Podcast Episodes
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Capital Markets Pick Up as U.S. Policy Settles
Episode 1478
Our Global Head of Fixed Income Research and Public Policy Strategy, Michael Zezas, examines growth in IPOs and M&A amid greater certainty around tra…
8 months, 2 weeks ago
A Good ‘Perfect Storm’ for India
Episode 1476
Our Head of India Research Ridham Desai and leaders from Morgan Stanley Investment Management Arjun Saigal and Jitania Kandhari discuss how India’s p…
8 months, 2 weeks ago
Why the ‘Rolling Recovery’ Has Already Begun
Episode 1475
Our CIO Mike Wilson joins U.S. Equity strategist Andrew Pauker to answer frequently asked questions about their latest economic outlook, including ho…
8 months, 2 weeks ago
Can the Fed’s Move Boost Global Credit?
Episode 1474
With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head …
8 months, 3 weeks ago
Weighing Fed Cut Against Jobs and Inflation Risks
Episode 1473
On Wednesday, the Fed announced its first rate cut in nine months. While the reduction was widely expected, our Global Head of Macro Strategy Matthew…
8 months, 3 weeks ago
Special Encore: AI Takes the Wheel
Episode 1472
Original Release Date: August 21, 2025
From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our anal…
8 months, 3 weeks ago
How U.S. Industry Is Reinventing Itself
Episode 1470
Our strategists Michelle Weaver and Adam Jonas join analyst Christopher Snyder to discuss the most important themes that emerged from the Morgan Stan…
8 months, 3 weeks ago
Can Fed Cuts Bring Mortgage Rates Down?
Episode 1469
For investors looking to make sense of housing-related assets amidst changes in Fed policy stance, our co-heads of Securitized Product Research Jay B…
8 months, 3 weeks ago
How Cybersecurity Is Reshaping Portfolios
Episode 1467
Online crime is accelerating, making cybersecurity a fast-growing and resilient investment opportunity. Our Cybersecurity and Network and Equipment a…
8 months, 4 weeks ago
What’s Next for the India-China Trade?
Episode 1466
Our Chief Asia Economist Chetan Ahya discusses how the evolving trade relationship between India and China could redefine global supply chains and un…
8 months, 4 weeks ago