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Thoughts on the Market

Morgan Stanley
InvestingBusiness

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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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

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8 hours ago

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

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34 hours ago

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

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2 days ago

Reviews

4.8 out of 5 stars from 1.2k ratings
  • No actionable insights

    “We recommend companies with idiosyncratic advantages and significant operating leverage” - please tell me when that’s not the case????

    Apple Podcasts
    1
    RoddyHere
    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 Podcasts
    5
    Falcon4CO
    United 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 Podcasts
    5
    Groovy Konky
    United Statesa month ago
  • Market Insight

    Great insight by Mike Wilson and all! Thank you!!!

    Apple Podcasts
    5
    Linkinpark4all
    United 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 Podcasts
    5
    mattttyyice
    United 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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