Podcast Episodes
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Is the Beverage Industry Drying Up?
Episode 1367
Morgan Stanley’s Head of European Consumer Staples, Sarah Simon, discusses why aging populations, wellness trends and Gen Z’s moderation are putting …
1 year, 1 month ago
How Investors are Playing Defense
Episode 1366
Our Chief Cross-Asset Strategist Serena Tang discusses the market’s shifting perception of risk and what’s behind some unusual patterns in fund flows…
1 year, 1 month ago
Recession Fears Are a Wild Card for Markets
Episode 1365
Can the U.S. equity market break out of its expected range? Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at whether the Trump administr…
1 year, 1 month ago
How Much More Could Your Smartphone Cost?
Episode 1364
Our analysts Michael Zezas and Erik Woodring discuss the ways tariffs are rewiring the tech hardware industry and how companies can mitigate the impa…
1 year, 1 month ago
Tariff Uncertainty Creates Opportunity in Credit
Episode 1363
The ever-evolving nature of the U.S. administration’s trade policy has triggered market uncertainty, impacting corporate and consumer confidence. But…
1 year, 1 month ago
Gold Rush Picks Up Speed
Episode 1362
As gold prices reach new all-time highs, Metals & Mining Commodity Strategist Amy Gower discusses whether the rally is sustainable.
Read more insights…
1 year, 2 months ago
Where Is the Bottom of the Market?
Episode 1361
Our CIO and Chief U.S. Equity Strategist Mike Wilson probes whether market confidence can return soon as long as tariff policy remains in a state of …
1 year, 2 months ago
Is the Market Rebound a Mirage?
Episode 1360
Our Head of Corporate Credit Research analyzes the market response to President Trump’s tariff reversal and explains why rallies do not always indica…
1 year, 2 months ago
Why Tariffs Spurred a Dash for Cash
Episode 1359
Our analysts Vishy Tirupattur and Martin Tobias explain how the announcement of new tariffs and the subsequent pause in their implementation affected…
1 year, 2 months ago
Lingering Uncertainties After Tariff Reprieve
Episode 1358
Earlier today, President Trump announced a pause on reciprocal tariffs for 90 days. Our Global Head of Fixed Income Research and Public Policy Strate…
1 year, 2 months ago