Podcast Episodes
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Nvidia Rebalancing & European PMIs Slow in June | June 21, 2024 – Morning Market Briefing
Ben and Tom discuss Nvidia share volatility, Adriana Kugler saying rate cuts are likely, European PMIs, and the used car market.
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2 years, 4 months ago
Swizz National Bank Makes Surprise Rate Cut | June 20, 2024 – Morning Market Briefing
Andrew and Tom discuss the surprise rate cut by the Swizz National Bank, Nvidia becoming the largest company in the world, S&P 500 rebalancing, and t…
2 years, 4 months ago
Philip Morris Halts US Online Sales of Zyn | June 18, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Philip Morris halting online sales of Zyn in the US, retail sales, Goldman's rate expectations, Biden granting legal sta…
2 years, 4 months ago
Apple Supplier TDK Claims Solid-State Battery Breakthrough | June 17, 2024 – Morning Market Briefing
Ben and Tom discuss Apple supplier TDK's claims of solid-state battery breakthrough, UK/France election status, and Ben's tales from the road.
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2 years, 4 months ago
France's Political Turmoil & FAA Crackdown on Fake Titanium | June 14, 2024 – Morning Market Briefing
Tom discusses France's political climate, the FAA probing Boeing and Airbus for fake titanium, and Adobe earnings.
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2 years, 5 months ago
Fed Leaves Rates Unchanged | June 13, 2024 – Morning Market Briefing
Tom discusses initial jobless claims, PPI, yesterday's Fed meeting, Apple briefly overtaking Microsoft, and Elon Musk's rumored compensation package.…
2 years, 5 months ago
Stong 10-Year Bond Auction & CPI | June 12, 2024 – Morning Market Briefing
Once again we apologize for the audio. Ben did the call on his phone this morning. He reviews Oracle's 4FQ24 earnings, yesterday's strong 10-year bon…
2 years, 5 months ago
Apple Intelligence & Tomorrow's Fed Meeting | June 11, 2024 – Morning Market Briefing
Apologies for the audio on this one. I corrected the audio 30 seconds in. Ben and Tom talk Apple Intelligence, the FDA's ruling on donanemab, and tom…
2 years, 5 months ago
Recapping Friday's Jobs Report & Europe's Rejection of The Establishment | June 10, 2024 – Morning Market Briefing
Ben and Tom recap Friday's jobs report, the rejection of the establishment in Europe, Apple's AI strategy, & Nvidia's stock split.
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2 years, 5 months ago
Nonfarm Payrolls & Saudi Aramco $11.2B Offering | June 7, 2024 – Morning Market Briefing
Andrew and Tom react to this morning's nonfarm payroll data, GameStop volatility, and Saudi Aramco announcing a $11.2B offering.
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2 years, 5 months ago