Best Narwhal Capital Management Podcasts (2025)

1
Breaking Down Miran’s Interest Rate Comments & Yesterday's CFA Meeting | September 25, 2025 – Morning Market Briefing 22:30

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40m ago22:30

22:30

Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting. Song: Fly Like an Eagle - Steve Miller Band For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://…

1
Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing 13:36

2h ago13:36

13:36

Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation. Song: Touch of Grey - Grateful Dead For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Autism Announcement & Nvidia Investing up to $100B in OpenAI | September 23, 2025 – Morning Market Briefing 18:22

22h ago18:22

18:22

Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI. Song: If This Is Just a Game - David Allan Coe For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https:…

1
Pfizer’s Latest Deal & New H-1B Rules | September 22, 2025 – Morning Market Briefing 14:58

2d ago14:58

14:58

Ben discusses Pfizer's latest acquisition and the implications of the new H-1B rules. Song: September - Earth, Wind, & Fire For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing 20:41

5d ago20:41

20:41

Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead. Song: Amie - Pure Prairie League For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
The Fed Cuts Rates & Nvidia Pours $5B into Intel | September 18, 2025 – Morning Market Briefing 19:24

6d ago19:24

19:24

Andrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel. Song: You Never Even Called Me by My Name - David Allan Coe For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.na…

1
TikTok Deal Framework Leaks & Pharma Companies Invest in the US | September 17, 2025 – Morning Market Briefing 12:49

7d ago12:49

12:49

Andrew and Ben discuss the TikTok deal framework, pharma companies investing in the US, and a preview of the Fed meeting today. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Global Tensions and Market Impact Ahead of the Fed Meeting | September 16, 2025 – Morning Market Briefing 27:19

9d ago27:19

27:19

Ben and Tom discuss international issues and their potential impact on the market and tomorrow's Fed meeting. Song: Fire on the Mountain - The Marshall Tucker Band For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/di…

1
US-China Talks Continue & German Election Results | September 15, 2025 – Morning Market Briefing 15:36

10d ago15:36

15:36

Andrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead. Song: Family Tradition - Hank Williams Jr. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Next Week's Fed Meeting: Will We Get a Cut? | September 12, 2025 – Morning Market Briefing 24:43

13d ago24:43

24:43

Andrew, Ben, and Tom share thoughts ahead of next week's Fed meeting. Song: Minute by Minute - The Doobie Brothers For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Our Reflections on Charlie Kirk's Assassination | September 11, 2025 – Morning Market Briefing 26:05

14d ago26:05

26:05

Andrew, Ben, and Tom discuss the tragic assassination of Charlie Kirk and yesterday's market. Song: Where Were You - Alan Jackson For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Oracle's Plan to Lead AI for the Enterprise & PPI Comes in Cold | September 10, 2025 – Morning Market Briefing 26:26

15d ago26:26

26:26

Andrew, Ben, and Tom discuss Oracle's jump after earnings, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data. Song: Karma Police - Radiohead For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/discl…

1
France Fires Their Prime Minister & Apple Event Preview | September 9, 2025 – Morning Market Briefing 19:04

16d ago19:04

19:04

Ben and Tom discuss France's firing of their Prime Minister, the NFIB Small Business Optimism, and a preview of Apple's event today. Song: Say It Ain't So - Weezer For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/di…

1
Bessent Blasts the Fed in Latest Articles | September 8, 2025 – Morning Market Briefing 22:37

17d ago22:37

22:37

Andrew, Ben, Hannah, and Tom discuss Bessent's latest articles on the Fed, Japan's Prime Minister's plan to resign, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Lululemon Flops on Earnings & ISM Services | September 5, 2025 – Morning Market Briefing 22:01

20d ago22:01

22:01

Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. Song: Walkin' on the Sun - Smash Mouth For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
JOLTS Report & Stephan Miran Facing Senate Confirmation | September 4, 2025 – Morning Market Briefing 19:32

21d ago19:32

19:32

Andrew and Hicks discuss the JOLTS report, CRM earnings, the German economy expectation of slower growth, and Stephen Miran facing Senate confirmation today. Song: Band On The Run - Paul McCartney For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclo…

1
Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing 23:54

22d ago23:54

23:54

Andrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing. Song: (Just Like) Starting Over - John Lennon For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/discl…

1
Kraft Heinz is Splitting Up & Eurozone Inflation | September 2, 2025 – Morning Market Briefing 18:26

23d ago18:26

18:26

Andrew and Tom discuss this weekend's college football, Kraft Heinz splitting up, and Eurozone inflation. Song: Maggie May - Rod Stewart For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
The College Football Preview | August 29, 2025 – Morning Market Briefing 23:13

