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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

00:05:20

How the Oil Shock Is Reshaping Markets

Thoughts on the Market ·

2026/04/02

Our Chief Cross-Asset Strategist Serena Tang discusses why the closure of the Strait of Hormuz and its impact on oil prices could define the entire market cycle.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Today: how the latest energy shock is rippling across every major asset class. It’s Thursday, April 2nd, at 10am in New York. Right now, the markets aren’t just

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00:12:50

Oil Markets Ahead: Pricing In More Risk

Thoughts on the Market ·

2026/04/01

As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss possible outcomes for the interconnected market.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan

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00:09:29

A New Test for Private Credit

Thoughts on the Market ·

2026/03/31

Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller discuss the recent pressure on the private credit market, potential risks and opportunities that remain in that space.Read more insights from Morgan Stanley. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. David Miller: And I'm David Miller,

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00:04:44

A Bull Market May Be Closer Than It Looks

Thoughts on the Market ·

2026/03/30

The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: whether monetary policy stays too tight for too long. 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 why the balance between the

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00:11:10

Inside Credit Market’s Issuance Boom and Private...

Thoughts on the Market ·

2026/03/27

Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing worries about private credit.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Vishwas Patkar: And I'm Vishwas Patkar, Head of U.S. Credit Strategy at Morgan Stanley. Andrew Sheets: And today on the

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00:11:32

Why Fed Rate Cuts Could Be Pushed Back

Thoughts on the Market ·

2026/03/26

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, and markets’ response to the new scenario. 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.

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00:04:14

Can Government Action Tame Rising Energy Prices?

Thoughts on the Market ·

2026/03/25

Our Head of Public Policy Research Ariana Salvatore breaks down what’s being discussed by policymakers around the world to try to cap the oil price spike. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ariana Salvatore, Head of Public Policy Research. Today, I’ll be talking about the ongoing conflict in Iran and the policy options to offset a rise in oil prices. It’s Wednesday, March 25th at 8pm in Tokyo. The U.S.-Iran conflict

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00:04:23

Oil Markets Are Even Tighter Than They Appear

Thoughts on the Market ·

2026/03/24

Our Global Commodities Strategist Martijn Rats discusses how the Strait of Hormuz shutdown has created a deep air pocket that will likely keep markets tighter and prices higher for longer than many expect. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Martijn Rats, Morgan Stanley’s Global Commodities Strategist. Today – an update on the global impact on the Strait of Hormuz shutdown. It’s Tuesday, March 24th, at 3pm in London. More

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00:03:58

Asia’s Energy Dependence Meets a Narrow Strait

Thoughts on the Market ·

2026/03/23

Our Asia Energy Analyst Mayank Maheshwari discusses how the conflict in the Middle East is sending ripple effects through Asia’s energy, power and food systems. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mayank Maheshwari, Morgan Stanley’s research analyst covering energy markets in India and Southeast Asia. Today—how disruptions linked to Iran and the Strait of Hormuz are creating energy-related disruptions across Asia. It’s

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00:04:07

‘March Madness’ for Markets Too

Thoughts on the Market ·

2026/03/20

As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disruption happening in March and what the next few weeks could bring. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today on the program, a survey of just how quickly key narratives have changed and how

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00:04:36

Europe’s Banks Navigate Uncertainty

Thoughts on the Market ·

2026/03/19

Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discuss how geopolitics, private credit risk and AI are testing how resilient banks really are.Read more insights from Morgan Stanley. ----- Transcript ----- Alvaro Serrano: Welcome to Thoughts on the Market. I'm Alvaro Serrano, Head of European Banks. Giulia Aurora Miotto: And I'm Giulia Aurora Miotto, European Equity

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00:08:50

Oil Shock Hits the U.S. Consumer

Thoughts on the Market ·

2026/03/18

A prolonged oil disruption is pushing gas prices higher. Arunima Sinha from our U.S. and Global Economics team joins Head of U.S. Policy Strategy Ariana Salvatore to discuss what that means for consumer spending, inflation expectations and the U.S. midterm elections.Read more insights from Morgan Stanley. ----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha from Morgan Stanley's U.S. and Global Economics Teams. Ariana Salvatore: And I'm Ariana

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00:05:17

Japan’s Bull Market Takes Shape

Thoughts on the Market ·

2026/03/17

Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why these gains may be more than a cyclical shift. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities. Today: How Japan’s Takaichi administration could define Japan’s stock market for years to come. It’s Tuesday, March 17th,

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00:04:55

Is the Market Correction Ending?

Thoughts on the Market ·

2026/03/16

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds. 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 discuss how the equity market has been processing recent headlines

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00:04:22

The Looming Bottleneck for Global Tech

Thoughts on the Market ·

2026/03/13

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Shawn Kim, Head of Morgan Stanley’s Asia Technology Team. Today: why the Strait of Hormuz closure may matter to the global technology industry. It’s Friday, March 13th, at 8 pm in

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00:06:23

What Could Make U.S. Homes More Affordable

Thoughts on the Market ·

2026/03/12

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley. ----- Transcript ----- Jay Bacow: It is March and there's some madness going on. I'm Jay Bacow, here with Jim Egan, noted Wahoo Wa fan. James Egan: Hey, it looks like Virginia's going to be back in the tournament this year, hoping for a three seed, looking like a four seed. It's the first

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00:12:26

The 20 million Barrels of Oil Conundrum

Thoughts on the Market ·

2026/03/11

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan Stanley. Andrew Sheets: Today on the program

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00:05:27

Oil Rally Tests Diversification Strategy

Thoughts on the Market ·

2026/03/10

Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Today: what happens if your main diversification strategy suddenly stops working because of oil price

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00:05:04

The Reasons for the Bull Market to Resume

Thoughts on the Market ·

2026/03/09

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns. 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 conflict in Iran and what it means for equities. It's Monday, March 9th at 11:30 am

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00:14:22

AI’s $3 Trillion Question: How to Pay the Bill?

Thoughts on the Market ·

2026/03/06

In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening across industries. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome back to Thoughts on the Market, and welcome to part two of our conversation live from the Technology, Media and Telecom conference. I'm Michelle Weaver, U.S. Thematic and Equity Strategist

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