Podcast Episodes
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Economic Roundtable: Energy Shock & Central Banks’ Action
Episode 1619
In this first of a two-part discussion, our Global Chief Economist Seth Carpenter leads a discussion with chief regional economists Michael Gapen, Je…
1 month, 3 weeks ago
Mounting Evidence of a Market Rebound
Episode 1618
Our CIO and Chief U.S. Equity Strategist Mike Wilson shares his perspective on why investors should position for a stock market recovery despite ongo…
1 month, 3 weeks ago
Making Sense of Mixed Market Signals
Episode 1617
Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets su…
1 month, 4 weeks ago
U.S Consumer Spending Meets Caution
Episode 1616
Our U.S. Thematic and Equity Strategist Michelle Weaver breaks down the results of a new survey on U.S. consumer spending and confidence.
Read more in…
2 months ago
U.S.-Iran Truce: What’s Next?
Episode 1615
While a tentative ceasefire in the Middle East holds, the Strait of Hormuz continues to be a sticking point in diplomatic efforts. Our Deputy Global …
2 months ago
The Real Risks of Oil Price Spikes
Episode 1614
A supply-driven oil shock may start with inflation, but Morgan Stanley’s Senior Global Economist Rajeev Sibal discusses why investors need to underst…
2 months ago
Riding the Final Innings of the Market Correction
Episode 1613
Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about risks in this late stage of the equity market pullback, how investors should positio…
2 months ago
How the Oil Shock Is Reshaping Markets
Episode 1612
Our Chief Cross-Asset Strategist Serena Tang discusses why the closure of the Strait of Hormuz and its impact on oil prices could define the entire m…
2 months, 1 week ago
Oil Markets Ahead: Pricing In More Risk
Episode 1611
As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Resear…
2 months, 1 week ago
A New Test for Private Credit
Episode 1610
Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller dis…
2 months, 1 week ago