The Investing Podcast

The Investing Podcast


Latest Episodes

Earnings Updates & Signs of Life in China | February 8, 2024 – Morning Market Briefing
February 08, 2024

Ben and Tom discuss earnings updates on Maersk, Unilever, Arm, and Disney, signs of life in China, and yesterdays 10-year bond auction. For information on how to join the Zoom calls live each morn

Takeaways from an Evening with Kevin Warsh, Fed Chairman Finalist and Father of QE | February 7, 2024 – Morning Market Briefing
February 07, 2024

Ben and Tom discuss earnings from CVS, CINF, Chipotle, and SNAP, the streaming sports app deal between Disney/Fox/WB, and takeaways from an evening with Kevin Warsh. For information on how to join t

Earnings Data from Narwhal Holding Eli Lilly & The Hertz Debacle | February 6, 2024 – Morning Market Briefing
February 06, 2024

Ben and Tom discuss the drone attack in Kuwait, earnings data from Eli Lilly, the Hertz debacle, the massive ISM Services report showing sticky inflation, the SLOOS Report, and the response of the 10-

Blockbuster Jobs Report Could Continue to Delay Rate Cuts | February 5, 2024 – Morning Market Briefing
February 05, 2024

Ben and Tom discuss earnings from Caterpillar and McDonalds, a blockbuster jobs report including accelerating average hourly earnings, the impact of these results on the Feds decision making, and an

Earnings from Mega-Caps Including AAPL, AMZN, and META | February 2, 2024 – Morning Market Briefing
February 02, 2024

Andrew and Super-Producer Hicks discuss todays (and yesterdays) top stories including Punxsutawney Phil predicting an early spring, the commentary from Wednesdays slightly hawkish Fed meeting, New

Previewing Today’s Fed Meeting & Mega-Cap Earnings Results | January 31, 2024 – Morning Market Briefing
January 31, 2024

Tom and Ben discuss the read for todays Fed meeting, the Saudi Aramco announcement hurting oil servicers, Walmart stock split, and earnings from tech giants MSFT, GOOG, SWKS, and AMD as well as earni

The Market Searches for Positive News on the Inflation Front & More Earnings Data | January 30, 2024 – Morning Market Briefing
January 30, 2024

Tom and Andrew discuss the JOLTs report coming out at 10:30, the markets reaction to the announcement that the US is selling fewer treasuries, and earnings from HCA, UPS, GM, and others. For inform

US Servicemen Killed in Jordan & Breaking Down the Upcoming Fed Meeting | January 29, 2024 – Morning Market Briefing
January 29, 2024

Ben, Tom, and Andrew discuss the US servicemen that were killed in Jordan, the upcoming Fed meeting, and a bevy of earnings this week. For information on how to join the Zoom calls live each morning

Weak Earnings from Intel & The Luxury Consumer Remains Strong | January 26, 2024 – Morning Market Briefing
January 26, 2024

Tom discusses the PCE data, with core PCE coming in slightly better than expected, yesterdays ECB meeting, the revenue miss and weak guide from INTC, AXPs positive results, Visas weaker earnings co

GDP Comes in Hot & Tesla Shares Slide on Slowing Sales | January 25, 2024 – Morning Market Briefing
January 25, 2024

Tom discusses GDP that comes in hot at 3.3%, an uptick in Initial Jobless Claims, Teslas slowing sales, NOWs strong earnings, CSXs strong execution, and a quality quarter by Southwest Airlines. F