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May 2021
3m 40s

Adam Virgadamo: For Stocks, Reopening Is...

MORGAN STANLEY
About this episode
The reality of reopening is anything but cut and dry. And how the market is pricing, or failing to price, nuances should continue to be a key theme. 
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Today
Can the AI Spending Boom Pay Off?
Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S. Internet analyst Brian Nowak looks at three business models that could earn 25 to 50 percent returns for Gen-AI-enabled technologies.Read more insights from Morgan Stanley.-- ... Show More
5m 6s
Yesterday
AI Debt Starts Moving the U.S. Treasurys Market
U.S. Treasurys are the foundation of the bond market. But our strategists Matthew Hornbach and Vishy Tirupattur explain the growing impact of corporate credit as AI financing accelerates.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Tho ... Show More
9m 4s
Sep 4
What Could Shake Up Markets in September?
Investors have plenty to digest this month, from economic data to central-bank decisions. Our Global Head of Fixed Income Research Andrew Sheets outlines what could drive the next bout of volatility.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welco ... Show More
3m 30s
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