All Episodes
The Morning Market Briefing — 1011 episodes
PPI Surges + Trump & Friends Fly to China | May 13, 2026 – Morning Market Briefing
CPI Comes in HOT + Home Sellers Outnumber Buyers by Record 630k | May 12, 2026 – Morning Market Briefing
Trump Rejects Iran Demands Ahead of Xi Summit | May 11, 2026 – Morning Market Briefing
DOJ Probes NFL Antitrust Exemption + Lime Scooters IPO | May 8, 2026 – Morning Market Briefing
M&A Lawyers Charged in Insider Trading Ring + Hantavirus Outbreak | May 7, 2026 – Morning Market Briefing
Nvidia's $500M Investment in Corning + Why Memory Prices Keep Going Up | May 6, 2026 – Morning Market Briefing
Iran Fires on US Warships + Ryan Cohen’s Wild $56B eBay Strategy | May 5, 2026 – Morning Market Briefing
Spirit Airlines Ceases Operations + GameStop Launches Bid for eBay | May 4, 2026 – Morning Market Briefing
Trump CUTS British Whisky Tariffs + Elon Musk Testifies Against OpenAI | May 1, 2026 – Morning Market Briefing
Powell’s Final Fed Meeting + White House Blocks Anthropic's Mythos Expansion Plan | April 30, 2026 – Morning Market Briefing
UAE Abandons OPEC After 60 Years + What It Means for Oil Prices | April 29, 2026 – Morning Market Briefing
OpenAI Misses Revenue Targets + Why You Can’t Beat the Polymarket Bots | April 28, 2026 – Morning Market Briefing
China Halts Meta’s $2B Acquisition + White House Correspondents’ Dinner Shooting | April 27, 2026 – Morning Market Briefing
Out With The Old: Microsoft & Meta Purge Veterans While Deloitte Cuts Perks | April 24, 2026 – Morning Market Briefing
Lululemon’s New CEO Drama + The Potential $500M Spirit Airlines Takeover | April 23, 2026 – Morning Market Briefing
Kevin Warsh’s Independence Test: Is the Fed Responsible for Its Own Failures? | April 22, 2026 – Morning Market Briefing
Tim Cook Steps Down: Why Engineer John Ternus is Apple’s Next Pick | April 21, 2026 – Morning Market Briefing
Trump’s "Jimmy Carter" Fear: Why the US is Avoiding Kharg Island | April 20, 2026 – Morning Market Briefing
Tech Turnover: Reed Hastings Steps Down & Apple Executives Flee | April 17, 2026 – Morning Market Briefing
NYC’s $5M Pied-à-Terre Tax & The 2029 "Free Grocery" Delay | April 16, 2026 – Morning Market Briefing
Trump: Iran War "Very Close to Over" & Bessent’s Plan for the Fed | April 15, 2026 – Morning Market Briefing
PPI Revisions Point to Decreasing Inflation + Bank Earnings | April 14, 2026 – Morning Market Briefing
US Iran Negotiations Fail & Goldman's Growth | April 13, 2026 – Morning Market Briefing
CPI Data & Howard Marks' Latest Memo | April 10, 2026 – Morning Market Briefing
Hormuz Gridlock Persists While Trump Eyes Next Conquest | April 9, 2026 – Morning Market Briefing
World Peace? Iran Agrees to Ceasefire | April 8, 2026 – Morning Market Briefing
AI Usage is Accelerating & Iran Peace Proposal | April 7, 2026 – Morning Market Briefing
The Easter Tweet & Citrini's Visit to Hormuz | April 6, 2026 – Morning Market Briefing
Trump's Iran Address Recap | April 2, 2026 – Morning Market Briefing
Ben is BACK & Covid Bubbles Burst | April 1, 2026 – Morning Market Briefing
Trump Signals Willingness to End the War & Hegseth in Hot Water | March 31, 2026 – Morning Market Briefing
Sunbelt Investor Day Recap & Iran Update | March 30, 2026 – Morning Market Briefing
Energy Strike PAUSE: Trump’s 10-Day Window for Iran & DHS Funding Progress | March 27, 2026 – Morning Market Briefing
Iran's 5 Conditions For Ending the War & Andrew's 5 Market Reaction Scenarios | March 26, 2026 – Morning Market Briefing
US Lays Out 15-Point Plan as Iran Opens Hormuz to Non-Hostile Ships | March 25, 2026 – Morning Market Briefing
Saudia Arabia Moves Closer to Joining the War & Update on DHS Funding Deal | March 24, 2026 – Morning Market Briefing
Air Travel Troubles & Consequences of Higher Oil Prices | March 23, 2026 – Morning Market Briefing
Why Homruz Must Be Opened This Weekend | March 20, 2026 – Morning Market Briefing
Are There Any Vibes Left? Peak Market Apathy | March 19, 2026 – Morning Market Briefing
Oil Prices Decline & 20-Year Auction Surprises | March 18, 2026 – Morning Market Briefing
Nvidia Eyes $1T in Sales as SEC Proposes to Eliminate Quarterly Reporting | March 17, 2026 – Morning Market Briefing
Meta Slashes 20% of Staff to Fund $27B Nebius AI Contract | March 16, 2026 – Morning Market Briefing
Mines in the Strait of Hormuz & PCE Data Reaction | March 13, 2026 – Morning Market Briefing
Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing
CPI Comes in Flat & New US Oil Refinery | March 11, 2026 – Morning Market Briefing
Is Trump Ending The Iran War Sooner Than Later? | March 10, 2026 – Morning Market Briefing
Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing
Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing
ISM Services Accelerates & Strong Broadcom Earnings | March 5, 2026 – Morning Market Briefing
Yesterday's Market & The Fed's Refusal to Cut | March 4, 2026 – Morning Market Briefing
Why Bonds are Selling Off & Private Credit Fund Redemptions | March 3, 2026 – Morning Market Briefing
The War on Iran & ISM Manufacturing | March 2, 2026 – Morning Market Briefing
Block Lays of 40% of Workforce & Hotter Than Expected PPI | February 27, 2026 – Morning Market Briefing
Nvidia FLAT After Earnings & Is Freight Going to Rebound? | February 26, 2026 – Morning Market Briefing
State of the Union Highlights + Consumer Confidence Improves | February 25, 2026 – Morning Market Briefing
Citrini Report Hits Stocks & JPM Investor Day | February 24, 2026 – Morning Market Briefing
Tariff Change Impact & Chaos in Puerto Vallarta | February 23, 2026 – Morning Market Briefing
A Discussion with Amy O'Dell – Founder & CEO of Jacob's Ladder
GDP Data & How Bad is Private Credit? | February 20, 2026 – Morning Market Briefing
The Fed Leans Hawkish & Earnings Surprise the Market | February 19, 2026 – Morning Market Briefing
Japan's $550B US Investment Kicks Off & Why US Inflation Feels Sticky | February 18, 2026 – Morning Market Briefing
Elliot Management's Stake in Norwegian & Anthropic's AI Guardrails | February 17, 2026 – Morning Market Briefing
Inflation LOWER Than Expected – Are Rate Cut Expectations Cooling Off? | February 13, 2026 – Morning Market Briefing
Jobless Claims HIGHER Than Expected – Is Unemployment Really 5%? | February 12, 2026 – Morning Market Briefing
+130K Jobs Surprise & Legislation to Break Up Big Medicine | February 11, 2026 – Morning Market Briefing
Costco Non-Food Sales Accelerate + NFIB Optimism Holds Strong | February 10, 2026 – Morning Market Briefing
Big Week: CPI to 2.5% Low? Jobs Report Miss? – What It Means for Markets | February 9, 2026 – Morning Market Briefing
Howard Marks on AI Bubble + Stellantis $26B EV Wipeout | February 6, 2026 – Morning Market Briefing
Scott Bessent Testimony CHAOS & Google's BIG Earnings Blowout | February 5, 2026 – Morning Market Briefing
AI Self-Cannibalization: Why SaaS is Getting Smashed | February 4, 2026 – Morning Market Briefing
Elon Musk's $1.25 TRILLION Mega-Merger: SpaceX Buys xAI | February 3, 2026 – Morning Market Briefing
Shutdown Deal Progresses as Nvidia Is Rumored to Pull Back on AI Funding | February 2, 2026 – Morning Market Briefing
Trump Nominates Kevin Warsh as Fed Chair | January 30, 2026 – Morning Market Briefing
Gold: Speculative Asset or Store of Value? | January 29, 2026 – Morning Market Briefing
Markets Brace for the Fed, Amazon Cuts Jobs, and Trump De-Escalates | January 28, 2026 – Morning Market Briefing
Shutdown Risk Rises as Markets Digest Durable Goods & Dollar Moves | January 26, 2026 – Morning Market Briefing
Mixed Earnings as BOJ Kicks Off Global Central Bank Meetings | January 23, 2026 – Morning Market Briefing
Fed Uncertainty Grows as Winter Storm Fern Hits Markets | January 22, 2026 – Morning Market Briefing
Earnings Season Reality Check: Did Analysts Set the Bar Too High? | January 21, 2026 – Morning Market Briefing
Tariff Threats Return as Europe Weighs Retaliation | January 20, 2026 – Morning Market Briefing
High-Yield Savings Rates Are Falling — Where to Put Your Cash | January 16, 2026 – Morning Market Briefing
Saks Files for Bankruptcy as Bank Earnings Roll In | January 15, 2026 – Morning Market Briefing
Mortgage Applications Surge & November PPI Accelerates | January 14, 2026 – Morning Market Briefing
CPI Comes in Cold & Small Business Optimism Jumps | January 13, 2026 – Morning Market Briefing
DOJ Serves Jay Powell & Trump Pushes Credit Card Rate Caps | January 12, 2026 – Morning Market Briefing
Will Tariffs Be Refunded & $200B US Mortgage Bond Buyback | January 9, 2026 – Morning Market Briefing
Trump Attacks Defense Companies & Apple Card Heads to JPMorgan | January 8, 2026 – Morning Market Briefing
Rubio Pushes to Buy Greenland & Mobileye Acquires Mentee | January 7, 2026 – Morning Market Briefing
Nvidia Unveils Alpamayo & ISM Manufacturing Roughly In Line | January 6, 2026 – Morning Market Briefing
Maduro Captured & the U.S. Takes the Helm in Venezuela | January 5, 2026 – Morning Market Briefing
What Surprised People in 2025 & What They’re Overlooking for 2026 | December 31, 2025 – Morning Market Briefing
Meta Eyes Manus Acquisition & Dallas Fed Observations | December 30, 2025 – Morning Market Briefing
Nvidia Acquires Groq & Ukraine Peace Talks | December 29, 2025 – Morning Market Briefing
Geopolitical Update & Q3 GDP Exceeds Expectations | December 23, 2025 – Morning Market Briefing
