HeyJaredThe Morning Market Briefing
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
- Indexed episodes, last 90 days
- 54
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
BOJ Hikes to 1.25% + LNG Tankers Slip Through the Strait of Hormuz | September 18, 2026 (opens the original)
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Andrew, Ben, and Tom cover signs the Strait of Hormuz is opening back up as LNG tankers get through, plus the Bank of Japan's 1.25% rate hike, Nvidia's guide-up on chip demand, and Warren Buffett handing over the Berkshire chairmanship. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures
Warsh Delivers a Hawkish 25bps Hike + Lennar Signals a Housing Slowdown | September 17, 2026 (opens the original)
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Ben and Tom break down Kevin Warsh's hawkish 25bps hike in a unanimous 12-0 vote, Lennar's Q3 miss and housing warning, plus commentary from JB Hunt, Goldman Sachs, and Boeing. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures
Zuck Defends Self-Policing on AI + Fed Preview: Hike, Hold, or Cut? | September 16, 2026 (opens the original)
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Andrew, Ben, and Tom cover Mark Zuckerberg's pushback against Anthropic on AI self-policing, today's Fed decision preview, OpenAI's potential $1.2T funding round, and Saudi Arabia's post-pipeline oil workarounds. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures
Jensen Huang Torches the AI Doomers: 'They've Been Wrong' | September 15, 2026 (opens the original)
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Andrew, Ben, and Tom cover Jensen Huang's All-in Podcast appearance blasting the AI doomers, Trump's surprise call-in defending AI, Obama's push for AI policy debate, plus Corning's $2B stock sale and Bank of America's guidance cut. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures
Anthropic's CEO Dario Calls to Slow the AI Race as Elon, Altman, Zuck Back Him | September 14, 2026 – Morning Market Briefing (opens the original)
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Ben and Tom break down Anthropic CEO Dario Amodei's call to slow the pace of AI development, the endorsements from Elon Musk, Sam Altman, and Mark Zuckerberg, and the resulting selloff across AI chip, cloud, and infrastructure stocks. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures
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