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1,152 episodes
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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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Why Good Data Is Good For Markets
Our Head of Corporate Credit Research makes the case against the popular notion that solid economic data would be bad for markets, and instead offers a rationale for why now, more than ever, is the time for investors to root for positive economic developments.
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Introducing: What Should I Do With My Money Season 2
If you're a listener to Thoughts on the Market you may be interested in Season 2 of our podcast: What Should I Do With My Money?
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Funding the AI Revolution
As the infrastructure needs for artificial intelligence soar, so does the need for financing. Our Chief Fixed Income Strategist talks about the role credit markets can play in providing capital to power the sector.
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Fiscal Sustainability and the French and US Elections
Our Global Chief Economist explains why markets are concerned about uncertainty around the French and US elections, and how their outcomes may affect each economy’s debt load.
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Navigating the Narrow Stock Market
Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.
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Economics Roundtable: Global Elections in Focus
Halfway through a historic year for elections around the world, Morgan Stanley’s chief economists assess the impact of recent results on the global economy, and weigh potential effects from key elections to come.