Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?

Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?

Growth in money supply is one of the most powerful indicators for rising inflation—and it's currently rising at record levels. How should investors position portfolios?

Episoder(1572)

Who’s Disrupting — and Funding — the AI Boom

Who’s Disrupting — and Funding — the AI Boom

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 in...

13 Nov 202515min

Europe in the Global AI Race

Europe in the Global AI Race

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 A...

13 Nov 202511min

Crypto Goes Mainstream

Crypto Goes Mainstream

Our Research Analyst Michael Cyprys joins Wealth Management Strategist Denny Galindo to discuss how and why cryptocurrencies are transitioning from niche speculation to portfolio staples. Read more in...

11 Nov 202510min

Relief and Volatility Ahead for U.S. Stocks

Relief and Volatility Ahead for U.S. Stocks

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 fro...

10 Nov 20254min

Fed’s Path Uncertain as Key Data Lags

Fed’s Path Uncertain as Key Data Lags

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...

7 Nov 20259min

Supreme Court Tests Trump Tariffs

Supreme Court Tests Trump Tariffs

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 magni...

6 Nov 20253min

Future of Work: AI’s Paradigm Shift for Labor

Future of Work: AI’s Paradigm Shift for Labor

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 S...

5 Nov 202512min

Future of Work: AI’s Impact on Industries

Future of Work: AI’s Impact on Industries

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 ado...

4 Nov 202512min

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