Podcast Episodes
Back to Search
Why AI Funding Is So Price-Insensitive
Episode 1639
Our Global Head of Fixed Income Research Andrew Sheets explains the economic theory behind the unwavering spending on AI infrastructure.
Read more ins…
4 weeks, 1 day ago
The New Playbook for Real Estate Net Lease Investing
Episode 1638
As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain.
Re…
1 month ago
Special Encore: AI’s Next Big Leap
Episode 1637
Original Release Date: April 28, 2026
Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the…
1 month ago
How Long Can Markets Ignore the Oil Supply Shock?
Episode 1636
Despite the historical energy disruption from the Iran conflict, stocks are back to record highs. Our Global Head of Fixed Income Research Andrew She…
1 month ago
AI’s Shift From Thinking to Taking Action
Episode 1635
Our Head of Europe and Asia Technology Research Shawn Kim discusses AI’s move from passive chatbots to active agents—and how this influences tech sup…
1 month ago
Hard Lessons: Rick Rieder
Episode 1630
Introducing a recent episode of Hard Lessons, featuring Rick Rieder, BlackRock’s CIO for Global Fixed Income and Head of the Global Allocation Invest…
1 month ago
Why Stocks Keep Rallying
Episode 1634
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the factors behind stock gains across sectors.
Read more insights from Morgan Stanley.
--…
1 month ago
AI and Jobs: What Data and History Say
Episode 1633
Our Global Chief Economist and Head of Macro Research Seth Carpenter discusses whether the economy can adapt fast enough to turn AI into a productivi…
1 month, 1 week ago
The Metric Taking Over Earning Season
Episode 1632
Capital spending usually signals how a company is positioning itself for the future. Our Global Head of Fixed Income Research Andrew Sheets explains …
1 month, 1 week ago
Midterm Elections, Affordability and the Fed
Episode 1631
Still six months out, the U.S. midterm elections are likely to influence government initiatives to deal with higher energy costs. Our Head of Public …
1 month, 1 week ago