Thoughts on the Market
Morgan StanleyShort, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Latest Episodes
The Senate just passed the Inflation Reduction Act which seeks to fight inflation on a variety of fronts, but the most pressing question is, will the IRA actually impact inflation? more
As lending standards tighten and banks get ready to make some tough choices, how will the housing market fare if loan growth slows? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Bacow discuss. more
While inflation remains high and the battle to bring it down is top of mind, there may be some opportunities in technologies that could help bring down inflation in some sectors. more
Reviews
- No actionable insights
“We recommend companies with idiosyncratic advantages and significant operating leverage” - please tell me when that’s not the case????
Apple Podcasts1RoddyHere
United Statesa month ago - Quick hits for staying on top of mkts
Enjoy these on the daily commute, shorter frequent podcasts, geared towards those in investment industry.
Apple Podcasts5Falcon4COUnited Statesa month ago - A Must Listen for Serious Investors
I follow Mike’s work very closely. Most importantly his assumptions on why his team believes in there market views. I have found his work to be extremely accurate. Anyone that takes a long term perspective in their investment strategy will see the brilliance of Mike and his team.
Apple Podcasts5Groovy KonkyUnited Statesa month ago - Market Insight
Great insight by Mike Wilson and all! Thank you!!!
Apple Podcasts5Linkinpark4allUnited States2 months ago - The best 3-minute briefing
To me these guys are doing the best 3-minute briefing. I would be happier with a daily podcast though.
Apple Podcasts5mattttyyiceUnited States2 months ago
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Chart Positions
Spotify | #33 | United States/Business |
Apple Podcasts | #27 | United States/Business/Investing |
Apple Podcasts | #76 | United States/Business |
Spotify | #9 |  United Kingdom/Business |
Apple Podcasts | #15 | United Kingdom/Business/Investing |
Apple Podcasts | #22 |  Canada/Business/Investing |
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Thoughts on the Market launched 3 years ago and published 677 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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