Podcast Episodes
Back to SearchMorning Call 8/13/26
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking…
1 month, 1 week ago
AI investment and leverage risks shape the market outlook 8/12/26
AI infrastructure spending accelerates as strong earnings and surging demand support the next phase of the buildout. Plus, private credit and new fin…
1 month, 2 weeks ago
AI financing, cybersecurity and commodities shape the outlook 8/11/26
AI investment accelerates as Nvidia and Wall Street expand financing for infrastructure while questions grow around valuations and returns. Plus, cyb…
1 month, 2 weeks ago
Morning Call 8/10/26
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking…
1 month, 2 weeks ago
Earnings strength meets jobs, rates and market rotation 8/7/26
Markets push higher as strong earnings broaden beyond tech and a resilient labor market supports investor confidence. Plus, software growth, AI inves…
1 month, 2 weeks ago
AI, quantum and defense fuel the next growth wave 8/6/26
AI, quantum computing and advanced manufacturing continue driving investment as companies expand capacity, boost productivity and accelerate innovati…
1 month, 2 weeks ago
Morning Call 8/5/26
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking…
1 month, 3 weeks ago
AI, space and geopolitics drive market momentum 8/4/26
Markets climbed to fresh highs as strong earnings, AI adoption and resilient economic data supported investor confidence. Plus, Palantir, SpaceX and …
1 month, 3 weeks ago
Morning Call 8/3/26
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking…
1 month, 3 weeks ago
AI leadership broadens as defense and markets evolve 7/31/26
Markets are being driven by strong AI investment, cloud growth and improving earnings as companies continue expanding digital infrastructure. Plus, d…
1 month, 3 weeks ago