Four Key Investment Themes for 2025

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how the nomination of Kevin Warsh to lead the Fed could move markets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. ... Show More

Our Global Head of Fixed Income Andrew Sheets discusses key market metrics indicating that valuations should stay higher for longer, despite some investors’ concerns.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm ... Show More

Original Release Date: January 16, 2026Our 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 ... Show More

In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025 Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, an ... Show More

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ... Show More

What if the world’s most connected tech investor handed you his mental playbook? Elad Gil, an investor behind Airbnb, Stripe, Coinbase and Anduril, flips conventional wisdom on its head and prioritizes market opportunities over founders. Elad decodes why innovation has clustered ... Show More

For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainable Equity.   We are going to analyse the performance of “Cleantech” Equities thr ... Show More

<p>Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next.</p><p>With recent headlines in OpenAI ... Show More

My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends shaping markets as we start 2025. Savita ... Show More

In this episode of Market Mondays, we tackle key investment topics, starting with the recent movements in SMCI stock and whether Palantir could become the next NVDA. We explore strategies for easing family members into investing, making it approachable without overwhelming them. ... Show More

As the CEO of one of the largest energy holding companies in the U.S., Lynn Good is leading Duke Energy’s aggressive transition to renewables and net zero emissions. It’s a complex undertaking that involves short-term planning and long-term advances in technology as well as manag ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2397343/open_sms">Send us a text</a></p><p><b>In this scintillating episode of Money Majlis, host Suvo Sarkar sits down with Noor Sweid, the trailblazing founder and Managing Partner of Global Ventures. K ... Show More

My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation ... Show More