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

Longevity

Decarbonization

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.

3.4k ratings

Publishes	Daily	Episodes	1596	Founded	7 years ago
Number of Listeners		Categories	InvestingBusiness

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Guests Hosts Reviews Charts Talking Points

Latest Episodes

How the Oil Shock Is Reshaping Markets

Our Chief Cross-Asset Strategist Serena Tang discusses why the closure of the Strait of Hormuz and its impact on oil prices could define the entire market cycle.

Oil Markets Ahead: Pricing In More Risk

As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss possible outcomes for the interconnected market.

A New Test for Private Credit

Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller discuss the recent pressure on the private credit market, potential risks and opportunities that remain ... more

31 Mar 2026 • 9 min

A Bull Market May Be Closer Than It Looks

The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: whether monetary policy stays too tight for too lon... more

30 Mar 2026 • 4 min

Key Facts

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Similar Podcasts

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The MarketsGoldman Sachs

ExchangesGoldman Sachs

UBS On-Air: Market MovesClient Strategy Office

Making SenseJ.P. Morgan

At Any RateJ.P. Morgan Global Research

Recent Guests

Maria Luís Albuquerque

European Commissioner in charge of the Savings and Investment Union project

European Commission

Episode: Europe’s Banks Navigate Uncertainty

Ariana Salvatore

Head of US. Policy Strategy

Morgan Stanley

Episode: Oil Shock Hits the U.S. Consumer

Seth Carpenter

Global Chief Economist and Head of Macro Research at Morgan Stanley

Morgan Stanley

Episode: Could the U.S. Target a Weaker Dollar?

Kevin Warsh

Former Fed Governor and next expected Fed Chair

Episode: The Fed’s Course Under a New Chair

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

Hosts

Andrew Sheets

Global Head of Fixed Income Research.

Seth Carpenter

Global Chief Economist and Head of Macro Research.

Mike Wilson

CIO and Chief US Equity Strategist.

Ariana Salvatore

Head of Public Policy Research.

Reviews

4.8 out of 5 stars from 3.4k ratings

March 16 episode
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.
Apple Podcasts
3
Sassify99
United States19 days ago
One of the best
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.
Apple Podcasts
5
realistic rater
United States2 months ago
Way too much jargon
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
Apple Podcasts
1
Russian River Nic
United States4 months ago
Very informative
Excellent insights
Apple Podcasts
5
Ballysmuttan
Ireland5 months ago
too the point and super insightful
does exactly the job in the perfect manner and time
Apple Podcasts
5
EvydaObe
United Kingdom5 months ago

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Listeners Say

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

Listeners appreciate the concise and practical insights provided in each episode, making complex financial topics accessible.

Some feedback indicates that the content may be too technical for casual listeners, suggesting a gap between expert discussions and general understanding.

Many find the podcast informative and timely, especially for those looking to stay updated on market trends without excessive jargon.

There is a strong emphasis on the quality of analysis, especially from a wide range of expert voices associated with a leading financial institution.

Chart Rankings

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

Apple Podcasts	#20	United States/Business/Investing
Apple Podcasts	#84	United States/Business
Apple Podcasts	#17	United Kingdom/Business/Investing
Apple Podcasts	#34	Canada/Business/Investing
Apple Podcasts	#50	United Kingdom/Business
Apple Podcasts	#82	Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Oil Shock Hits the U.S. Consumer

Q: How does this affect the consumer through different channels?

Higher oil prices feed into gasoline costs, which directly reduce real purchasing power and encourage precautionary saving; the impact depends on duration, and durable goods spending could see a meaningful hit if the shock persists, with inflation expectations also influenced.

Oil Shock Hits the U.S. Consumer

Q: Ariana, what is the timeline for resolution and the key factors to watch?

The main uncertainties revolve around how long the conflict lasts, the clearance of objectives, traffic through the Strait of Hormuz, and whether escalation occurs; these factors suggest a longer disruption than initially expected, with limited policy offsets to fully offset supply loss.

AI’s $3 Trillion Question: How to Pay the Bill?

Q: Josh, how would you compare the current pullback in software multiples to prior periods of peak uncertainty, and are the concerns you're hearing valid?

Josh argues software EV/sales multiples are down significantly from peak fear, with the market pricing in peak uncertainty and terminal value risk, while incumbents defend moats and emphasize enterprise adoption, trust, security, and governance as critical differentiators.

AI’s $3 Trillion Question: How to Pay the Bill?

Q: Lindsay, I want to start with you around financing. What's your latest on the magnitude of the data center financing gap, and what role is credit markets playing here?

Lindsay explains the estimated $3 trillion gap over four years, with hyperscalers contributing cash flow to cover about half, while private and corporate credit (including securitized credit) are expected to fund the remainder; she notes shifts from private credit 1.0 to 2.0 and increasing use of asset-backed structures.

The Fed’s Course Under a New Chair

Q: What do you think that means for Fed policy later this year, if anything?

We doubt there will be a material change in the Fed's reaction function as Mr. Warsh's views align with the committee's mainstream outlook.

Audience Metrics

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

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Frequently Asked Questions About Thoughts on the Market

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

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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Which podcasts are similar to Thoughts on the Market?

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

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

How many episodes of Thoughts on the Market are there?

Thoughts on the Market launched 7 years ago and published 1596 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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What guests have appeared on Thoughts on the Market?

Recent guests on Thoughts on the Market include:

1. Maria Luís Albuquerque
2. Ariana Salvatore
3. Seth Carpenter
4. Kevin Warsh
5. Vishwas Patkar
6. Lisa Shalett
7. Joyce Yang

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