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LIVE From Las Vegas: Amazon Job Cuts & UPS Crushes Earnings | October 28, 2025 – Morning Market Briefing
Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Amazon job cuts, UPS earnings, and SBUX in China. Please forgive the…
1 year ago
LIVE From Las Vegas: Argentina Elections & Apple's Plan for More Ads | October 27, 2025 – Morning Market Briefing
Andrew and Tom, live from Las Vegas, discuss the latest conference topics, Argentina’s elections, and Apple's plan for ads on maps. Please forgive th…
1 year ago
Trump Terminates Canada Trade Talks & CPI Comes in Cold | October 24, 2025 – Morning Market Briefing
Andrew and Ben discuss the Canada trade talks, Argentina elections, September CPI, and various earnings.
Song: Sold (The Grundy County Auction Incid…
1 year ago
Sanctions on Russian Oil Companies & Tesla Earnings | October 23, 2025 – Morning Market Briefing
Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings.
Song: Pride and Joy - Stevie Ray Vaughan
For information on how to jo…
1 year ago
US-India Deal Seems Likely & UK Inflation | October 22, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings.
Song: Change the World - Eric Clapton
For information on ho…
1 year ago
US Army Meets with Private Equity | October 21, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings.
Song: Blue Sky - The All…
1 year ago
Why Do We Own These Companies? | October 20, 2025 – Morning Market Briefing
Andrew, Ben, and Tom review the weekend’s college football games and discuss a handful of companies we own and why.
Song: The Beatles - Get Back
For in…
1 year ago
Bad Loans & The Dangers of Alternative Fixed Income | October 17, 2025 – Morning Market Briefing
Ben, Tom, and Andrew discuss Andrew's birthday surprise, bad loans from regional banks/private credit, market volatility, earnings results, and the c…
1 year ago
Beige Book Overview & A Comeback in U.S. Manufacturing | October 16, 2025 – Morning Market Briefing
Ben, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earn…
1 year ago
AI Company Updates & Bank Earnings Reports | October 15, 2025 – Morning Market Briefing
Ben, Tom, and Andrew discuss updates on companies tied to the AI boom, markets making a comeback, Powell's Adam Smith Award lecture, and GSIB earning…
1 year ago