
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
| Publishes | Daily | Episodes | 1627 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility.
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Welcome to Thoughts on the Mark... more
Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.
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Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiwan, tariffs and the Iran conflict.
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Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different industries, from fitness to retail.
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Welc... more
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Awesome
I am a big fan of Mike Wilson. His analysis is timely and I use it to influence my equity buy/sell decisions. Last year however, Mike was bearish all along and I went along with his view resulting In lost opportunities in the market. Currently Mike has turned bullish and I am skeptical of this view in light of current events.
The overall goal of any good podcast should be to inform educate and share knowledge in a concise direct manner; this show achieve all three while the same time giving listeners who are marginally interested in the market thoughts to consider and answers that could help drive investment decisions.
Presenters on this pod seem to think that spouting esoteric terms of art and weedy financial jargon would s what establishes their bonafides. It doesn’t. I guess if your a Finance Bro this pod will make sense to you but normal people should give this a pass
Excellent insights
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Offers concise and insightful analyses of recent market events, leveraging diverse perspectives from experts affiliated with a prominent financial institution. The content covers a wide range of topics, including economic trends, market volatility, and the implications of monetary policy, providing listeners with both high-level overviews and detailed examinations of specific concerns in the financial world. Each episode typically aims to address current issues while connecting them to broader market dynamics, making it a valuable resource for professionals seeking to understand the evolving financial landscape and enhance their investment decision-making processes.
While maintaining a focus on practicality, the discussions often translate... more
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Thoughts on the Market launched 7 years ago and published 1627 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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Recent guests on Thoughts on the Market include:
1. Rick Rieder
2. Stephen Byrd
3. Michael Gapen
4. Chetan Ahya
5. Jens Eisenschmidt
6. Maria Luís Albuquerque
7. Ariana Salvatore
8. Seth Carpenter
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