Thoughts on the Market

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.

Denne podkasten er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1668)

How Digital Assets Are Changing Banking

How Digital Assets Are Changing Banking

Our Global Head of Banks and Diversified Finance Research Betsy Graseck explains how digital assets could reshape market infrastructure and how money moves, without overthrowing wholesale banking.Read...

18 Mai 4min

Investing Through an Uneasy Boom

Investing Through an Uneasy Boom

Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility.Read more insights from Morgan Stanley.----- Tra...

15 Mai 5min

Global Growth Faces an Energy Test

Global Growth Faces an Energy Test

Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.Read more...

14 Mai 5min

What to Expect From the U.S.-China Summit

What to Expect From the U.S.-China Summit

Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiwan, tariffs and the Iran conflict.Read more insigh...

13 Mai 4min

How Your Body Data Could Reshape Sectors

How Your Body Data Could Reshape Sectors

Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different industries, from fitness to retail.Read more insights fr...

12 Mai 5min

Why AI Funding Is So Price-Insensitive

Why AI Funding Is So Price-Insensitive

Our Global Head of Fixed Income Research Andrew Sheets explains the economic theory behind the unwavering spending on AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----And...

11 Mai 4min

The New Playbook for Real Estate Net Lease Investing

The New Playbook for Real Estate Net Lease Investing

As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain.Read more insights from Morgan Stanley.----- Transcri...

8 Mai 11min

Special Encore: AI’s Next Big Leap

Special Encore: AI’s Next Big Leap

Original Release Date: April 28, 2026Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different ...

7 Mai 10min

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