27d ago23:13

23:13

Andrew provides five things you should rethink about college football, some individual team themes, and a preview of the weekend. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-brief…

1
Nvidia Earnings & Mexico to Increase Tariffs on China | August 28, 2025 – Morning Market Briefing 17:52

28d ago17:52

17:52

Andrew and Hicks discuss Nvidia earnings, Mexico increasing Tariffs on China, and tonight's college football games. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please se…

1
India Tariffs Jump to 50% & Record Levels of Share Buybacks | August 27, 2025 – Morning Market Briefing 16:45

29d ago16:45

16:45

Andrew and Hicks discuss the concerns surrounding Lisa Cook's firing, India's tariff jumping to 50%, and share buybacks hitting record highs. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-…

1
Lisa "The Fraudster" Cook is Fired | August 26, 2025 – Morning Market Briefing 24:38

1M ago24:38

24:38

Andrew and Tom discuss Trump firing Lisa Cook, Eli Lilly completing late-stage trial of Oforgilpron, and EssilorLuxxotica reportedly taking a 20% stake in Nikon. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.nar…

1
US Takes Stake in Intel & Chili's is Back | August 25, 2025 – Morning Market Briefing 22:20

1M ago22:20

22:20

Andrew and Tom discuss Powell's speech from Friday, the US taking its 10% stake in Intel, and Chili's is back. Song: I Saw Her Standing There - The Beatles For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Nvidia Halts H20 Production & Jackson Hole Preview | August 22, 2025 – Morning Market Briefing 17:27

1M ago17:27

17:27

Andrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole. Song: A New Man - Jerry Hutcheson For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclos…

1
Fed Governer Lisa Cook Under Fire & Initial Jobless Claims | August 21, 2025 – Morning Market Briefing 17:39

1M ago17:39

17:39

Andrew and Tom discuss Nick Timiraos's unusual article comparing Jay Powell to the pope, Fed Governor Lisa Cook's mortgage fraud, and initial jobless claims. Song: When I Come Around - Green Day For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosu…

1
Target Taps COO to Lead Turnaround & Truist's Bold New Strategy | August 20, 2025 – Morning Market Briefing 17:37

1M ago17:37

17:37

Andrew and Tom discuss Target's new CEO, Trump's bond portfolio, and Truist's latest strategy to capture the "Mass Affluent." Song: Oye Como Va - Santana For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Trump Pushing for a "Trilat" with Zelensky and Putin | August 19, 2025 – Morning Market Briefing 17:01

1M ago17:01

17:01

Andrew and Tom discuss yesterday's meeting with Zelensky in DC, Chamath's new SPAC, and HD earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosureBy Narwhal Capital Management

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Zelensky Returns to DC to Meet with Trump and European Leaders | August 18, 2025 – Morning Market Briefing 19:14

1M ago19:14

19:14

Andrew and Tom discuss Trump's meeting with Putin and Zelensky returning to DC today. Song: Sweet Child O' Mine - Guns N' Roses For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
The US Takes Stake in Intel & Retail Sales | August 15, 2025 – Morning Market Briefing 19:13

1M ago19:13

19:13

Andrew, Ben, Tom, and Pedro discuss Berkshire's recent buy of UNH, the US taking a stake in Intel, and retail sales. Song: Chillin' in Alaska - Tim Heidecker For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosu…

1
PPI Comes in Hotter than Expected | August 14, 2025 – Morning Market Briefing 23:48

1M ago23:48

23:48

Andrew, Ben, and Tom discuss this morning's PPI data and various earnings. Song: I'm in a Hurry (And Don't Know Why) - Alabama For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Perplexity Offers to Buy Google Chrome & Yesterday's Rally | August 13, 2025 – Morning Market Briefing 17:46

1M ago17:46

17:46

Andrew, Ben, and Tom discuss yesterday's market rally, Bessent's latest comments on rates, and Perplexity's offer to buy Google Chrome. Song: Innerbloom - Rüfüs Du Sol For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.co…

1
Small Business Optimism Rises & CPI Remains Steady | August 12, 2025 – Morning Market Briefing 19:41

1M ago19:41

19:41

Ben and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger. Song: Beautiful Disaster - 311 For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
AMD & Nvidia to Pay 15% China Revenue to the US | August 11, 2025 – Morning Market Briefing 15:37

2M ago15:37

15:37

Andrew, Ben, and Tom discuss AMD and Nvidia paying 15% of their China revenue to the US. Please reach out to [email protected] if you are interested in our fantasy football league. Song: Roundabout - YES For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see…

1
Meta Lands Funding Deal with Pimco and Blue Owl | August 8, 2025 – Morning Market Briefing 18:39

2M ago18:39

18:39

Ben and Tom discuss Meta's funding plan and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosureBy Narwhal Capital Management

