The Morning Market Briefing, we welcome Amy O'Dell, Founder and CEO of Jacob's Ladder. Jacob's Ladder, a nonprofit organization ba…
8 months, 1 week ago
GDP Data & How Bad is Private Credit? | February 20, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's GDP data and issues surrounding private credit.
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8 months, 1 week ago
The Fed Leans Hawkish & Earnings Surprise the Market | February 19, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's Fed minutes, some surprising earnings, and Trump's speech today in Georgia.
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8 months, 1 week ago
Japan's $550B US Investment Kicks Off & Why US Inflation Feels Sticky | February 18, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Japan's initial investments in the US, why US inflation may feel stickier relative to other countries, and Mamdani's bud…
8 months, 2 weeks ago
Elliot Management's Stake in Norwegian & Anthropic's AI Guardrails | February 17, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Elliot's stake in Norwegian, YTD bond performance, and Anthropic's plan for AI guardrails.
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8 months, 2 weeks ago