Podcast Episodes
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Asia’s Capex Boom Goes Beyond AI
Episode 1649
Our Chief Asia Economist Chetan Ahya looks at why spending not only on AI, but also on energy and defense, could drive Asia's strongest industrial cy…
2 weeks ago
The New Japan Trade
Episode 1648
The conclusion of our two-part episode from Morgan Stanley and MUFG’s Japan Summit looks at structural shifts in Japan’s economy and Prime Minister S…
2 weeks, 4 days ago
What’s Driving Japan’s Market Momentum
Episode 1647
Recorded live at the Morgan Stanley and MUFG Japan Summit, our Global Chief Economist and Head of Macro Research Seth Carpenter led a discussion on A…
2 weeks, 5 days ago
Why the UK’s Economy May Surprise Investors Again
Episode 1646
Our Global Head of Fixed Income Research Andrew Sheets and Chief UK Economist Bruna Skarica discuss why they see a more constructive UK outlook than …
2 weeks, 6 days ago
The Case for Staying Bullish on Equities
Episode 1645
Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI’s impact remain stronger than man…
3 weeks ago
How Digital Assets Are Changing Banking
Episode 1644
Our Global Head of Banks and Diversified Finance Research Betsy Graseck explains how digital assets could reshape market infrastructure and how money…
3 weeks, 1 day ago
Investing Through an Uneasy Boom
Episode 1643
Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatili…
3 weeks, 4 days ago
Global Growth Faces an Energy Test
Episode 1642
Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers rem…
3 weeks, 5 days ago
What to Expect From the U.S.-China Summit
Episode 1641
Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Tai…
3 weeks, 6 days ago
How Your Body Data Could Reshape Sectors
Episode 1640
Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different indus…
4 weeks ago