Thoughts on the Market
Morgan StanleyShort, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
| Publishes | Daily | Episodes | 1696 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Bonds may no longer provide the shelter investors have expected. Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about the changing relationship between inflation, yields and risk.
Read more insights from Morgan Stanley.
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AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key financing developments.
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AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Ariana Salvatore and Global Thematic Research Stephen Byrd look at the race for AI sovereignty and its implication... more
From chocolate and sugar prices to energy markets and inflation, El Niño’s impacts may soon reach far beyond the weather forecast. Our Latin America Agribusiness Analyst Julia Rizzo maps out where the pressure could emerge first.
Read more insights ... more
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Reviews
Hard to understand and not that compelling for content.
Podcast Addict22 months agoHard to understand and not that compelling for content.
Podcast Addict22 months agoxyz- Why Stocks keep rallying
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!
Apple Podcasts5Phönix 270
Germany4 months ago - Fantastic
Just listened to Head of Europe and Asia Technology Research Shawn Kim discuss AI’s move from passive chatbots to active agents (May 5, 2026). I appreciate the well-thought out content as well as how digestible/easy to retain it was. Love this podcast overall!!
Apple Podcasts5Dimmy89037
United States4 months ago - Exceptional
Awesome
Apple Podcasts5JMA4R
Canada4 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #50 | United States/Business/Investing |
Apple Podcasts | #200 | United States/Business |
Apple Podcasts | #34 |  United Kingdom/Business/Investing |
Apple Podcasts | #37 | Canada/Business/Investing |
Apple Podcasts | #105 | Canada/Business |
Apple Podcasts | #117 | United Kingdom/Business |
Talking Points
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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?
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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How many listeners does Thoughts on the Market get?
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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. 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 1696 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?
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What guests have appeared on Thoughts on the Market?
Recent guests on Thoughts on the Market include:
1. Anish Shah
2. Takeshi Yamaguchi
3. Jonathan Garner
4. Koichi Sugisaki
5. Sho Nakazawa
6. Stephen Byrd
7. Rick Rieder
8. Michael Gapen
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.