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The Morning Market Briefing
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Trump's Iran Address Recap | April 2, 2026 – Morning Market Briefing
20 mins; April 02, 2026
Ben's Conference Recap & Covid Bubbles Burst | April 1, 2026 – Morning Market Briefing
21 mins; April 01, 2026
Trump Signals Willingness to End the War & Hegseth in Hot Water | March 31, 2026 – Morning Market Briefing
19 mins; March 31, 2026
Sunbelt Investor Day Recap & Iran Update | March 30, 2026 – Morning Market Briefing
14 mins; March 30, 2026
Trump Pauses Iran Energy Strikes & Tom's Conference Recap | March 27, 2026 – Morning Market Briefing
22 mins; March 27, 2026
Trump's Pursuit for Speedy End to The War | March 26, 2026 – Morning Market Briefing
24 mins; March 26, 2026
US Lays Out 15-Point Plan as Iran Opens Hormuz to Non-Hostile Ships | March 25, 2026 – Morning Market Briefing
27 mins; March 25, 2026
Saudia Arabia Moves Closer to Joining the War & Update on DHS Funding Deal | March 24, 2026 – Morning Market Briefing
20 mins; March 24, 2026
Air Travel Troubles & Consequences of Higher Oil Prices | March 23, 2026 – Morning Market Briefing
19 mins; March 23, 2026
Why Homruz Must Be Opened This Weekend | March 20, 2026 – Morning Market Briefing
23 mins; March 20, 2026
Are There Any Vibes Left? Peak Market Apathy | March 19, 2026 – Morning Market Briefing
30 mins; March 19, 2026
Oil Prices Decline & 20-Year Auction Surprises | March 18, 2026 – Morning Market Briefing
22 mins; March 18, 2026
Nvidia Eyes $1T in Sales as SEC Proposes to Eliminate Quarterly Reporting | March 17, 2026 – Morning Market Briefing
26 mins; March 17, 2026
Meta Slashes 20% of Staff to Fund $27B Nebius AI Contract | March 16, 2026 – Morning Market Briefing
23 mins; March 16, 2026
Mines in the Strait of Hormuz & PCE Data Reaction | March 13, 2026 – Morning Market Briefing
23 mins; March 13, 2026
Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing
17 mins; March 12, 2026
CPI Comes in Flat & New US Oil Refinery | March 11, 2026 – Morning Market Briefing
25 mins; March 11, 2026
Is Trump Ending The Iran War Sooner Than Later? | March 10, 2026 – Morning Market Briefing
19 mins; March 10, 2026
Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing
21 mins; March 09, 2026
Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing
24 mins; March 06, 2026
ISM Services Accelerates & Strong Broadcom Earnings | March 5, 2026 – Morning Market Briefing
22 mins; March 05, 2026
Yesterday's Market & The Fed's Refusal to Cut | March 4, 2026 – Morning Market Briefing
17 mins; March 04, 2026
Why Bonds are Selling Off & Private Credit Fund Redemptions | March 3, 2026 – Morning Market Briefing
20 mins; March 03, 2026
The War on Iran & ISM Manufacturing | March 2, 2026 – Morning Market Briefing
19 mins; March 02, 2026
Block Lays of 40% of Workforce & Hotter Than Expected PPI | February 27, 2026 – Morning Market Briefing
23 mins; February 27, 2026
Nvidia FLAT After Earnings & Is Freight Going to Rebound? | February 26, 2026 – Morning Market Briefing
20 mins; February 26, 2026
State of the Union Highlights + Consumer Confidence Improves | February 25, 2026 – Morning Market Briefing
20 mins; February 25, 2026
Citrini Report Hits Stocks & JPM Investor Day | February 24, 2026 – Morning Market Briefing
23 mins; February 24, 2026
Tariff Change Impact & Chaos in Puerto Vallarta | February 23, 2026 – Morning Market Briefing
19 mins; February 23, 2026
A Discussion with Amy O'Dell – Founder & CEO of Jacob's Ladder
71 hours 5 mins; February 20, 2026
GDP Data & How Bad is Private Credit? | February 20, 2026 – Morning Market Briefing
26 mins; February 20, 2026
The Fed Leans Hawkish & Earnings Surprise the Market | February 19, 2026 – Morning Market Briefing
22 mins; February 19, 2026
Japan's $550B US Investment Kicks Off & Why US Inflation Feels Sticky | February 18, 2026 – Morning Market Briefing
25 mins; February 18, 2026
Elliot Management's Stake in Norwegian & Anthropic's AI Guardrails | February 17, 2026 – Morning Market Briefing
23 mins; February 17, 2026
Inflation LOWER Than Expected – Why Rate Cuts Might Be OFF the Table | February 13, 2026 – Morning Market Briefing
