Podcast Episodes
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US Proposal for Israel-Gaza Peace | September 30, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the major points of the Israel-Gaza peace announcement, an update on the potential government shutdown, and Hegseth's my…
1 year, 1 month ago
Strategic M&A Continues & Potential Government Shutdown | September 29, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the latest M&A activity, potential government shutdowns, and Goldman Sachs' upgrade of equities to overweight.
Song: Rhi…
1 year, 1 month ago
August PCE Data Points to Strong Consumer Spending | September 26, 2025 – Morning Market Briefing
Ben and Tom discuss this morning's PCE data, GDP revision, and more Fed talk.
Song: Good Vibrations - The Beach Boys
For information on how to join th…
1 year, 1 month ago
Breaking Down Miran’s Interest Rate Comments & Yesterday's CFA Meeting | September 25, 2025 – Morning Market Briefing
Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting.
Song: Fly Li…
1 year, 1 month ago
Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing
Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation.
Song: Touch of Grey - Grateful Dead
For informati…
1 year, 1 month ago
Autism Announcement & Nvidia Investing up to $100B in OpenAI | September 23, 2025 – Morning Market Briefing
Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI.
Song: If Thi…
1 year, 1 month ago
Pfizer’s Latest Deal & New H-1B Rules | September 22, 2025 – Morning Market Briefing
Ben discusses Pfizer's latest acquisition and the implications of the new H-1B rules.
Song: September - Earth, Wind, & Fire
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1 year, 1 month ago
Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead.
Song: Amie - Pure Prairie League
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1 year, 1 month ago
The Fed Cuts & Nvidia Invests $5B in Intel | September 18, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel.
Song: You Never Even Called Me by…
1 year, 1 month ago
TikTok Deal Framework Leaks & Pharma Companies Invest in the US | September 17, 2025 – Morning Market Briefing
Andrew and Ben discuss the TikTok deal framework, pharma companies investing in the US, and a preview of the Fed meeting today.
For information on ho…
1 year, 1 month ago