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Elon Musk's $1.25 TRILLION Mega-Merger: SpaceX Buys xAI | February 3, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the SpaceX–xAI merger, the India Trade deal, and Palantir earnings.
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9 months ago
Shutdown Deal Progresses as Nvidia Is Rumored to Pull Back on AI Funding | February 2, 2026 – Morning Market Briefing
Andrew and Ben discuss Korean stocks getting smashed, the potential government shutdown, and the AI funding mess.
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9 months ago
Trump Nominates Kevin Warsh as Fed Chair | January 30, 2026 – Morning Market Briefing
Andrew and Ben discuss Trump nominating Kevin Warsh as Fed chair, PPI data, and Xi dismissing his top leaders.
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9 months ago
Gold: Speculative Asset or Store of Value? | January 29, 2026 – Morning Market Briefing
Andrew and Ben discuss the Fed's decision to keep rates steady, AI spending spree, and questions about gold.
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9 months ago
Markets Brace for the Fed, Amazon Cuts Jobs, and Trump De-Escalates | January 28, 2026 – Morning Market Briefing
Andrew and Ben discuss who will replace Powell, Amazon's layoff email, and Trump's TACO-ing.
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9 months ago
Shutdown Risk Rises as Markets Digest Durable Goods & Dollar Moves | January 26, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss rising shutdown risk, durable goods data, and the dollar’s recent weakness rumors.
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9 months, 1 week ago
Mixed Earnings as BOJ Kicks Off Global Central Bank Meetings | January 23, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Intel earnings and BOJ leaving rates unchanged.
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9 months, 1 week ago
Fed Uncertainty Grows as Winter Storm Fern Hits Markets | January 22, 2026 – Morning Market Briefing
Ben and Tom discuss winter storm Fern, the Greenland U-turn, and an update on Lisa Cook and the Fed Chair.
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9 months, 1 week ago
Earnings Season Reality Check: Did Analysts Set the Bar Too High? | January 21, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Netflix earnings and recap last night's event.
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9 months, 1 week ago
Tariff Threats Return as Europe Weighs Retaliation | January 20, 2026 – Morning Market Briefing
Andrew and Fish discuss Trump's latest comments on Greenland and the market sell-off.
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9 months, 2 weeks ago