1 113 épisodes
Thoughts on the Market Morgan Stanley Podcasts
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- Affaires
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4,5 • 20 notes
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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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Separating the Cyclical from the Systemic
Lisa Shalett, our CIO for Wealth Management, and our Head of Corporate Credit Research discuss how to forecast expected returns over the long term, and whether historic cycles can help make sense of the market environment today.
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Special Encore: Seth Carpenter: Looking Back for the Future
Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s.
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Where Is the US Dollar Headed?
Our experts discuss U.S. dollar strength and its far-reaching impact on the global economy and the world’s stock markets.
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Decarbonizing Real Estate
Our analysts survey the hurdles, opportunities and investment trends in energy renovation.
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The Curious Connection Between Airlines and Fashion
Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in both industries can use a similar playbook for a turnaround.
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Can Technology Help Us Live Longer & Better?
Our Head of Europe Thematic Research discusses revolutionary “Longshot” technologies that can potentially alter the course of human ageing, and which of them look most investible to the market.
Avis
Good macro podcast
One of the best financial markets, global macro podcast you can find . With many analysts participating
wall street stars…
a podcast on Wilson & all these « specialists » bonuses for the great calls of 2023 would be more interesting than this average of everything.
Valuable short podcast during a coffee break
A concentrated podcast that gives an interest perspective and food for thought for what maybe ahead. Goes great with an espresso!
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