Apollo Scales Back Risk & Chicago Raises Property Taxes | December 22, 2025 – Morning Market Briefing
Nike China Sales Plunge & Yen Weakens Despite BOJ Rate Hikes | December 19, 2025 – Morning Market Briefing
CPI Comes in Cooler Than Expected & Micron Crushes Earnings | December 18, 2025 – Morning Market Briefing
OpenAI Secures $10B from Amazon & UK Inflation Falls | December 17, 2025 – Morning Market Briefing
October–November Jobs Reports & Ford Scales Back EV Plans | December 16, 2025 – Morning Market Briefing
iRobot Files for Bankruptcy & ServiceNow’s Latest Acquisition | December 15, 2025 – Morning Market Briefing
Lululemon CEO to Step Down, While Earnings Come In Strong | December 12, 2025 – Morning Market Briefing
Takeaways From Yesterday’s Fed Meeting & Oracle Results | December 11, 2025 – Morning Market Briefing
Fed Decision Day: Will the Fed Cut Rates? | December 10, 2025 – Morning Market Briefing
Nvidia H200 Cleared for China | December 9, 2025 – Morning Market Briefing
IBM Nears $11B Confluent Deal & Trump’s Farm-Aid Program | December 8, 2025 – Morning Market Briefing
Warner Bros. Begins Exclusive Deal Talks with Netflix | December 5, 2025 – Morning Market Briefing
Trump Signals Support for "Cute" Japanese Kei Cars | December 4, 2025 – Morning Market Briefing
More Cautious Consumer Spending & The Dell Family Donation | December 3, 2025 – Morning Market Briefing
Code Red at OpenAI & Mixed ISM Manufacturing Report | December 2, 2025 – Morning Market Briefing
Black Friday Sales & Central Bank Rate Cuts | December 1, 2025 – Morning Market Briefing
Urban Outfitters Posts Strong Earnings & Nvidia Continues to Play Defense | November 26, 2025 – Morning Market Briefing
Ukraine Agrees to Potential Peace Deal & Meta to Use Alphabet's TPUs | November 25, 2025 – Morning Market Briefing
Bessent Speaks on Inflation & Russia/Ukraine Peace Deal Progress | November 24, 2025 – Morning Market Briefing
Market Sell-Off Continues & Gap Earnings | November 21, 2025 – Morning Market Briefing
Nvidia Shocks the Market with an Earnings Beat | November 20, 2025 – Morning Market Briefing
Saudi Arabia Commits Nearly $1 Trillion in US Investment | November 19, 2025 – Morning Market Briefing
What to Make of the Market Sell-Off | November 18, 2025 – Morning Market Briefing
Tim Cook Preparing to Step Down as Apple CEO | November 17, 2025 – Morning Market Briefing
Yesterday's Market & Portable Mortgages | November 14, 2025 – Morning Market Briefing
Government Shutdown Ends & Michael Burry Closes Shop | November 13, 2025 – Morning Market Briefing
Bessent Says Tariff Relief on Fruit and Coffee is Coming | November 12, 2025 – Morning Market Briefing
Senate Passes Shutdown Deal & NFIB Small Business Optimism | November 11, 2025 – Morning Market Briefing
Visa/Mastercard Nearing Settlement with Merchants & Shutdown Progress | November 10, 2025 – Morning Market Briefing
Record $5.53 Trillion in MMF | November 7, 2025 – Morning Market Briefing
Tariff Hearings in the Supreme Court & Apple's Deal with Google for AI Siri | November 6, 2025 – Morning Market Briefing
NYC Mayoral Election Results | November 5, 2025 – Morning Market Briefing
Local Election Day Across the US & ISM Manufacturing Suggests Lower Inflation | November 4, 2025 – Morning Market Briefing
Alphabet Selling Euros to Fund AI Expansion & China Deal Update | November 3, 2025 – Morning Market Briefing
Money 20/20 Conference: The Morning Market Briefing LIVE – Leveraging a Firm Podcast to Educate Clients and Build Trust
Apple, Amazon Earnings & More Private Credit Fraud | October 31, 2025 – Morning Market Briefing
Trump Meets with Xi & Big Tech Earnings | October 30, 2025 – Morning Market Briefing
LIVE From Las Vegas: Nvidia's New Partnerships & US-Japan Trade Deal | October 29, 2025 – Morning Market Briefing
LIVE From Las Vegas: Amazon Job Cuts & UPS Crushes Earnings | October 28, 2025 – Morning Market Briefing
LIVE From Las Vegas: Argentina Elections & Apple's Plan for More Ads | October 27, 2025 – Morning Market Briefing
Trump Terminates Canada Trade Talks & CPI Comes in Cold | October 24, 2025 – Morning Market Briefing
Sanctions on Russian Oil Companies & Tesla Earnings | October 23, 2025 – Morning Market Briefing
US-India Deal Seems Likely & UK Inflation | October 22, 2025 – Morning Market Briefing
US Army Meets with Private Equity | October 21, 2025 – Morning Market Briefing
Why Do We Own These Companies | October 20, 2025 – Morning Market Briefing
Bad Loans & The Dangers of Alternative Fixed Income | October 17, 2025 – Morning Market Briefing
Beige Book Overview & A Comeback in U.S. Manufacturing | October 16, 2025 – Morning Market Briefing
AI Company Updates & Bank Earnings Reports | October 15, 2025 – Morning Market Briefing
Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing
Market Sell-Off and Rebound | October 13, 2025 – Morning Market Briefing
AI Trade is Back On | October 10, 2025 – Morning Market Briefing
New Prime Minister in France and First Brands Bankruptcy | October 9, 2025 – Morning Market Briefing
Oracle's AI Cloud Business and Fed Minutes | October 8, 2025 – Morning Market Briefing
Tesla News and Constellation Brands Earnings | October 7, 2025 – Morning Market Briefing
Political Unrest - Another Prime Minister Resignation in France | October 6, 2025 – Morning Market Briefing
CFA Meeting Recap: Is Stagflation Ahead? | October 3, 2025 – Morning Market Briefing
Shutdown Negotiations Continue & Mixed ISM Manufacturing Report | October 2, 2025 – Morning Market Briefing
TrumpRx & the US Government Shuts Down | October 1, 2025 – Morning Market Briefing
US Proposal for Israel-Gaza Peace | September 30, 2025 – Morning Market Briefing
Strategic M&A Continues & Potential Government Shutdown | September 29, 2025 – Morning Market Briefing
August PCE Data Points to Strong Consumer Spending | September 26, 2025 – Morning Market Briefing
Breaking Down Miran’s Interest Rate Comments & Yesterday's CFA Meeting | September 25, 2025 – Morning Market Briefing
Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing
Autism Announcement & Nvidia Investing up to $100B in OpenAI | September 23, 2025 – Morning Market Briefing
Pfizer’s Latest Deal & New H-1B Rules | September 22, 2025 – Morning Market Briefing
Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing
The Fed Cuts Rates & Nvidia Pours $5B into Intel | September 18, 2025 – Morning Market Briefing
TikTok Deal Framework Leaks & Pharma Companies Invest in the US | September 17, 2025 – Morning Market Briefing
Global Tensions and Market Impact Ahead of the Fed Meeting | September 16, 2025 – Morning Market Briefing
US-China Talks Continue & German Election Results | September 15, 2025 – Morning Market Briefing
Next Week's Fed Meeting: Will We Get a Cut? | September 12, 2025 – Morning Market Briefing
Our Reflections on Charlie Kirk's Assassination | September 11, 2025 – Morning Market Briefing
Oracle's Plan to Lead AI for the Enterprise & PPI Comes in Cold | September 10, 2025 – Morning Market Briefing
France Fires Their Prime Minister & Apple Event Preview | September 9, 2025 – Morning Market Briefing
Bessent Blasts the Fed in Latest Articles | September 8, 2025 – Morning Market Briefing
Lululemon Flops on Earnings & ISM Services | September 5, 2025 – Morning Market Briefing
JOLTS Report & Stephan Miran Facing Senate Confirmation | September 4, 2025 – Morning Market Briefing
Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing
Kraft Heinz is Splitting Up & Eurozone Inflation | September 2, 2025 – Morning Market Briefing
The College Football Preview | August 29, 2025 – Morning Market Briefing
Nvidia Earnings & Mexico to Increase Tariffs on China | August 28, 2025 – Morning Market Briefing
India Tariffs Jump to 50% & Record Levels of Share Buybacks | August 27, 2025 – Morning Market Briefing
Lisa "The Fraudster" Cook is Fired | August 26, 2025 – Morning Market Briefing
US Takes Stake in Intel & Chili's is Back | August 25, 2025 – Morning Market Briefing
Nvidia Halts H20 Production & Jackson Hole Preview | August 22, 2025 – Morning Market Briefing
Fed Governer Lisa Cook Under Fire & Initial Jobless Claims | August 21, 2025 – Morning Market Briefing
Target Taps COO to Lead Turnaround & Truist's Bold New Strategy | August 20, 2025 – Morning Market Briefing
Trump Pushing for a "Trilat" with Zelensky and Putin | August 19, 2025 – Morning Market Briefing
Zelensky Returns to DC to Meet with Trump and European Leaders | August 18, 2025 – Morning Market Briefing
The US Takes Stake in Intel & Retail Sales | August 15, 2025 – Morning Market Briefing
PPI Comes in Hotter than Expected | August 14, 2025 – Morning Market Briefing
Perplexity Offers to Buy Google Chrome & Yesterday's Rally | August 13, 2025 – Morning Market Briefing
Small Business Optimism Rises & CPI Remains Steady | August 12, 2025 – Morning Market Briefing
AMD & Nvidia to Pay 15% China Revenue to the US | August 11, 2025 – Morning Market Briefing
Meta Lands Funding Deal with Pimco and Blue Owl | August 8, 2025 – Morning Market Briefing
Apple $600 Investment Announcement & 100% Tariffs on Semiconductors | August 7, 2025 – Morning Market Briefing
Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing
San Francisco Fed President Mary Daly Calls for Cuts | August 5, 2025 – Morning Market Briefing
BLS Director Erika McEntarfer Fired | August 4, 2025 – Morning Market Briefing
July Jobs Fall Short of Expectations | August 1, 2025 – Morning Market Briefing
