Podcast Episodes
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Lululemon CEO to Step Down, While Earnings Come In Strong | December 12, 2025 – Morning Market Briefing
Andrew and Tom give an update on the market and discuss several earnings reports.
Song: That Was A Crazy Game of Poker - O.A.R.
For information on how …
10 months, 3 weeks ago
Takeaways From Yesterday’s Fed Meeting & Oracle Results | December 11, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss their takeaways from yesterday’s Fed meeting and break down Oracle’s earnings.
Song: I Will Possess Your Heart - Death Ca…
10 months, 3 weeks ago
Fed Decision Day: Will the Fed Cut Rates? | December 10, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the potential outcomes of today's Fed meeting.
Song: Pardon Me - Incubus
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10 months, 3 weeks ago
Nvidia H200 Cleared for China | December 9, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the ensuing Paramount drama, Nvidia’s H200 approval to China, and Trump’s affordability tour.
Song: Shut Your Eyes - Snow…
10 months, 3 weeks ago
IBM Nears $11B Confluent Deal & Trump’s Farm-Aid Program | December 8, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss IBM’s near $11B deal for data-infrastructure company Confluent, the Trump administration’s $12B farm-aid program, and wh…
10 months, 3 weeks ago
Warner Bros. Begins Exclusive Deal Talks with Netflix | December 5, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Warner Bros. and Netflix deal talks, Meta scaling back the Metaverse, and Scheinbaum’s first meeting with Trump.
Son…
10 months, 4 weeks ago
Trump Signals Support for "Cute" Japanese Kei Cars | December 4, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump’s announcements yesterday and bond investors’ concerns about Kevin Hassett.
Song: Colder Weather - Zac Brown Band
F…
11 months ago
More Cautious Consumer Spending & The Dell Family Donation | December 3, 2025 – Morning Market Briefing
Ben and Tom discuss ADP employment, the Dell family donation, and updates on the consumer.
Song: Back to December - Taylor Swift
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11 months ago
Code Red at OpenAI & Mixed ISM Manufacturing Report | December 2, 2025 – Morning Market Briefing
Ben discusses Apple's AI chief stepping down, OpenAI's 'code red' warning, Signet's earnings, and ISM Manufacturing data.
Song: A Long December - Coun…
11 months ago
Black Friday Sales & Central Bank Rate Cuts | December 1, 2025 – Morning Market Briefing
Ben and Tom discuss Black Friday sales, central bank rate cuts, and slowing auto sales.
Song: December - Collective Soul
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11 months ago