The Investing Podcast

The Investing Podcast


Latest Episodes

PCE Data & Market Implications of Trump Conviction | May 31, 2024 – Morning Market Briefing
May 31, 2024

Andrew and Ben discuss PCE numbers, BofA CEO Brian Moynihan's comments on the economy, retail and tech earnings, Mexico elections, and the market implications of the Trump conviction.For informati

Slow Software Sales & Heightened Retail Price Sensitivity | May 30, 2024 – Morning Market Briefing
May 30, 2024

Ben and Tom discuss software and retail earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Higher Than Anticipated Consumer Confidence & a Slow Housing Market | May 29, 2024 – Morning Market Briefing
May 29, 2024

Andrew, Ben, and Tom discuss yesterday's consumer confidence data, retail earnings, and the slow housing market.For information on how to join the Zoom calls live each morning at 8:30 EST, visit..

Airstrike on Hamas & Sunak Doubles Down on Conservative Promises | May 28, 2024 – Morning Market Briefing
May 28, 2024

Andrew, Ben, and Tom discuss Netanyahu calling the Rafah airstrike a mistake, Sunak's promise to reinstitute National Service requirements, and Apple's iPhone shipments to China in April.For infor

PMI Comes in Better Than Expected | May 24, 2024 – Morning Market Briefing
May 24, 2024

Ben and Tom discuss PMI coming in better than expected, the NCAA allowing colleges to pay college athletes, and various earnings.For information on how to join the Zoom calls live each morning at 8

Nvidia Crushes Earnings Once Again| May 23, 2024 – Morning Market Briefing
May 23, 2024

Andrew, Ben, and Tom discuss Nvidia crushing earnings, Dupont splitting into three companies, Fed Minutes, Rushi Sunak's calls for surprise snap elections, and the bird flu fears.For information on

UK Inflation Falls & US Seeing a Slowdown in Big-Ticket Purchases | May 22, 2024 – Morning Market Briefing
May 22, 2024

Andrew, Ben, and Tom discuss UK inflation falling, the US seeing a slowdown in big-ticket purchases, LULU losing it's Chief Product Officer and various earnings.For information on how to join the Z

Recapping JPM Investor Day | May 21, 2024 – Morning Market Briefing
May 21, 2024

Ben and Tom discuss JPM Investor Day, Microsoft's Copilot PCs, ICC prosecuting Netanyahu for war crimes, and FDIC Chairman Martin Gruenberg to step down.For information on how to join the Zoom call

Copper Short Squeeze & Iran's President Dies in Helicopter Crash | May 20, 2024 – Morning Market Briefing
May 20, 2024

Ben and Tom discuss the copper short squeeze, Iranian president Ebrahim Raisi's death, and Basel Endgame.For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Mixed China Data & Canadian Teamsters Strike Pushed Off | May 17, 2024 – Morning Market Briefing
May 17, 2024

Today on The Morning Market Briefing, Ben and Tom discuss mixed retail sales and industrial production data out of China, Canadian Teamsters strike pushed off, and Bank of America Institute findings.