"Too Late" Powell Leaves Rates Unchanged | July 31, 2025 – Morning Market Briefing
GDP Jumps to 3% & Consumer Confidence Increases | July 30, 2025 – Morning Market Briefing
Trump Floats Patent System Overhaul & Fed Preview | July 29, 2025 – Morning Market Briefing
EU Tariff Deal and an Update on Tariff Revenue | July 28, 2025 – Morning Market Briefing
Trump Tours Federal Reserve Building & More M&A Activity | July 25, 2025 – Morning Market Briefing
ECB Keeps Rates Steady & Trump AI Action Plan | July 24, 2025 – Morning Market Briefing
Japan to Invest $550b in the US | July 23, 2025 – Morning Market Briefing
Coca-Cola, Philip Morris, & General Motors Earnings | July 22, 2025 – Morning Market Briefing
Bank Earnings, Pressure on the Fed, & Atlanta's Growth | July 21, 2025 – Morning Market Briefing
United Pacific in Talks to Buy Norfolk Southern | July 18, 2025 – Morning Market Briefing
Voting Age in UK Lowered & EU Fighting US Tariffs | July 17, 2025 – Morning Market Briefing
Indonesia Trade Deal & 401(k) Private Investments | July 16, 2025 – Morning Market Briefing
CPI Comes in Slightly Cold & Nvidia Exporting Chips to China | July 15, 2025 – Morning Market Briefing
U.S. June Budget Surplus & Crypto Week in Congress | July 14, 2025 – Morning Market Briefing
U.S. Selling Weapons to NATO & Narwhal Relay Race | July 11, 2025 – Morning Market Briefing
Long-Bond Interest Rates Fall & Ferrero to Buy Kellogg | July 10, 2025 – Morning Market Briefing
Trump Threatens 50% Tariffs on Copper & 200% on Pharmaceuticals | July 9, 2025 – Morning Market Briefing
Tariff Letters Sent & Small Business Optimism Remains Steady | July 8, 2025 – Morning Market Briefing
What the One Big Beautiful Bill Means for You | July 7, 2025 – Morning Market Briefing
We Went Nuclear: A Special on Iran-U.S. Relations
Jobs Come in Hot & More Trade Deals | July 3, 2025 – Morning Market Briefing
BBB Passes Through Senate & Constellation Earnings | July 2, 2025 – Morning Market Briefing
First Half of 2025 in Review & BBB Update | July 1, 2025 – Morning Market Briefing
Canada Backs Off Digital Services Tax | June 30, 2025 – Morning Market Briefing
Big Beautiful Bill & Trade Deal Update | June 27, 2025 – Morning Market Briefing
Fed Cuts Supplementary Leverage Ratio & Micron Earnings | June 26, 2025 – Morning Market Briefing
Recaping Powell's Day in Congress & NYC Mayoral Primary | June 25, 2025 – Morning Market Briefing
"Too Late" Jerome Powell Continues to Face Scrutiny | June 24, 2025 – Morning Market Briefing
US Strikes Iran Nuclear Sites | June 23, 2025 – Morning Market Briefing
Fed Meeting Summary | June 20, 2025 – Morning Market Briefing
Trump Weighs Israel/Iran Options | June 18, 2025 – Morning Market Briefing
G-7 Summit & 20-Year Bond Auction Results | June 17, 2025 – Morning Market Briefing
Oil Prices Rise Amid Conflict | June 16, 2025 – Morning Market Briefing
Israel Strikes Iran & Restoration Hardware Earnings | June 13, 2025 – Morning Market Briefing
PPI Comes in Cold & Iran's Nuclear Push | June 12, 2025 – Morning Market Briefing
Robotaxis & China Truce | June 11, 2025 – Morning Market Briefing
China Trade Update & Pod Talk | June 10, 2025 – Morning Market Briefing
Schwab Conference Recap | June 9, 2025 – Morning Market Briefing
Elon vs. Trump & Lululemon Earnings | June 6, 2025 – Morning Market Briefing
Mixed ISM Services Report | June 5, 2025 – Morning Market Briefing
Steel Tariffs Take Effect & Jobs Data | June 4, 2025 – Morning Market Briefing
Dutch Government Collapses & ISM Manufacturing | June 3, 2025 – Morning Market Briefing
Improving Income, Inflation, and Spending Data | June 2, 2025 – Morning Market Briefing
China Trade Talks Stalled & Elon's Last Day | May 30, 2025 – Morning Market Briefing
Nvidia Earnings & Trump Tariffs Ruled Illegal | May 29, 2025 – Morning Market Briefing
Surprisingly Strong Consumer Confidence | May 28, 2025 – Morning Market Briefing
Stocks Rebound as 50% EU Tariff Threat is Delayed | May 27, 2025 – Morning Market Briefing
The Big Beautiful Bill Moves to the Senate | May 23, 2025 – Morning Market Briefing
Yesterday's Bond & Equity Sell-Off | May 22, 2025 – Morning Market Briefing
Bloomberg Terminal Outage & Bonds Sell Off Again | May 21, 2025 – Morning Market Briefing
Japanese Bond Auction & Impact of Tariffs | May 20, 2025 – Morning Market Briefing
Budget Goes to The House & US Debt Downgraded | May 19, 2025 – Morning Market Briefing
Charter in Talks to Merge with Cox Communications | May 16, 2025 – Morning Market Briefing
Bank Deregulation & Trump vs. Apple | May 15, 2025 – Morning Market Briefing
Medicaid Cuts – Fighting Inflated Payments | May 14, 2025 – Morning Market Briefing
Yesterday's Market Rally & CPI Comes in Low | May 13, 2025 – Morning Market Briefing
China Trade Deal – 90 Day Reduction in Tariffs | May 12, 2025 – Morning Market Briefing
Trade Deal Updates & Tax Hikes | May 9, 2025 – Morning Market Briefing
Fed Meeting Recap | May 8, 2025 – Morning Market Briefing
Fed Meeting Preview & Trade Deals on the Horizon | May 7, 2025 – Morning Market Briefing
ISM Services PMI & A Surprising Election Outcome in Germany | May 6, 2025 – Morning Market Briefing
Buffett to Step Down as CEO of Berkshire Hathaway | May 5, 2025 – Morning Market Briefing
Jobs Come in Hot & Amazon Earnings | May 2, 2025 – Morning Market Briefing
Progress on Trade Deals & Tesla Considered Replacing Musk as CEO | May 1, 2025 – Morning Market Briefing
GDP Declines & Treasury Refunding Plan | April 30, 2025 – Morning Market Briefing
Canada Election Results & European Power Outage | April 29, 2025 – Morning Market Briefing
Trump's Muni Bond Portfolio Review | April 28, 2025 – Morning Market Briefing
Apple to Produce All US-Sold iPhones in India | April 25, 2025 – Morning Market Briefing
Bessent Speaks at Institute of International Finance | April 24, 2025 – Morning Market Briefing
Elon to Cut Back on DOGE Time | April 23, 2025 – Morning Market Briefing
Nomura Makes Largest Acquisition Since Lehman | April 22, 2025 – Morning Market Briefing
Muni Market Turbulence & Medicaid Budget Cuts | April 21, 2025 – Morning Market Briefing
Jay Powell Remains Hawkish | April 17, 2025 – Morning Market Briefing
Hong Kong Halts Shipments Bound for US | April 16, 2025 – Morning Market Briefing
BofA Fund Manager Survey: Global Growth Expectations Hits Record Low | April 15, 2025 – Morning Market Briefing
U. of Michigan Consumer Sentiment: Delusion vs. Reality | April 14, 2025 – Morning Market Briefing
PPI Declines & China Retaliates with Tariffs of 125% | April 11, 2025 – Morning Market Briefing
Market Jumps 10% After Trump Authorizes 90 Day Pause | April 10, 2025 – Morning Market Briefing
Tariffs Kick In & China Fights Back | April 9, 2025 – Morning Market Briefing
Market Volatility & NFIB Small Business Optimism | April 8, 2025 – Morning Market Briefing
Foreign Markets Crumble Overnight | April 7, 2025 – Morning Market Briefing
Jobs Report & Yesterday's Sell-Off | April 4, 2025 – Morning Market Briefing
The Implications of Reciprocal Tariffs | April 3, 2025 – Morning Market Briefing
Liberation Day Preview | April 2, 2025 – Morning Market Briefing
Kid Rock in the Oval Office & Dallas Fed Survey | April 1, 2025 – Morning Market Briefing
Rocket to Buy Mortgage Servicer Mr. Cooper | March 31, 2025 – Morning Market Briefing
Mark Carney Calls for Trade Renegotiation with US | March 28, 2025 – Morning Market Briefing
25% Tariffs on Vehicles Manufactured Outside the US | March 27, 2025 – Morning Market Briefing
Copper Tariffs & Private Equity Eyeing 401(k)s | March 26, 2025 – Morning Market Briefing
KB Homes Disappoints on Earnings & Meta's New Subscriptions | March 25, 2025 – Morning Market Briefing
White House Narrows Scope of April 2nd Liberation Day | March 24, 2025 – Morning Market Briefing
DOGE Cuts Continue & DoorDash Partners with Klarna | March 21, 2025 – Morning Market Briefing
The Fed & Bank of England Keep Rates Unchanged | March 20, 2025 – Morning Market Briefing
Risk Control Summit Recap & Yesterday's 20-Year Auction | March 19, 2025 – Morning Market Briefing
"Y'all Street" – Nasdaq Planning Second US Headquarters in Dallas | March 18, 2025 – Morning Market Briefing
Soft Retail Sales & Forever 21 Goes Bankrupt | March 17, 2025 – Morning Market Briefing
Shutdown Avoided & Soft 30-Year Bond Auction | March 14, 2025 – Morning Market Briefing
PPI is Down Despite Tariffs | March 13, 2025 – Morning Market Briefing
CPI Cooler Than Expected & Mortgage Applications Up Again | March 12, 2025 – Morning Market Briefing
What Happened Yesterday? Why We See Opportunity, Not Panic | March 11, 2025 – Morning Market Briefing
Mark Carney is Canada's Next Prime Minister | March 10, 2025 – Morning Market Briefing
Ukraine Negotiations Begin on Monday & Broadcom Earnings | March 7, 2025 – Morning Market Briefing
ECB Cuts Rates & Beige Book Shows Economic Activity Up Slightly | March 6, 2025 – Morning Market Briefing
Germany's Massive Fiscal Stimulus & Trump Addresses Joint Session of Congress | March 5, 2025 – Morning Market Briefing
Taiwan Semiconductor to Invest $100b in US | March 4, 2025 – Morning Market Briefing
Zelensky in The Oval Office & China Stimulus | March 3, 2025 – Morning Market Briefing
Trump Talks Tariffs with Keir Starmer | February 28, 2025 – Morning Market Briefing
Mr. Beast is Raising Capital & Nvidia Beats Earnings | February 27, 2025 – Morning Market Briefing
