Podcast Episodes
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Why Oil Supply May Stay Tight for Months
Episode 1656
Our Global Commodities Strategist Martijn Rats discusses why the restart of oil flows through the Strait of Hormuz may be slower and tighter than the…
2 months, 3 weeks ago
AI Borrowing Creates a New Credit Playbook
Episode 1655
Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex.
Read more insights f…
2 months, 3 weeks ago
When Stocks, Bonds and Oil Move Together
Episode 1654
Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronize…
2 months, 3 weeks ago
Pet Industry and the Bite of Higher Costs
Episode 1653
Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans ch…
2 months, 4 weeks ago
Finding Value in Commercial Real Estate Credit
Episode 1652
Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains wh…
3 months ago
What Changed After the U.S.-China Summit?
Episode 1651
Our Deputy Global Head of Research Michael Zezas explains why the recent U.S.-China summit may have eased near-term risks, without changing the bigge…
3 months ago
The Battle for the Future of Gaming
Episode 1650
As AI changes the video game industry, Matt Cost, from Morgan Stanley’s U.S. Internet team, takes us through the game play and what could drive the n…
3 months ago
Asia’s Capex Boom Goes Beyond AI
Episode 1649
Our Chief Asia Economist Chetan Ahya looks at why spending not only on AI, but also on energy and defense, could drive Asia's strongest industrial cy…
3 months ago
The New Japan Trade
Episode 1648
The conclusion of our two-part episode from Morgan Stanley and MUFG’s Japan Summit looks at structural shifts in Japan’s economy and Prime Minister S…
3 months, 1 week ago
What’s Driving Japan’s Market Momentum
Episode 1647
Recorded live at the Morgan Stanley and MUFG Japan Summit, our Global Chief Economist and Head of Macro Research Seth Carpenter led a discussion on A…
3 months, 1 week ago