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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.

PublishesDailyEpisodes1518Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Thoughts on the Market

Latest Episodes

Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s path to market stability in 2026.

Read more insights from Morgan Stanley.

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Laur... more

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026.

Read more insights from Morgan Stanley.

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Mike Wilson, our CIO and Chief U.S. Equity Strategist, and Dan Skelly, Senior Investment Strategist at Morgan Stanley Wealth Management, discuss the outlook for the U.S. stock market in 2026 and the most significant themes for retail investors.

Rea... more

Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S.

Read more insights from Morgan Stanley.

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Michelle Weaver: Welcome to Thoughts on th... more

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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
  • Short, insightful, applicable

    Need I say more?

    Apple Podcasts
    5
    Avs816
    United States2 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 States3 months ago
  • Good, but

    I think I’m still getting my footing with this show, so ghis is a bit of a hot take. I like much of the content, but the show’s “Chads” keep referring to “liberation day,” like that’s a thing. Do they mean from a POV of markets crashing?

    Apple Podcasts
    3
    MiddleCoast
    United States3 months ago
  • Concise, succinct & thoughtful

    I recently discovered this podcast and I am simply in love with it, for very thoughtful review of the daily market trends and even explaining in simple words concepts like ‘Dollar smiles’ framework.

    Apple Podcasts
    5
    RajS-PDX
    United States3 months ago
  • Concise and Insightful

    Professional level investing insight excerpts from the same content that go to Morgan Stanley’s institutional client base. An indispensable, top quality podcast.

    Apple Podcasts
    5
    Nicky Namenly
    Brazil4 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.

Talking Points

Recent interactions between the hosts and their guests.

Trends and Challenges for Consumers in 2026
Q: How do you expect Fed policy in 2026 to influence consumer spending and recovery, especially for those middle and lower income households?
Fed easing is expected to lead to a more neutral stance, potentially increasing affordability in housing for middle-income consumers as mortgage rates could drop below 6%.
Trends and Challenges for Consumers in 2026
Q: What are your expectations for the high versus low income consumer next year?
There could be some broadening out in consumption growth, particularly for middle-income households despite high-income households maintaining strong market performance.
2026 Global Outlook: A Strong Year for Risk Assets
Q: Where do you see the biggest risks for investors and markets next year?
The biggest risks include the abrupt ending of the AI investment cycle, overheating animal spirits, and uncertain actions from the Federal Reserve.
2026 Global Outlook: A Strong Year for Risk Assets
Q: What should the investment strategy be in 2026?
2026 will be a strong year for risk assets, advocating for equities over credit and emphasizing a focus on US assets.
Future of Work: AI’s Paradigm Shift for Labor
Q: What advice do you have for the next generation, college students, recent college graduates?
Study what you care about and become the single best user of generative AI at your college to impress in interviews.

Audience Metrics

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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?

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.

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How many listeners does Thoughts on the Market get?

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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
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 1518 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.

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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

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