Ukraine Mineral Rights Deal & The Gold Card | February 26, 2025 – Morning Market Briefing
Crypto Crumbles & Bonds Rip | February 25, 2025 – Morning Market Briefing
Buffett's Annual Letter & Microsoft Canceling Data Center Leases | February 24, 2025 – Morning Market Briefing
DOJ Investigates Medicare Billing Practices at UNH | February 21, 2025 – Morning Market Briefing
Slashing the Defense Budget by 8% Annually | February 20, 2025 – Morning Market Briefing
Canadian Pacific's Strong Start to the Year & Today's Apple Event | February 19, 2025 – Morning Market Briefing
Housing Market Update & Russia/Ukraine Peace Talks | February 18, 2025 – Morning Market Briefing
Retail Sales Drops & More Tariffs | February 14, 2025 – Morning Market Briefing
Budget Proposals & PPI Comes in Hot | February 13, 2025 – Morning Market Briefing
CPI Comes in Hot & Powell Gives No Sign of Rate Cuts | February 12, 2025 – Morning Market Briefing
Small Business Optimism & Jay Powell Testifies in the Senate | February 11, 2025 – Morning Market Briefing
Tariffs on Imports of Steel and Aluminum | February 10, 2025 – Morning Market Briefing
Jobs Day in America | February 7, 2025 – Morning Market Briefing
X Debt Sees Stronger Demand Than Anticipated | February 6, 2025 – Morning Market Briefing
Trump Proposes the US Takes Over Gaza | February 5, 2025 – Morning Market Briefing
America's Sovereign Wealth Fund & ISM Manufacting Booms | February 4, 2025 – Morning Market Briefing
Canada, Mexico, and China React to New Tariffs | February 3, 2025 – Morning Market Briefing
Tariffs To Be Imposed on Canada & Mexico | January 31, 2025 – Morning Market Briefing
GDP Comes in Cold & Fed Maintains Rates | January 30, 2025 – Morning Market Briefing
Beyond the Portfolio: How AI is Redefining Law & Order with The Good Judge-ment Podcast
Alibaba's New AI & Apple Partners with Starlink | January 29, 2025 – Morning Market Briefing
Yesterday's Market Fallout | January 28, 2025 – Morning Market Briefing
DeepSeek Crashes the Market & Columbia's Tariffs | January 27, 2025 – Morning Market Briefing
The World Economic Forum & BoJ Hikes Rates | January 24, 2025 – Morning Market Briefing
Saudi Arabia Pledges $600b to The US | January 23, 2025 – Morning Market Briefing
Stargate Pledges $500b Investment in US AI | January 22, 2025 – Morning Market Briefing
Trump Inauguration Takeaways | January 21, 2025 – Morning Market Briefing
Bessent Confirmation Recap | January 17, 2025 – Morning Market Briefing
Yesterday's Market Rally & Beige Book Update | January 16, 2025 – Morning Market Briefing
Meta Laying Off 5% of Employees & CPI Rises | January 15, 2025 – Morning Market Briefing
Small Business Optimism Jumps & PPI Accelerates | January 14, 2025 – Morning Market Briefing
Rate Hike Expectations & Biden's Final Week as President | January 13, 2025 – Morning Market Briefing
Jobs Numbers Beat & Atlanta Weather Report | January 10, 2025 – Morning Market Briefing
Fed Shows Caution on Future Rate Cuts & Biden Limits Chip Exports | January 9, 2025 – Morning Market Briefing
10-Year Rises & Trump Shops Countries | January 8, 2025 – Morning Market Briefing
Nvidia Announces New Chips and Partnerships | January 7, 2025 – Morning Market Briefing
Foxconn's Strong Sales & Political Unrest Abroad | January 6, 2025 – Morning Market Briefing
Biden Expected to Block Nippon Steel Deal | January 3, 2025 – Morning Market Briefing
Dockworkers Set to Strike Again | January 2, 2025 – Morning Market Briefing
2024 Review & College Football Preview | December 31, 2024 – Morning Market Briefing
We're Back. Jimmy Carter's Passing & The H1-B Debate | December 30, 2024 – Morning Market Briefing
Is a Government Shutdown for Christmas Inevitable? | December 20, 2024 – Morning Market Briefing
Fed Cuts Rates & Government Shutdown Looms | December 19, 2024 – Morning Market Briefing
Nissan-Honda Merger Talks | December 18, 2024 – Morning Market Briefing
Turkey Threatens to Invade Syria & Retail Sales | December 17, 2024 – Morning Market Briefing
Preview of Wednesday's Fed Meeting | December 16, 2024 – Morning Market Briefing
Restoration Hardware & Broadcom Soar After Earnings | December 13, 2024 – Morning Market Briefing
PPI Rises & Adobe Drops After Earnings | December 12, 2024 – Morning Market Briefing
Beyond the Portfolio: There and Back Again, A Hedge Fund Tale with Mike Messner
US Dollar Continues to Strengthen | December 11, 2024 – Morning Market Briefing
NFIB Small Business Optimism Survey's Biggest Jump Since 1980 | December 10, 2024 – Morning Market Briefing
Trump on Meet the Press & Syria Coup | December 9, 2024 – Morning Market Briefing
Jobs Increase & China Bans Shipments on Gallium to U.S. | December 6, 2024 – Morning Market Briefing
UNH CEO Brian Thompson Shot in Manhattan | December 5, 2024 – Morning Market Briefing
South Korea's Political Turmoil | December 4, 2024 – Morning Market Briefing
Powerful ISM Manufacturing Report | December 3, 2024 – Morning Market Briefing
France's Budget Negotiations | December 2, 2024 – Morning Market Briefing
Consumer Confidence & Tariff Freak-Outs | November 27, 2024 – Morning Market Briefing
Tariff Talk & Qualcomm's Lost Interest in Intel | November 26, 2024 – Morning Market Briefing
3-3-3 Plan & Trump's Treasury Secretary Pick | November 25, 2024 – Morning Market Briefing
Euro Continues to Weaken & Gaetz Resignation | November 22, 2024 – Morning Market Briefing
Russia Launches ICBM & Nvidia Earnings | November 21, 2024 – Morning Market Briefing
More Trump Cabinet Picks & Target Earnings | November 20, 2024 – Morning Market Briefing
Russia/Ukraine Update & Blackstone Acquires Jersey Mike's | November 19, 2024 – Morning Market Briefing
More Cabinet Appointments & Spirit Airlines Bankruptcy | November 18, 2024 – Morning Market Briefing
October Retail Sales & Powell's First Speech Since Rate Cut | November 15, 2024 – Morning Market Briefing
Fixed Income Leaders Summit & PPI | November 14, 2024 – Morning Market Briefing
The Department of Government Efficiency | November 13, 2024 – Morning Market Briefing
NFIB Small Business Report & Home Depot Earnings | November 12, 2024 – Morning Market Briefing
Bitcoin & Oil Deregulation | November 11, 2024 – Morning Market Briefing
Fed Cut Rates & Redfin Earnings | November 8, 2024 – Morning Market Briefing
Yesterday's Market & BOE Cuts Rates | November 7, 2024 – Morning Market Briefing
Donald J. Trump Elected 47th President of The United States | November 6, 2024 – Morning Market Briefing
Who Will Win? Narwhal's Election Day Preview | November 5, 2024 – Morning Market Briefing
RIP TGI Friday's & Pre-Election Day Update | November 4, 2024 – Morning Market Briefing
Yesterday's Sell-Off & Apple Earnings | November 1, 2024 – Morning Market Briefing
PCE Inflation & UK Budget | October 31, 2024 – Morning Market Briefing
Weak Jobs Numbers Ahead of Election | October 30, 2024 – Morning Market Briefing
10-Year Back Above 4.30% | October 29, 2024 – Morning Market Briefing
Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing
Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing
Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing
BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing
Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing
Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing
China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing
ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing
Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing
BoA Fund Manager Survey Shows Cash Levels are Down | October 15, 2024 – Morning Market Briefing
WSJ Economy Survey & Payment-In-Kind Interest Gains Traction | October 14, 2024 – Morning Market Briefing
PPI Rises & Tesla Announces the Cybercab | October 11, 2024 – Morning Market Briefing
CPI Rises & BoA Shows Consumers Decreasing Spending | October 10, 2024 – Morning Market Briefing
DOJ Tries to Break-Up Google| October 9, 2024 – Morning Market Briefing
Yesterday's Market Sell-Off & Small Business Optimism Continues to Decline| October 8, 2024 – Morning Market Briefing
Oil Prices Rise & Big Tech is Downgraded | October 7, 2024 – Morning Market Briefing
Jobs Numbers Beat & the Longshoremen Strike is Over | October 4, 2024 – Morning Market Briefing
Tesla Falls on Deliveries & Swizz Inflation Slows | October 3, 2024 – Morning Market Briefing
Nike's Poor Earnings & Vance vs Walz Debate | October 2, 2024 – Morning Market Briefing
Israel Sends Troops into Lebanon & Longshoremen Strike Begins | October 1, 2024 – Morning Market Briefing
China Drops Mortgage Rates & Longshoremen Prepare to Strike | September 30, 2024 – Morning Market Briefing
Costco Earnings & Trump Meeting with Zelensky | September 27, 2024 – Morning Market Briefing
Revenge of the Semis | September 26, 2024 – Morning Market Briefing
DOJ Suing Visa on Debit-Card Payments | September 25, 2024 – Morning Market Briefing
The Importance of a Holistic Financial Advisor | Financial Planning Series
US Proposes Banning Chinese Software in Vehicles | September 24, 2024 – Morning Market Briefing
Microsoft & the Three Mile Island Nuclear Generating Station| September 23, 2024 – Morning Market Briefing
Nike CEO Steps Down and Veteran Elliot Hill Steps In | September 20, 2024 – Morning Market Briefing
Tom Was Right – Fed Cuts by 50bps | September 19, 2024 – Morning Market Briefing
Fed Day & PMI Sells Inhaler Maker to Molex | September 18, 2024 – Morning Market Briefing
Spending Pressures and Status Anxiety | Financial Planning Series
Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing
Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing
Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing
Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing
Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing
Navigating Debt | Financial Planning Series
NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing
More Soft Jobs Results | September 6, 2024 – Morning Market Briefing
Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing
Yesterday's Market Sell-Off & DOJ Subpoenas Nvidia | September 4, 2024 – Morning Market Briefing
Deciphering Your Budget: Exploring Your Money's Impact on Your Life | Financial Planning Series
Harris Says US Steel Should Remain Domestically Owned | September 3, 2024 – Morning Market Briefing
LULU, GAP, DELL, & INTC Earnings | August 30, 2024 – Morning Market Briefing
Nvidia Earnings & Q2 GDP Revision | August 29, 2024 – Morning Market Briefing
Increased Consumer Confidence & Oil Spill on the Red Sea | August 28, 2024 – Morning Market Briefing
Navigating Career Growth: Strategies for Maximizing Income | Financial Planning Series
The College Football Preview | August 27, 2024 – Morning Market Briefing
What Powell Said at Jackson Hole | August 26, 2024 – Morning Market Briefing
Canada Shuts Down Railway Strike | August 23, 2024 – Morning Market Briefing
Jobs Revised Down By 818k | August 22, 2024 – Morning Market Briefing
Previewing Today's Jobs Revisions & an Update on Non-Competes | August 21, 2024 – Morning Market Briefing
Kamala's Corporate Tax Rate Hike & Canadian Rail Strike | August 20, 2024 – Morning Market Briefing
AMD Buying ZT Systems & Imports Surge in July | August 19, 2024 – Morning Market Briefing
Kamala's Economic Agenda & The Week Ahead | August 16, 2024 – Morning Market Briefing
Retail Sales Accelerate & Walmart Earnings | August 15, 2024 – Morning Market Briefing
CPI Comes in Below Expectations | August 14, 2024 – Morning Market Briefing
Starbucks Snags New CEO from Chipotle | August 13, 2024 – Morning Market Briefing
Tensions Build In The Middle East| August 12, 2024 – Morning Market Briefing
Market Rally Continues & All About Tim Walz | August 7, 2024 – Morning Market Briefing
ISM Services Report & Google Loses Antitrust Trial | August 6, 2024 – Morning Market Briefing
Market Reacts to Fed's Delay | August 5, 2024 – Morning Market Briefing
Job Growth Slows & Unemployment Rises, When Will Rates Drop? | August 2, 2024 – Morning Market Briefing
Yesterday's Fed Meeting & BOE Cuts Rates | August 1, 2024 – Morning Market Briefing
Update on Jobs & Tech Earnings Begin | July 31, 2024 – Morning Market Briefing
Government Plans to Auction Fewer Bonds | July 30, 2024 – Morning Market Briefing
Fed Week & Supreme Court Reforms Proposed by Biden | July 29, 2024 – Morning Market Briefing
Core PCE Inflation & Earnings | July 26, 2024 – Morning Market Briefing
Markets Slide & Is GDP Really Up? | July 25, 2024 – Morning Market Briefing
Bank of Canada Set to Cut Rates | July 24, 2024 – Morning Market Briefing
Car Dealers Increase Incentives & Wiz Rejects Google | July 23, 2024 – Morning Market Briefing
Biden's Withdrawal & Ukraine Defaults on its Debt | July 22, 2024 – Morning Market Briefing
Largest IT Outage in History & Earnings | July 19, 2024 – Morning Market Briefing
Tech Stocks Worst Day of 2024 | July 18, 2024 – Morning Market Briefing
Biden's Trade War & JBHT, ASML, JNJ, ELV Earnings | July 17, 2024 – Morning Market Briefing
Powell Signals Rate Cut Incoming & Trump VP Pick | July 16, 2024 – Morning Market Briefing
Trump Assassination Attempt | July 15, 2024 – Morning Market Briefing
Why Didn't The Market Rally Yesterday? | July 12, 2024 – Morning Market Briefing
UK Economic Growth Accelerates & CPI | July 11, 2024 – Morning Market Briefing
Powell Testimony Suggests a Rate Cut is Getting Closer | July 10, 2024 – Morning Market Briefing
French Parliament Dominated By New Popular Front | July 8, 2024 – Morning Market Briefing
Landslide Labor Party Win in The UK General Election | July 5, 2024 – Morning Market Briefing
Tesla Up 10% After Deliveries & ADP Employment Report | July 3, 2024 – Morning Market Briefing
ISM Manufacturing & Upflation | July 2, 2024 – Morning Market Briefing
Merger Monday - Boeing to Buy Spirit and Blackrock to Buy Preqin | July 1, 2024 – Morning Market Briefing
Biden-Trump Presidential Debate | June 28, 2024 – Morning Market Briefing
FedEx Earnings & Tightening Credit Spreads | June 26, 2024 – Morning Market Briefing
Current View on Markets & Economy | June 25, 2024 – Morning Market Briefing
Beyond the Portfolio: Mendez, Molev and the American Dream
Apple AI Collab with Meta & Zepbound for Sleep Apnea | June 24, 2024 – Morning Market Briefing
Nvidia Rebalancing & European PMIs Slow in June | June 21, 2024 – Morning Market Briefing
Swizz National Bank Makes Surprise Rate Cut | June 20, 2024 – Morning Market Briefing
Philip Morris Halts US Online Sales of Zyn | June 18, 2024 – Morning Market Briefing
Apple Supplier TDK Claims Solid-State Battery Breakthrough | June 17, 2024 – Morning Market Briefing
France's Political Turmoil & FAA Crackdown on Fake Titanium | June 14, 2024 – Morning Market Briefing
Fed Leaves Rates Unchanged | June 13, 2024 – Morning Market Briefing
Stong 10-Year Bond Auction & CPI | June 12, 2024 – Morning Market Briefing
Apple Intelligence & Tomorrow's Fed Meeting | June 11, 2024 – Morning Market Briefing
Recapping Friday's Jobs Report & Europe's Rejection of The Establishment | June 10, 2024 – Morning Market Briefing
Nonfarm Payrolls & Saudi Aramco $11.2B Offering | June 7, 2024 – Morning Market Briefing
Nvidia Hits $3T Market Cap & ECB Cuts Rates | June 6, 2024 – Morning Market Briefing
Texas Stock Exchange & Jobs Data | June 5, 2024 – Morning Market Briefing
Mexico Election & ISM Manufacturing Slowdown | June 4, 2024 – Morning Market Briefing
OPEC+ Agrees to Extend Oil Production Cuts | June 3, 2024 – Morning Market Briefing
PCE Data & Market Implications of Trump Conviction | May 31, 2024 – Morning Market Briefing
Slow Software Sales & Heightened Retail Price Sensitivity | May 30, 2024 – Morning Market Briefing
Higher Than Anticipated Consumer Confidence & a Slow Housing Market | May 29, 2024 – Morning Market Briefing
Airstrike on Hamas & Sunak Doubles Down on Conservative Promises | May 28, 2024 – Morning Market Briefing
PMI Comes in Better Than Expected | May 24, 2024 – Morning Market Briefing
Nvidia Crushes Earnings Once Again| May 23, 2024 – Morning Market Briefing
UK Inflation Falls & US Seeing a Slowdown in Big-Ticket Purchases | May 22, 2024 – Morning Market Briefing
Recapping JPM Investor Day | May 21, 2024 – Morning Market Briefing
Copper Short Squeeze & Iran's President Dies in Helicopter Crash | May 20, 2024 – Morning Market Briefing
Mixed China Data & Canadian Teamsters Strike Pushed Off | May 17, 2024 – Morning Market Briefing
CPI Leak & Shein Pursuing London Listing | May 16, 2024 – Morning Market Briefing
Inflation Day, CPI Estimates, & Tom's Tales from the Windy City | May 15, 2024 – Morning Market Briefing
HD Earnings, Small Business Optimism, & Walmart Cuts Jobs | May 14, 2024 – Morning Market Briefing
Apple's AI Strategy & Georgia Data Centers | May 13, 2024 – Morning Market Briefing
Apple Cancels iPad Ad & UK Exits Recession | May 10, 2024 – Morning Market Briefing
Biden's CNN Interview & England Keeps Rates Unchanged| May 9, 2024 – Morning Market Briefing
Earnings Season Awards Show | May 8, 2024 – Morning Market Briefing
Hamas Agrees to Egypt/Quatar Cease-Fire & DIS Earnings | May 7, 2024 – Morning Market Briefing
Berkshire Hathaway Annual Meeting & Howard Schultz on SBUX | May 6, 2024 – Morning Market Briefing
AAPL Earnings & Jobs Day in America | May 3, 2024 – Morning Market Briefing
Fed is on Hold & ISM Manufacturing | May 2, 2024 – Morning Market Briefing
April Economic Data Isn't Great & the Fed Plays Bad Cop | May 1, 2024 – Morning Market Briefing
Apple's AI Efforts & Strong Chip Earnings| April 30, 2024 – Morning Market Briefing
Nick Timiraos Suggests the Neutral Rate May Be Higher & the Yen Has a Wild Trading Day | April 29, 2024 – Morning Market Briefing
PCE Inflation & NFL Draft | April 26, 2024 – Morning Market Briefing
GDP Declines & META, CMG, CAT Report Earnings | April 25, 2024 – Morning Market Briefing
Appaloosa Sues Credit Suisse & the Earnings Keep Coming | April 24, 2024 – Morning Market Briefing
Industrials, Consumer Staples, Healthcare, & Energy Earnings | April 23, 2024 – Morning Market Briefing
House Approves More Aid to Ukraine & the Week Ahead | April 22, 2024 – Morning Market Briefing
Israel's Response to Iran & Meta's Llama 3 | April 19, 2024 – Morning Market Briefing
Weak Transportation Earnings & Pension Funds Dump Stocks | April 18, 2024 – Morning Market Briefing
Central Banks Pivot the Pivot & Biden's Election Playbook | April 17, 2024 – Morning Market Briefing
Why The Market Dipped Yesterday | April 16, 2024 – Morning Market Briefing
Iran Attacks Israel and Tesla Layoffs | April 15, 2024 – Morning Market Briefing
Earnings Season Kicks Off With Banks | April 12, 2024 – Morning Market Briefing
The Fall-Out of Inflation Data | April 11, 2024 – Morning Market Briefing
CPI Report & What's Going on With Nvidia | April 10, 2024 – Morning Market Briefing
Conference Breakdown, Tesla Taxis, & NFIB Survey | April 9, 2024 – Morning Market Briefing
