Podcast Episodes
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Why Warsh May Let Markets Sweat
Episode 1667
Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh’s first Fed meeting, explaining why the new chair’s credibility may requir…
2 months, 1 week ago
Inside the AI Debt Surge
Episode 1666
As AI investment keeps growing, our strategists Carolyn Campbell and Vishwas Patkar discuss the many ways tech infrastructure gets financed and the o…
2 months, 2 weeks ago
Can Policy Solve AI’s Chipflation?
Episode 1665
AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers …
2 months, 2 weeks ago
Warsh’s Opening Act at the Fed
Episode 1664
Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the …
2 months, 2 weeks ago
The Bull Case After the Pullback in Stocks
Episode 1663
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors ma…
2 months, 2 weeks ago
India’s Next Market Phase
Episode 1662
Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, cap…
2 months, 2 weeks ago
Inflation Relief Ahead?
Episode 1661
Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the rece…
2 months, 3 weeks ago
Who Owns Travel Loyalty?
Episode 1660
Morgan Stanley analysts Ravi Shanker and Jeff Adelson take a look at what the fight for affluent, loyal travelers could mean for banks and airlines. …
2 months, 3 weeks ago
Asia’s Race to Power AI
Episode 1659
As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, g…
2 months, 3 weeks ago
The High Cost of AI Memory
Episode 1658
The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data …
2 months, 3 weeks ago