1,176 集
Thoughts on the Market Morgan Stanley Podcasts
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- 商業
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5.0 • 46 個評分
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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.
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Making Sense of a Whirlwind Week
After a dizzying week of economic and market activity, our Head of Corporate Credit Research breaks down the three top stories.
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Following the Flows
Our Chief Global Cross-Asset Strategist, Serena Tang, explains where funds are moving across global markets currently, and why it matters to investors.
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Will GenAI Help or Hurt Ad Agencies?
As Generative AI continues to accelerate, some agencies will be better positioned than others to reap the benefits. Our Europe Media & Entertainment analyst, Laura Metayer, explains.
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Navigating the Quality and Cap Curves
A later cycle economy and continued uncertainty means that investors should be remain wary of cyclicals such as small caps, explains Mike Wilson, our CIO and Chief US Equity Strategist.
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The Coming Nuclear Power Renaissance
Our sustainability experts Stephen Byrd and Tim Chan discuss what’s driving new opportunities across the global nuclear power sector and some risks investors should keep in mind.
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Three Risks for the Third Quarter
Our head of Corporate Credit Research, Andrew Sheets, notes areas of uncertainty in the credit, equity and macro landscapes that are worth tracking as we move into the fall.
用户評論
Balanced, Clear and Concise
Excellent podcast from some really senior markets executives and professionals from Morgan Stanley, keep up the great work.
Fiona
Excellent podcast, I especially like the one of rising risks for new stimulus. The link between policies and pull back of risk assets is well explained. It could be better to add short glossary for terms like FEMA money for people out of the states.