Andrew's Trip to The Capital & Jamie Dimon's Letter | April 8, 2024 – Morning Market Briefing
Nonfarm Payrolls & More Fed Talk with Tom | April 5, 2024 – Morning Market Briefing
Jay Powell Speaks at Stanford & ISM Services | April 4, 2024 – Morning Market Briefing
Tesla Deliveries & Taiwan Earthquake| April 3, 2024 – Morning Market Briefing
Globally synchronized recovery? | April 2, 2024 – Morning Market Briefing
Jay Powell Responds to Christopher Waller & China PMIs accelerate | April 1, 2024 – Morning Market Briefing
European Doves and American Hawks | March 28, 2024 – Morning Market Briefing
Visa-Mastercard Deal, Winrevair Approval, & a Wolf in Sheep's Clothing | March 27, 2024 – Morning Market Briefing
WeWork, Fed Hawkishness, & Israel Cancels Trip to Washington | March 26, 2024 – Morning Market Briefing
Terrorist Attack in Moscow & United Airlines Continues to Struggle | March 25, 2024 – Morning Market Briefing
The Fed Lays Out their Rate Cut Plans | March 22, 2024 – Morning Market Briefing
UK Inflation Data & What to Expect from Today’s Fed Meeting | March 20, 2024 – Morning Market Briefing
Debate Heats up within the Fed & Bank of Japan Ends Negative Rate Policy | March 19, 2024 – Morning Market Briefing
Changes to the Real Estate Landscape & Fed Meeting Preview | March 18, 2024 – Morning Market Briefing
Does AI Disrupt ADBE’s Underlying Business & Schumer Criticizes Israel’s Leadership | March 15, 2024 – Morning Market Briefing
TikTok Ban Discussion & PPI Data Comes in Higher than Expectations | March 14, 2024 – Morning Market Briefing
Bond Market Pricing in Fed Policy Error & Market Dynamics Drive Stocks Higher | March 13, 2024 – Morning Market Briefing
CPI Data Pushes against the Fed’s Rate Cut Narrative | March 12, 2024 – Morning Market Briefing
Far-Right Policies Continue to Gain Popularity Globally & Previewing Tomorrow’s CPI Report | March 11, 2024 – Morning Market Briefing
Jobs Report & Recapping the State of the Union Address | March 8, 2024 – Morning Market Briefing
Steve Mnuchin Funds NYCB & Jay Powell Testifies before the Senate | March 7, 2024 – Morning Market Briefing
Yesterday’s Market Correction & Trump Dominates Super Tuesday | March 6, 2024 – Morning Market Briefing
Positivity Surrounding Target Earnings & Apple Struggling in China | March 5, 2024 – Morning Market Briefing
Interest Rates & Fed Decision Making in 2024 | March 4, 2024 – Morning Market Briefing
NY Community Bank’s Freefall Continues & High Rates Exposing Bad Operators | March 1, 2024 – Morning Market Briefing
AI’s Impact across the Tech Sector & PCE Data | February 29, 2024 – Morning Market Briefing
US Opens Anti-Trust Case against UNH & Tom Discusses Ways to Lock in High Rates | February 28, 2024 – Morning Market Briefing
FTC Challenges Kroger & Big Names Making the Case for Active Management | February 27, 2024 – Morning Market Briefing
Previewing This Week’s PCE Data & Highlights from Warren Buffett’s Annual Letter | February 26, 2024 – Morning Market Briefing
The Asset Manager Landscape & A Look into Commercial Real Estate | February 23, 2024 – Morning Market Briefing
Another Quarter, Another Blockbuster Earnings for NVDA | February 22, 2024 – Morning Market Briefing
AMZN Added to the DOW & Earnings Data from ADI and Garmin | February 21, 2024 – Morning Market Briefing
Capital One Buys Discover Financial & Further Digesting Inflationary Data | February 20, 2024 – Morning Market Briefing
Economic Data Continues to Point to Sticky Inflation | February 16, 2024 – Morning Market Briefing
Cold Retail Sales Data Pushes Rates Down | February 15, 2024 – Morning Market Briefing
Healthcare Costs Driving Inflation & Individual Companies Making Deals | February 14, 2024 – Morning Market Briefing
CPI Report Shows Accelerating Inflation Data | February 13, 2024 – Morning Market Briefing
M&A Continues in the Energy Space & the CPI Preview | February 12, 2024 – Morning Market Briefing
Earnings from Pepsi & Janet Yellen’s comments on CRE and Insurance | February 9, 2024 – Morning Market Briefing
Earnings Updates & Signs of Life in China | February 8, 2024 – Morning Market Briefing
Takeaways from an Evening with Kevin Warsh, Fed Chairman Finalist and Father of QE | February 7, 2024 – Morning Market Briefing
Earnings Data from Narwhal Holding Eli Lilly & The Hertz Debacle | February 6, 2024 – Morning Market Briefing
Blockbuster Jobs Report Could Continue to Delay Rate Cuts | February 5, 2024 – Morning Market Briefing
Earnings from Mega-Caps Including AAPL, AMZN, and META | February 2, 2024 – Morning Market Briefing
Previewing Today’s Fed Meeting & Mega-Cap Earnings Results | January 31, 2024 – Morning Market Briefing
The Market Searches for Positive News on the Inflation Front & More Earnings Data | January 30, 2024 – Morning Market Briefing
US Servicemen Killed in Jordan & Breaking Down the Upcoming Fed Meeting | January 29, 2024 – Morning Market Briefing
Weak Earnings from Intel & The Luxury Consumer Remains Strong | January 26, 2024 – Morning Market Briefing
GDP Comes in Hot & Tesla Shares Slide on Slowing Sales | January 25, 2024 – Morning Market Briefing
Earnings Reports & The Hits Keep Coming for Boeing | January 24, 2024 – Morning Market Briefing
Bank of Japan Remains Ultra-Dovish & Earnings Reports Show Modest Economic Growth | January 23, 2024 – Morning Market Briefing
Blackrock Exiting Shanghai Towers Investment & Capital One in Hot Water | January 22, 2024 – Morning Market Briefing
JBHT Shows Signs of Life in a Tough Freight Market | January 19, 2024 – Morning Market Briefing
Near-Term Rate Cuts Looking Less Likely & A Bevy of Earnings Reports | January 18, 2024 – Morning Market Briefing
Fed Commentary Taken as “Hawkish” by the Market | January 17, 2024 – Morning Market Briefing
Red Sea Tensions Continue to Escalate & The Fed Discussing a Slowdown in QT | January 16, 2024 – Morning Market Briefing
Red Sea Conflict Escalates, A Complicated Inflation Picture, & Bank Earnings | January 12, 2024 – Morning Market Briefing
A Hot CPI Report & Hertz Reduces their EV Fleet | January 11, 2024 – Morning Market Briefing
The SEC’s Bitcoin Flub & Boeing Fallout | January 10, 2024 – Morning Market Briefing
AMD and NVDA Announce AI-Powered PC & Ben Puts a Bow on UW’s Historic Season | January 9, 2024 – Morning Market Briefing
Issues Continue for the Boeing 737 Max & A Breakdown of Tonight’s National Championship Game | January 8, 2024 – Morning Market Briefing
Eli Lilly’s DTC Strategy & Signs of Persistent Inflation Beginning to Show | January 5, 2024 – Morning Market Briefing
Fed Rhetoric Proving to be a Powerful Tool | January 4, 2024 – Morning Market Briefing
Chinese EV Producer BYD Tops Tesla in Q4 Units Sold…or Did They? | January 3, 2024 – Morning Market Briefing
Oil Moves Higher & Stocks Slide to Start the Year | January 2, 2024 – Morning Market Briefing
Three College Football Experts Share Their Predictions| December 29, 2023 - Morning Market Briefing
Big Stories that could Impact Portfolios in 2024 | December 28, 2023 – Morning Market Briefing
How 2023 Predictions Fared | December 27, 2023 - Morning Market Briefing
British Billionaire Buys 25% Stake in Manchester United & Interest Rate Discussion | December 26, 2023 – Morning Market Briefing
Nike Cuts Top Line Guidance & Elon Musk’s Comments on Passive Investing | December 22, 2023 – Morning Market Briefing
Micron Sees Acceleration in Pricing & Is Inflation Making a Comeback? | December 21, 2023 – Morning Market Briefing
UK Inflation Data Comes in Lower than Expected & FedEx’s Underwhelming Earnings Report | December 20, 2023 – Morning Market Briefing
More Attacks on Red Sea Vessels & A Ban on The Apple Watch Series 9 | December 19, 2023 – Morning Market Briefing
The Impact of Interest Rates | December 18, 2023 – Morning Market Briefing
Narwhal's 2024 Outlook - Inflation, Consumer Pressure, and International Develpoment
Costco Earnings Data & Factors Impacting the Market Toward Year-end | December 15, 2023 – Morning Market Briefing
Breaking Down the Dovish Fed Meeting and the Implications Thereof | December 14, 2023 – Morning Market Briefing
PPI Data Points to Slowing Inflation & A Global Shift from “Fiscal Candy to Fiscal Limits” | December 13, 2023 – Morning Market Briefing
A Dive into the “Lukewarm” CPI Report & Layoff Announcements at EY and Hasbro | December 12, 2023 – Morning Market Briefing
Strange Happenings in the M&A World & A Data-Heavy Week Ahead | December 11, 2023 – Morning Market Briefing
Jobs Day, Restoration Hardware, Walmart and the consumer, More AI Chat | December 8, 2023 - Morning Market Briefing
Bank of Japan meeting, Consumer is slowing, McDonalds launching CosMc's | December 7, 2023 - Morning Market Briefing
ISM, JOLTS, ADP, and Conference Talk | December 6, 2023 - Morning Market Briefing
Stabilization in Industrials & Earnings Recap | December 5, 2023 – Morning Market Briefing
ISM Manufacturing Data Shows a Slowing Economy & US Vessels Attacked in the Red Sea | December 4, 2023 – Morning Market Briefing
Has The Fed Already Pivoted & A Friday Football Special | December 1, 2023 – Morning Market Briefing
Disinflation Beginning to Show in Europe and in Pockets of the US Economy | November 30, 2023 – Morning Market Briefing
Should the Fed Start Cutting Rates Sooner than Later? | November 29, 2023 – Morning Market Briefing
Adobe Releases Black Friday Sales Data & Bond Buyers are Moving Out on the Curve | November 28, 2023 – Morning Market Briefing
