Podcast Episodes
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25% Tariffs on Vehicles Manufactured Outside the US | March 27, 2025 – Morning Market Briefing
Andrew and Ben discuss the tariffs on cars and light trucks manufactured outside the US, WSJ hits the insurers on Medicaid fraud, and yesterday's mar…
1 year, 7 months ago
Copper Tariffs & Private Equity Eyeing 401(k)s | March 26, 2025 – Morning Market Briefing
Andrew and Ben discuss the potential copper tariffs, private equity eyeing 401(k)s, and Dollar Tree earnings.
For information on how to join the Zoom…
1 year, 7 months ago
KB Homes Disappoints on Earnings & Meta's New Subscriptions | March 25, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss KB Home earnings, Meta's new subscription plans, and yesterday's market rally.
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1 year, 7 months ago
White House Narrows Scrope of April 2nd Liberation Day | March 24, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Liberation Day, 23andMe bankruptcy, and the week ahead.
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1 year, 7 months ago
DOGE Cuts Continue & DoorDash Partners with Klarna | March 21, 2025 – Morning Market Briefing
Hicks and Tom discuss the recent DOGE cuts, DoorDash partnering with Klarna, and various earnings updates.
For information on how to join the Zoom c…
1 year, 7 months ago
The Fed & Bank of England Keep Rates Unchanged | March 20, 2025 – Morning Market Briefing
Andrew and Tom discuss yesterday's Fed meeting, Swizz National Bank cutting rates, and Bank of England keeping rates unchanged.
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1 year, 7 months ago
Risk Control Summit Recap & Yesterday's 20-Year Auction | March 19, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Risk Control Summit and yesterday's 20-year bond auction.
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1 year, 7 months ago
"Y'all Street" – Nasdaq Planning Second US Headquarters in Dallas | March 18, 2025 – Morning Market Briefing
Andrew and Tom discuss the ZEW indicator of Economic Sentiment, Nasdaq planning a second US headquarters in Dallas, and fed meeting preview.
For info…
1 year, 7 months ago
Soft Retail Sales & Forever 21 Goes Bankrupt | March 17, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss February retail sales data, Forever 21 bankruptcy, and Trump's message to the Houthis.
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1 year, 7 months ago
Shutdown Avoided & Soft 30-Year Bond Auction | March 14, 2025 – Morning Market Briefing
Ben and Tom discuss Schumer's vote to keep the government open, the Senate hearing for Dr. Oz, and the week ahead.
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1 year, 8 months ago