Podcast Episodes
Back to Search
FTC Cracks Down on Baby Formula Producers & ADI's Earnings | May 24, 2023 - Morning Market Briefing
Ben and Moe go over the debt ceiling deal coming closer, Desantis joining the race, FTC going after Abbott, and ADI/TOL's earnings. For information o…
3 years, 5 months ago
Debt Ceiling Clock is Ticking & Lowes v. Home Depot | May 23, 2023 – Morning Market Briefing
Description: Ben and Moe mull over current Debt Ceiling negotiations, the implications of Lowes’s earnings report, and Pfizer’s new weight loss pill.…
3 years, 5 months ago
China/US Relations Continue to Sour & Minneapolis Fed President Calls for a Terminal Rate Over 6% | May 22, 2023 – Morning Market Briefing
Ben and Moe discuss China’s ban of the purchase of products from American chip maker Micron, Minneapolis Fed president Neel Kashkari calling for rate…
3 years, 5 months ago
China Bans Micron & US Debt Ceiling Talks Continue | May 22, 2023 - Daily Market Briefing
Ben and Moe discuss China banning firms from buying from Micron moving forward. Neel Kashkari says the interest rates in the US may need to exceed 6%…
3 years, 5 months ago
John Deere’s Impressive Quarter & The Battle Continues Between Disney and the State of Florida | May 19, 2023 – Morning Market Briefing
Andrew and Moe discuss the impressive earnings out of John Deere, BoA strategist calling for the sale of stocks, dispersion between companies within …
3 years, 5 months ago
An Intro of Our New Summer Interns & The Implications of Montana’s TikTok Ban | May 18, 2023 – Morning Market Briefing
Harrison and our new interns, Nipun and Turner, discuss earnings data from CSCO and WMT, the ban of TikTok in Montana, and spending data showing that…
3 years, 5 months ago
Fed Speakers Point to More Rate Hikes & “Shrink” Impacts Target’s Bottom Line | May 17, 2023 – Morning Market Briefing
Ben discusses the string of Fed speakers and the implications of their rhetoric on rates, retail spending data, earnings data from TGT and TJX, and C…
3 years, 5 months ago
Retail Sales Data Slowing & A Rough Road Ahead for Commercial Real Estate | May 16, 2023 – Morning Market Briefing
Ben and Andrew discuss the ongoing debt ceiling debate, continued downside surprise in the China reopening, cold retail sales data in the US, the tou…
3 years, 5 months ago
Debt Ceiling Developments & Commentary from Fed Presidents | May 15, 2023 – Morning Market Briefing
Moe and Andrew discuss the situation surrounding the debt ceiling, the commentary expected later today from a number of Fed presidents, and upcoming …
3 years, 5 months ago
Special Q&A Episode | May 12, 2023 – Morning Market Briefing
Andrew Hall and CCO Jonathan Hicks address a number of questions submitted by clients. Topics include the US national debt, bitcoin, portfolio manage…
3 years, 5 months ago