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Making Sense of Mixed Market Signals
Episode 1617
Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets su…
4 months, 3 weeks ago
U.S Consumer Spending Meets Caution
Episode 1616
Our U.S. Thematic and Equity Strategist Michelle Weaver breaks down the results of a new survey on U.S. consumer spending and confidence.
Read more in…
4 months, 3 weeks ago
U.S.-Iran Truce: What’s Next?
Episode 1615
While a tentative ceasefire in the Middle East holds, the Strait of Hormuz continues to be a sticking point in diplomatic efforts. Our Deputy Global …
4 months, 3 weeks ago
The Real Risks of Oil Price Spikes
Episode 1614
A supply-driven oil shock may start with inflation, but Morgan Stanley’s Senior Global Economist Rajeev Sibal discusses why investors need to underst…
4 months, 3 weeks ago
Riding the Final Innings of the Market Correction
Episode 1613
Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about risks in this late stage of the equity market pullback, how investors should positio…
4 months, 3 weeks ago
How the Oil Shock Is Reshaping Markets
Episode 1612
Our Chief Cross-Asset Strategist Serena Tang discusses why the closure of the Strait of Hormuz and its impact on oil prices could define the entire m…
4 months, 4 weeks ago
Oil Markets Ahead: Pricing In More Risk
Episode 1611
As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Resear…
5 months ago
A New Test for Private Credit
Episode 1610
Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller dis…
5 months ago
A Bull Market May Be Closer Than It Looks
Episode 1609
The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson exp…
5 months ago
Inside Credit Market’s Issuance Boom and Private Lending Risks
Episode 1608
Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing…
5 months ago