Podcast Episodes
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The Tide Goes Out | 2023 Q1 Macro Presentation
Ben discusses Narwhal's Macropresentation for Q1 of 2023. The tide appears to be ebbing as the economy starts to show signs of large-scale slowing.
Fo…
3 years, 6 months ago
Jobless Claims & Impending Recession? | April 13, 2023 - Daily Market Briefing
Ben, Tom, and Andrew discuss the initial Jobless Claim information, as it appears that the economy is starting to slow. Oil cuts are expected to caus…
3 years, 6 months ago
March CPI & Buffet's Economic Commentary | April 12, 2023 - Daily Market Briefing
Ben, Tom, and Andrew discuss March's CPI numbers. As the CPI numbers continue to cool, it appears that inflation could be slowing a bit due to rate h…
3 years, 6 months ago
Trouble in Taiwan & The Fed "Killing Zombies" | April 11, 2023 – Daily Market Briefing
Ben and Tom discuss the results of the small business optimism survey, the continued tension in Taiwan, a possible push to displace the US Dollar as …
3 years, 6 months ago
The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing
Ben and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage tak…
3 years, 6 months ago
Slowing Services Growth, Costco and The Path of Interest Rates | April 6, 2023 - Daily Market Briefing
Ben and Tom continue their discussion of new economic data and slowing growth in the services sector, softening of consumer spending, Costco earnings…
3 years, 6 months ago
Weaker Economic Data & The Corresponding Market Impact | April 5, 2023 - Daily Market Briefing
This morning, Ben, Tom and Moe discuss slowing economic data with the February JOLTS report, ADP report, ISM manufacturing report and ISM services re…
3 years, 6 months ago
McDonald’s Layoffs, Tesla Deliveries in China & New Medicare Rules | April 4, 2023 - Daily Market Briefing
Today, Andrew, Moe and Harrison discuss recently announced layoffs at McDonald’s, Disney’s shareholder’s meeting, increased redemptions at Blackstone…
3 years, 6 months ago
Oil production cuts, WWE Acquisition & Low Tesla Deliveries | April 3, 2023 - Daily Market Briefing
Moe and Jason keep the podcast short this morning and touch on significant OPEC oil production cuts, the recent acquisition of WWE and the deliveries…
3 years, 6 months ago
Possible Stabilization in the Financial Industry & Implications of New Economic Data | March 31, 2023 - Daily Market Briefing
This morning, the guys discuss some possible stabilization in the financial industry, Bank of America seeing large cash inflows from funds, falling u…
3 years, 6 months ago