1,168 episodes
Thoughts on the Market Morgan Stanley Podcasts
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- Business
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4.8 • 1.2K Ratings
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Almost Human: Robots in Our Near Future
Our Head of Global Autos & Shared Mobility discusses what makes humanoid robots a pivotal trend with implications for the global economy.
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Business Cycle May Trump Politics
Our CIO and Chief US Equity Strategist explains that in the event of a Republican sweep in this fall’s U.S. elections, investors should not expect a repeat of 2016 given the different business environment.
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Why Credit Markets Like Moderation
Our Head of Corporate Credit Research shares four reasons that he believes credit spreads are likely to stay near their current lows.
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The Surprising Link Between Auto Insurance and Inflation
Our experts discuss how high prices in auto insurance have been driving inflation, and the implications for consumers and the Fed now that price increases are due to slow.
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Navigating Market Reactions to the News Cycle
Financial markets can be sensitive to news cycles, but our Global Head of Fixed Income and Thematic Research offers a word of caution about reacting to recent headlines about the US presidential election.
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Beyond the 60/40 Portfolio?
Our Chief Global Cross-Asset Strategist explains why she sees a future for the 60/40 portfolio strategy, which worked well for over half a century and may continue to perform well – with some modifications.
Customer Reviews
Mike Wilson
Sanest and most thoughtful commentary for last three years
Bite size, thoughtful and informative updates
I really enjoy these pieces during my commute. They’re short and packed with information. There’s so much news out there and things to catch up on. I feel this is a great way to get information in a manageable way.
Thank you for telling the truth about the low emissions of nuclear
It’s sad that many looney leftists want to do away with nuclear because they think woke windmills and solar are the answer. Misinformation can be deadly to our planet.