The Investing Podcast
Latest Episodes
AMD and NVDA Announce AI-Powered PC & Ben Puts a Bow on UW’s Historic Season | January 9, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss last nights game, the Small business Optimism Index, HPE looking to acquire Juniper Networks, Microchip cuts guidance, NVDA & AMD announcing an AI-powered PC, and the
Issues Continue for the Boeing 737 Max & A Breakdown of Tonight’s National Championship Game | January 8, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss more troubles for the Boeing 737 Max, the impact that this weeks CPI report could have, earnings season picking up, and a breakdown of the big one as Bens beloved Washin
Eli Lilly’s DTC Strategy & Signs of Persistent Inflation Beginning to Show | January 5, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss Eli Lillys DTC strategy for its weight loss drug, Pepsi being accused of price gouging, the revenue acceleration for Costco, employment data and employment, the current
Fed Rhetoric Proving to be a Powerful Tool | January 4, 2024 – Morning Market Briefing
Andrew and Tom discuss positive ISM Manufacturing data, the mixed bag of employment data, the Fed minutes, Walgreens earnings, interest rate movement today, and how the Fed discussion of rate cuts has
Chinese EV Producer BYD Tops Tesla in Q4 Units Sold…or Did They? | January 3, 2024 – Morning Market Briefing
Ben and Tom discuss yesterdays stock movement, rate changes, the upcoming Fed Meeting Minutes, BYD topping Tesla in Q4 deliveries, and the aftermath of the CFB playoff semi-finals. For information
Oil Moves Higher & Stocks Slide to Start the Year | January 2, 2024 – Morning Market Briefing
Ben discusses red markets to start the year, Red Sea tensions ratcheting up, China front loading its 2024 oil imports, Apple's downgrade at Barclays, and a preview of the week ahead.For information
Big Stories that could Impact Portfolios in 2024 | December 28, 2023 – Morning Market Briefing
Tom and Ben discuss the Apple Watch ban being overturned, Eli Lillys potential 2024 catalyst, a potential reversing of the Magnificent 7 run, implications of the upcoming political landscape, and the
British Billionaire Buys 25% Stake in Manchester United & Interest Rate Discussion | December 26, 2023 – Morning Market Briefing
Andrew and Ben discuss Jim Ratcliffe purchasing a 25% stake in Manchester United, Iron prices increasing (contrary to the direction of the price of oil), US retaliatory attacks in Iraq, Operation Pros