The Investing Podcast
Latest Episodes
The Asset Manager Landscape & A Look into Commercial Real Estate | February 23, 2024 – Morning Market Briefing
Ben and Tom dive deep into asset manager flows, the fixed income landscape, and a status update on commercial real estate.For information on how to join the Zoom calls live each morning at 8:30 EST,
Another Quarter, Another Blockbuster Earnings for NVDA | February 22, 2024 – Morning Market Briefing
Ben and Tom discuss another blockbuster earnings from NVDA, American ingenuity, NVDAs MOAT, Eurozone PMI, and some big moves in bond world. For information on how to join the Zoom calls live each m
AMZN Added to the DOW & Earnings Data from ADI and Garmin | February 21, 2024 – Morning Market Briefing
Andrew and Tom discuss AMZN being added to the DOW, earnings from Narwhal holdings ADI and Garmin, and big down-swings from Community Health Systems, Palo Alto, and Teladoc.For information on how to
Capital One Buys Discover Financial & Further Digesting Inflationary Data | February 20, 2024 – Morning Market Briefing
Ben and Tom discuss Presidential trivia, Capital Ones acquisition of Discover Financial, earnings from Walmart and Home Depot, last weeks inflation data, and earnings from Narwhal holdings ADI, GRMN
Economic Data Continues to Point to Sticky Inflation | February 16, 2024 – Morning Market Briefing
Tom and Andrew discuss the very hot PPI data, passive investing pushing up asset prices, commentary from Mastercard, and portfolio responses to current markets.For information on how to join the Zoo
Cold Retail Sales Data Pushes Rates Down | February 15, 2024 – Morning Market Briefing
Tom discusses retail sales data that comes in below expectations, guidance cuts for DE and CSCO, and CLO delinquencies rise.For information on how to join the Zoom calls live each morning at 8:30 ES
Healthcare Costs Driving Inflation & Individual Companies Making Deals | February 14, 2024 – Morning Market Briefing
Andrew and Tom dive into the CPI data, companies that can navigate the inflationary environment, fixed income strategy, Coke looking to buy Poppi, WMT looking to buy Vizio, Lyft margin revisions, DIS
CPI Report Shows Accelerating Inflation Data | February 13, 2024 – Morning Market Briefing
Andrew and Tom discuss the CPI report showing accelerating inflation, the implications of this data, the move up in 10-year rates, BoA Fund Manager survey results, the Small Business Optimism Survey r
M&A Continues in the Energy Space & the CPI Preview | February 12, 2024 – Morning Market Briefing
Ben and Tom discuss Diamondbacks purchase of Endeavor to create the largest pure-play operator in the Permian Basin, preview of todays CPI report, and more earnings and economic data coming in this
Earnings from Pepsi & Janet Yellen’s comments on CRE and Insurance | February 9, 2024 – Morning Market Briefing
Ben and Tom discuss yesterdays 30-year bond auction, Yellens comments at the Senate Banking Committee hearing, earnings results from PEP, and some big economic data coming up next week. For inform