Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Morgan Stanley published its 2024 macroeconomic and investment outlooks last week after spirited debates among our economists and strategists. Three topics animated much of this year’s discussion: lingering concerns about recession; China; and the ch... more
This is a nice change from the garden variety podcast on the economy and investing, etc. These episodes are short and to the point, yet remain informative. Vishy is hard for me to understand, so I usually skip his episodes. Mike Wilson was right in 2022, but has been very wrong in 2023.
Yardeni calling for 4600 EOY 2023 and 5400 EOY 2024. If Yardeni is correct, will Wilson still be working at MS? This would make him wrong twice this yr. If Wilson is wrong, his predictions cost a lot of people a lot of money. Wilson must use an Ouija Board. Cramer is cracking jokes about Wilson.
Thanks a lot to Mike for providing investors fresh perspective when the market goes crazy. more
Criteria for audio rating: Sonorous, loud, full and rich, projection of voice, crisp & clear. 5 of 5 meets all criteria. If listener has to strain to hear speaker, 0 out of 5. I also consider how effectively speaker makes use of time; i.e., long pauses, lots of uuums and uuuuhs, deviation from point, beating around the bush, and general elocution. About 99% emphasis on audio quality. I use podcast Money Matters with Ken Moraif as 100% standard of AUDIO SOUND QUALITY ONLY, that gets 5 out of 5 ra... more
Mike Wilson used a lot of words to say nothing of value on the Sept 25 podcast
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Thoughts on the Market launched 4 years ago and published 1006 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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