Yesterday

AI’s Next Stress Test

The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and Sustainability Research Stephen Byrd and Global Head of Public Policy Research Ariana Salvatore about the compe ... Show More

12m 11s

Jul 6

Next Leg of the Bull Market?

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on ... Show More

5m 8s

Jul 3

America’s Frontier-Market Origin Story

As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable institutions can teach investors today.Read more insights from Morgan Stanley.----- Tr ... Show More

7m 16s

Apr 2025

China's game-changing pharmaceutical and biotech industry

China is fast becoming a major player in the global pharmaceutical and biotech industries. Once focused primarily on generic and me-too drugs, Chinese companies are now making headlines with innovative breakthroughs in oncology and gene therapy. Foreign investors are taking notic ... Show More

21m 1s

Dec 2018

Healthcare: China’s Biotech Revolution

China’s biotech industry is booming. Driven by vast government funding and Western partnerships, the country is introducing new commercial drugs at a faster pace than ever before. But could controversial topics such as human genetic engineering derail its accelerated growth? Shan ... Show More

36m 3s

Sep 2023

What the world can learn from China's innovation playbook | Keyu Jin

In the last few decades, China has gone from technological scarcity to abundance. What sparked this shift? Economist Keyu Jin explores how China has fostered a model of innovation unlike any other and shows why understanding its competitive, collaborative approach could benefit t ... Show More

16m 3s

Sep 2023

The intersection of technology and healthcare

Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the c ... Show More

25m 15s

May 2021

How Tech Adoption Fuels China’s Innovation Boom

Zak Dychtwald, founder of the advisory firm Young China Group, believes that the perception of China as a copycat and not an innovator is outdated. Instead, he argues the willingness of Chinese consumers to try new things is powering the country’s new innovation economy. Technolo ... Show More

25m 6s

Jun 2023

Biotechnology and Healthcare: A New Dawn? With Bob Bradway, CEO of Amgen

The late Steve Jobs of Apple said “I think the biggest innovation of the 21st century will be at the intersection of biology and technology, a new era is beginning”.If you want see how biotech can change the world of health, whilst potentially being capable of creating extraordin ... Show More

39m 55s

Sep 2025

Exploring China's Digital Belt & Road with Louis-Vincent Gave

Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More

48m 19s

Feb 2025

Examining China's Recent Tech Rally

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ... Show More

21m 40s

May 2024

China's race to tech supremacy: Shenzhen speed

<p>How did China go from tech imitator to innovator? The FT’s James Kynge reports from Shenzhen, known as China’s Silicon Valley, where he explores the city’s vast electronics markets with inventor Noah Zerkin, an American who’s based himself in China, visits robot start-up Youib ... Show More

26m 16s

Jun 2025

Human Health: Society and the Future of Biotech

Biotechnology is the use of biology in the production of new products, services, and organisms with the aim of improving human health and society. In 2024, the global biotech market was worth $1.68 trillion. By application, the health segment was responsible for just over half of ... Show More

30m 35s