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Thoughts on the Market · Pod Insights

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Podcasts
Thoughts on the Market

Podcast

Thoughts on the Market

Morgan Stanley

episodes: 1,606

About this show

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

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Latest episodes

Warsh’s Opening Act at the Fed
Jun 16, 2026
The Bull Case After the Pullback in Stocks
Jun 15, 2026
India’s Next Market Phase
Jun 12, 2026
Inflation Relief Ahead?
Jun 11, 2026
Who Owns Travel Loyalty?
Jun 10, 2026
Asia’s Race to Power AI
Jun 9, 2026

The High Cost of AI Memory

Jun 8, 2026

What New Tariffs Mean for Investors

Jun 5, 2026

Why Oil Supply May Stay Tight for Months

Jun 4, 2026

AI Borrowing Creates a New Credit Playbook

Jun 3, 2026

When Stocks, Bonds and Oil Move Together

Jun 2, 2026

Pet Industry and the Bite of Higher Costs

Jun 1, 2026

Finding Value in Commercial Real Estate Credit

May 29, 2026

What Changed After the U.S.-China Summit?

May 28, 2026

The Battle for the Future of Gaming

May 27, 2026

Asia’s Capex Boom Goes Beyond AI

May 26, 2026

The New Japan Trade

May 22, 2026

What’s Driving Japan’s Market Momentum

May 21, 2026

Why the UK’s Economy May Surprise Investors Again

May 20, 2026

The Case for Staying Bullish on Equities

May 19, 2026

How Digital Assets Are Changing Banking

May 18, 2026

Investing Through an Uneasy Boom

May 15, 2026

Global Growth Faces an Energy Test

May 14, 2026

What to Expect From the U.S.-China Summit

May 13, 2026

How Your Body Data Could Reshape Sectors

May 12, 2026

Why AI Funding Is So Price-Insensitive

May 11, 2026

The New Playbook for Real Estate Net Lease Investing

May 8, 2026

Special Encore: AI’s Next Big Leap

May 7, 2026

How Long Can Markets Ignore the Oil Supply Shock?

May 6, 2026

Hard Lessons: Rick Rieder

May 5, 2026

AI’s Shift From Thinking to Taking Action

May 5, 2026

Why Stocks Keep Rallying

May 4, 2026

AI and Jobs: What Data and History Say

May 1, 2026

The Metric Taking Over Earning Season

Apr 30, 2026

Midterm Elections, Affordability and the Fed

Apr 29, 2026

AI’s Next Big Leap

Apr 28, 2026

Can Stock Momentum Hold Up?

Apr 27, 2026

Warsh’s Plan to Change the Fed

Apr 24, 2026

The Hidden Toll of Tariffs

Apr 23, 2026

U.S. Midterms: What Investors Should Watch

Apr 22, 2026

Warnings and Winners From the IMF Meetings

Apr 21, 2026

Where Investment Themes Intersect and Beat Markets

Apr 20, 2026

The Real Drivers of GLP-1 Growth

Apr 17, 2026

Markets Eye Hungary’s Political Shift

Apr 16, 2026

Economic Roundtable: Structural Fallouts From the Iran Conflict

Apr 15, 2026

Economic Roundtable: Energy Shock & Central Banks’ Action

Apr 14, 2026

Mounting Evidence of a Market Rebound

Apr 13, 2026

Making Sense of Mixed Market Signals

Apr 10, 2026

U.S Consumer Spending Meets Caution

Apr 9, 2026

U.S.-Iran Truce: What’s Next?

Apr 8, 2026