Podcast Episodes
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America’s Debt Story
Episode 1417
For a special Independence Day episode, our Head of Corporate Credit Research considers a popular topic of debate, on holidays or otherwise – nationa…
11 months, 1 week ago
Three Possibilities for What’s Next on Tariffs
Episode 1416
Our analysts Michael Zezas and Ariana Salvatore discuss the upcoming expiration of reciprocal tariffs and the potential impacts for U.S. trade.
Read m…
11 months, 1 week ago
How AI Could Transform the Real Estate Sector
Episode 1415
Ron Kamdem, our U.S. Real Estate Investment Trusts & Commercial Real Estate Analyst, discusses how GenAI could save the real estate industry $34 bill…
11 months, 1 week ago
The U.S. Housing Market Slowdown
Episode 1414
The U.S. housing market appears to be stuck. Our co-heads of Securitized Product research, Jay Bacow and James Egan, explain how supply and demand, a…
11 months, 2 weeks ago
Watching the Canary in the Coalmine
Episode 1413
Stock tickers may not immediately price in uncertainty during times of geopolitical volatility. Our Head of Corporate Credit Research Andrew Sheets s…
11 months, 2 weeks ago
Why the Fed Will Cut Late, But Cut More
Episode 1412
Our Global Head of Macro Strategy Matt Hornbach and U.S. Economist Michael Gapen assess the Fed’s path forward in light of inflation and a weaker eco…
11 months, 2 weeks ago
Humanoids’ Insatiable Hunger for Minerals
Episode 1411
Our Australia Materials Analyst Rahul Anand discusses why critical minerals may be the Achilles’ heel of humanoids as demand significantly outpaces s…
11 months, 2 weeks ago
India Outperforms with High Growth and Low Volatility
Episode 1410
Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.
Read more insights f…
11 months, 3 weeks ago
Why Stocks Can Be Resilient Despite Geopolitical Risk
Episode 1409
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors have largely remained calm amid recent developments in the Middle East.
Re…
11 months, 3 weeks ago
Midyear Credit Outlook: An Odd Disconnect in Asia
Episode 1408
Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum’ bonds, despite Asia’s growth dr…
11 months, 3 weeks ago