The Investing Podcast
Latest Episodes
Germany & China Economic Data | August 25, 2023 – Morning Market Briefing
Tom, Ben, and Moe discussed Germanys Economic Data and Updates in China.For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
Nvidia Earnings & Presidential Debate Discussion | August 24, 2023 – Morning Market Briefing
Tom, Ben, and Andrew discussed the earnings report of Nvidia, BRICS expansion, and last nights Presidential debate.For information on how to join the Zoom calls live each morning at 8:30 EST, visit.
ADI Earnings & Housing Market Discussion | August 23, 2023 – Morning Market Briefing
Tom, Ben, and Moe discussed a few earnings reports (Foot Locker, Peloton, ADI) as well as the housing market and mortgage applications.For information on how to join the Zoom calls live each morning
ARM IPO & Earnings Updates| August 22, 2023 – Morning Market Briefing
Tom, Ben, and Moe discussed and recapped a few earnings reports and the ARM IPO. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
Airworthiness Directive for Raytheon & Fed Chair Speaks at Jackson Hole this Friday | August 21, 2023 – Morning Market Briefing
Andrew, Ben, and Moe discuss the FAAs airworthiness directive addressing the Raytheon engine issue, Jay Powells upcoming speech at Jackson Hole, and our plan to navigate the current market conditi
A Glimpse into Our Fixed Income Strategy Before a Power Outage Cuts the Show Short | August 18, 2023 – Morning Market Briefing
Our call is cut short today by power outages, but before that happens Ben, Tom, and Moe discuss economic data that continues to push rates higher, the potential normalization of the yield curve, and i
The Picture Remains Murky for the Fed & The Real Estate Market Shows Vulnerability | August 17, 2023 – Morning Market Briefing
Ben, Tom, and Andrew discuss the readthrough of yesterdays Fed minutes and the impact on rates, earnings from CSCO and Walmart, some M&A activity that is picking up, and the situation that is unf
The US Economy Continues to Chug Along & Target Reports Earnings | August 16, 2023 – Morning Market Briefing
Ben, Tom, and Moe discuss the upcoming Fed minutes, the current level of the 10-year yield, the UK inflation report, economic resilience in the US, and mixed retail earnings reports.For information
China’s Economy Continues to Falter & The US Reports Big Retail Sales Data | August 15, 2023 – Morning Market Briefing
Ben, Tom, and Moe discuss Chinese economic data that misses estimates, the BOA fund manager survey results, retail sales data showing the consumer remains strong, Japans strong Q2 GDP growth, Russia
An Atypical Candidate Emerges in Argentina's Presidential Primary | August 14, 2023 – Morning Market
Ben, Tom, and Andrew discuss interesting election results from Argentina where an atypical candidate seems to be gaining traction, US Steel rejecting a deal offer from Cleveland Cliffs, and a big data