The Investing Podcast
Latest Episodes
Oil Moves Higher & Stocks Slide to Start the Year | January 2, 2024 – Morning Market Briefing
Ben discusses red markets to start the year, Red Sea tensions ratcheting up, China front loading its 2024 oil imports, Apple's downgrade at Barclays, and a preview of the week ahead.For information
Big Stories that could Impact Portfolios in 2024 | December 28, 2023 – Morning Market Briefing
Tom and Ben discuss the Apple Watch ban being overturned, Eli Lillys potential 2024 catalyst, a potential reversing of the Magnificent 7 run, implications of the upcoming political landscape, and the
British Billionaire Buys 25% Stake in Manchester United & Interest Rate Discussion | December 26, 2023 – Morning Market Briefing
Andrew and Ben discuss Jim Ratcliffe purchasing a 25% stake in Manchester United, Iron prices increasing (contrary to the direction of the price of oil), US retaliatory attacks in Iraq, Operation Pros
Nike Cuts Top Line Guidance & Elon Musk’s Comments on Passive Investing | December 22, 2023 – Morning Market Briefing
Tom and Ben discuss the earnings report from NKE, BMYs acquisition of Karuna Therapeutics, Elon Musks comments on indexing, and PCE inflation data.For information on how to join the Zoom calls liv
Micron Sees Acceleration in Pricing & Is Inflation Making a Comeback? | December 21, 2023 – Morning Market Briefing
Tom and Ben discuss the earnings report from Micron, inflation potentially making a move to the upside, the Apple Watch ban, telecom merger talks, the broadening of the market rally and why that matte
UK Inflation Data Comes in Lower than Expected & FedEx’s Underwhelming Earnings Report | December 20, 2023 – Morning Market Briefing
Tom and Andrew discuss UK inflation data coming in lower than expected, FedExs underwhelming earnings report, and data showing that Tesla drivers have the highest accident rate. For information on
More Attacks on Red Sea Vessels & A Ban on The Apple Watch Series 9 | December 19, 2023 – Morning Market Briefing
Ben discusses the continued attacks on merchant vessels in the Red Sea, Operation Prosperity Guardian, the impact of the attacks on energy prices, the readthrough of the BOA Global Fund Manager Survey
The Impact of Interest Rates | December 18, 2023 – Morning Market Briefing
Ben and Tom discuss market movements, the impact on home sales, an acquisition in the steel industry, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST,