Podcast Episodes
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Jobs Report & Recapping the State of the Union Address | March 8, 2024 – Morning Market Briefing
Ben and Tom discuss the jobs report, recap the State of the Union Address, discuss earnings from Narwhal holding Costco, and special guest OBJ.
For i…
2 years, 8 months ago
Steve Mnuchin Funds NYCB & Jay Powell Testifies before the Senate | March 7, 2024 – Morning Market Briefing
Ben and Tom (along with special guest Tinfoil Hat Tom) discuss the US government avoiding a shutdown, NYCB’s capital raise led by former US Secretary…
2 years, 8 months ago
Yesterday’s Market Correction & Trump Dominates Super Tuesday | March 6, 2024 – Morning Market Briefing
Andrew discusses a mixed bag in the ISM Services report, yesterday’s market sell-off, Trump’s domination of Super Tuesday, and a brief preview of thi…
2 years, 8 months ago
Positivity Surrounding Target Earnings & Apple Struggling in China | March 5, 2024 – Morning Market Briefing
Ben, Andrew, and Tom discuss today’s First Trust conference, a positive reaction to Target’s earnings report, activist investors looking to “Restore …
2 years, 8 months ago
Interest Rates & Fed Decision Making in 2024 | March 4, 2024 – Morning Market Briefing
Ben and Tom discuss an optimistic ISM Manufacturing report, the impact of this data on Fed decisions, a look ahead at Fed action and rate movement ov…
2 years, 8 months ago
NY Community Bank’s Freefall Continues & High Rates Exposing Bad Operators | March 1, 2024 – Morning Market Briefing
Ben and Tom discuss NYCB’s continued slide, interest rates exposing operational weakness, the “ESG” landscape, strong earnings from Dell and ADSK, co…
2 years, 8 months ago
AI’s Impact across the Tech Sector & PCE Data | February 29, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss AI’s impact on tech companies, some of which is enabling businesses, and some of which is disrupting businesses, strange…
2 years, 8 months ago
US Opens Anti-Trust Case against UNH & Tom Discusses Ways to Lock in High Rates | February 28, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss a bevy of economic data including the revised Q4 GDP data, durable goods orders, and upcoming core PCE, the anti-trust c…
2 years, 8 months ago
FTC Challenges Kroger & Big Names Making the Case for Active Management | February 27, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss Kroger’s potential acquisition of Albertson, earnings from Lowes, Zoom, and Macy’s, some big names making the case for a…
2 years, 8 months ago
Previewing This Week’s PCE Data & Highlights from Warren Buffett’s Annual Letter | February 26, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss Domino’s Pizza earnings, the upcoming PCE data, Warren Buffett’s annual letter, and commentary on the AT&T outage.
For i…
2 years, 8 months ago