The Investing Podcast
Latest Episodes
Personal Consumption & Government Spending Up & Private Investment Takes a Hit | April 28, 2023 - Daily Market Briefing
Ben and Tom have a special guest, Molly Russell join the call. GDP results show a large growth in personal consumption (the largest growth since Q2 of 2021), and there was also a large bump in governm
GDP Comes In Lower Than Expected & The Earnings Gauntlet Continues | April 27, 2023 – Daily Market Briefing
GDP comes in lower than anticipated showing the overall economy continues to slow, LLY, CAT, and NOC report quality earnings for the quarter, with some other big players waiting to report this evening
First Republic Is Running Out Of Time & Earnings From Some Top Dogs Start To Roll In | April 26, 2023 - Daily Market Briefing
Discussion around First Republic continues as the bank is running out of time and options, and earnings reports from some of the largest companies in the US begin to roll in, including Google, Microso
The Writing Is On The Wall For First Republic Bank & Earnings Reports Continue To Pour In | April 25, 2023 – Daily Market Briefing
Discussion centers around the report out of First Republic Bank and the implications of that data for the rest of the banking system. A number of other companies reported earnings including some consu
A Long Time Coming for BBBY & The Credit Crunch Continues | April 24, 2023 – Daily Market Briefing
Ben and Tom discuss the news of Bed Bath and Beyonds bankruptcy, the downgrade of a number of small banks by Moodys, Teslas decision to raise their capital spending forecast, steady earnings out of
Eurozone Update & More Earnings | April 21, 2023 - Daily Market Briefing
Ben, Andrew, and Tom discuss the current state of the Eurozone, as inflation continues to create issues in several places outside of the US. PG reports growth across the past quarter, RF grows as well
22-Year T-Bill High & Lots of Earnings | April 20, 2023 - Daily Market Briefing
Ben, Mo, and Tom discuss the 3-month T-Bill hitting a 22-year high. More earnings are discussed with the auto industry functioning fine - aside from a poor reading on Tesla. The housing market seems t
Earnings Season & Future Rate Hikes | April 19, 2023 - Daily Market Briefing
Ben, Mo, and Tom discuss bank financials, as the banking world continues to be somewhat tumultuous. The UK CPI numbers surprise the world, for the positive, as inflation begins to fall. Bullard calls
Freight Recession & Bank Ambivalence | April 18, 2023 - Daily Market Briefing
Ben, Andrew, and Tom discuss JB Hunt declaring that we are in a "frieght recession." Bank of America has a solid performance across the board so far this year, while Goldman Sachs has been struggling
Bing is Samsung's Choice & Schwab Deposits Down | April 17, 2023 - Daily Market Briefing
Ben and Tom discuss Samsung's big shift from using Google as their cell search engines to now using Bing. Schwab notes a 30% decrease in deposits this past month. For information on how to join the