logo
episode-header-image
Sep 2022
3m 21s

Jonathan Garner: An Unusual Cycle for As...

MORGAN STANLEY
About this episode
Asia and EM equities are on the verge of the longest bear market in their history, so what is the likelihood that a sharp fall in prices follows soon after? 
Up next
Today
The $33 Billion AI Security Opportunity
As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity security.Read more insights from Morgan Stanley.----- Transcript -----Meta Marshall: Welcome to Though ... Show More
4m 16s
Yesterday
From Coffee to Cans: A U.S. Caffeine Shift
Younger generations are reshaping caffeine consumption. Our U.S. Household Products and Beverage Analyst Dara Mohsenian discusses how the growing appetite for energy drinks could influence beverage habits for years to come. Read more insights from Morgan Stanley.----- Transcript ... Show More
5m 9s
Aug 28
The Politics Behind the Rising U.S. Debt
Our Head of U.S. Public Policy Research Ariana Salvatore looks at what the midterms may reveal about politician’s appetite for tackling the faster-than-expected increase in the U.S. debt.Read more insights from Morgan Stanley.----- Transcript ----- Ariana Salvatore: Welcome to Th ... Show More
4m 44s
Recommended Episodes
Sep 2022
Bear Market Bounce or Stock Market Bottom?
Has the stock market hit bottom yet? Or are we seeing another false bottom? In the latest episode of Exchanges at Goldman Sachs, Peter Oppenheimer, Chief Global Equity Strategist and head of Macro Research in Europe, explains why the bear market in stocks isn’t over. Oppenheimer’ ... Show More
25m 52s
Oct 2022
Taking Stock: What’s Ahead for US Markets
It’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear market territory. So where do we go from here? In the latest episode of Exchanges at Goldman Sachs, David Kostin, chief U.S. equity strategist in Goldman Sachs R ... Show More
16m 57s
May 2023
When Markets De-Risk, But Not Decouple (from China)
A lousy Manufacturing PMI reading out of China pulled the Hang Seng index officially into bear market territory, sent the yuan crashing through 7.10, and seemed to have set off a broader, risk-off market move that reverberated across asset classes globally. But, did yet another p ... Show More
33m 3s
Jun 2022
Lions and Tigers and Bear Markets, Oh My!
Riding ups and downs is an unavoidable part of being an investor. The stock market has cycles, and right now we’re in a cycle that folks in the biz call a bear market. But how should you handle your investments during a bear market? And what is a bear market anyway? Nicole and Gu ... Show More
16m 25s
Jun 2022
What a week
<p>The U.S is officially in a bear market. What does that mean? Bryce and Alec look back on the past few days in markets globally. There certainly appears to be no where to hide from the volatility in markets at the moment ... or is there?</p><p><strong>Stanley Druckenmiller’s re ... Show More
37m 44s
Apr 2024
Data Assets & Alpha Group: An equities dip to be bought?
<p class="p1">In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the ... Show More
17m 22s
Jul 2024
XG Capital's Gray: 'The larger correction is looming on the horizon'
Xander Gray, founder and chief executive officer at XG Capital Strategies, says that a bear market is coming, with a number of potential catalysts contributing to trigger the downturn. He says that while he expects a downturn of up to 30 percent, he does not expect it to take lon ... Show More
59m 15s