Podcast Episodes
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How Oil Could Price Amid Mideast Tensions
Episode 1407
Our Global Commodities Strategist Martijn Rats explores three possible scenarios for oil prices in light of geopolitical shifts in the Middle East.
Im…
11 months, 3 weeks ago
Why Markets Should Keep an Eye on Japan’s AI Playbook
Episode 1406
Our Senior Japan Economics Advisor discusses Japan’s systematic approach to AI and the lessons it offers for other markets.
Read more insights from Mo…
11 months, 3 weeks ago
A Bullish Case for Large Cap U.S. Equities
Episode 1405
While market sentiment on U.S. large caps turns cautious, our Chief CIO and U.S. Equity Strategist Mike Wilson explains why there's still room to sta…
11 months, 4 weeks ago
The Economic Stakes of President Trump’s Immigration Policy
Episode 1404
Our economists Michael Gapen and Sam Coffin discuss how a drop in immigration is tightening labor markets, and what that means for the U.S. economic …
1 year ago
Midyear Credit Outlook: Slowdown in Europe
Episode 1403
Our analysts Andrew Sheets and Aron Becker explain why European credit markets’ performance for the rest of 2025 could be tied to U.S. growth.
Read mo…
1 year ago
What the New Tax Bill Means for Cross-Border Portfolios
Episode 1402
Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas reads the fine print of U.S. tax legislation to understand how it m…
1 year ago
How China Is Rewriting the AI Code
Episode 1401
Our Head of Asia Technology Research Shawn Kim discusses China's distinctly different approach to AI development and its investment implications.
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1 year ago
U.S. Financials Conference: Three Key Themes to Watch
Episode 1400
Our analysts Betsy Graseck, Manan Gosalia and Ryan Kenny discuss the major discussions they expect to highlight Morgan Stanley’s upcoming U.S. Financ…
1 year ago
Standing by Our Outlook
Episode 1399
Morgan Stanley’s midyear outlook defied the conventional view in a number of ways. Our analysts Serena Tang and Vishy Tirupattur push back on the pus…
1 year ago
5 Reasons the Obesity Drug Market Remains Strong
Episode 1398
The global market for obesity drugs is expanding. Our U.S. Pharma and Biotech Analyst Terrence Flynn discusses what’s driving the next stage of globa…
1 year ago