x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

00:12:46

AI’s Tangible Wins and Disruption

Thoughts on the Market ·

2026/03/06

Live from Morgan Stanley’s TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity Strategist here at Morgan Stanley. Today we've got a special episode on AI adoption. And this is a first in a two-part conversation live from our Technology, Media and Telecom

en

00:08:15

Pricing the Conflict With Iran

Thoughts on the Market ·

2026/03/04

Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middle East conflict, weighing its possible duration and economic impact.Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Deputy Global Head of Research. Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. Michael

en

00:04:29

Travel Becomes a New Growth Engine for China

Thoughts on the Market ·

2026/03/03

Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan discusses how China’s travel industry is shifting from a post-pandemic rebound to a multi-year expansion. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Qianlei Fan, Morgan Stanley’s Hong Kong / China Transportation Analyst. Today, I'll share my thoughts on why travel is quickly emerging as one of [the] key drivers of China's economic rebalancing. It’s Tuesday,

en

00:06:39

The Risks of Private Credit's Software Exposure

Thoughts on the Market ·

2026/03/02

Our Chief Fixed Income Strategist Vishy Tirupattur and U.S. Head of Credit Strategy Vishwas Patkar discuss the implications of private credit’s exposure to the software industry. 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. Vishwas Patkar: I'm Vishwas Patkar, Morgan Stanley's U.S. Head of Credit Strategy. Vishy Tirupattur: While potential

en

00:13:10

AI as New Global Power?

Thoughts on the Market ·

2026/02/27

Our Deputy Head of Global Research Michael Zezas and Stephen Byrd, Global Head of Thematic and Sustainability Research, discuss how the U.S. is positioning AI as a pillar of geopolitical influence and what that means for nations and investors.Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Deputy Head of Global Research. Stephen Byrd: And I'm Stephen Byrd, Global Head of Thematic and

en

00:04:55

Oil Rallies on Fresh Uncertainty

Thoughts on the Market ·

2026/02/26

Our Global Commodities Strategist Martijn Rats discusses the geopolitical drivers behind the recent spike in oil prices and outlines four Iran scenarios.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Martijn Rats, Morgan Stanley’s Global Commodities Strategist. Today – what’s fueling the latest oil market rally. It’s Thursday, February 26th, at 3pm in London. What happens when oil prices jump, even though there’s no actual shortage

en

00:12:21

Special Encore: For Better or Warsh

Thoughts on the Market ·

2026/02/26

Original Release Date: Feb 6, 2026Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face. 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. Seth Carpenter: And I'm Seth Carpenter, Morgan

en

00:04:39

Why Stocks Keep Rising Despite AI Anxiety

Thoughts on the Market ·

2026/02/24

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he still believes in a growth cycle for equity markets, even as investors show growing concerns around AI.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 concerns around AI disruption. It's Tuesday, February 24th at 1pm in New York. So, let's get after it. Last week you could feel it, that anxious

en

00:07:16

Global Trade in Flux: What’s Next After Tariff Ruling

Thoughts on the Market ·

2026/02/23

The Supreme Court's latest ruling on tariffs has thrown existing trade agreements into uncertainty. Our Head of Public Policy Research Ariana Salvatore and Arunima Sinha, from the U.S and Global Economics teams break down the fallout. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research. Arunima Sinha: And I am Arunima Sinha on the U.S. and Global Economics teams. Ariana

en

00:04:46

AI at Work: The Transformation Is Already Underway

Thoughts on the Market ·

2026/02/20

Our Head of European Sustainability Research Rachel Fletcher talks about how AI’s is quickly reshaping employment and productivity across key industries and regions. Read more insights from Morgan Stanley. ----- Transcript ----- Rachel Fletcher: Welcome to Thoughts on the Market. I am Rachel Fletcher, Head of European Sustainability Research at Morgan Stanley. Today, how AI is shaking up the global job market. It's Friday, February 20th at 2pm in London. You've probably asked yourself

en

00:10:44

Could the U.S. Target a Weaker Dollar?

Thoughts on the Market ·

2026/02/19

Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and the outlook for other global currencies.Read more insights from Morgan Stanley. ----- Transcript ----- James Lord: Welcome to Thoughts on the Market. I’m James Lord, Global Head of FX and EM Strategy at Morgan Stanley. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. James

en

00:04:19

The Political Cost of the AI Buildout

Thoughts on the Market ·

2026/02/18

More Americans are blaming the AI infrastructure expansion for rising electricity bills. Our Head of Public Policy Research Ariana Salvatore explains how the topic may influence policy announcements ahead of the midterm elections.Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research for Morgan Stanley. Today I'll be talking about the relationship between affordability, the

en

00:11:20

A Novel Way to Shop Online

Thoughts on the Market ·

2026/02/17

Our Head of U.S. Internet Research Brian Nowak joins U.S. Small and Mid-Cap Internet Analyst Nathan Feather to explain why the future of agentic commerce is closer than you think. Read more insights from Morgan Stanley. ----- Transcript ----- Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan Stanley's Head of U.S. Internet Research Nathan Feather: And I'm Nathan Feather, U.S. Small and Mid-Cap Internet Analyst. Brian Nowak: Today, how AI-powered shopping assistants

en

00:02:20

Introducing Hard Lessons

Thoughts on the Market ·

2026/02/16

Iconic investors sit down with Morgan Stanley leaders to go behind the scenes on the critical moments – both successes and setbacks – that shaped who they are today. Watch and listen to the series on your favorite platform.

en

00:04:57

Why a Tariff Ruling Could Mean Consumer Relief

Thoughts on the Market ·

2026/02/13

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026. 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. Today: How a single Supreme Court ruling could change the tariff math for U.S. consumers. It's Friday, February 13th at

en

00:04:11

Signs That Global Growth May Be Ahead

Thoughts on the Market ·

2026/02/12

Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.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 I'm going to talk about the unusual alignment of a number of key indicators. It's Thursday, February 12th at

en

00:04:30

The Future of North American Trade

Thoughts on the Market ·

2026/02/11

With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research for Morgan Stanley. Today I'll be talking about our expectations for the upcoming USMCA review, and how the landscape has shifted from last

en

00:10:06

A Thematic Look at Market Volatility

Thoughts on the Market ·

2026/02/10

Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s four key Research themes for 2026, and how those themes could unfold across markets for the rest of the year. Read more insights from Morgan Stanley. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Global Head of Thematic and Sustainability Research. Michelle Weaver: And I'm Michelle Weaver, U.S

en

00:04:56

Why Latin America’s ‘Trifecta’ Could Reshape Global...

Thoughts on the Market ·

2026/02/09

Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investment-led growth cycle with meaningful market upside. Read more insights from Morgan Stanley. ----- Transcript ----- Nikolaj Lippmann: Welcome to Thoughts on the Market. I'm Nikolaj Lippmann, Morgan Stanley’s Chief Latin America Equity Strategist. If you ever felt like Latin America is too

en

00:12:14

For Better or Warsh

Thoughts on the Market ·

2026/02/06

Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face. 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. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and

en

510 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...