1
Apple $600 Investment Announcement & 100% Tariffs on Semiconductors | August 7, 2025 – Morning Market Briefing 16:59

2M ago16:59

16:59

Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings. Song: Corduroy - Pearl Jam For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing 31:47

2M ago31:47

31:47

Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings. Song: Drown - Smashing Pumpkins For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
San Francisco Fed President Mary Daly Calls for Cuts | August 5, 2025 – Morning Market Briefing 18:49

2M ago18:49

18:49

Andrew and Ben discuss San Francisco Fed President Mary Daly's call for interest rate cuts, trade balance data, and various earnings. Song: Heaven Beside You - Alice In Chains For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.na…

1
BLS Director Erika McEntarfer Fired | August 4, 2025 – Morning Market Briefing 18:46

2M ago18:46

18:46

Andrew and Ben discuss BLS Director Erika McEntarfer being fired by Trump, Fed Governor replacement for Andrea Kugler, and Berkshire Hathaway earnings. Song: Sharp Dressed Man - ZZ Top For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https…

1
July Jobs Fall Short of Expectations | August 1, 2025 – Morning Market Briefing 30:11

2M ago30:11

30:11

Ben, Mason, and Pedro discuss this morning's jobs data, tariffs, the presidential fitness test, earnings, and Mason's exit interview. Song: Spiderwebs - No Doubt For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disc…

1
"Too Late" Powell Leaves Rates Unchanged | July 31, 2025 – Morning Market Briefing 26:14

2M ago26:14

26:14

Andrew, Ben, Thomas, and Tom discuss yesterday's Fed meeting, the crash in copper prices, an update on trade deals, and Thomas's exit interview. Song: Found Out About You - Gin Blossoms For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: http…

1
GDP Jumps to 3% & Consumer Confidence Increases | July 30, 2025 – Morning Market Briefing 25:25

2M ago25:25

25:25

Andrew, Ben, and Tom discuss jobs numbers, consumer confidence, and this morning's GDP data. Song: Georgy Porgy - Toto For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Trump Floats Patent System Overhaul & Fed Preview | July 29, 2025 – Morning Market Briefing 21:20

2M ago21:20

21:20

Andrew and Ben discuss Trump's potential patent system overhaul, a Fed preview, and various earnings. Song: Untitled - Smashing Pumpkins For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
EU Tariff Deal and an Update on Tariff Revenue | July 28, 2025 – Morning Market Briefing 13:20

2M ago13:20

13:20

Andrew, Ben, Hannah, and Tom discuss EU tariff deal, Goldman Sachs forgoes job cuts, and the week ahead. Song: Nights on Broadway - Bee Gees For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Trump Tours Federal Reserve Building & More M&A Activity | July 25, 2025 – Morning Market Briefing 16:21

2M ago16:21

16:21

Aden, Ben, & Tom discuss Trump's tour of the Federal Reserve building, M&A activity, various earnings, and closing questions for Aiden's last day. Song: Real American - Rick Derringer For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https:…

1
ECB Keeps Rates Steady & Trump AI Action Plan | July 24, 2025 – Morning Market Briefing 27:04

2M ago27:04

27:04

Ben and Tom discuss the ECB keeping rates steady, Trump's AI action plan, and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Japan to Invest $550b in the US | July 23, 2025 – Morning Market Briefing 20:12

2M ago20:12

20:12

Ben and Tom discuss the Japan trade deal and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Coca-Cola, Philip Morris, & General Motors Earnings | July 22, 2025 – Morning Market Briefing 19:39

2M ago19:39

19:39

Ben and Tom discuss earnings for KO, GM, PM, DHR, LMT, RTX, and NOC. Song: Mr. Brightside- The Killers For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosureBy Narwhal Capital Management

1
Bank Earnings, Pressure on the Fed, & Atlanta's Growth | July 21, 2025 – Morning Market Briefing 23:42

2M ago23:42

23:42

Ben and Tom give their thoughts on last week's market and the Wall Street Journal's article on Atlanta's growth slowing. Song: Still The Same - Bob Seger & The Silver Bullet Band For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www…

1
United Pacific in Talks to Buy Norfolk Southern | July 18, 2025 – Morning Market Briefing 10:49

2M ago10:49

10:49

Andrew and Pedro discuss UNP potentially buying NSC, NFLX earnings, & Iran is rearming its militia allies. Song: Over the Hills and Far Away - Led Zeppelin For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…

1
Voting Age in UK Lowered & EU Fighting US Tariffs | July 17, 2025 – Morning Market Briefing 13:20

2M ago13:20

13:20

Andrew and Thomas discuss the UK lowering its voting age to 16 and the EU preparing a list of retaliatory measures, including tariffs on the US. For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure…