logo
episode-header-image
May 2024
3m 51s

Seeking Better Value in Emerging Market ...

MORGAN STANLEY
About this episode
Our Head of Corporate Credit Research explains why the debt of high-rated EM countries is a viable alternative for investors looking for high yields with longer duration. 
Up next
Yesterday
What’s Driving European Stocks in 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Wa ... Show More
11m 33s
Jan 15
The Boost From Easing Market Rules
Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank balance sheets to asset valuations.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on t ... Show More
4m 10s
Jan 14
The Case for India’s Market Comeback
Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after underperforming other emerging markets in 2025.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts o ... Show More
4m 15s
Recommended Episodes
Apr 2025
152. It Wasn’t Equity Turmoil That Spooked Trump — It Was the Bond Market. A Deep Dive into WHY
tail spinning
1h 15m
Sep 2024
6 Growing Stocks With a 4% Dividend Yield; Dollar Tree and Celsius Stock Collapses; Have We Entered Founder Mode? (CELH, DLTR, ABNB, SMCI, NVDA)
tail spinning
1h 2m
Nov 2023
Is This the End of the Bond Bear Market? (11/7/23)
(11/7/23) How did WeWork go from $47-B to Bankruptcy? Beware the days' 'narrative of the moment' in interest rates, AI. Market performance ahead, pre- and post-Thanksgiving. Is the Bond Bear market dead or just hibernating? Are bon yields doing the Fed's dirty work now? WeWork is ... Show More
46m 9s
Oct 2023
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rate era.  We deep dive into the bond market sell-off over the past 3 years, where to find opportunities in the bond market & the ris ... Show More
1h 12m
Aug 2021
US yields jump, gold dives ahead of US inflation!
Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More
10m 42s
Oct 17
The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.
<p>Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. </p><p>A highly concentrated market can—a ... Show More
13m 11s
Apr 2025
Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More
56m 58s
Apr 2025
114: Swipe Smart; Using Credit Cards Without the Debt
<p>In this week&#39;s episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share the blueprint for swiping smart; using your credit cards without going into debt. </p><p>There&#39;s a handful of terms you must first understand if you plan to use credit cards wisel ... Show More
55m 42s
Feb 2025
Q&A: Business Trouble, Portfolio Allocation in Retirement, & $450K of Student Loan Debt
tail spinning
48m 16s
Aug 2025
Nasdaq’s Record Highs: Is the AI Boom Here to Stay?
<p><span>In this Market Mondays clip, Rashad Bilal and Ian Dunlap break down the latest surge in the Nasdaq, which has just hit another record high. Is this the start of a long-lasting, AI-fueled bull run, or should investors brace for a pullback?</span></p><p><br></p><p><span>Ra ... Show More
10m 18s