Vishy Tirupattur: Debating the Outlook
Morgan Stanley published its 2024 macroeconomic and investment outlooks last week after spirited debates among our economists and strategists. Three topics animated much of this year’s discussion: lin...
27 Nov 20234min
Special Encore: Matt Cost: How AI Could Disrupt Gaming
Original Release on November, 7th 2023: AI could help video game companies boost engagement and consumer spending, but could also introduce competition by making it easier for new companies to enter t...
24 Nov 20233min
Special Encore: US Economy: What Generative AI Means for the Labor Market
Original Release on November, 2nd 2023: Generative AI could transform the nature of work and boost productivity, but companies and governments will need to invest in reskilling.----- Transcript -----S...
22 Nov 20238min
U.S. Consumer: Mixed Holiday Spending Expectations
Third-quarter consumer spending was strong, but a growing gap between middle- and higher-income consumers may affect the holiday shopping season.----- Transcript -----Michelle Weaver: Welcome to Thoug...
21 Nov 20236min
Ed Stanley: The Cutting Edge of AI
The next phase in artificial intelligence could be “edge AI,” which lowers costs and improves security by embedding AI capabilities directly in smartphones and other devices.----- Transcript -----Welc...
20 Nov 20233min
Ellen Zentner: 2024 U.S. Economic Outlook
Our Chief U.S. Economist previews the key economic themes of 2024, including potential rate cuts, housing affordability, job growth and more. ----- Transcript -----Welcome to Thoughts on the market. I...
17 Nov 20233min
Serena Tang: The Return of the 60/40 Portfolio
After poor performance in 2022, a traditional 60/40 equity/bond portfolio could see an annual return around 8% over the next decade.----- Transcript -----Welcome to your Thoughts on the Market. I'm Se...
16 Nov 20234min
Special: What Should I Do With My Money?
If you're a listener to Thoughts on the Market you may be interested in another of our podcasts: What Should I Do With My Money? -----------------------------------------------------------------------...
15 Nov 20233min
