The Investing Podcast

Industrials, Consumer Staples, Healthcare, & Energy Earnings | April 23, 2024 – Morning Market Briefing

The United States sues to prevent the Coach/Michael Kors merger, and multiple earnings are...

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• Ayer

House Approves More Aid to Ukraine & the Week Ahead | April 22, 2024 – Morning Market Briefing

Ben and Tom discuss the new bill the House approved over the weekend, Georgia attracting...

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• 2 días

Israel's Response to Iran & Meta's Llama 3 | April 19, 2024 – Morning Market Briefing

Andrew, Ben, and Tom discuss Israel's drone strike on Iran, Meta launching Llam 3 AI, more...

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• 5 días

Weak Transportation Earnings & Pension Funds Dump Stocks | April 18, 2024 – Morning Market Briefing

Apologies for today's audio; wifi is down at the office. Ben reviews JBHT and KNX earnings, the...

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• 6 días

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...

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• 7 días

Why The Market Dipped Yesterday | April 16, 2024 – Morning Market Briefing

Ben and Tom discuss yesterday's dip in the market and BAC, UNH, and JNJ earnings.  For...

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• 8 días

Iran Attacks Israel and Tesla Layoffs | April 15, 2024 – Morning Market Briefing

Ben and Tom discuss Iran's attack on Israel, Salesforce eyeing Informatica, Tesla's layoffs, and...

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• 9 días

Earnings Season Kicks Off With Banks | April 12, 2024 – Morning Market Briefing

Ben and Tom review bank earnings and discuss Iran.  For information on how to join the Zoom...

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• 12 días

The Fall-Out of Inflation Data | April 11, 2024 – Morning Market Briefing

Apologies for the intro; I was muted for the first few seconds. Andrew reviews yesterday's CPI...

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• 13 días

CPI Report & What's Going on With Nvidia | April 10, 2024 – Morning Market Briefing

Ben and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit...

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• 14 días

Andrew's Trip to The Capital & Jamie Dimon's Letter | April 8, 2024 – Morning Market Briefing

Apologies for the late upload. Andrew Hall and Producer Hicks chat about D.C., Jamie Dimon, and...

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• 15 días

Conference Breakdown, Tesla Taxis, & NFIB Survey | April 9, 2024 – Morning Market Briefing

Tom talks about his experience speaking at the FRA Sub-Advised Funds Forum at the Harvard Club of...

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• 15 días

Nonfarm Payrolls & More Fed Talk with Tom | April 5, 2024 – Morning Market Briefing

Nonfarm payrolls, JNJ is buying Shockwave, and Fed talk is heating up.  For information on how...

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• 19 días

Jay Powell Speaks at Stanford & ISM Services | April 4, 2024 – Morning Market Briefing

Jay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill...

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• 20 días

Tesla Deliveries & Taiwan Earthquake| April 3, 2024 – Morning Market Briefing

Tesla deliveries are below the 450k estimate, Disney has an expensive proxy vote, Taiwan has its...

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• 21 días

Globally synchronized recovery? | April 2, 2024 – Morning Market Briefing

A globally synchronized recovery may be a front, missiles strike Iran's embassy in Damascus, and...

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• 22 días

Jay Powell Responds to Christopher Waller & China PMIs accelerate | April 1, 2024 – Morning Market Briefing

Jay Powell squashed Christopher Waller's comments on Friday saying that he stilll thinks...

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• 22 días

European Doves and American Hawks | March 28, 2024 – Morning Market Briefing

European doves and American hawks, Restoration Hardware earnings, Amazon's efficiency, and the...

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• 27 días

Visa-Mastercard Deal, Winrevair Approval, & a Wolf in Sheep's Clothing | March 27, 2024 – Morning Market Brie

Visa and MasterCard reach a $30 billion deal with US retailers, Merck receives FDA approval for...

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• 28 días

WeWork, Fed Hawkishness, & Israel Cancels Trip to Washington | March 26, 2024 – Morning Market Briefing

Adam Neumann offers to buy WeWork, Fed speakers have a hawkish outlook, and Netanyahu is no...

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• 29 días