The Investing Podcast

The Investing Podcast


Latest Episodes

An Intro of Our New Summer Interns & The Implications of Montana’s TikTok Ban | May 18, 2023 – Morning Market Briefing
May 18, 2023

Harrison and our new interns, Nipun and Turner, discuss earnings data from CSCO and WMT, the ban of TikTok in Montana, and spending data showing that the consumer is becoming more judicious.For info

Fed Speakers Point to More Rate Hikes & “Shrink” Impacts Target’s Bottom Line | May 17, 2023 – Morning Market Briefing
May 17, 2023

Ben discusses the string of Fed speakers and the implications of their rhetoric on rates, retail spending data, earnings data from TGT and TJX, and CSCOs upcoming earnings report this evening. For

Retail Sales Data Slowing & A Rough Road Ahead for Commercial Real Estate | May 16, 2023 – Morning Market Briefing
May 16, 2023

Ben and Andrew discuss the ongoing debt ceiling debate, continued downside surprise in the China reopening, cold retail sales data in the US, the tough quarter for HD, and the rough road ahead for com

Debt Ceiling Developments & Commentary from Fed Presidents | May 15, 2023 – Morning Market Briefing
May 15, 2023

Moe and Andrew discuss the situation surrounding the debt ceiling, the commentary expected later today from a number of Fed presidents, and upcoming earnings and economic data coming out throughout th

Special Q&A Episode | May 12, 2023 – Morning Market Briefing
May 12, 2023

Andrew Hall and CCO Jonathan Hicks address a number of questions submitted by clients. Topics include the US national debt, bitcoin, portfolio management, and regional banks.For information on how t

Economic Data Shows The Fed Could Be Making Progress & Submit Your Questions for Friday’s Q&A Show | May 11, 2023 – Morning Market Briefing
May 11, 2023

Tom and Andrew discuss the increase in initial jobless claims, PPI data for April that continues to move in the right direction, mixed earnings data out of Disney, a strong earnings report from ENTG,

Inflation Eases Slightly in April & Submit Your Questions for Friday’s Q&A Show | May 10, 2023 – Morning Market Briefing
May 10, 2023

Tom and Andrew discuss April CPI data, what the Fed should do next, inventory constraints in housing, and earnings from Toyota.We will be having a special Q&A show this Friday. Submit any questi

The Economic Impact of Tighter Credit Standards & A Slowdown in the China Reopening | May 9, 2023 – Morning Market Briefing
May 09, 2023

Tom, Andrew, and Moe discuss the biggest takeaways from the newly followed SLOOS Report, what this could mean for the economy moving forward (specifically for real estate development and private equ

The Market Bounces Back to Close the Week & A Bearish Outlook from Warren Buffett | May 8, 2023 – Morning Market Briefing
May 08, 2023

Moe and Tom discuss Fridays strong market rally, the continuing struggles of regional banks, Apples bond issuance, Berkshire Hathaways annual shareholder meeting recap, the debt ceiling debate, and

Jobs Data Tops Expectations & Apple's Strong Quarter | May 5, 2023 – Morning Market Briefing
May 05, 2023

Tom and Andrew react to strong jobs data, positive results from Apple, and the continued struggle of regional banks.For information on how to join the Zoom calls live each morning at 8:30 EST, visit