Podcast Episodes

Strange Happenings in the M&A World & A Data-Heavy Week Ahead | December 11, 2023 – Morning Market Briefing

Andrew and Tom discuss the strange acquisition attempt of Macy’s, Cigna’s decision to back off the Humana deal, and an extremely data-heavy week ahea…

2 years, 11 months ago

Jobs Day, Restoration Hardware, Walmart and the consumer, More AI Chat | December 8, 2023 - Morning Market Briefing

Ben can't fit into Lululemon clothing. Please stop buying it for him.

2 years, 11 months ago

Bank of Japan meeting, Consumer is slowing, McDonalds launching CosMc's | December 7, 2023 - Morning Market Briefing

2 years, 11 months ago

ISM, JOLTS, ADP, and Conference Talk | December 6, 2023 - Morning Market Briefing

Apologies for the delay. John Boy (6'7") is playing for the Brooklyn Nets this week, and Producer Hicks (5'10") is uploading the call. Producer Hicks…

2 years, 11 months ago

Stabilization in Industrials & Earnings Recap | December 5, 2023 – Morning Market Briefing

Ben, Andrew, and Tom discuss the fixed income topics at today’s conference in Charlotte, NC., the stabilization in the industrials sector, a number o…

2 years, 11 months ago

ISM Manufacturing Data Shows a Slowing Economy & US Vessels Attacked in the Red Sea | December 4, 2023 – Morning Market Briefing

Ben and Tom discuss ISM manufacturing data results from last Friday, the current employment situation, more merger action, bitcoin’s recent rise, an …

2 years, 11 months ago

Has The Fed Already Pivoted & A Friday Football Special | December 1, 2023 – Morning Market Briefing

Ben and Tom discuss the OPEC+ production cuts, Nick Timiraos’ article saying that the Fed is done raising rates, how the Fed should message this pivo…

2 years, 11 months ago

Disinflation Beginning to Show in Europe and in Pockets of the US Economy | November 30, 2023 – Morning Market Briefing

Ben, Andrew, and Tom discuss deflationary pressures beginning to pop up, Tesla’s Cybertruck event, mergers happening in a number of industries, and e…

2 years, 11 months ago

Should the Fed Start Cutting Rates Sooner than Later? | November 29, 2023 – Morning Market Briefing

Ben and Tom discuss Bill Ackman’s call for the Fed to cut interest rates early in 2024, bonds rallying strongly off his comments, the Fed’s need to b…

2 years, 11 months ago

Adobe Releases Black Friday Sales Data & Bond Buyers are Moving Out on the Curve | November 28, 2023 – Morning Market Briefing

In a short call, Andrew and Tom discuss yesterday’s bond auction and Adobe’s Black Friday Roundup data.

For information on how to join the Zoom call…

2 years, 11 months ago