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PODCAST

Thoughts on the Market

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

business investing

All Episodes

00:04:11

AI Capex Boom Puts Credit Markets to the Test

Thoughts on the Market ·

2025/11/21

As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today, a look at a very different type of challenge for credit markets. It's Friday, November 21st at 6pm in Singapore. It has now been well

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00:04:48

2026 Global Outlook: Micro Themes Take the Spotlight

Thoughts on the Market ·

2025/11/20

Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year. Read more insights from Morgan Stanley. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist, coming to you from the Morgan Stanley Asia Pacific Summit underway in Singapore. Much of the client conversation at the

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00:05:27

2026 U.S. Outlook: The Bull Market’s Underappreciated...

Thoughts on the Market ·

2025/11/19

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today I’ll discuss our outlook for 2026 that we published earlier this week. It’s Wednesday, Nov 19th at 6:30 am in New York. So, let’s get after

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00:10:34

2026 Global Outlook: A Strong Year for Risk Assets

Thoughts on the Market ·

2025/11/18

Our Chief Global Economist Seth Carpenter and Global Cross-Asset Strategist Serena Tang return to conclude their two-part episode on 2026 outlooks and explain why the market environment is turning in favor of risk assets, especially U.S. stocks. Read more insights from Morgan Stanley. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts in the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Serena Tang: And I'm Serena Tang, Morgan Stanley's Chief Global

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00:10:00

2026 Global Outlook: Slower Growth and Inflation

Thoughts on the Market ·

2025/11/17

In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around the world are expected to perform and how central banks may respond. Read more insights from Morgan Stanley. ----- Transcript ----- Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Global Cross-Asset Strategist. Seth Carpenter: And I'm Seth Carpenter,

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00:03:32

2026 Midterm Elections: What’s at Stake for Markets

Thoughts on the Market ·

2025/11/14

Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, highlights what investors need to watch out for ahead of next year’s U.S. congressional elections.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today, we’re tackling a question that’s top of mind after last week’s off-cycle elections in New Jersey, New York, Virginia, and

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00:15:16

Who’s Disrupting — and Funding — the AI Boom

Thoughts on the Market ·

2025/11/13

Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in. Read more insights from Morgan Stanley. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European

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00:11:29

Europe in the Global AI Race

Thoughts on the Market ·

2025/11/13

Live from Morgan Stanley’s European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic AI wave. Read more insights from Morgan Stanley. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European head of research product. We are bringing you a special episode today live from Morgan Stanley's, 25th European TMT Conference,

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00:10:42

Crypto Goes Mainstream

Thoughts on the Market ·

2025/11/11

Our Research and Investment Management analysts Michael Cyprys and Denny Galindo discuss how and why cryptocurrencies are transitioning from niche speculation to portfolio staples. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Cyprys: Welcome to Thoughts on the Market. I'm Mike Cyprys, Head of U.S. Brokers, Asset Managers and Exchanges for Morgan Stanley Research. Denny Galindo: And I'm Denny Galindo, Investment Strategist for Morgan Stanley Wealth

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00:04:30

Relief and Volatility Ahead for U.S. Stocks

Thoughts on the Market ·

2025/11/10

Our CIO and Chief U.S. Equity Strategist Mike Wilson unpacks why stocks are likely to stay resilient despite uncertainties related to Fed rates, government shutdown and tariffs. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast, I’ll be discussing recent concerns for equities and how that may be changing. It's Monday, November 10th at 11:30am in New

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00:09:39

Fed’s Path Uncertain as Key Data Lags

Thoughts on the Market ·

2025/11/07

Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss potential next steps for the FOMC and the risks to their views from the U.S. government shutdown. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Matthew Hornbach: The October FOMC meeting

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00:03:47

Supreme Court Tests Trump Tariffs

Thoughts on the Market ·

2025/11/06

Earlier this week, the U.S. Supreme Court heard a case challenging the current administration’s tariff policy. Our Head of Fixed Income Research and Public Policy Research explains the potential magnitude of the case’s outcome for markets. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today, we discuss the challenge against tariffs at the

