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Anthropic's CEO Dario Calls to Slow the AI Race as Elon, Altman, Zuck Back Him | September 14, 2026 – Morning Market Briefing
Ben and Tom break down Anthropic CEO Dario Amodei's call to slow the pace of AI development, the endorsements from Elon Musk, Sam Altman, and Mark Zu…
1 month, 1 week ago
CPI Core Runs Hot + Diesel Smashes $6/Gallon as Truckers Park Their Rigs | September 11, 2026 – Morning Market Briefing
Andrew, Ben, and Tom cover the CPI print, diesel hitting a record $6/gallon, Kevin Warsh's potential surprise double cut, Middle East shipping tensio…
1 month, 2 weeks ago
Apple's Foldable iPhone Duo Debuts at $2K as Quest Enters Apple Health | September 10, 2026 – Morning Market Briefing
Andrew, Ben, and Tom cover Apple's $2K foldable iPhone Duo launch and Quest Diagnostics health-app tie-up, plus Bessent's $6B bond buyback, the ECB r…
1 month, 2 weeks ago
Bessent's Bond Buyback Goes Live: Can It Squeeze the 30-Year Short Trade? | September 9, 2026 – Morning Market Briefing
Andrew, Ben, and Tom break down Scott Bessent's bond buyback program going live, plus today's Apple event, Sunbelt earnings, and industry conference …
1 month, 2 weeks ago
Germany's AfD Wins 44%, Oil Hits $94, & Canada Trade War Escalates | September 8, 2026 – Morning Market Briefing
Andrew and Ben unpack Bessent's $40 oil call against crude at $94, Canada's new 50% tariffs, the Fannie-Freddie housing ads, and Germany's AfD electi…
1 month, 2 weeks ago
Jobs Crush Forecasts With 162K + Lululemon Craters 19% | September 4, 2026 – Morning Market Briefing
Andrew, Ben, and Tom unpack August's 162K jobs blowout versus a 55K forecast, plus Lululemon's 19% plunge, Adobe's new CEO, and Tesla's Cybercab flop…
1 month, 3 weeks ago
Broadcom's XPU Playbook: CPU vs GPU vs XPU Finally Explained | September 3, 2026 – Morning Market Briefing
Andrew, Ben, and Tom break down Broadcom's 3% dip and use a New York City delivery analogy to finally explain the difference between CPUs, GPUs, and …
1 month, 3 weeks ago
Chaos or Noise? Uncertainty Grips Markets as Oil Jumps to $90 & Manufacturing Cools | September 2, 2026 – Morning Market Briefing
Andrew, Ben, and Tom debate whether markets are facing real chaos or just noise as oil jumps back to $90 on Iran tensions, ISM manufacturing cools, a…
1 month, 3 weeks ago
Nvidia's Lambda & MediaTek Deal: It's Power Play Against Broadcom | September 1, 2026 – Morning Market Briefing
Andrew, Ben, and Tom break down Nvidia's $35 billion Lambda/Anthropic cloud deal and new MediaTek partnership that squeezes Broadcom and Marvell, plu…
1 month, 3 weeks ago
Bessent Roasts Elizabeth Warren as Warsh Gets Hawkish at Jackson Hole | August 31, 2026 – Morning Market Briefing
Andrew, Ben, and Tom dig into Bessent's scorched-earth letter to Elizabeth Warren, Warsh's hawkish Jackson Hole speech and softer-than-expected BLS j…
1 month, 3 weeks ago