21 mins; February 13, 2026
Jobless Claims Higher Than Expected & Washington's Millionaires Tax Advances | February 12, 2026 – Morning Market Briefing
26 mins; February 12, 2026
+130K Jobs Surprise & Legislation to Break Up Big Medicine | February 11, 2026 – Morning Market Briefing
20 mins; February 11, 2026
Costco Non-Food Sales Accelerate + NFIB Optimism Holds Strong | February 10, 2026 – Morning Market Briefing
25 mins; February 10, 2026
Big Week: CPI to 2.5% Low? Jobs Report Miss? – What It Means for Markets | February 9, 2026 – Morning Market Briefing
20 mins; February 09, 2026
Howard Marks on AI Bubble + Stellantis $26B EV Wipeout | February 6, 2026 – Morning Market Briefing
25 mins; February 06, 2026
Scott Bessent Testimony CHAOS & Google's BIG Earnings Blowout | February 5, 2026 – Morning Market Briefing
19 mins; February 05, 2026
AI Self-Cannibalization: Why SaaS is Getting Smashed | February 4, 2026 – Morning Market Briefing
27 mins; February 04, 2026
Elon Musk's $1.25 TRILLION Mega-Merger: SpaceX Buys xAI | February 3, 2026 – Morning Market Briefing
19 mins; February 03, 2026
Shutdown Deal Progresses as Nvidia Is Rumored to Pull Back on AI Funding | February 2, 2026 – Morning Market Briefing
19 mins; February 02, 2026
Trump Nominates Kevin Warsh as Fed Chair | January 30, 2026 – Morning Market Briefing
25 mins; January 30, 2026
Gold: Speculative Asset or Store of Value? | January 29, 2026 – Morning Market Briefing
22 mins; January 29, 2026
Markets Brace for the Fed, Amazon Cuts Jobs, and Trump De-Escalates | January 28, 2026 – Morning Market Briefing
22 mins; January 28, 2026
Shutdown Risk Rises as Markets Digest Durable Goods & Dollar Moves | January 26, 2026 – Morning Market Briefing
18 mins; January 26, 2026
Mixed Earnings as BOJ Kicks Off Global Central Bank Meetings | January 23, 2026 – Morning Market Briefing
17 mins; January 23, 2026
Fed Uncertainty Grows as Winter Storm Fern Hits Markets | January 22, 2026 – Morning Market Briefing
25 mins; January 22, 2026
Earnings Season Reality Check: Did Analysts Set the Bar Too High? | January 21, 2026 – Morning Market Briefing
15 mins; January 21, 2026
Tariff Threats Return as Europe Weighs Retaliation | January 20, 2026 – Morning Market Briefing
16 mins; January 20, 2026
High-Yield Savings Rates Are Falling — Where to Put Your Cash | January 16, 2026 – Morning Market Briefing
16 mins; January 16, 2026
Saks Files for Bankruptcy as Bank Earnings Roll In | January 15, 2026 – Morning Market Briefing
23 mins; January 15, 2026
Mortgage Applications Surge & November PPI Accelerates | January 14, 2026 – Morning Market Briefing
22 mins; January 14, 2026
CPI Comes in Cold & Small Business Optimism Jumps | January 13, 2026 – Morning Market Briefing
35 mins; January 13, 2026
DOJ Serves Jay Powell & Trump Pushes Credit Card Rate Caps | January 12, 2026 – Morning Market Briefing
25 mins; January 12, 2026
Will Tariffs Be Refunded & $200B US Mortgage Bond Buyback | January 9, 2026 – Morning Market Briefing
32 mins; January 09, 2026
Trump Attacks Defense Companies & Apple Card Heads to JPMorgan | January 8, 2026 – Morning Market Briefing
30 mins; January 08, 2026
Rubio Pushes to Buy Greenland & Mobileye Acquires Mentee | January 7, 2026 – Morning Market Briefing
22 mins; January 07, 2026
Nvidia Unveils Alpamayo & ISM Manufacturing Roughly In Line | January 6, 2026 – Morning Market Briefing
20 mins; January 06, 2026
Maduro Captured & the U.S. Takes the Helm in Venezuela | January 5, 2026 – Morning Market Briefing
28 mins; January 05, 2026
What Surprised People in 2025 & What They’re Overlooking for 2026 | December 31, 2025 – Morning Market Briefing
38 mins; December 31, 2025
Meta Eyes Manus Acquisition & Dallas Fed Observations | December 30, 2025 – Morning Market Briefing
14 mins; December 30, 2025
Nvidia Acquires Groq & Ukraine Peace Talks | December 29, 2025 – Morning Market Briefing
14 mins; December 29, 2025
Geopolitical Update & Q3 GDP Exceeds Expectations | December 23, 2025 – Morning Market Briefing
21 mins; December 23, 2025
Apollo Scales Back Risk & Chicago Raises Property Taxes | December 22, 2025 – Morning Market Briefing
28 mins; December 22, 2025
