Podcast Episodes
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A $10 Trillion Opportunity in US Reshoring
Episode 1243
After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyde…
1 year, 7 months ago
Retirement in the Age of Higher Life Expectancy
Episode 1242
Morgan Stanley’s European Head of Research Product Paul Walsh speaks to Betsy Graseck, Global Head of Banks and Diversified Finance, and Bruce Hamilt…
1 year, 7 months ago
Europe’s Demographic Dilemma
Episode 1241
Our Chief Europe Economist Jens Eisenschmidt and Europe Equity Strategist Regiane Yamanari discuss the strain of an aging population on the future of…
1 year, 7 months ago
Mind Meets Machine in Brain-Computer Interfaces
Episode 1240
Our Medical Technology expert analyzes the medical potential and market opportunity in technology that allows direct communication between the human …
1 year, 7 months ago
What’s Boosting Cyclical Stocks?
Episode 1239
Our CIO and Chief U.S. Equity Strategist explains his preference for cyclical stocks amid a rise in global money supply and current US election dynam…
1 year, 7 months ago
How the US Election Could Upset Credit Markets
Episode 1238
Our Head of Corporate Credit Research Andrew Sheets discusses why uncertainty around the election’s outcome could be detrimental for credit investors…
1 year, 7 months ago
Could the US Election Reshape the Energy Sector?
Episode 1237
Our expert panel explains whether the US election will impact energy policy, including how the Inflation Reduction Act’s possible fate and increased …
1 year, 7 months ago
What Does The Fed Rate Cut Mean For Mortgages?
Episode 1236
Mortgage rates aren’t directly influenced by Federal Reserve policy. However, the Fed’s recent cut likely will have a domino effect on the US housing…
1 year, 7 months ago
South Korea’s ‘Super-Aging’ Challenge
Episode 1235
Our Chief Korea and Taiwan Economist discusses the reforms needed to overcome Korea’s urgent demographic crisis.
----- Transcript -----
Welcome to Thou…
1 year, 7 months ago
Markets Spin Toward Cyclicals
Episode 1234
A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Stra…
1 year, 7 months ago