Temporary Truce in Gaza & Amazon Surpasses Fedex and UPS | November 27, 2023 – Morning Market Briefing
NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing
Best Buy Sees a Weaker Consumer & A Dive into Bond Strategy | November 21, 2023 – Morning Market Briefing
Javier Milei Wins Argentina’s Presidential Election & Sam Altman Joins MSFT | November 20, 2023 – Morning Market Briefing
Argentina Runoff Election & Outlook For Market Return | November 17, 2023 – Morning Market Briefing
Biden-Xi Meeting & Retail Earnings | November 16, 2023 – Morning Market Briefing
Economic Data and Target Earnings | November 15, 2023 – Morning Market Briefing
A Big Day For The CPI & Home Depot Updates | November 14, 2023 – Morning Market Briefing
New Drug Developments & Takeaways From Nashville Conference | November 13, 2023 – Morning Market Briefing
Rate Rally Pauses & Bank of America Economic Report | November 10, 2023 – Morning Market Briefing
Nvidia Adds New Chips For China & Eli Lily's New Weight Loss Drug | November 9, 2023 – Morning Market Briefing
Powells Upcoming Announcements & New Developments at Goldman Sachs | November 8, 2023 – Morning Market Briefing
What a Week for Bankruptcies & Weak Economic Data From China | November 7, 2023 – Morning Market Briefing
Fixed Income Updates & Japan is Getting Inflation Under Control | November 6, 2023 – Morning Market Briefing
Yesterday’s Market Rally & Apple Earnings | November 3, 2023 – Morning Market Briefing
Powell Announcement Recap & Disney Buys Comcasts Stake In Hulu | November 2, 2023 – Morning Market Briefing
WeWork Files Chapter 11 & More Tech Earnings | November 1, 2023 – Morning Market Briefing
Will Nvidia Be Able to Sell its $5B Order to China? & Economic Data | October 31, 2023 – Morning Market Briefing
Israel Updates, McDonald’s Earnings, & European Economy Updates | October 30, 2023 – Morning Market Briefing
U.S. Syria Strike, ECB Pauses Rate Hikes, & Tech Earnings | October 27, 2023 – Morning Market Briefing
Earnings Just Keep Coming & GDP for Q3 | October 26, 2023 – Morning Market Briefing
Israel Updates & Busy Week For Earnings | October 25, 2023 – Morning Market Briefing
10-Year Retreat, The State of The Economy & Big Earnings | October 24, 2023 – Morning Market Briefing
10-Year Rate Crosses 5% & Upcoming Earnings | October 23, 2023 – Morning Market Briefing
The State of Freight, Oil, & Consumer & Biden Addresses Conflicts | October 20, 2023 – Morning Market Briefing
U.S. Sends Aid to the Middle East & Interest Rates Jump | October 19, 2023 – Morning Market Briefing
Israel-Hamas War, Bond Market & Even More Earnings | October 18, 2023 – Morning Market Briefing
Tons of Earnings & And Economic Data | October 17, 2023 – Morning Market Briefing
Rite Aid Bankruptcy, Schwab Earnings, & Israel Updates | October 16, 2023 – Morning Market Briefing
Israel Updates, Oil Prices, & United Health, JP Morgan & Blackrock Earnings | October 13, 2023 – Morning Market Briefing
CPI Updates, House Speakership, & Earnings Updates | October 12, 2023 – Morning Market Briefing
Producer Price Index, Fed Updates, & Falling Rates | October 11, 2023 – Morning Market Briefing
PepsiCo Earnings, Presidential Race, & Israel Updates | October 10, 2023 – Morning Market Briefing
Hamas Attack on Israel, Bristol Myers Acquisition, & Friday’s Market Rally | October 9, 2023 – Morning Market Briefing
Unemployment Rates, Exxon M&A, & Upcoming Earnings | October 6, 2023 – Morning Market Briefing
Transportation Industry, Gas & Oil Prices, & The Bond Market | October 5, 2023 – Morning Market Briefing
Auto Sales Defy Gravity, House Speaker Removal, & Bond Sell-Offs | October 4, 2023 – Morning Market Briefing
ISM Manufacturing Data, Meta Updates, & AI in The Workplace | October 3, 2023 – Morning Market Briefing
Averted Government Shutdown, Market Updates, & Macro Forecasts | October 2, 2023 – Morning Market Briefing
Government Shutdown, Central Bank Updates, & Nike Earnings | September 29, 2023 – Morning Market Briefing
CarMax, AGCO, Bond Market, & Micron Earnings | September 28, 2023 – Morning Market Briefing
Amazon Anti-Trust Lawsuit, President Biden & UAW, & Costco Earnings | September 27, 2023 – Morning Market Briefing
Bond Market, Inflation, & And Housing Market | September 26, 2023 – Morning Market Briefing
Bond Selloffs, Writer’s Strike Updates, & Amazon’s AI Investment | September 25, 2023 – Morning Market Briefing
Interest Rates, Splunk Acquisition, & Earnings Expectations | September 22, 2023 – Morning Market Briefing
Fed Announcements, FedEx Earnings, & UAW Strike Updates | September 21, 2023 – Morning Market Briefing
Beyond the Portfolio | Lessons in Entrepreneurship with Southern Tide co-founder and Startup Consultant Don Oates
Fed Day Expectations & Interest Rate Impacts | September 20, 2023 – Morning Market Briefing
AAPL vs. MSFT, Inflation, and Instacart IPO | September 19, 2023 – Morning Market Briefing
Fed & Macro Updates, Upcoming Earnings, & IPOs | September 18, 2023 – Morning Market Briefing
Disney Selloffs, ADBE Earnings, & UAW Strike Start | September 15, 2023 – Morning Market Briefing
U.S. Macroeconomic News, Oil Prices, And More! | September 14, 2023 – Morning Market Briefing
U.K. and U.S. Economic News, The Airline Industry, And The UAW strike | September 13, 2023 – Morning Market Briefing
Apple Product Announcements, Barclays Conference, and Small Business Optimism| September 12, 2023 – Morning Market Briefing
Could China Rebound & A Perspective Shift Within the Fed | September 11, 2023 – Morning Market Briefing
Restoration Hardware, Fed Announcements, and Wage Growth | September 8, 2023- Morning Market Briefing
Stock Declines, The State of The World Economy, And Oil prices| September 7, 2023 – Morning Market Briefing
FTC Antitrust Suit With Amazon, VISA Conference, and Chinese Currency Fluctuation | September 6, 2023 – Morning Market Briefing
Labor Strikes, ARM IPO Expectations, and S&P Additions | September 5, 2023 – Morning Market Briefing
LULU & AVGO Earnings, National Employment Report, GDP Growth| September 1, 2023 – Morning Market Briefing
Dollar General Drops 15% on Earnings & China’s Economy Continues to Show Weakness | August 31, 2023 – Morning Market Briefing
HBQ & HBE Earnings, Economic and Employment Data, Hurricane Idalia Effects | August 30, 2023 – Morning Market Briefing
Jobs Data Runs Hot & GS Divesting RIA Business Segment | August 29, 2023 – Morning Market Briefing
Chairman Powell Announcements & UAW Negotiations | August 28, 2023 – Morning Market Briefing
Beyond the Portfolio August 23, 2023 | Sales Panel with Josh Young, Hannah Pencek, and Garret Lazenby
Germany & China Economic Data | August 25, 2023 – Morning Market Briefing
Nvidia Earnings & Presidential Debate Discussion | August 24, 2023 – Morning Market Briefing
ADI Earnings & Housing Market Discussion | August 23, 2023 – Morning Market Briefing
ARM IPO & Earnings Updates| August 22, 2023 – Morning Market Briefing
Airworthiness Directive for Raytheon & Fed Chair Speaks at Jackson Hole this Friday | August 21, 2023 – Morning Market Briefing
A Glimpse into Our Fixed Income Strategy Before a Power Outage Cuts the Show Short | August 18, 2023 – Morning Market Briefing
The Picture Remains Murky for the Fed & The Real Estate Market Shows Vulnerability | August 17, 2023 – Morning Market Briefing
The US Economy Continues to Chug Along & Target Reports Earnings | August 16, 2023 – Morning Market Briefing
China’s Economy Continues to Falter & The US Reports Big Retail Sales Data | August 15, 2023 – Morning Market Briefing
An Atypical Candidate Emerges in Argentina's Presidential Primary | August 14, 2023 – Morning Market
PPI Data Shows Inflation Could Reaccelerate & Biden Comments on the Situation in China | August 11, 2023 – Morning Market Briefing
Cooler CPI Data Could Provide False Confidence That Inflation is Under Control | August 10, 2023 – Morning Market Briefing
CPI Preview & ESPN Signs a Sports Betting Deal with PENN | August 9, 2023 – Morning Market Briefing
Moody’s Downgrades US Banks & Serious Economic Concerns in China | August 8, 2023 - Morning Market Briefing
Could We See Rate Cuts in Early 2024? | August 7, 2023 - Morning Market Briefing
Apple Earnings & ISM Report | August 4, 2023 - Morning Market Briefing
10 Year Selloff & Bank of England Decision | August 3, 2023 - Morning Market Briefing
AMD Gives Perspective for NVDA & Fitch Downgrades US Debt | August 2, 2023 - Morning Market Briefing
Caterpillar Reports Earnings & Disney Brings Back Two Former Executives | August 1, 2023 - Morning Market Briefing
An All Yellow Shutdown & A Johnson and Johnson Smackdown | July 31, 2023 - Morning Market Briefing
Bank of Japan Surprise & Update on JNJ | July 28, 2023 - Morning Market Briefing
Free Cash Flow Frenzy & GDP Growth | July 27, 2023 - Morning Market Briefing
It's Fed Day & Google, Microsoft Report Earnings | July 26, 2023 - Morning Market Briefing
Bank Deposit Reclassification & A Big Day For Earnings | July 25, 2023 - Morning Market Briefing
Phillips Healthcare in Trouble & Fed Continuously Hawkish | July 24, 2023 - Morning Market Briefing
TSMC's Earnings Fail to Electrify & Phillip Morris's Kill | July 20, 2023 - Morning Market Briefing
British Inflation Drops & Carvana's Stock Pops | July 19th, 2023 - Morning Market Briefing
Lockheed Martin & BofA Earnings Outperformance | July 18, 2023 - Morning Market Briefing
