The Investing Podcast
Latest Episodes
National CRE and Atlanta Construction Economy Podcast
Ben has a conversation with John Hillman from Fides Development. John discusses his role at Fides as well as the projects in which they are currently investing time and money in the real estate indust
FTC Cracks Down on Baby Formula Producers & ADI's Earnings | May 24, 2023 - Morning Market Briefing
Ben and Moe go over the debt ceiling deal coming closer, Desantis joining the race, FTC going after Abbott, and ADI/TOL's earnings. For information on how to join the Zoom calls live each morning at 8
Debt Ceiling Clock is Ticking & Lowes v. Home Depot | May 23, 2023 – Morning Market Briefing
Description: Ben and Moe mull over current Debt Ceiling negotiations, the implications of Lowess earnings report, and Pfizers new weight loss pill. For information on how to join the Zoom calls live
China/US Relations Continue to Sour & Minneapolis Fed President Calls for a Terminal Rate Over 6% | May 22, 2023 – Morning Market Briefing
Ben and Moe discuss Chinas ban of the purchase of products from American chip maker Micron, Minneapolis Fed president Neel Kashkari calling for rates over 6%, debt ceiling negotiations as the deadlin
China Bans Micron & US Debt Ceiling Talks Continue | May 22, 2023 - Daily Market Briefing
Ben and Moe discuss China banning firms from buying from Micron moving forward. Neel Kashkari says the interest rates in the US may need to exceed 6% in order to bring inflation back down. Republicans
John Deere’s Impressive Quarter & The Battle Continues Between Disney and the State of Florida | May 19, 2023 – Morning Market Briefing
Andrew and Moe discuss the impressive earnings out of John Deere, BoA strategist calling for the sale of stocks, dispersion between companies within the S&P 500, and the ongoing battle between Dis
An Intro of Our New Summer Interns & The Implications of Montana’s TikTok Ban | May 18, 2023 – Morning Market Briefing
Harrison and our new interns, Nipun and Turner, discuss earnings data from CSCO and WMT, the ban of TikTok in Montana, and spending data showing that the consumer is becoming more judicious.For info
Fed Speakers Point to More Rate Hikes & “Shrink” Impacts Target’s Bottom Line | May 17, 2023 – Morning Market Briefing
Ben discusses the string of Fed speakers and the implications of their rhetoric on rates, retail spending data, earnings data from TGT and TJX, and CSCOs upcoming earnings report this evening. For
Retail Sales Data Slowing & A Rough Road Ahead for Commercial Real Estate | May 16, 2023 – Morning Market Briefing
Ben and Andrew discuss the ongoing debt ceiling debate, continued downside surprise in the China reopening, cold retail sales data in the US, the tough quarter for HD, and the rough road ahead for com
Debt Ceiling Developments & Commentary from Fed Presidents | May 15, 2023 – Morning Market Briefing
Moe and Andrew discuss the situation surrounding the debt ceiling, the commentary expected later today from a number of Fed presidents, and upcoming earnings and economic data coming out throughout th