Thoughts on the Market
Today: #157 in Business on our combined chart.
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| Date | Apple Podcasts |
|---|---|
| Oct 3 | #140 |
About the show
Latest episodes
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The Tension Between Equities and Bonds
October 2, 2026 · 5 minOur Global Head of Fixed Income Research Andrew Sheets examines what rising rates could mean for equity valuations, earnings and investor appetite. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to…
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How AI and Tokenization Could Reshape Wealth Management
October 1, 2026 · 12 minBetsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could grow into a $2.3 trillion market by 2030. Read more insights from Morgan Stanley. ----- Transcript ----- Betsy Graseck: Welcome to…
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4 Market Signals Ahead of the Midterms
September 30, 2026 · 5 minAs investors look toward the U.S. midterm elections, the biggest question is what could change. Our Head of U.S. Public Policy Research Ariana Salvatore outlines the signals worth watching. Read more insights from Morgan Stanley…
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China’s $12 Trillion Manufacturing Upgrade
September 29, 2026 · 5 minOur China Industrials Analyst Sheng Zhong explains how AI, robotics and a major investment cycle could transform China’s manufacturing base and its role in global supply chains. Read more insights from Morgan Stanley. ----- Transcript…
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The Stock Market’s Bad Breadth
September 28, 2026 · 5 minFewer companies have been driving equity market gains in 2026. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what investors should make of the narrowing rally as the year enters its final stretch. Read more insights from…
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AI Meets the Physical Economy
September 25, 2026 · 11 minMorgan Stanley Research analysts Michelle Weaver, Ravi Shanker and Dave Arcaro discuss two industrial inflection points: how long it will be before autonomous trucking becomes a reality and why power infrastructure is racing to keep up…
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The Global Diesel Problem
September 24, 2026 · 14 minDiesel is at the center of an international supply squeeze, with prices rising to historic highs. Andrew Sheets and Martijn Rats unpack why this industrial fuel matters far beyond the pump. Read more insights from Morgan Stanley…
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The Unexpected Investment Case for AI Safety
September 23, 2026 · 10 minTighter AI safety requirements could reshape the pace of AI investment. Ariana Salvatore and Michael Zezas dig into why the spending may shift toward more compute, not less. Read more insights from Morgan Stanley. ----- Transcript…