Podcast Episodes
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The Disruption in the AI Market
Episode 1316
Our Chief Fixed Income Strategist Vishy Tirupattur thinks that efficiency gains from Chinese AI startup DeepSeek may drive incremental demand for AI.…
1 year, 4 months ago
Chinese Airlines Breaking Through Turbulence
Episode 1315
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explains why a resurgence in air travel is leading China’s emergence from def…
1 year, 4 months ago
Trump 2.0 and the Latest on Tariffs
Episode 1314
Our Global Head of Fixed Income Research & Public Policy Strategy Michael Zezas discusses the potential economic outcomes of a shifting North America…
1 year, 4 months ago
Trump 2.0 and the Future of Energy
Episode 1313
Our analysts Ariana Salvatore, Stephen Byrd and Devin McDermott discuss President Trump’s four executive orders around energy policy and how they cou…
1 year, 4 months ago
Tariffs and Tech Challenge Stocks
Episode 1312
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why U.S. stocks took a hit that is likely to sustain through the first half of 2025.
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1 year, 4 months ago
Big Debates: Who Will Be the Trade Winners Under Trump?
Episode 1311
Morgan Stanley Research analysts Michelle Weaver, Chris Snyder and Nik Lippmann discuss U.S.-Mexico trade and the future of reshoring and near-shorin…
1 year, 4 months ago
Managing Fiscal Policy Uncertainty Under Trump 2.0
Episode 1310
Our Global Head of Fixed Income and Public Policy Research, Michael Zezas, and Global Head of Macro Strategy, Matt Hornbach, discuss how the Trump ad…
1 year, 4 months ago
A Mixed Bag for Retail and Consumer Sectors
Episode 1309
Our Head of Corporate Credit Research and Head of Retail Consumer Credit discuss what choppy demand and tariff risk could mean for sectors that depen…
1 year, 4 months ago
Will Trump’s Tariffs Reshape Asian Economies?
Episode 1308
Our Global Head of Fixed Income and Public Policy Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss the potential impact of U.S. ta…
1 year, 4 months ago
Europe’s Defense Dilemma
Episode 1306
Morgan Stanley Research looks at how the European defense industry might respond to military spending pressure from the Trump administration.
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1 year, 4 months ago