The Investing Podcast

The Investing Podcast


Latest Episodes

Nvidia Slumps & Bank Stress Test | June 28, 2023 - Morning Market Briefing
June 28, 2023

Tom and Moe go over news of the US planning more AI chip hurdles for China, UPS's labor dispute, and the upcoming Bank Stress Test.For information on how to join the Zoom calls live each morning at 8

Eli Lilly Reveals Results for New Weightloss Drug & Walgreens Cuts Guidance | June 27, 2023 - Morning Market Briefing
June 27, 2023

Ben, Tom, and Moe speak to Eli Lilly's positive weight-loss results, Walgreens cutting guidance, Delta expecting high end of range profit, and a C-Suite shift at Amex. For information on how to join

Russian Mutiny & Bidenomics | June 26, 2023 - Morning Market Briefing
June 26, 2023

Ben and Tom confer on the Wagner Mutiny in Russia, China's continuously weakning economy, President Biden's upcoming speech in Chicago that will lay out his economic plan, Eli Lilly's presentation on

Biden Enhances Ties With India & 3M Settlement | June 23, 2023 - Morning Market Briefing
June 23, 2023

Ben, Tom, and Moe go over the news of President Biden's meeting with Indian Prime Minister Modi, a slowdown in the Eurozone, and 3M reaching a settlement over their contamination of water systems. Fo

Student Loan Forgiveness & Amazon Draws the FTC's Ire | June 22, 2023 - Morning Market Briefing
June 22, 2023

Ben and Tom converse regarding the Bank of England's rate hike, the potential impact of student loan forgiveness on the South, the KB Home report's implications on market dynamics, the FTC's Amazon co

Fedex Earnings Recap & Bank of England Notes | June 21st, 2023 - Morning Market Briefing
June 21, 2023

Ben, Tom, and Andrew discuss Fedex's 4FQ23 Earnings, Bank of England's troubles as their CPI comes out hot, and a few upgrades and degrades. For information on how to join the Zoom calls live each mo

RTX Investor Day & FEDEX Earnings | June 20th, 2023 - Morning Market Briefing
June 21, 2023

Ben, Tom, and Moe recap the RTX investor day, China news, and speculate as to the FEDEX earnings at market close. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

CAVA IPO & Chinese Stimulus Plan | June 16, 2023 - Morning Market Briefing
June 21, 2023

Ben shares his thoughts on Christine McCarthy - CFO of Disney - taking a "family medical leave", CAVA's huge IPO, and China's stimulus plan. For information on how to join the Zoom calls live each mo

A Hawkish Skip & West Coast Ports Agreement | June 15th, 2023 - Morning Market Briefing
June 21, 2023

Tom and Moe discuss the Fed skipping the rate hike, the ECB meeting, new economic data, Lennar - the mass market homebuilder - witnessing a nice pickup in sales, and the tentative agreement with the U

Microsoft Activision Deal & Google Antitrust | June 14, 2023 - Morning Market Briefing
June 21, 2023

Ben, Tom, and Moe muse about the Microsoft and Activision Deal, US Mortgage Application Increases, and an Anti-Trust Assault on GOOGL.For information on how to join the Zoom calls live each morning a