
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
| Publishes | Daily | Episodes | 1741 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen look at what could speed up tightening, what’s next for Treasury yields, and how the Fed can skip a hike now while signaling that more are coming.
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Is the end of the correction in sight? Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what could bring this pullback to an end.
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Welcome to Thoughts on the Market. I'm Mi... more
The energy shock is global, but the policy response isn’t uniform. In the second of our two-part roundtable, our economists unpack the forces shaping interest rates across the U.S., Europe and Asia.
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In the first of a two-part discussion, our roundtable explores how AI investment, trade and consumer spending are sustaining global growth, and what could put that resilience at risk.
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I often learn something new on each podcast episode. Well done.
I love this podcast. The economic and market sentiment episodes are awesome and always spot on. For an individual investor this podcast is amazing.
The thing that distinguishes this bubble from past bubbles is this bubble enjoys the TOTAL support of a POTUS manipulating the bubble to grow, adding to this fact the belief of the investing class that Trump will do WHATEVER it takes to keep the Market up while he is in office e.g., sell insider information via Truth Social posts, on again off again tariffs etc….
In short, the investing class believes, rightly or wrongly, it has nothing to lose (i.e., micro-risk) by being in on the joke, mor... more
Hard to understand and not that compelling for content.
Hard to understand and not that compelling for content.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #88 |
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Listeners, social reach, demographics and more for this podcast.
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A market-focused show driven by Morgan Stanley researchers that tracks the transition from broad, high-beta rallies to a more selective, quality-led leadership. Episodes frequently connect AI-driven productivity, margins, and durable cash flows to sector rotation, with deep dives into macro policy, energy, data centers, and financials. Notable strengths include concise, data-rich analysis from senior strategists and practical frameworks for positioning in an evolving cycle, plus timely takes on AI regulation and infrastructure costs.
Overall, it's likely to appeal to finance professionals, institutional listeners, and informed individual investors who want compact, scenario-based insights on how policy, technology, and capital allocation s... more
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Thoughts on the Market launched 7 years ago and published 1741 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. Bruna Skarica
2. Sarah Wolfe
3. Anish Shah
4. Ariana Salvatore
5. Kevin Warsh
6. Chetan Ahya
7. Takeshi Yamaguchi
8. Jonathan Garner
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