Podcast Episodes
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The Potential Way Forward for the U.S.-Iran Standoff
Episode 1705
The potential path to a durable U.S.–Iran agreement has twists and obstacles ahead. Our Head of U.S. Public Policy Research Ariana Salvatore discusse…
2 weeks ago
‘Show Me the Money,’ Market Tells Companies
Episode 1704
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses a new market cycle, in which investors are demanding more than just growth from compan…
2 weeks, 1 day ago
How AI Could Simplify the Mortgage Market
Episode 1703
Our U.S. Consumer Finance Analyst Jay Bacow and our Co-Head of Securitized Product Research Jay Bacow explain why AI can transform the way Americans …
2 weeks, 2 days ago
AI’s New Rules of Engagement
Episode 1702
Our Head of U.S. Public Policy Research Ariana Salvatore explains how U.S.-China tensions, export controls and domestic regulation are reshaping wher…
2 weeks, 5 days ago
Why Brick and Mortar Banking Still Matters
Episode 1701
America’s biggest banks are opening more local branches. Our Head of U.S. Large Cap and Mid Cap Banks Research Manan Gosalia looks at the merits of p…
2 weeks, 6 days ago
How Long Can the Fed Hold On?
Episode 1700
From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets di…
3 weeks ago
When a Data Center Comes to Town
Episode 1699
Head of US Public Policy Strategy Ariana Salvatore and US Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan St…
3 weeks, 1 day ago
Quality Matters Again
Episode 1698
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors should favor quality as the market moves from early-cycle momentum to mor…
3 weeks, 2 days ago
The Structural Forces Moving Capital
Episode 1697
Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilie…
3 weeks, 5 days ago
Blind Spots in the AI Infrastructure Selloff
Episode 1696
Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressure…
3 weeks, 6 days ago