Welcome to Thoughts on the Market

Welcome to Thoughts on the Market

A quick preview of what you'll hear on the Thoughts On The Market podcast, which features short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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Special Encore: For Better or Warsh

Special Encore: For Better or Warsh

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 ch...

26 Feb 12min

Why Stocks Keep Rising Despite AI Anxiety

Why Stocks Keep Rising Despite AI Anxiety

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.Read more insights from Morg...

24 Feb 4min

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

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

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 Econo...

23 Feb 7min

AI at Work: The Transformation Is Already Underway

AI at Work: The Transformation Is Already Underway

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 Stan...

20 Feb 4min

Could the U.S. Target a Weaker Dollar?

Could the U.S. Target a Weaker Dollar?

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 i...

19 Feb 10min

The Political Cost of the AI Buildout

The Political Cost of the AI Buildout

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 a...

18 Feb 4min

A Novel Way to Shop Online

A Novel Way to Shop Online

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 fr...

17 Feb 11min

Introducing Hard Lessons

Introducing Hard Lessons

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 y...

16 Feb 2min

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