May 8

The New Playbook for Real Estate Net Lease Investing

As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain.Read more insights from Morgan Stanley.----- Transcript -----Ron Kamdem: Welcome to Thoughts on the Market. I'm Ron Kamdem, Head of U ... Show More

11m 35s

May 7

Special Encore: AI’s Next Big Leap

Original Release Date: April 28, 2026Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we’ve seen so far.Read more insights from Morgan Stanley.----- Tra ... Show More

10m 23s

May 6

How Long Can Markets Ignore the Oil Supply Shock?

Despite the historical energy disruption from the Iran conflict, stocks are back to record highs. Our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss different views and fundamentals driving markets.Read more insights fro ... Show More

12m 14s

Mar 2022

Could Europe turn off Russian gas?

The Ukraine invasion is forcing the European Union to completely rethink its energy policy. Tamasin Ford asks how easily the continent could wean itself off Russian fossil fuels. After all, Europe's oil and gas purchases from Russia helped to fund this war in the first place, acc ... Show More

18m 4s

Aug 2023

How Dubai is reshaping the global oil trade

<p>For decades, the global centre for oil trading has been Geneva, Switzerland. But Russia’s war in Ukraine changed that. Sanctions have made it harder for western traders to move Russian oil. Now, traders are flocking to a new trading hub that has no restrictions on oil from Rus ... Show More

17m 15s

May 2022

Goldman's Currie sees supply constraints extending oil price boom

High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul H ... Show More

16m 50s

Mar 2023

Geopolitical strife, politics set to take oil market on 'wild ride'

Sentiment suggesting continued bearishness in the crude complex is being challenged by the potential for a tightening market in the second half of the year. Russia continues to be a wildcard and concerns are rising over Iran, just as Chinese demand looks to shoot back, OPEC seems ... Show More

20 m

Martijn Rats: Uncertainty for Oil and Ga...