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00:12:38

Future of Work: AI’s Paradigm Shift for Labor

Thoughts on the Market ·

2025/11/05

Concluding a two-part roundtable discussion, our global heads of Research, Thematic Research and Firmwide AI focus on the human impacts of AI adoption in the workplace. Read more insights from Morgan Stanley. ----- Transcript ----- Kathryn Huberty: Welcome to Thoughts in The Market, and to part two of our conversation on AI adoption. I'm Katy Huberty, Morgan Stanley's Global Head of Research. Once again, I'm joined by Stephen Byrd, Global Head of Thematic Research, and Jeff McMillan, Morgan

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00:12:50

Future of Work: AI’s Impact on Industries

Thoughts on the Market ·

2025/11/04

In the first of a two-part roundtable discussion, our Global Head of Research joins our Global Head of Thematic Research and Head of Firmwide AI to discuss how the economic and labor impacts of AI adoption. Read more insights from Morgan Stanley. ----- Transcript ----- Kathryn Huberty: Welcome to Thoughts on the Market. I'm Katy Huberty, Morgan Stanley's Global Head of Research, and I'm joined by Stephen Byrd, Global Head of Thematic Research, and Jeff McMillan, Morgan Stanley's Head of

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00:04:18

More Confidence in a Bull Market

Thoughts on the Market ·

2025/11/03

Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at buying opportunities approaching year-end, as U.S. trade policy and the Fed find middle ground. Read more insights from Morgan Stanley. ----- Transcript ----- Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast I’ll be discussing recent macro events and third quarter earnings results. It's Monday, November 3rd at 11:30am in New York

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00:04:55

How Japan’s Stablecoin Could Reshape Global Finance

Thoughts on the Market ·

2025/10/31

Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital payments are set to transform the flow of money not only locally, but globally.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mia Nagasaka, Head of Japan Financials Research at Morgan Stanley MUFG Securities. Today – Japan’s stablecoin revolution and why it matters to global investors. It’s Friday, October 31st, at 4pm in

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00:05:42

Why Shutdown Standoff Raises Stakes for Healthcare

Thoughts on the Market ·

2025/10/30

Our analysts Ariana Salvatore and Erin Wright explain the pivotal role of healthcare in negotiations to end the government shutdown. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Policy Strategist. Erin Wright: And I'm Erin Wright, U.S. Healthcare Services Analyst. Ariana Salvatore: Today we'll talk about what the U.S. government shutdown means for healthcare. It's

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00:04:20

M&A Poised to Gain Momentum

Thoughts on the Market ·

2025/10/29

Our Head of Corporate Credit Research Andrew Sheets explains why the recent revival of M&A activity has room to accelerate. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today – a discussion of merger and acquisition activity or M&A. Last year, we had a view that this activity would pick up significantly. We think we're seeing that increase

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00:05:36

A Turnaround in Sight for Healthcare?

Thoughts on the Market ·

2025/10/28

Our U.S. Biotech and Biopharma analysts Sean Laaman and Terence Flynn discuss the latest developments that could be positioning the healthcare sector for strong outperformance. Read more insights from Morgan Stanley. ----- Transcript ----- Sean Laaman: Welcome to Thoughts on the Market. I'm Sean Laaman, Morgan Stanley's U.S. Small and Mid-Cap Biotech Analyst. Terence Flynn: And I'm Terence Flynn, Morgan Stanley's U.S. Biopharma Analyst. Sean Laaman: Today, we'll discuss how a rally in

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00:03:59

Will the Stock Market Rally Continue?

Thoughts on the Market ·

2025/10/27

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for stocks after the preliminary U.S.-China trade agreement and ahead of the Fed meeting and big tech earnings. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast I’ll be discussing the remaining hurdles for equities after what appears to be a preliminary trade deal with

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