Ben and Tom discuss NYCBs continued slide, interest rates exposing operational weakness, the ESG landscape, strong earnings from Dell and ADSK, congress avoids a government shutdown, European infla

Ben, Tom, and Andrew discuss AIs impact on tech companies, some of which is enabling businesses, and some of which is disrupting businesses, strange communication from the Bureau of Labor Statistics

Ben, Tom, and Andrew discuss a bevy of economic data including the revised Q4 GDP data, durable goods orders, and upcoming core PCE, the anti-trust case against UNH, AAPL speaking with the DOJ, and To

Ben, Tom, and Andrew discuss Krogers potential acquisition of Albertson, earnings from Lowes, Zoom, and Macys, some big names making the case for active management, and news on cardiac events follow

Ben, Tom, and Andrew discuss Dominos Pizza earnings, the upcoming PCE data, Warren Buffetts annual letter, and commentary on the AT&T outage. For information on how to join the Zoom calls live

Ben and Tom dive deep into asset manager flows, the fixed income landscape, and a status update on commercial real estate.For information on how to join the Zoom calls live each morning at 8:30 EST,

Ben and Tom discuss another blockbuster earnings from NVDA, American ingenuity, NVDAs MOAT, Eurozone PMI, and some big moves in bond world. For information on how to join the Zoom calls live each m

Andrew and Tom discuss AMZN being added to the DOW, earnings from Narwhal holdings ADI and Garmin, and big down-swings from Community Health Systems, Palo Alto, and Teladoc.For information on how to

Ben and Tom discuss Presidential trivia, Capital Ones acquisition of Discover Financial, earnings from Walmart and Home Depot, last weeks inflation data, and earnings from Narwhal holdings ADI, GRMN

Tom and Andrew discuss the very hot PPI data, passive investing pushing up asset prices, commentary from Mastercard, and portfolio responses to current markets.For information on how to join the Zoo