Rephonic
Artwork for Thoughts on the Market

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
Decarbonization
Longevity
S&P 500
Economic Growth
Regional Banks
Generative AI
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.

PublishesDailyEpisodes1538Founded7 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for Thoughts on the Market

Latest Episodes

Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for markets and the economy.

Read more insights from Morgan Stanley.

----- Transcript -----

Andrew Sh... more

Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of autonomous vehicles is likely to gain traction this year.

Read more insights from Morgan Stanley.

-... more

Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for the road ahead.

Read more insights from Morgan St... more

Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and domestic policy.

Read more insights from Morgan Stanl... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Markets
The MarketsGoldman Sachs
UBS On-Air: Market Moves
UBS On-Air: Market MovesClient Strategy Office
Exchanges
ExchangesGoldman Sachs
At Any Rate
At Any RateJ.P. Morgan Global Research
Making Sense
Making SenseJ.P. Morgan

Recent Guests

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

Reviews

4.8 out of 5 stars from 3.3k ratings
  • 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 States2 months ago
  • Very informative

    Excellent insights

    Apple Podcasts
    5
    Ballysmuttan
    Ireland2 months ago
  • too the point and super insightful

    does exactly the job in the perfect manner and time

    Apple Podcasts
    5
    EvydaObe
    United Kingdom2 months ago
  • Short, insightful, applicable

    Need I say more?

    Apple Podcasts
    5
    Avs816
    United States3 months ago
  • Must Listen.

    Very informative and educational. Covers a wide range of topics. There is an accompanying website as well…only wish they updated it daily and kept it current.

    Apple Podcasts
    5
    Sep23
    United States4 months ago

Listeners Say

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

Engaging episodes with professional-level investing insights that are rare to find.
Must listen for informative and educational content covering a wide range of topics.
Concise, succinct & thoughtful; a great review of daily market trends.
Short, insightful, applicable; Need I say more?
Thoughtful analysis by experts, reinforcing sound economic principles without pretentiousness.

Chart Rankings

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

Apple Podcasts
#26
United States/Business/Investing
Apple Podcasts
#110
United States/Business
Apple Podcasts
#22
United Kingdom/Business/Investing
Apple Podcasts
#32
Canada/Business/Investing
Apple Podcasts
#75
United Kingdom/Business
Apple Podcasts
#87
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Special Encore: Investors’ Top Questions for 2026
Q: What influences the anticipated performance of the US dollar going into 2026?
The US dollar is expected to weaken due to various factors, including risks associated with the labor market and differences in interest rate expectations compared to other countries.
Special Encore: Investors’ Top Questions for 2026
Q: How should credit investors view the upcoming debt issuance related to AI?
Investors should be aware of a financing gap that needs to be filled, which could involve various credit channels, including private credit and corporate bonds, even though credit fundamentals are expected to remain strong.
Special Encore: Investors’ Top Questions for 2026
Q: What are the common questions around equity market valuations related to AI?
Investors are questioning whether the stock market is overvalued due to the hype surrounding AI, drawing comparisons to past bubbles while also acknowledging that current market fundamentals may differ.
Special Encore: Who’s Disrupting — and Funding — the AI Boom
Q: Arunima, how are your expectations for AI being factored into your forecast?
Arunima explains that they predict AI spending will increase growth forecasts by adding approximately 40-45 basis points over the next couple of years.
Special Encore: Who’s Disrupting — and Funding — the AI Boom
Q: Can you give us also just a couple of examples of AI adoption that's been successful that you've seen so far?
Simeon discusses examples like Hershey reallocating advertising spend using algorithms and General Mills deploying digital twins for improved forecasting accuracy.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Thoughts on the Market

What is Thoughts on the Market about and what kind of topics does it cover?

This series offers concise and insightful analysis on current market events and trends from various experts at a leading financial institution. Each episode presents a unique perspective on pressing issues, ranging from consumer behavior and economic forecasts to the transformative effects of technology like artificial intelligence on market dynamics. The discussions cover key themes such as economic policy, investor concerns, and emerging trends, making it an invaluable resource for professionals seeking to stay updated on market developments.

Where can I find podcast stats for Thoughts on the Market?

Rephonic provides a wide range of podcast stats for Thoughts on the Market. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Thoughts on the Market and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Thoughts on the Market get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Thoughts on the Market, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Thoughts on the Market?

Rephonic provides comprehensive predictive audience data for Thoughts on the Market, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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
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 7 years ago and published 1538 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Thoughts on the Market?

Rephonic pulls ratings and reviews for Thoughts on the Market from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Thoughts on the Market?

Rephonic provides full transcripts for episodes of Thoughts on the Market. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Thoughts on the Market?

Recent guests on Thoughts on the Market include:

1. Vishwas Patkar
2. Lisa Shalett
3. Joyce Yang

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days