Morning Call

Episodes

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  AI, crypto and market breadth drive the trading day 10/7/26 07.10.2026 42m

  Markets hover near record highs as investors weigh weak breadth, crypto volatility and fresh Fed uncertainty. Plus, AI adoption and rising demand for data centers continue to fuel a long-term tech opportunity. Later, political and regulatory risks put crypto and government investments in focus as investors look toward the midterms.
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  AI, rates and global growth shape the market outlook 10/6/26 06.10.2026 42m

  Markets push higher as AI and compute demand remain resilient despite rising Treasury yields and concerns about market concentration. Plus, the next phase of AI agents, crypto and orbital data centers is creating new opportunities across technology and space infrastructure. Later, investors look beyond the U.S. as higher yields, emerging markets and infrastructure spending reshape the global investment outlook.
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  Morning Call 10/5/26 05.10.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  Morning Call 10/2/26 02.10.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  Morning Call 10/1/26 01.10.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  Morning Call 9/30/26 30.09.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  Morning Call 9/29/26 29.09.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  Markets, AI and rising yields test the outlook 9/28/26 28.09.2026 42m

  Markets face rising Treasury yields and weak breadth as investors look ahead to earnings, inflation and jobs data. Plus, AI, robotics and U.S. manufacturing are driving new investment across defense and technology. Later, SpaceX’s Starship launch and next generation Starlink satellites could reshape the space economy and AI infrastructure.
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  Morning Call 9/25/26 25.09.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  Markets, AI and rising yields test the rally 9/24/26 24.09.2026 43m

  Rising Treasury yields and strong economic growth put stocks and the AI rally to the test as investors weigh the Fed’s next move. Plus, Meta’s Muse fuels new questions about AI assistants, consumer tech and disruption across the internet economy. Later, U.S. China tensions, missile stockpiles, defense spending, energy and global trade take center stage as geopolitical risks remain in focus.
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  AI, oil and rates drive the market outlook 9/23/26 23.09.2026 42m

  Markets weigh renewed AI momentum as investors watch rates and the next wave of technology investment. Plus, concerns over AI safety and competition with China put regulation in focus. Later, oil volatility, refining constraints and tensions around the Strait of Hormuz raise new questions about energy prices and global markets.
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  AI mania, China and Treasury moves put markets on alert 9/22/26 22.09.2026 42m

  AI momentum is back in focus as investors weigh Meta’s rally, rising valuations and whether massive spending can ultimately deliver profits. Plus, U.S. China tensions and the debate over AI regulation take center stage. Later, Treasury yields and an upcoming repurchase operation keep markets focused on rates and financial stability.
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  Morning Call 9/21/26 21.09.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  Fed rates, AI spending and bond yields shape the market outlook 9/18/26 18.09.2026 42m

  Markets navigate higher rates as investors weigh Fed policy, inflation and pressure on consumers. Plus, rising bond yields and AI spending create new competition for capital across markets. Later, housing affordability, global rates and energy prices remain key risks for investors.
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  Fed hikes, oil and AI risks put markets to the test 9/17/26 17.09.2026 42m

  Markets digest the Fed’s latest rate hike as investors weigh inflation, oil prices and signs of narrowing market leadership. Plus, emerging markets gain momentum as AI, semiconductors and commodities create new opportunities, while luxury spending remains strong among top consumers. Later, AI safety and enterprise readiness take center stage as companies push for stronger governance while adoption accelerates.
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  Rates, oil and AI put markets under pressure 9/16/26 16.09.2026 42m

  Markets brace for the Fed as rising Treasury yields and persistent inflation fuel expectations for a rate hike. Plus, higher oil prices squeeze consumers and add pressure across the economy. Later, AI leaders debate speed, safety and open source models as investors weigh whether the tech trade still has room to run.
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  Morning Call 9/15/26 15.09.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  AI safety, Fed rate hikes and oil risks test markets 9/14/26 14.09.2026 42m

  Markets face fresh uncertainty as AI safety concerns and calls for stronger guardrails put tech spending and infrastructure investment in focus. Plus, rising oil prices, inflation and higher Treasury yields add pressure across the economy. Later, investors look to the Fed as rate hikes, earnings strength and geopolitical risks shape the market outlook.
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  Morning Call 9/11/26 11.09.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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  Morning Call 9/10/26 10.09.2026 42m

  Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.