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
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
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
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
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
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
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
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
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
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
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