Thoughts on the Market

Morgan Stanley

Inflation

US Federal Tax Refund Season

Artificial Intelligence

U.S. Government Shutdown

Federal Reserve

Private Credit

US Inflation

Consumer Spending

Commercial Real Estate

Household Debt

AI Technology

Longevity

Decarbonization

S&P 500

Economic Growth

Regional Banks

Generative AI

Economic Recession

Leverage Finance

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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

3.4k ratings

Publishes	Daily	Episodes	1583	Founded	7 years ago
Number of Listeners		Categories	InvestingBusiness

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Latest Episodes

Is the Market Correction Ending?

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds.

The Looming Bottleneck for Global Tech

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.

Read more insights from Morgan Stanley. more

13 Mar 2026 • 4 min

What Could Make U.S. Homes More Affordable

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.

The 20 million Barrels of Oil Conundrum

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.

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People also subscribe to these shows.

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Recent Guests

Seth Carpenter

Global Chief Economist and Head of Macro Research at Morgan Stanley

Morgan Stanley

Episode: Could the U.S. Target a Weaker Dollar?

Kevin Warsh

Former Fed Governor and next expected Fed Chair

Episode: The Fed’s Course Under a New Chair

Vishwas Patkar

Head of US Credit Strategy at Morgan Stanley

Morgan Stanley

Episode: How Credit Markets Could Finance AI’s Trillion Dollar Gap

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

Global Head of Fixed Income Research.

Seth Carpenter

Global Chief Economist and Head of Macro Research.

Mike Wilson

CIO and Chief US Equity Strategist.

Ariana Salvatore

Head of Public Policy Research.

Reviews

4.8 out of 5 stars from 3.4k ratings

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 Podcasts
5
realistic rater
United Statesa month ago
Way too much jargon
Presenters on this pod seem to think that spouting esoteric terms of art and weedy financial jargon would s what establishes their bonafides. It doesn’t. I guess if your a Finance Bro this pod will make sense to you but normal people should give this a pass
Apple Podcasts
1
Russian River Nic
United States4 months ago
Very informative
Excellent insights
Apple Podcasts
5
Ballysmuttan
Ireland4 months ago
too the point and super insightful
does exactly the job in the perfect manner and time
Apple Podcasts
5
EvydaObe
United Kingdom4 months ago
Short, insightful, applicable
Need I say more?
Apple Podcasts
5
Avs816
United States5 months ago

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Listeners Say

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

Listeners appreciate the concise and practical insights provided in each episode, making complex financial topics accessible.

Some feedback indicates that the content may be too technical for casual listeners, suggesting a gap between expert discussions and general understanding.

Many find the podcast informative and timely, especially for those looking to stay updated on market trends without excessive jargon.

There is a strong emphasis on the quality of analysis, especially from a wide range of expert voices associated with a leading financial institution.

Chart Rankings

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

Apple Podcasts	#22	United States/Business/Investing
Apple Podcasts	#99	United States/Business
Apple Podcasts	#16	United Kingdom/Business/Investing
Apple Podcasts	#41	Canada/Business/Investing
Apple Podcasts	#57	United Kingdom/Business
Apple Podcasts	#106	Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

AI’s $3 Trillion Question: How to Pay the Bill?

Q: Josh, how would you compare the current pullback in software multiples to prior periods of peak uncertainty, and are the concerns you're hearing valid?

Josh argues software EV/sales multiples are down significantly from peak fear, with the market pricing in peak uncertainty and terminal value risk, while incumbents defend moats and emphasize enterprise adoption, trust, security, and governance as critical differentiators.

AI’s $3 Trillion Question: How to Pay the Bill?

Q: Lindsay, I want to start with you around financing. What's your latest on the magnitude of the data center financing gap, and what role is credit markets playing here?

Lindsay explains the estimated $3 trillion gap over four years, with hyperscalers contributing cash flow to cover about half, while private and corporate credit (including securitized credit) are expected to fund the remainder; she notes shifts from private credit 1.0 to 2.0 and increasing use of asset-backed structures.

The Fed’s Course Under a New Chair

Q: What do you think that means for Fed policy later this year, if anything?

We doubt there will be a material change in the Fed's reaction function as Mr. Warsh's views align with the committee's mainstream outlook.

The Fed’s Course Under a New Chair

Q: What were your general impressions from the meeting, and how did it compare to what you had thought going in?

The main question was how hawkish or dovish the Fed's hold would be, with a general consensus leaning towards a dovish hold due to stable incoming data.

A Thematic Look at Market Volatility

Q: Why has the multipolar theme become even more central for 2026?

An aggressive US policy agenda focusing on reshoring manufacturing and reducing dependency on China has strengthened this theme.

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?

Offers concise and insightful analyses of recent market events, leveraging diverse perspectives from experts affiliated with a prominent financial institution. The content covers a wide range of topics, including economic trends, market volatility, and the implications of monetary policy, providing listeners with both high-level overviews and detailed examinations of specific concerns in the financial world. Each episode typically aims to address current issues while connecting them to broader market dynamics, making it a valuable resource for professionals seeking to understand the evolving financial landscape and enhance their investment decision-making processes.

While maintaining a focus on practicality, the discussions often translate... more

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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. Exchanges
2. The Markets
3. Masters in Business
4. The Memo by Howard Marks
5. UBS On-Air: Market Moves

How many episodes of Thoughts on the Market are there?

Thoughts on the Market launched 7 years ago and published 1583 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. Seth Carpenter
2. Kevin Warsh
3. Vishwas Patkar
4. Lisa Shalett
5. Joyce Yang

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