The Investing Podcast

The Investing Podcast


Latest Episodes

Previewing Today’s Fed Meeting & Mega-Cap Earnings Results | January 31, 2024 – Morning Market Briefing
January 31, 2024

Tom and Ben discuss the read for todays Fed meeting, the Saudi Aramco announcement hurting oil servicers, Walmart stock split, and earnings from tech giants MSFT, GOOG, SWKS, and AMD as well as earni

The Market Searches for Positive News on the Inflation Front & More Earnings Data | January 30, 2024 – Morning Market Briefing
January 30, 2024

Tom and Andrew discuss the JOLTs report coming out at 10:30, the markets reaction to the announcement that the US is selling fewer treasuries, and earnings from HCA, UPS, GM, and others. For inform

US Servicemen Killed in Jordan & Breaking Down the Upcoming Fed Meeting | January 29, 2024 – Morning Market Briefing
January 29, 2024

Ben, Tom, and Andrew discuss the US servicemen that were killed in Jordan, the upcoming Fed meeting, and a bevy of earnings this week. For information on how to join the Zoom calls live each morning

Weak Earnings from Intel & The Luxury Consumer Remains Strong | January 26, 2024 – Morning Market Briefing
January 26, 2024

Tom discusses the PCE data, with core PCE coming in slightly better than expected, yesterdays ECB meeting, the revenue miss and weak guide from INTC, AXPs positive results, Visas weaker earnings co

GDP Comes in Hot & Tesla Shares Slide on Slowing Sales | January 25, 2024 – Morning Market Briefing
January 25, 2024

Tom discusses GDP that comes in hot at 3.3%, an uptick in Initial Jobless Claims, Teslas slowing sales, NOWs strong earnings, CSXs strong execution, and a quality quarter by Southwest Airlines. F

Earnings Reports & The Hits Keep Coming for Boeing | January 24, 2024 – Morning Market Briefing
January 24, 2024

Ben discusses earnings updates from a number of companies, more negative news from Boeing, and China announces a reserve rate cut. For information on how to join the Zoom calls live each morning at

Bank of Japan Remains Ultra-Dovish & Earnings Reports Show Modest Economic Growth | January 23, 2024 – Morning Market Briefing
January 23, 2024

Tom and Ben discuss Japan remaining ultra-dovish, the potential ripple effects of Japans future policy changes, a quick dive into the Republican Primary, and earnings reports from RTX, MMM, GD, LMT,

Blackrock Exiting Shanghai Towers Investment & Capital One in Hot Water | January 22, 2024 – Morning Market Briefing
January 22, 2024

Tom and Ben discuss Blackrock looking to sell Shanghai Towers at a discount, ADMs decision to place the CFO on administrative leave, Teslas robotics/AI helping support the company, Capital Ones cla

JBHT Shows Signs of Life in a Tough Freight Market | January 19, 2024 – Morning Market Briefing
January 19, 2024

Ben dives deep into earnings from JBHT, the read-through of these earnings on the freight market and the economy as a whole, the massive insurance headwinds facing trucking companies, earnings out of

Near-Term Rate Cuts Looking Less Likely & A Bevy of Earnings Reports | January 18, 2024 – Morning Market Briefing
January 18, 2024

Ben and Tom discuss interest rates, the recent retail sales data, the likelihood of near-term rate cuts, earnings from TSMC, Fastenal, Richemont, Humana, Discover Financial, and a note on the Apple wa