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 | 1639 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex.
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Welcome to Thoughts on the Market. I am Vishy Tirupatt... more
Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized around a few macro themes.
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Welcom... more
Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans choose and care for their pets.
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Simeo... more
Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity to invest in those securities.
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Key Facts
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Recent Guests
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Reviews
- 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
Germanya month 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 Statesa month ago - Exceptional
Awesome
Apple Podcasts5JMA4R
Canada2 months ago - 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 Podcasts3Sassify99United States3 months 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 Podcasts5realistic raterUnited States4 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #27 | United States/Business/Investing |
Apple Podcasts | #101 | United States/Business |
Apple Podcasts | #21 |  United Kingdom/Business/Investing |
Apple Podcasts | #23 | Canada/Business/Investing |
Apple Podcasts | #54 | United Kingdom/Business |
Apple Podcasts | #58 | Canada/Business |
Talking Points
Recent interactions between the hosts and their guests.
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?
A concise, macro-driven show featuring Morgan Stanley economists and strategists who dissect current market dynamics, policy, and global energy and tech themes. Episodes often center on equities, fixed income, inflation, and the interplay between AI adoption, energy shocks, and policy signals, with clear emphasis on practical implications for institutional investors. Notable strengths include cross-team collaboration (Europe, Japan, US equity, fixed income) and a track record of timely, earnings- or policy-driven insights. Listeners are likely looking for in-depth, model-based analysis with a focus on risk management and opportunity across asset classes.
Where can I find podcast stats for Thoughts on the Market?
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How many listeners does Thoughts on the Market get?
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What are the audience demographics for Thoughts on the Market?
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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
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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 1639 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. Takeshi Yamaguchi
2. Jonathan Garner
3. Koichi Sugisaki
4. Sho Nakazawa
5. Rick Rieder
6. Stephen Byrd
7. Michael Gapen
8. Chetan Ahya
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.