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 | 1725 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Recent headlines about Canada have focused on trade uncertainty and weak productivity. But our Global Economist Arunima Sinha explains why the country may be on the cusp of a stronger, investment-led growth cycle.
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Our Global Head of Fixed Income Research Andrew Sheets examines what rising rates could mean for equity valuations, earnings and investor appetite.
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Andrew Sheets: Welcome to Thoughts o... more
Betsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could grow into a $2.3 trillion market by 2030.
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Betsy Graseck: Welcome to Thoughts on... more
As investors look toward the U.S. midterm elections, the biggest question is what could change. Our Head of U.S. Public Policy Research Ariana Salvatore outlines the signals worth watching.
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- Consistently good content
I often learn something new on each podcast episode. Well done.
Apple Podcasts5Chesterfield zxxv
United States20 days ago - Best Economic Podcast For Investors
I love this podcast. The economic and market sentiment episodes are awesome and always spot on. For an individual investor this podcast is amazing.
Apple Podcasts5L B GoodeUnited States2 months ago - The Bubble of Thieves-in-law
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
Apple Podcasts5Prometheus---United States2 months ago Hard to understand and not that compelling for content.
Podcast Addict23 months agoHard to understand and not that compelling for content.
Podcast Addict23 months agoxyz
Listeners Say
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Chart Rankings
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Apple Podcasts | #28 | United States/Business/Investing |
Apple Podcasts | #121 | United States/Business |
Apple Podcasts | #19 |  Canada/Business/Investing |
Apple Podcasts | #27 |  United Kingdom/Business/Investing |
Apple Podcasts | #48 | Canada/Business |
Apple Podcasts | #77 | 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?
To see how many followers or subscribers Thoughts on the Market has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Thoughts on the Market?
These podcasts share a similar audience with Thoughts on the Market:
1. The Markets
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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 1725 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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Where can I see ratings and reviews for Thoughts on the Market?
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How do I access podcast episode transcripts for 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. Sarah Wolfe
2. Anish Shah
3. Ariana Salvatore
4. Chetan Ahya
5. Takeshi Yamaguchi
6. Jonathan Garner
7. Koichi Sugisaki
8. Sho Nakazawa
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.