The Investing Podcast
Latest Episodes
Bank of Japan Surprise & Update on JNJ | July 28, 2023 - Morning Market Briefing
Ben and Tom talk about the Bank of Japan's hawkish surprise that took the market off guard, the Johnson and Johnson/Kenvue share exchange, and Intel's earnings. For information on how to join the Zoo
Free Cash Flow Frenzy & GDP Growth | July 27, 2023 - Morning Market Briefing
Ben, Andrew, and Tom chat about the Central Bank raising the FFR 25bps, the GDP's encouraging performance, and META's reels reeling in revenue. For information on how to join the Zoom calls live each
It's Fed Day & Google, Microsoft Report Earnings | July 26, 2023 - Morning Market Briefing
Ben and Tom go over important earnings reports in Google and Microsoft, the UPS deal, and by the way, it's Fed Day!For information on how to join the Zoom calls live each morning at 8:30 EST, visit..
Bank Deposit Reclassification & A Big Day For Earnings | July 25, 2023 - Morning Market Briefing
Ben, Andrew, and Tom go over the bank deposit reclassification not being as big a deal as it might sound, Raytheon's turbine problem, and a strong quarter from General Electric. For information on ho
Phillips Healthcare in Trouble & Fed Continuously Hawkish | July 24, 2023 - Morning Market Briefing
Ben and Tom muse over continuing negotiations between UPS and the Teamsters, Phillips Healtcare's struggling performance, and Nick Timiraos saying the Fed won't declare victory on inflation.For infor
TSMC's Earnings Fail to Electrify & Phillip Morris's Kill | July 20, 2023 - Morning Market Briefing
Ben and Tom talk about TSMC's lackluster quarter, Phillip Moriss's impressive margins growth, and Blackstone becoming the first private equity firm to manage over a trillion dollars. For information
British Inflation Drops & Carvana's Stock Pops | July 19th, 2023 - Morning Market Briefing
Ben and Tom go over the UK's inflation rapidly decreasing, Carvana's stock passing $50 after somewhat of a sketchy debt restructure, Microsoft's AI announcement, and other earnings news. For informat
Lockheed Martin & BofA Earnings Outperformance | July 18, 2023 - Morning Market Briefing
Ben, Andrew, and Tom go over Lockeed Martin, Bank of America, and Morgan Stanley's earnings and more. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...
Tupperware's Debt Rots the Stock & Teamsters tell White House to not Intervene | July 17, 2023 - Morning Market Briefing
Ben, Tom, and Moe discuss Tupperware's fall from grace, China's low, but not surprising GDP results, and the Teamsters telling the White House not to step in regarding UPS strike negotiations. For in
The Heat is On | Macro Presentation - Q2 2023
Narwhal's Macro presentation for Q2 of 2023.