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Artwork for Thoughts on the Market

Thoughts on the Market

Morgan Stanley
Inflation
US Federal Tax Refund Season
Artificial Intelligence
U.S. Government Shutdown
Generative AI
Federal Reserve
Private Credit
US Inflation
Consumer Spending
Commercial Real Estate
Household Debt
AI Technology
Decarbonization
Longevity
S&P 500
Economic Growth
Regional Banks
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.

PublishesDailyEpisodes1411Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Thoughts on the Market

Latest Episodes

As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giann... more

The ultimate market outcomes of President Trump’s tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas takes a look at implications for investors now.

Read more insights fro... more

Our Chief Cross-Asset Strategist Serena Tang discusses whether demand for U.S. stocks has fallen and where fund flows are surging.

Read more insights from Morgan Stanley.

----- Transcript -----

Serena Tang: Welcome to Thoughts on the Market. I’m S... more

Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment strategy.

Read more insights from Morgan Stanley... more

Key Facts

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Recent Guests

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
Head of Corporate Credit Research at Morgan Stanley, Andrew Sheets provides expert insights into corporate credit markets.
Michael Zezas
Global Head of Fixed Income Research and Public Policy Strategy at Morgan Stanley.

Reviews

4.8 out of 5 stars from 3.2k ratings
  • Good stuff

    Short and to the point. Reminds me of The Macro Minute by 42 Macro.

    Apple Podcasts
    5
    Darius Dale, CEO of @42macro
    United States2 months ago
  • Rate Cuts

    All the Dumpster had to do was go play golf and Powell would now be cutting, instead he shutdown Global commerce and tanked the Market, and Xi will eat his lunch. Dumpster is a nepo baby. Xi survived the blood bath known as the Chinese Cultural Revolution.

    Place your bet.

    Apple Podcasts
    5
    Prometheus---
    United States2 months ago
  • Thoughts on the market

    So great

    Apple Podcasts
    5
    MyMother 168
    United States2 months ago
  • Mike Wilson

    Mike Wilson your 4/14/25 analysis was pretty unclear as to the bottom… Why would I buy more when we test new low if we are going down to a more “durable low” ….you were not gun shy in 10/22….

    Apple Podcasts
    5
    Prometheus---
    United States3 months ago
  • Professional and timely

    thanks a lot for sharing professional and latest market views

    Apple Podcasts
    5
    海鱼zhang
    China4 months ago

Listeners Say

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

Some feedback indicates a desire for a broader range of expert perspectives on topics.
Listeners appreciate the short format, noting it is concise and packed with useful insights about the markets.
There are mentions of mixed quality in communication among hosts, especially concerning clarity.
The commentary is often praised for being professional and timely, helping listeners stay informed.

Chart Rankings

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

Apple Podcasts
#21
United States/Business/Investing
Apple Podcasts
#88
United States/Business
Apple Podcasts
#18
United Kingdom/Business/Investing
Apple Podcasts
#26
Canada/Business/Investing
Apple Podcasts
#58
United Kingdom/Business
Apple Podcasts
#69
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Midyear Credit Outlook: Slowdown in Europe
Q: Where does this leave your thoughts for investors?
Investors should be selective and consider extending duration further out the curve due to attractive valuations and the steepness of credit curves.
Midyear Credit Outlook: Slowdown in Europe
Q: What do you think is similar and what do you think is different in terms of how investors should think about the next 12 months?
Both have attractive yields, but the ECB has already lowered front end rates by 200 basis points, which is a significant difference compared to last year.
Munis: Tax-Free Income in Times of Stress
Q: How do munis fit into a diversified portfolio?
Munis are generally a stable part of portfolios, providing tax-exempt income and having a very low default rate compared to other investments.
Munis: Tax-Free Income in Times of Stress
Q: Do you think investors should be concerned about tax reform?
There's no need to worry much about the tax exemption because Congress understands the critical relationship with state and local officials regarding financing costs.
Munis: Tax-Free Income in Times of Stress
Q: Given your experience, how did the most recent sell-off compare? And why was it not like 2008?
The situation is different as no banks failed, and there's comfort in the idea that the market will not undergo a permanent restructuring similar to 2008.

Audience Metrics

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

Listeners per Episode
Gender Skew
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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?

Content focuses on short, insightful discussions regarding current events and trends in the financial markets, catering to a diverse set of topics. Episodes explore significant market dynamics, the implications of economic policies, and insights into various sectors such as technology and healthcare, all delivered with a well-rounded perspective from industry experts. Unique features include expert commentary on macroeconomic conditions and investment strategies, making it suitable for listeners seeking timely updates and deep dives into specific financial themes.

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

How many episodes of Thoughts on the Market are there?

Thoughts on the Market launched 6 years ago and published 1411 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. Lisa Shalett
2. Joyce Yang

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