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Artwork for Thoughts on the Market

Thoughts on the Market

Morgan Stanley
Inflation
US Federal Tax Refund Season
Artificial Intelligence
U.S. Government Shutdown
Federal Reserve
Private Credit
US Inflation
Consumer Spending
Commercial Real Estate
Household Debt
AI Technology
Decarbonization
Longevity
S&P 500
Economic Growth
Regional Banks
Generative AI
Economic Recession
Leverage Finance
Purchasing Manager Indices

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

PublishesDailyEpisodes1476Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Thoughts on the Market

Latest Episodes

Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, spending and investment behavior across America.

Read more insights from Morgan Stanley.

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Diving into the history of Morgan Stanley’s first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality corporate bonds.

Read more insights from Morgan Stanley.

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Andrew Sheets: Welc... more

An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests key checkpoints that investors should keep in mind.

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Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mortgage rates.

Read more insights from Morgan Stanley.

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Vishy Tirupattur: Welc... more

Key Facts

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Recent Guests

Vishwas Patkar
Head of US Credit Strategy at Morgan Stanley
Morgan Stanley
Episode: How Credit Markets Could Finance AI’s Trillion Dollar Gap
Lisa Shalett
Chief Investment Officer for Morgan Stanley Wealth Management
Morgan Stanley
Episode: What If Rates Are Higher for Longer?
Joyce Yang
Morgan Stanley's US Leverage Finance Strategist
Morgan Stanley
Episode: Behind the Rapid Growth of the Private Credit Market

Host

Matthew Hornbach
Matthew Hornbach provides insights into recent market reactions and future policies, particularly regarding the Federal Reserve and its implications for the financial landscape.

Reviews

4.8 out of 5 stars from 3.3k ratings
  • Must Listen.

    Very informative and educational. Covers a wide range of topics. There is an accompanying website as well…only wish they updated it daily and kept it current.

    Apple Podcasts
    5
    Sep23
    United States18 days ago
  • Good, but

    I think I’m still getting my footing with this show, so ghis is a bit of a hot take. I like much of the content, but the show’s “Chads” keep referring to “liberation day,” like that’s a thing. Do they mean from a POV of markets crashing?

    Apple Podcasts
    3
    MiddleCoast
    United States20 days ago
  • Concise, succinct & thoughtful

    I recently discovered this podcast and I am simply in love with it, for very thoughtful review of the daily market trends and even explaining in simple words concepts like ‘Dollar smiles’ framework.

    Apple Podcasts
    5
    RajS-PDX
    United Statesa month ago
  • Concise and Insightful

    Professional level investing insight excerpts from the same content that go to Morgan Stanley’s institutional client base. An indispensable, top quality podcast.

    Apple Podcasts
    5
    Nicky Namenly
    Brazil2 months ago
  • Understandable and Insightful

    I really appreciate the non-politicized approach, the analysis seems very sound and based on economic principles and discussion of various possibilities. We don’t ever actually know the future but based on the past and our understanding of it we can make some possible scenarios. I really like this podcast its honest and informative and not pretentious.

    Apple Podcasts
    5
    67 times around the sun
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the podcast for its concise and insightful market analyses, emphasizing the clarity and thoughtfulness of opinions shared by experts.
There are comments highlighting the podcast's straightforward approach, making complex financial topics accessible and engaging.
Some critiques mention a desire for greater diversity in perspectives and thorough explorations of topics covered, indicating an audience looking for comprehensive discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

A Good ‘Perfect Storm’ for India
Q: What other global themes are resonating strongly for India?
Themes include demographics with a young urban population, supply chain diversification, and a revival in industrials, particularly electrification.
A Good ‘Perfect Storm’ for India
Q: Jitania, how do these India specific opportunities compare to other emerging markets and the developed world?
India has better demographics, a domestic-driven growth story with less export dependency, and diverse market sectors unlike many other markets.
Can AI Make Healthcare Less Expensive?
Q: How can AI help to bend the cost curve?
AI may drive efficiencies in healthcare delivery and reduce costs significantly across various areas.
Can AI Make Healthcare Less Expensive?
Q: Why is US healthcare spending growing so rapidly compared to peer countries?
The aging population and the rising chronic disease burden are increasing demand for healthcare services.
Gen Z Trends That Could Disrupt Markets
Q: How should autos and shared mobility providers rethink their engagement strategies with this generation?
With Gen Z being tech-fluent and open to disruption, companies need to focus on engaging strategies that appeal to their interests and expectations.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Thoughts on the Market

What is Thoughts on the Market about and what kind of topics does it cover?

Episodes cover a wide range of market-related topics, including the implications of Federal Reserve policies, investment opportunities in various sectors like cybersecurity and gold, and the dynamics of international trade, particularly between India and China. The discussions feature insights from analysts and experts, focusing on how global events influence markets, investment strategies, and economic forecasts. Unique for its blend of expert perspectives, the content is concise yet informative, catering to an audience eager for quick, actionable insights on current events and trends affecting financial markets.

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How many subscribers and views does Thoughts on the Market have?

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Which podcasts are similar to Thoughts on the Market?

These podcasts share a similar audience with Thoughts on the Market:

1. The Markets
2. UBS On-Air: Market Moves
3. Exchanges
4. At Any Rate
5. Making Sense

How many episodes of Thoughts on the Market are there?

Thoughts on the Market launched 6 years ago and published 1476 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Thoughts on the Market?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Thoughts on the Market?

Recent guests on Thoughts on the Market include:

1. Vishwas Patkar
2. Lisa Shalett
3. Joyce Yang

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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