The Investing Podcast

The Investing Podcast


Latest Episodes

Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing
October 24, 2024

Ben and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday.For information on how to join the Zoom calls live each mo

BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing
October 23, 2024

Ben and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, and various earnings.For information on how to join the Zoom calls live each morni

Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing
October 22, 2024

Andrew, Ben, and Tom discuss a long list of earnings this morning.For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing
October 21, 2024

Andrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, and the week ahead.For information on how to join the Zoom calls live each morning at 8

China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing
October 18, 2024

Andrew, Pedro, and Tom review iPhone sales in China, CVS firing Karen Lynch, and various earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing
October 17, 2024

Andrew, Ben, and Tom review the ECB meeting results, US retail sales, and various earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing
October 16, 2024

Andrew, Ben, and Tom review Trump's interview on Bloomberg, Kamala's plan to support black American men, UK inflation, and various earnings.For information on how to join the Zoom calls live each m

BoA Fund Manager Survey Shows Cash Levels are Down | October 15, 2024 – Morning Market Briefing
October 15, 2024

Andrew, Ben, and Tom review the Bank of America Fund Manager Survey, oil dropping this morning, China's new policies, and various earnings.For information on how to join the Zoom calls live each m

WSJ Economy Survey & Payment-In-Kind Interest Gains Traction | October 14, 2024 – Morning Market Briefing
October 14, 2024

Andrew and Tom review the Wall Street Journal's latest survey on the economy's performance under Trump or Harris. They also discuss payment-in-kind interest and why its usage is increasing.For inf

PPI Rises & Tesla Announces the Cybercab | October 11, 2024 – Morning Market Briefing
October 11, 2024

Andrew, Ben, Pedro, and Tom discuss this morning's PPI numbers, Tesla's event, Blackrock earnings, and a preview of next week. Please RSVP for our Macro Event next Tuesday.For information on how to