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Bessent Speaks on Inflation & Russia/Ukraine Peace Deal Progress | November 24, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Bessent's interview with Meet the Press, progress on the Russia/Ukraine peace deal, and Lenovo stockpiling memory chips.…
11 months, 2 weeks ago
Market Sell-Off Continues & Gap Earnings | November 21, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the sell-off, GAP earnings, and the week ahead.
Song: Hash Pipe - Weezer
For information on how to join the Zoom calls li…
11 months, 3 weeks ago
Nvidia Shocks the Market with an Earnings Beat | November 20, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Nvidia earnings, Walmart's move to Nasdaq, and Mamdani's upcoming visit to the White House.
Song: All My Rowdy Friends (H…
11 months, 3 weeks ago
Saudi Arabia Commits Nearly $1 Trillion in US Investment | November 19, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump's meeting with MBS and an update on the China rare earth deal.
Song: Every Rose Has Its Thorn - Poison
For informat…
11 months, 3 weeks ago
What to Make of the Market Sell-Off | November 18, 2025 – Morning Market Briefing
Ben and Tom discuss Home Depot earnings and what to make of the market sell-off.
Song: You Don’t Know How It Feels - Tom Petty
For information on how …
11 months, 3 weeks ago
Tim Cook Preparing to Step Down as Apple CEO | November 17, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Apple stepping up its succession planning for Tim Cook, Berkshire's stake in Alphabet, and the week ahead.
Song: Wrapped…
11 months, 3 weeks ago
Yesterday's Market & Portable Mortgages | November 14, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss what happened in yesterday's market, the bidding war for Warner Bros, portable mortgages, and the week ahead.
Song: Koko…
11 months, 4 weeks ago
Government Shutdown Ends & Michael Burry Closes Shop | November 13, 2025 – Morning Market Briefing
Ben and Tom discuss the end of the shutdown and its impact, Michael Burry’s decision to close his hedge fund, and various earnings reports.
Song: The …
1 year ago
Bessent Says Tariff Relief on Fruit and Coffee is Coming | November 12, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Bessent's latest comments on tariffs, AMD reenergizing data center interest, and the US Navy considering a temporary bas…
1 year ago
Senate Passes Shutdown Deal & NFIB Small Business Optimism | November 11, 2025 – Morning Market Briefing
Ben and Tom discuss the Senate passing the shutdown deal and NFIB small business optimism.
Song: Fortunate Son - Creedence Clearwater Revival
For inf…
1 year ago