The Morning Market Briefing

Narwhal Capital Management

The Morning Market Briefing presented by Narwhal Capital Management offers daily market commentary and long-form investment analysis, opinion, theory, and entertainment.

Visit our website: https://www.narwhal.com/
Please see disclosures: https://www.narwhal.com/disclosure

1000 Episódios

Who Leaked It? The Theories Behind Jensen's Exit & Who Leads Nvidia Next | November 13, 2026
13/11/2026
24:51
Ben and Tom dig into the theories behind Jensen Huang's exit and how Nvidia gets led now that roughly 60 executives share the decisions. Plus, PPI and the bond rally.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
BREAKING: Jensen Huang Resigns as Nvidia CEO, and We Break It Down Live | November 12, 2026
12/11/2026
29:42
Ben and Tom break down Jensen Huang's resignation as Nvidia CEO live as the news hits, including the affair investigations, Colette Kress taking over as interim CEO, and who could replace him.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
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Should The Fed Quadruple Hike? + CoreWeave Earnings Drive AI Higher| November 11, 2026
11/11/2026
24:05
Ben and Tom break down the interest rate enviroment, CoreWeave earnings, and Anthopic IPO details.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
Hot CPI Report + Anthropic's IPO Roadshow| November 10, 2026
10/11/2026
20:35
Ben and Tom break down the CPI report, Waller's speech, and Anthropic's IPO. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
Jensen Huang's Affair with a Chinese Spy + Trump on 60 Minutes | November 9, 2026
09/11/2026
18:56
Tom and Thomas break down the Jensen Huang affair, Trump on 60 minutes, and exits from Blackstone executives. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
S&P Craters 4% as Hedge Funds Blow Up + Jobs Smash Estimates at 165K | November 6, 2026
06/11/2026
26:58
Ben and Tom break down the hedge fund blowups and Anthropic IPO doubts behind the S&P's 4% drop, and a surprisingly strong 165K jobs report.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
Can You Point Out a Data Center? Why the Backlash May Be Overblown | November 5, 2026
05/11/2026
22:09
Ben, Thomas, and Tom break down whether the market's post-election rotation is a real sea change, Micron's paused Taiwan fab, and AI pressure on Expedia, Booking, and FICO.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
Blue Wave: Democrats Win the House & Senate + What It Means for Markets | November 4, 2026
04/11/2026
32:28
Andrew, Thomas, and Tom break down what the blue wave and flipped governorships mean for the data center buildout, ADP's 86K jobs beat, and earnings from AMD, Arista, and Super Micro.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
Marvell Sought Jensen Huang's Blessing + A Special Guest Breaks Down Artemis | November 3, 2026
03/11/2026
19:39
Andrew, Ben, and Tom welcome Hayden to break down NASA's Artemis moon missions, plus falling loan demand, Jensen Huang's growing influence, and Apple's first margin decline since 2019.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
78% of Stocks in the S&P 500 Rose Thursday. So Why Did the Market Fall? | November 2, 2026
02/11/2026
16:21
Andrew, Ben, and Tom break down why last week's selloff wasn't a crash, how fast money got flushed out of AI stocks, and Elon pulling back on Grok as SpaceX eyes EchoStar.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

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The Morning Market Briefing

Narwhal Capital Management

1000 Episódios

Who Leaked It? The Theories Behind Jensen's Exit & Who Leads Nvidia Next | November 13, 2026

BREAKING: Jensen Huang Resigns as Nvidia CEO, and We Break It Down Live | November 12, 2026

Should The Fed Quadruple Hike? + CoreWeave Earnings Drive AI Higher| November 11, 2026

Hot CPI Report + Anthropic's IPO Roadshow| November 10, 2026

Jensen Huang's Affair with a Chinese Spy + Trump on 60 Minutes | November 9, 2026

S&P Craters 4% as Hedge Funds Blow Up + Jobs Smash Estimates at 165K | November 6, 2026

Can You Point Out a Data Center? Why the Backlash May Be Overblown | November 5, 2026

Blue Wave: Democrats Win the House & Senate + What It Means for Markets | November 4, 2026

Marvell Sought Jensen Huang's Blessing + A Special Guest Breaks Down Artemis | November 3, 2026

78% of Stocks in the S&P 500 Rose Thursday. So Why Did the Market Fall? | November 2, 2026