Thoughts on the Market

4.9 (50)
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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.

6小時前

Finding Opportunity in AI’s Evolution

Our Global Head of Thematic Research Ed Stanley discusses how artificial intelligence is changing and what could be in store for investors in 2025.

5 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.

14 分鐘
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.

9 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.

4 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.

4 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.

5 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.

5 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.

4 分鐘

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Welcome to Thoughts on the Market

A quick preview of what you'll hear on the Thoughts On The Market podcast, which features short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

20/12/2021

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1 分鐘

Mike Wilson

主持人

4.9

（滿分 5 分）

50 則評分

Balanced, Clear and Concise

22/01/2020

Stephen Howard

Excellent podcast from some really senior markets executives and professionals from Morgan Stanley, keep up the great work.
Fiona

16/08/2020

FionaLeiden

Excellent podcast, I especially like the one of rising risks for new stimulus. The link between policies and pull back of risk assets is well explained. It could be better to add short glossary for terms like FEMA money for people out of the states.