Narwhal Capital Management, LLC
The Investing PodcastEpisodes
Episodes of The Investing Podcast
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Andrew and Ben cover earnings and react to this morning's GDP number. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www
Appaloosa sues Credit Suisse over AT1 bond wipeout, FTC votes to ban non-compete agreements, and more earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-b
The United States sues to prevent the Coach/Michael Kors merger, and multiple earnings are reviewed this morning. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market
Ben and Tom discuss the new bill the House approved over the weekend, Georgia attracting immigrants, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily
Andrew, Ben, and Tom discuss Israel's drone strike on Iran, Meta launching Llam 3 AI, more earnings, and the Bitcoin halving. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/
Apologies for today's audio; wifi is down at the office. Ben reviews JBHT and KNX earnings, the Fed Beige book, TSM earnings, and pension funds pulling out of stocks. For information on how to join the Zoom calls live each morning at 8:30 EST,
Central Banks Pivot the Pivot & Biden's Election Playbook | April 17, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss Jay Powell's recent comments on the 12-month core PCE, Biden's mention of student loan forgiveness, and the Bank of America Fund Manager Survey. For information on how to join the Zoom calls live each morning at 8:3
Ben and Tom discuss yesterday's dip in the market and BAC, UNH, and JNJ earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures
Ben and Tom discuss Iran's attack on Israel, Salesforce eyeing Informatica, Tesla's layoffs, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-
Ben and Tom review bank earnings and discuss Iran. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.co
Apologies for the intro; I was muted for the first few seconds. Andrew reviews yesterday's CPI numbers and their effect on the market. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital
Ben and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit forecast. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-brie
Tom talks about his experience speaking at the FRA Sub-Advised Funds Forum at the Harvard Club of New York City, Elon teases Tesla Taxis on X, and the NFIB survey is reviewed. For information on how to join the Zoom calls live each morning at 8
Apologies for the late upload. Andrew Hall and Producer Hicks chat about D.C., Jamie Dimon, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-
Nonfarm payrolls, JNJ is buying Shockwave, and Fed talk is heating up. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://w
Jay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill Dudley's Op-Ed, and ISM Services. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/
Tesla deliveries are below the 450k estimate, Disney has an expensive proxy vote, Taiwan has its strongest earthquake in 25 years, and inflation is lower in Europe... for now.For information on how to join the Zoom calls live each morning at 8:
A globally synchronized recovery may be a front, missiles strike Iran's embassy in Damascus, and an increase in oil prices. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/d
Jay Powell squashed Christopher Waller's comments on Friday saying that he stilll thinks inflation is coming down, China PMIs accelerate, and Tesla deliveries are likely released tomorrow. For information on how to join the Zoom calls live each
European doves and American hawks, Restoration Hardware earnings, Amazon's efficiency, and the return of M&A. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-br
Visa and MasterCard reach a $30 billion deal with US retailers, Merck receives FDA approval for Winrevair in the US, and why the Artisan Developing World Fund is a wolf in sheep's clothing. For information on how to join the Zoom calls live eac
Adam Neumann offers to buy WeWork, Fed speakers have a hawkish outlook, and Netanyahu is no longer sending two delegates to the US. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.co
Moscow was attacked this weekend by ISIS, United Airlines is prevented from adding new routes by the FAA, and Trump needs cash. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/bl
Ben and Tom discuss soft data from Lulu, FedEx’s move upward after beating low expectations, the DOJ’s lawsuit against the AAPL ecosystem, the move by TSLA to raise prices, the Reddit IPO, the Donald Trump SPAC deal, notes from the Bank of Engl
Ben, Tom, and Andrew discuss inflation data from the UK, Samsung’s move upward on news from NVDA, SMCI (with the help of Goldman) struggling to get a stock deal done, the expectations for today’s Fed meeting, and the power of Fed rhetoric.For i
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