The Morning Market Briefing

The Morning Market Briefing presented by Narwhal Capital Management offers daily market commentary and long-form investment analysis, opinion, theory, and entertainment. Visit our website: https://www.narwhal.com/ Please see disclosures: https://www.narwhal.com/disclosure

The Morning Market Briefing is a business podcast hosted by Unknown Host, with 1,000 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Morning Market Briefing, a business show with 1,000 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Morning Market Briefing

  Ross Stores Rips 8% + Trump Strikes a Deal to Rebuild the Beef Herd | August 21, 2026 – Morning Market Briefing

  Aug 21, 202615 min

  Andrew, Ben, and Tom discuss Ross Stores surging 8% after raising full-year guidance on strong customer traffic with third-quarter comps now expected at 6-7%, Trump announcing a deal to import 300,000 metric tons of quota-free ground beef priced 25% below current market prices as the US works to rebuild its cattle herd, oil tankers reportedly waiting up to 30 days to load at Venezuelan ports amid aging infrastructure even as interest in Venezuelan crude grows, and Treasury Secretary Bessent's continued bond buybacks that the hosts argue are effectively reducing the national debt by repurchasing previously issued bonds at a steep discount. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

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  The Morning Market Briefing

  Bessent Is Running the Show: Treasury Buybacks Double, Iran Squeezed | August 20, 2026 – Morning Market Briefing

  Aug 20, 202622 min

  Ben and Tom discuss Scott Bessent's expanding influence across the administration as the Treasury doubles the maximum size of its long-bond buyback operations from $2 billion to at least $4 billion effective September 9, a move Tom explains functions as the reverse of quantitative easing since it uses already-borrowed cash to repurchase bonds now trading below where they were issued, Trump announcing unprecedented economic warfare against Iran in remarks that echo language Bessent used a week earlier, Walmart falling 6% as tariff refunds get redirected into price investments and underlying margins soften even as headline results beat, and John Deere rising 2% on construction strength while Big Ag remains pressured by financing, fuel, and fertilizer costs. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

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  The Morning Market Briefing

  Is OpenAI Becoming AI's MySpace? Losses Balloon to $12.3 Billion | August 19, 2026 – Morning Market Briefing

  Aug 19, 202623 min

  Ben and Tom discuss OpenAI's second-quarter revenue growing just 18% quarter-over-quarter to $6.7 billion compared to Anthropic's 143% growth, with OpenAI's operating loss widening to $12.3 billion even as Anthropic turned a small profit, Analog Devices guiding to another strong quarter with data center demand accelerating alongside industrial and auto strength, Home Depot continuing to outexecute Lowe's while Target raised guidance on improving traffic, Estee Lauder rising 8% on strong fragrance and skincare growth, and rising Middle East tensions as Iran reportedly considers targeting US military sites in Europe and the UAE cuts economic ties with Tehran after a missile launch toward its territory. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

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  The Morning Market Briefing

  Meta's $1.4 TRILLION Day in Court + Home Depot Quietly Crushes Earnings | August 18, 2026 – Morning Market Briefing

  Aug 18, 202618 min

  Andrew, Ben, and Tom discuss Meta heading to trial as Kentucky, Colorado, California, and New Jersey allege the platform encourages compulsive use by young people while a broader group of 29 states accuses it of illegally collecting data on children under 13, with potential penalties Meta claims could reach $1.4 trillion though plaintiffs argue the real exposure is closer to $193 billion, Home Depot beating same-store sales expectations despite high financing costs still weighing on large home renovation projects, rising unfilled orders in the Empire State Manufacturing Survey pointing to leaner just-in-time inventory strategies as elevated rates make carrying stock more expensive, and continued stalemate in the Middle East as Iran presses for more control over the Strait of Hormuz, Israel keeps striking in Lebanon, and Gaza ceasefire talks remain stuck. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

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  The Morning Market Briefing

  Leaked Anthropic Numbers Show 1300% Revenue Growth + Goldman Doubts a Fed Hike | August 17, 2026 – Morning Market Briefing

  Aug 17, 202618 min

  Andrew, Ben, and Tom discuss leaked Anthropic second-quarter results showing revenue of $11.5 billion, up 1300% year-over-year and 143% quarter-over-quarter with an annualized run rate crossing $47 billion in May compared to OpenAI's roughly $40 billion at the same point, SpaceX's AI division contributing $2.6 billion in the quarter while posting positive adjusted EBITDA despite an adjusted operating loss, Chinese memory chipmaker CXMT surpassing Tencent to become China's most valuable company with a market cap over $500 billion as capital increasingly shifts from internet platforms to hardware, and Goldman Sachs pushing back on market pricing that it views as too hawkish on the odds of a Fed rate hike. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

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