1,115 episodes
Thoughts on the Market Morgan Stanley Podcasts
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- Business
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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Managing for Economic Uncertainty
As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes.
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What If Rates Are Higher for Longer?
Our CIO for Wealth Management, Lisa Shalett, and our Head of Corporate Credit Research continue their discussion of the impact of interest rates on different asset classes, the high concentration of value in equity markets and more.
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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.