Tupperware's Debt Rots the Stock & Teamsters tell White House to not Intervene | July 17, 2023 - Morning Market Briefing
The Heat is On | Macro Presentation - Q2 2023
Earnings Begin & Yesterday's PPI | July 14, 2023 - Morning Market Briefing
Microsoft's Acquisition of Activision Approved & Telecom's Tagged with Toxins | July 12, 2023 - Morning Market Briefing
Amazon Prime Day Begins & NFIB June Report Gets Released | July 11, 2023 - Morning Market Briefing
Inflation Rears Ugly Head Towards Japan & Disney World Wait Times Drop | July 10, 2023 - Morning Market Briefing
Jobs Report Data & Costco Monthly Sales | July 7, 2023 - Morning Market Briefing
META launches Threads & Yellen arrives in Beijing | July 6, 2023 - Morning Market Briefing
The Coming Debt Crisis & The UPS-Teamsters Deal Falling Apart | July 5, 2023 - Morning Market Briefing
Goldman Sachs Offloads Retail Business & Apple Lowers Vision Pro Sales Expectations | July 3, 2023 - Morning Market Briefing
NKE Earnings & Student Loan Forgiveness | June 30, 2023 - Morning Market Briefing
Micron's Bad Guide & Lisa Khan's Big One | June 29, 2023 - Morning Market Briefing
Nvidia Slumps & Bank Stress Test | June 28, 2023 - Morning Market Briefing
Eli Lilly Reveals Results for New Weightloss Drug & Walgreens Cuts Guidance | June 27, 2023 - Morning Market Briefing
Russian Mutiny & Bidenomics | June 26, 2023 - Morning Market Briefing
Biden Enhances Ties With India & 3M Settlement | June 23, 2023 - Morning Market Briefing
Student Loan Forgiveness & Amazon Draws the FTC's Ire | June 22, 2023 - Morning Market Briefing
Fedex Earnings Recap & Bank of England Notes | June 21st, 2023 - Morning Market Briefing
RTX Investor Day & FEDEX Earnings | June 20th, 2023 - Morning Market Briefing
CAVA IPO & Chinese Stimulus Plan | June 16, 2023 - Morning Market Briefing
A Hawkish Skip & West Coast Ports Agreement | June 15th, 2023 - Morning Market Briefing
Microsoft Activision Deal & Google Antitrust | June 14, 2023 - Morning Market Briefing
CPI Report & BofA Fund Manager Survey | June 13, 2023 - Morning Market Briefing
Fed Meeting & AI Earnings | June 12, 2023 - Morning Market Briefing
Trump Indicted & Carvana Spike | June 9, 2023 - Morning Market Briefing
Reserve Currency Status | June 8, 2023 - Morning Market Briefing
Solutions & Grand Plans | June 7, 2023 - Morning Market Briefing
The US Federal Budget, the Balance Sheet, & Who Holds the Debt | June 6, 2023 - Morning Market Briefing
Debt, Interest Rates, & Inflation | June 5, 2023 - Morning Market Briefing
Jobs Report & Company Updates | June 2, 2023 - Morning Market Briefing
Powell Plays Down Speculation & Debt Ceiling Passes in the House | June 1, 2023 - Morning Market Briefing
Chinese Economic Deterioration & French Inflation | May 31, 2023 - Morning Market Briefing
Debt Ceiling Agreement Reached & After Market Earnings | May 30, 2023 - Morning Market Briefing
Costco Earnings & Debt Ceiling Developments | May 26, 2023 – Morning Market Briefing
National CRE and Atl Construction Economy Podcast
NVIDIA Explodes after Earnings & Desantis Announces Presidential Campaign | May 25, 2023 - Daily Market Briefing
FTC Cracks Down on Baby Formula Producers & ADI's Earnings | May 24, 2023 - Morning Market Briefing
Debt Ceiling Clock is Ticking & Lowes v. Home Depot | May 23, 2023 – Morning Market Briefing
China/US Relations Continue to Sour & Minneapolis Fed President Calls for a Terminal Rate Over 6% | May 22, 2023 – Morning Market Briefing
China Bans Micron & US Debt Ceiling Talks Continue | May 22, 2023 - Daily Market Briefing
John Deere’s Impressive Quarter & The Battle Continues Between Disney and the State of Florida | May 19, 2023 – Morning Market Briefing
An Intro of Our New Summer Interns & The Implications of Montana’s TikTok Ban | May 18, 2023 – Morning Market Briefing
Fed Speakers Point to More Rate Hikes & “Shrink” Impacts Target’s Bottom Line | May 17, 2023 – Morning Market Briefing
Retail Sales Data Slowing & A Rough Road Ahead for Commercial Real Estate | May 16, 2023 – Morning Market Briefing
Debt Ceiling Developments & Commentary from Fed Presidents | May 15, 2023 – Morning Market Briefing
Special Q&A Episode | May 12, 2023 – Morning Market Briefing
Economic Data Shows The Fed Could Be Making Progress & Submit Your Questions for Friday’s Q&A Show | May 11, 2023 – Morning Market Briefing
Inflation Eases Slightly in April & Submit Your Questions for Friday’s Q&A Show | May 10, 2023 – Morning Market Briefing
The Economic Impact of Tighter Credit Standards & A Slowdown in the China Reopening | May 9, 2023 – Morning Market Briefing
The Market Bounces Back to Close the Week & A Bearish Outlook from Warren Buffett | May 8, 2023 – Morning Market Briefing
Jobs Data Tops Expectations & Apple's Strong Quarter | May 5, 2023 – Morning Market Briefing
Discussing the Fed’s Rate Announcement & PacWest’s Tumble | May 4, 2023 – Morning Market Briefing
Bank Consolidation & Eli Lilly’s Favorable Alzheimer’s Data | May 3, 2023 – Morning Market Briefing
ISM Manufacturing Numbers & FDIC Potential New Program | May 2, 2023 - Daily Market Briefing
First Republic into Receivership & Commercial Real Estate Falters | May 1, 2023 - Daily Market Briefing
Personal Consumption & Government Spending Up & Private Investment Takes a Hit | April 28, 2023 - Daily Market Briefing
GDP Comes In Lower Than Expected & The Earnings Gauntlet Continues | April 27, 2023 – Daily Market Briefing
First Republic Is Running Out Of Time & Earnings From Some Top Dogs Start To Roll In | April 26, 2023 - Daily Market Briefing
The Writing Is On The Wall For First Republic Bank & Earnings Reports Continue To Pour In | April 25, 2023 – Daily Market Briefing
A Long Time Coming for BBBY & The Credit Crunch Continues | April 24, 2023 – Daily Market Briefing
Eurozone Update & More Earnings | April 21, 2023 - Daily Market Briefing
22-Year T-Bill High & Lots of Earnings | April 20, 2023 - Daily Market Briefing
Earnings Season & Future Rate Hikes | April 19, 2023 - Daily Market Briefing
Freight Recession & Bank Ambivalence | April 18, 2023 - Daily Market Briefing
Bing is Samsung's Choice & Schwab Deposits Down | April 17, 2023 - Daily Market Briefing
Strong Bank Earnings & Disappointing Retail Sales Data | April 14, 2023 – Daily Market Briefing
The Tide Goes Out | 2023 Q1 Macro Presentation
Jobless Claims & Impending Recession? | April 13, 2023 - Daily Market Briefing
March CPI & Buffet's Economic Commentary | April 12, 2023 - Daily Market Briefing
Trouble in Taiwan & The Fed "Killing Zombies" | April 11, 2023 – Daily Market Briefing
The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing
Slowing Services Growth, Costco and The Path of Interest Rates | April 6, 2023 - Daily Market Briefing
Weaker Economic Data & The Corresponding Market Impact | April 5, 2023 - Daily Market Briefing
McDonald’s Layoffs, Tesla Deliveries in China & New Medicare Rules | April 4, 2023 - Daily Market Briefing
Oil production cuts, WWE Acquisition & Low Tesla Deliveries | April 3, 2023 - Daily Market Briefing
Possible Stabilization in the Financial Industry & Implications of New Economic Data | March 31, 2023 - Daily Market Briefing
March 30, 2023 - Daily Market Briefing
March 29, 2023 - Daily Market Briefing
March 28, 2023 - Daily Market Briefing
March 27, 2023 - Daily Market Briefing
March 24, 2023 - Daily Market Briefing
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February 28, 2023 - Daily Market Briefing
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Beyond Portfolio - Amanda Riedling
February 7, 2023 - Daily Market Briefing
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January 18, 2023 - Daily Market Briefing
January 13, 2023 - Daily Market Briefing
January 12, 2023 - Daily Market Briefing
January 11, 2023 - Daily Market Briefing
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Q1 2023 - Macro Presentation (Audio)
January 6, 2023 - Daily Market Briefing
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Beyond the Portfolio - Barry Pencek
December 19, 2022 - Daily Market Briefing
December 15, 2022 - Daily Market Briefing
December 14, 2022 - Daily Market Briefing
December 13, 2022 - Daily Market Briefing
December 12, 2022 - Daily Market Briefing
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November 14, 2022 - Daily Market Briefing
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October 14, 2022 - Daily Market Briefing
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2022 Q3 - Macro Presentation
October 12, 2022 - Daily Market Briefing
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September 14, 2022 - Daily Market Briefing
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Q2 2022 Macro
July 14, 2022 - Daily Market Briefing
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State of the Market - June 14, 2022
June 13, 2022 - Daily Market Briefing
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Beyond the Portfolio - Andy Su
June 2, 2022 - Daily Market Briefing
June 1, 2022 - Daily Market Briefing
May 31, 2022 - Daily Market Briefing
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Macro Presentation - Q1 2022
April 13, 2022 - Daily Market Briefing
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April 1, 2022 - Daily Market Briefing
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Beyond the Portfolio: Steve Horvath
March 25, 2022 - Daily Market Briefing
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