
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
| Publishes | Daily | Episodes | 1710 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our analysts Erin Wright and Terence Flynn unpack this shift and the emerging opportunities.
Read more insights ... more
Heather Berger of the U.S. Economics Team hosts Wealth Management Senior Economist and Strategist Sarah Wolfe to discuss what it takes to define the middle class in America today. They break down how factors like rising essential costs and the develo... more
Our Global Head of Fixed Income Research Andrew Sheets discusses when markets may not adequately compensate investors for uncertainty around themes like Fed policy, AI financing and energy supply.
Read more insights from Morgan Stanley.
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Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S. Internet analyst Brian Nowak looks at three business models that could earn 25 to 50 percent returns for Gen-AI-enabled technologies.
Read more... more
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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.
Mike Wilson’s approach and view is really inspiring. He identifies the right market drivers and their amplitude, combine them and came to a realistic view of the market. Thank you for this insights!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #44 | |
Apple Podcasts | #175 | |
Apple Podcasts | #28 | |
Apple Podcasts | #45 | |
Apple Podcasts | #95 | |
Apple Podcasts | #150 |
Recent interactions between the hosts and their guests.
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 1710 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. Anish Shah
2. Ariana Salvatore
3. Takeshi Yamaguchi
4. Jonathan Garner
5. Koichi Sugisaki
6. Sho Nakazawa
7. Rick Rieder
8. Stephen Byrd
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