Morgan Stanley Podcasts

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11/05/2022更新

4日前

Big Debates: The AI Evolution

In the first of a special series, Morgan Stanley’s U.S. Thematic and Equity Strategist Michelle Weaver discusses new frontiers in artificial intelligence with Keith Weiss, Head of U.S. Software Research.

4日前

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9 分鐘
1日前

Big Debates: The State of the Energy Transition

In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and where to look for investment opportunities.

1日前

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14 分鐘
1月7日

What Could Shape the Global Economy in 2025

Our Global Chief Economist Seth Carpenter weighs the myriad variables which could impact global markets in 2025, and why this year may be the most uncertain for economies since the start of the pandemic.

1月7日

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5 分鐘
6日前

Market Implications of Trump’s Agenda

With the inauguration of President-elect Donald Trump approaching, our Global Head of Fixed Income and Public Policy Research weighs the impact for investors of his potential policy measures.

6日前

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4 分鐘
5日前

2025: Setting Expectations

Our Head of Corporate Credit Research, Andrew Sheets, offers up bull, bear and base cases for credit markets in the year ahead.

5日前

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4 分鐘
1月3日

Lessons to Take Into 2025

With the start of the new year, our Head of Corporate Credit Research Andrew Sheets looks back to look ahead at trends for credit and other markets in 2025.

1月3日

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4 分鐘
1月6日

Will 2024’s Weak Finish Extend into the New Year?

Our CIO and Chief U.S. Equity Strategist Mike Wilson considers the year-end slump in U.S. stocks, and whether more market-friendly policies can change the narrative.

1月6日

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5 分鐘
17/12/2024

The Calm Before the Storm?

Our Global Chief Economist explains why a predictable end to 2024 for central banks may give way to a tempestuous 2025.

17/12/2024

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5 分鐘
31/12/2024

Special Encore: Will US Tariffs Drive Mexico Closer to China?

Original Release Date November 22, 2024: Our US Public Policy Strategist Ariana Salvatore and Chief Latin America Equity Strategist Nikolaj Lippmann discuss what Trump’s victory could mean for new trade relationships.

31/12/2024

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10 分鐘
1月2日

A Bumpy Road Ahead for Onshoring EVs

Our Head of Global Autos & Shared Mobility Adam Jonas discusses why the electric vehicle market may see a small reset in 2025, but ultimately accelerate under a Trump Administration.

1月2日

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5 分鐘

Listen to Morgan Stanley's award-winning podcasts, featuring daily market analysis, human stories of insight and innovation, and in-depth conversations around equity, entrepreneurship and sustainability.

網站

Morgan Stanley Podcasts

熱門節目

Big Debates: The AI Evolution

Big Debates: The State of the Energy Transition

What Could Shape the Global Economy in 2025

Market Implications of Trump’s Agenda

2025: Setting Expectations

Lessons to Take Into 2025

Will 2024’s Weak Finish Extend into the New Year?

The Calm Before the Storm?

Special Encore: Will US Tariffs Drive Mexico Closer to China?

A Bumpy Road Ahead for Onshoring EVs

關於

Morgan Stanley Podcasts

熱門節目

熱門單集

Big Debates: The AI Evolution

Big Debates: The State of the Energy Transition

What Could Shape the Global Economy in 2025

Market Implications of Trump’s Agenda

2025: Setting Expectations

Lessons to Take Into 2025

Will 2024’s Weak Finish Extend into the New Year?

The Calm Before the Storm?

Special Encore: Will US Tariffs Drive Mexico Closer to China?

A Bumpy Road Ahead for Onshoring EVs

關於