The Investing Podcast
Latest Episodes
Jobs Report & Recapping the State of the Union Address | March 8, 2024 – Morning Market Briefing
Ben and Tom discuss the jobs report, recap the State of the Union Address, discuss earnings from Narwhal holding Costco, and special guest OBJ.For information on how to join the Zoom calls live eac
Steve Mnuchin Funds NYCB & Jay Powell Testifies before the Senate | March 7, 2024 – Morning Market Briefing
Ben and Tom (along with special guest Tinfoil Hat Tom) discuss the US government avoiding a shutdown, NYCBs capital raise led by former US Secretary of the Treasury Steve Mnuchin, Jay Powells testim
Yesterday’s Market Correction & Trump Dominates Super Tuesday | March 6, 2024 – Morning Market Briefing
Andrew discusses a mixed bag in the ISM Services report, yesterdays market sell-off, Trumps domination of Super Tuesday, and a brief preview of this afternoons testimony from Jay Powell. For info
Positivity Surrounding Target Earnings & Apple Struggling in China | March 5, 2024 – Morning Market Briefing
Ben, Andrew, and Tom discuss todays First Trust conference, a positive reaction to Targets earnings report, activist investors looking to Restore the Magic for Disney, AAPLs weak numbers in China
Interest Rates & Fed Decision Making in 2024 | March 4, 2024 – Morning Market Briefing
Ben and Tom discuss an optimistic ISM Manufacturing report, the impact of this data on Fed decisions, a look ahead at Fed action and rate movement over the course of the year, and a preview of The Sta
NY Community Bank’s Freefall Continues & High Rates Exposing Bad Operators | March 1, 2024 – Morning Market Briefing
Ben and Tom discuss NYCBs continued slide, interest rates exposing operational weakness, the ESG landscape, strong earnings from Dell and ADSK, congress avoids a government shutdown, European infla
AI’s Impact across the Tech Sector & PCE Data | February 29, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss AIs impact on tech companies, some of which is enabling businesses, and some of which is disrupting businesses, strange communication from the Bureau of Labor Statistics
US Opens Anti-Trust Case against UNH & Tom Discusses Ways to Lock in High Rates | February 28, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss a bevy of economic data including the revised Q4 GDP data, durable goods orders, and upcoming core PCE, the anti-trust case against UNH, AAPL speaking with the DOJ, and To
FTC Challenges Kroger & Big Names Making the Case for Active Management | February 27, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss Krogers potential acquisition of Albertson, earnings from Lowes, Zoom, and Macys, some big names making the case for active management, and news on cardiac events follow
Previewing This Week’s PCE Data & Highlights from Warren Buffett’s Annual Letter | February 26, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss Dominos Pizza earnings, the upcoming PCE data, Warren Buffetts annual letter, and commentary on the AT&T outage. For information on how to join the Zoom calls live