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The Morning Market Briefing

Narwhal Capital Management
Federal Reserve
NVIDIA
Inflation
Iran
Oil
Donald Trump
Interest Rates
Housing Market
Openai
Spacex
Trump
Amazon
CPI
Apple
Tariffs
Trump Administration
Ukraine
Tesla
Artificial Intelligence
Netflix

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: www.narwhal.com/Please see disclosures: www.narwhal.com/disclosure

PublishesDailyEpisodes1000Founded10 years ago
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Latest Episodes

Andrew, Ben, and Tom discuss a rough day for US tech with Google delaying Gemini 3.5 Pro after it underperformed on coding benchmarks, China's Moonshot releasing Kimi K3 with claims of rivaling OpenAI and Anthropic's top models, Netflix dropping 10% ... more

Ben and Tom discuss the sharp value-over-momentum rotation with high-flying names getting smashed while broader market breadth improves, SpaceX Starship's critical launch attempt tonight at 5:45 PM local time in South Texas after May's booster spin-o... more

Andrew, Ben, and Tom discuss the Reuters report that Stripe and Advent are making a joint $53 billion bid for PayPal at $60.50 per share sending PYPL up 16%, Lucid's near-50% after-hours crash on an EV publication's report of a potential go-private o... more

Andrew, Ben, and Tom discuss June CPI falling to 3.5% and core CPI to 2.6% both below expectations with the biggest month-over-month drop since May 2020, Trump proposing a 20% fee on Strait of Hormuz cargo and reinstating the blockade sending WTI to ... more

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Recent Guests

Hannah June Russell
Junior fixed income analyst
Narwhal Capital Management
Episode: M&A Lawyers Charged in Insider Trading Ring + Hantavirus Outbreak | May 7, 2026 – Morning Market Briefing
Thomas Klecker
Executive commenting on TK Elevator merger
TK Elevator
Episode: UAE Abandons OPEC After 60 Years + What It Means for Oil Prices | April 29, 2026 – Morning Market Briefing
Chris Wright
Guest referenced in discussion, involved in commentary about policy/leadership
Unnamed government/analyst figure referenced in discussion
Episode: Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing
Amy O'Dell
Back on the Long Form Podcast, involved with a Lunch and Learn event
Roswell neurodevelopmental research center and school
Episode: Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing
Dr. Ken Harmon
Former student at KSU and speaker on happiness and resilience
KSU
Episode: Tariff Threats Return as Europe Weighs Retaliation | January 20, 2026 – Morning Market Briefing
Scott Bessent
Economist and financial analyst
Former Chief Investment Officer at Balyasny Asset Management
Episode: Bessent Speaks on Inflation & Russia/Ukraine Peace Deal Progress | November 24, 2025 – Morning Market Briefing
Ross Meinert
CEO of Kraft Bank, founder of a boutique retail bank in Atlanta, Georgia.
Kraft Bank
Episode: Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing
Hannah Russell
Super junior fixed income analyst
Episode: EU Tariff Deal and an Update on Tariff Revenue | July 28, 2025 – Morning Market Briefing
Wade Padgett
Judge and co-host of The Good Judgement Podcast
The Good Judgement Podcast
Episode: Beyond the Portfolio: How AI is Redefining Law & Order with The Good Judge-ment Podcast

Hosts

Tom Narwhal
Host of The Morning Market Briefing; Narwhal Capital Management
Benjamin Narwhal
Co-host of The Morning Market Briefing; Narwhal Capital Management

Reviews

4.9 out of 5 stars from 83 ratings
  • Entertaining and brilliant. Andrew, Ben, and Tom bring so much joy to my mornings.

    Podchaser
    5
    Jonathan Hicks
    3 months ago
  • Great Podcast

    Who else could you possibly want to wake up with? These guys are awesome. Great market and world events recap all in one place.

    Apple Podcasts
    5
    Dhale927729
    United States8 months ago
  • Constant bangers

    This is my go to podcast when I'm not hanging out with goth chicks or building tiny submarines to save thai boys

    Apple Podcasts
    5
    elonismusky
    United States8 years ago
  • Good stuff

    Astute observations by Andrew, Ben, Matt, and Sam. Legitimately good and worthwhile content. Bring back Krebs' Korner tho.

    Apple Podcasts
    5
    ScottyValiani
    United States9 years ago
  • Love this Podcast!

    It is so awesome to listen to the podcasts and learn a little more about stocks as I’m a little naive with this area!

    Apple Podcasts
    5
    StockMarketNurse
    United States10 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Fans appreciate long-form market insights with a friendly, witty tone.
Listeners praise actionable market context and engaging hosts.
Guests and recurring contributors add credibility and diverse perspectives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#85
Indonesia/Business/Investing
Apple Podcasts
#109
India/Business/Investing
Apple Podcasts
#121
Poland/Business/Investing
Apple Podcasts
#237
Ireland/Business/Investing
Apple Podcasts
#241
Indonesia/Business

Talking Points

Recent interactions between the hosts and their guests.

Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing
Q: Chris Wright, what do we think about the leadership changes and their impact on the crisis?
Chris Wright or the hosts suggest that leadership changes may be largely out of the hands of individuals and that the broader dynamics of the conflict will drive outcomes more than any single leader, while markets react to oil supply constraints and geopolitical risk.
Nvidia FLAT After Earnings & Is Freight Going to Rebound? | February 26, 2026 – Morning Market Briefing
Q: What do we think about the Trump 401K state of the union piece?
The proposed retirement plan could significantly benefit self-employed individuals by allowing contributions directly from paychecks and a government match, but details are still murky.
Shutdown Risk Rises as Markets Digest Durable Goods & Dollar Moves | January 26, 2026 – Morning Market Briefing
Q: What could be said coming out of the Fed meeting that would have a meaningful impact on markets?
There's not much that could be said, as the Fed is likely locked into a wait-and-see approach until a new chair is appointed.
Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing
Q: So were we in fact late cycle and not early cycle?
The hosts debated the nuances of market cycles and leaned towards early cycle due to various indicators.
July Jobs Fall Short of Expectations | August 1, 2025 – Morning Market Briefing
Q: Do you think we cut in September?
Yes, I think we cut in September after this jobs report.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Morning Market Briefing

What is The Morning Market Briefing about and what kind of topics does it cover?

A fast-paced daily market briefing focused on investing, macro signals, and real-world storytelling from a Narwhal Capital Management-led team. Episodes blend data-driven market analysis with timely coverage of stocks, commodities, policy, and geopolitical developments, often tying earnings, AI, and macro trends to portfolio implications. The hosts' dynamic mix—two to three regulars plus rotating contributors—creates a lively, opinionated format that aims to help investors spot opportunities and risks in real time. A standout trait is the emphasis on hedged, long-horizon thinking alongside brisk market chatter, with occasional guest perspectives that broaden the strategic lens.

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Which podcasts are similar to The Morning Market Briefing?

These podcasts share a similar audience with The Morning Market Briefing:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. The Compound and Friends
3. Motley Fool Hidden Gems Investing
4. Schwab Market Update Audio
5. The Psychology of Money with Morgan Housel

How many episodes of The Morning Market Briefing are there?

The Morning Market Briefing launched 10 years ago and published 1000 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Morning Market Briefing?

Recent guests on The Morning Market Briefing include:

1. Hannah June Russell
2. Thomas Klecker
3. Chris Wright
4. Amy O'Dell
5. Dr. Ken Harmon
6. Scott Bessent
7. Ross Meinert
8. Hannah Russell

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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