Nike China Sales Plunge & Yen Weakens Despite BOJ Rate Hikes | December 19, 2025 – Morning Market Briefing
16 mins; December 19, 2025
CPI Comes in Cooler Than Expected & Micron Crushes Earnings | December 18, 2025 – Morning Market Briefing
25 mins; December 18, 2025
OpenAI Secures $10B from Amazon & UK Inflation Falls | December 17, 2025 – Morning Market Briefing
20 mins; December 17, 2025
Jobs Reports for October and November & Ford Scales Back EV Plans | December 16, 2025 – Morning Market Briefing
20 mins; December 16, 2025
iRobot Files for Bankruptcy & ServiceNow’s Latest Acquisition | December 15, 2025 – Morning Market Briefing
22 mins; December 15, 2025
Lululemon CEO to Step Down, While Earnings Come In Strong | December 12, 2025 – Morning Market Briefing
15 mins; December 12, 2025
Takeaways From Yesterday’s Fed Meeting & Oracle Results | December 11, 2025 – Morning Market Briefing
25 mins; December 11, 2025
Fed Decision Day: Will the Fed Cut Rates? | December 10, 2025 – Morning Market Briefing
26 mins; December 10, 2025
Nvidia H200 Cleared for China | December 9, 2025 – Morning Market Briefing
28 mins; December 09, 2025
IBM Nears $11B Confluent Deal & Trump’s Farm-Aid Program | December 8, 2025 – Morning Market Briefing
21 mins; December 08, 2025
Warner Bros. Begins Exclusive Deal Talks with Netflix | December 5, 2025 – Morning Market Briefing
22 mins; December 05, 2025
Trump Signals Support for "Cute" Japanese Kei Cars | December 4, 2025 – Morning Market Briefing
22 mins; December 04, 2025
More Cautious Consumer Spending & The Dell Family Donation | December 3, 2025 – Morning Market Briefing
20 mins; December 03, 2025
Code Red at OpenAI & Mixed ISM Manufacturing Report | December 2, 2025 – Morning Market Briefing
20 mins; December 02, 2025
Black Friday Sales & Central Bank Rate Cuts | December 1, 2025 – Morning Market Briefing
21 mins; December 01, 2025
Urban Outfitters Posts Strong Earnings & Nvidia Continues to Play Defense | November 26, 2025 – Morning Market Briefing
21 mins; November 26, 2025
Ukraine Agrees to Potential Peace Deal & Meta to Use Alphabet's TPUs | November 25, 2025 – Morning Market Briefing
25 mins; November 25, 2025
Bessent Speaks on Inflation & Russia/Ukraine Peace Deal Progress | November 24, 2025 – Morning Market Briefing
20 mins; November 24, 2025
Market Sell-Off Continues & Gap Earnings | November 21, 2025 – Morning Market Briefing
19 mins; November 21, 2025
Nvidia Shocks the Market with an Earnings Beat | November 20, 2025 – Morning Market Briefing
19 mins; November 20, 2025
Saudi Arabia Commits Nearly $1 Trillion in US Investment | November 19, 2025 – Morning Market Briefing
22 mins; November 19, 2025
What to Make of the Market Sell-Off | November 18, 2025 – Morning Market Briefing
18 mins; November 18, 2025
Tim Cook Preparing to Step Down as Apple CEO | November 17, 2025 – Morning Market Briefing
16 mins; November 17, 2025
Yesterday's Market & Portable Mortgages | November 14, 2025 – Morning Market Briefing
25 mins; November 14, 2025
Government Shutdown Ends & Michael Burry Closes Shop | November 13, 2025 – Morning Market Briefing
19 mins; November 13, 2025
Bessent Says Tariff Relief on Fruit and Coffee is Coming | November 12, 2025 – Morning Market Briefing
20 mins; November 12, 2025
Senate Passes Shutdown Deal & NFIB Small Business Optimism | November 11, 2025 – Morning Market Briefing
20 mins; November 11, 2025
Visa/Mastercard Nearing Settlement with Merchants & Shutdown Progress | November 10, 2025 – Morning Market Briefing
26 mins; November 10, 2025
Record $5.53 Trillion in MMF | November 7, 2025 – Morning Market Briefing
15 mins; November 07, 2025
Tariff Hearings in the Supreme Court & Apple's New Deal with Google for Siri | November 6, 2025 – Morning Market Briefing
16 mins; November 06, 2025
NYC Mayoral Election Results | November 5, 2025 – Morning Market Briefing
24 mins; November 05, 2025
Local Election Day Across the US & ISM Manufacturing Suggests Lower Inflation | November 4, 2025 – Morning Market Briefing
24 mins; November 04, 2025
Alphabet Selling Euros to Fund AI Expansion & China Deal Update | November 3, 2025 – Morning Market Briefing
18 mins; November 03, 2025
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