About this episode
Dec 2024
Pivoting Your Playbook (Encore)
We’re continuing to bring you the “Best of” Access & Opportunity by revisiting my 2021 conversation with NBA champion turned investor, Andre Iguodala. Andre isn’t just a four-time NBA champ and Finals MVP—he’s the master of the pivot, a key playbook for Access & Opportunity.While ... Show More
35m 29s
Nov 2024
Becoming Self-Made (Encore)
Today, we’re continuing to bring you the “Best of” Access & Opportunity by revisiting one of our favorite conversations, with Nely Galán. Nely embodies the ethos of Access & Opportunity. She’s a savvy woman of color in business who’s written her own story by betting on herself ti ... Show More
38m 43s
Oct 2024
The Snowball Effect of Student Debt (Encore)
Today, we’re revisiting our 2021 conversation with educator Betsy Mayotte to discuss how having the right information at the right time can make navigating the student financing industry more manageable. But first we'll hear from Farrukh Siddiqui, an entrepreneur whose company us ... Show More
27m 56s
Nov 2024
Global Outlook: What’s Ahead for Markets in 2025?
10m 17s
Oct 2025
Time for a Bull Market Correction?
<p>As the S&P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.</p><p>Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 ... Show More
5m 13s
Aug 2025
Why Stocks Get Ahead of the Fed
<p>Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.</p><p><br></p ... Show More
4m 10s
Apr 2025
What Should Investors Expect from Earnings Season?
<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.</p><p><br></p><p>Read more <a href="https://www.morganstanley.com/ideas?cid=mg-SM_CORP-insights-17607" rel="noope ... Show More
3m 56s
Aug 2024
Market Rebounds but Growth Is Uncertain
3m 17s
Mar 2025
Credit Markets Remain Resilient, For Now
<p>As equity markets gyrate in response to unpredictable U.S. policy, credit has taken longer to respond. Our Head of Corporate Credit Research, Andrew Sheets, suggests other indicators investors should have an eye on, including growth data.</p><p><br></p><p>----- Transcript ---- ... Show More
4m 25s
Oct 2024
Markets Spin Toward Cyclicals
4m 18s
Oct 2024
What’s Boosting Cyclical Stocks?
3m 53s
Aug 2024
All Eyes on Jobs Data
4m 22s
Sep 2024
Markets Readying for a Rate Cut
4m 25s
On this encore episode, Seattle Storm forward and WNBA Players Association President Nneka Ogwumike speaks about the pay discrepancies in the WNBA, and how she’s banding together fellow players to fight for equity. Then, Carla sits down with venture capitalist Kara Nortman, owner of Angel City FC, a women-owned soccer franchise that is raising the bar for in ... Show More
<p>On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and where investors can look for growth.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Vishy Tirupattur:</strong> Welcome to Thoughts on the Market. I ... Show More
<p>Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
<p>A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More
<p>Our CIO and Chief U.S. Equity Strategist explains his preference for cyclical stocks amid a rise in global money supply and current US election dynamics.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan St ... Show More
<p>Our CIO and Chief US Equity Strategist explains why there’s pressure for the August jobs report to come in strong -- and what may happen to the market if it doesn’t. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wils ... Show More
<p>With the Federal Reserve poised to make its long-awaited rate cut this week, our CIO and Chief US Equity Strategist tells us why investors have pivoted their concerns from high inflation to slowing growth. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome ... Show More
