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
Sep 2022
Andrew Sheets: The State of Play in Markets Globally
3m 26s
May 2023
Andrew Sheets: Unresolved Questions Create Market Uncertainty
<p>Optimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are still raising questions that have gone unanswered.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. ... Show More
3m 12s
Sep 2022
Global Macro: Intervention & Inflation
<p>Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Global Chief Economist Seth Carpenter and Head of Thematic and Public Policy Resea ... Show More
10m 14s
Dec 2023
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
<p>Original Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more.</p><p><br></p><p>----- Transcript -----</p><p><strong>Vishy T ... Show More
11m 6s
Oct 2025
Time for a Bull Market Correction?
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.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike ... Show More
5m 13s
Dec 2023
End-of-Year Encore: Macro Economy: The 2024 Outlook
<p>Original Release on November 13th, 2023: As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategist Vishy Tirupattur hosts a roundtable with Chief Economist Seth Carpenter and  ... Show More
9m 14s
Aug 2022
Mike Wilson: The Increasing Risks to Earnings
4m 18s
Apr 2025
Are Investors Leaving U.S. Stocks?
The market is waiting for more clarity on tariffs. Fund managers are already making moves.
(0:21) Bill Barker and Ricky Mulvey discuss:
- How the market could react to tariff liberation day.
- The impact from current tariffs for Harley Davidson.
- If the motorcycle manufacturer ... Show More
30m 20s
May 2024
Managing for Economic Uncertainty
3m 33s
Sep 2022
Finding financial confidence
Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ... Show More
30m 12s
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>There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More
<p>With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More
<p>As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the ... Show More
