Podcast Episodes
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Asia’s Race to Power AI
Episode 1659
As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, g…
10 hours ago
The High Cost of AI Memory
Episode 1658
The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data …
1 day, 10 hours ago
What New Tariffs Mean for Investors
Episode 1657
Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariff…
4 days, 11 hours ago
Why Oil Supply May Stay Tight for Months
Episode 1656
Our Global Commodities Strategist Martijn Rats discusses why the restart of oil flows through the Strait of Hormuz may be slower and tighter than the…
5 days, 10 hours ago
AI Borrowing Creates a New Credit Playbook
Episode 1655
Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex.
Read more insights f…
6 days, 11 hours ago
When Stocks, Bonds and Oil Move Together
Episode 1654
Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronize…
1 week ago
Pet Industry and the Bite of Higher Costs
Episode 1653
Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans ch…
1 week, 1 day ago
Finding Value in Commercial Real Estate Credit
Episode 1652
Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains wh…
1 week, 4 days ago
What Changed After the U.S.-China Summit?
Episode 1651
Our Deputy Global Head of Research Michael Zezas explains why the recent U.S.-China summit may have eased near-term risks, without changing the bigge…
1 week, 5 days ago
The Battle for the Future of Gaming
Episode 1650
As AI changes the video game industry, Matt Cost, from Morgan Stanley’s U.S. Internet team, takes us through the game play and what could drive the n…
1 week, 6 days ago