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 Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the ... Show More
Jan 2024
159: A Stock Picker's Guide To 2024
<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular, U.S. equity performance surprised investors, but with higher rates and in ... Show More
19m 24s
Apr 2023
The Case for a 22% Drop in S&P 500
Troy Gayeski, chief market strategist at FS Investments, says don’t wait until May to flee the stock market rally—get out now. He joined the What Goes Up podcast to explain why he’s expecting the S&P 500 to bottom out at around 3,200, a roughly 22% drop from current levels.
“Firs ... Show More
41m 35s
May 2025
Equity risks and alts opportunities
US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ... Show More
19m 11s
May 2025
Market Mayhem: Is the Worst Behind Us?
<p>Market veterans know that bull runs and corrections rarely travel in straight lines, and in this riveting conversation with Michael Gayed, we explore the subtle signals suggesting our recent market recovery might be more fragile than it appears. Michael, who accurately predict ... Show More
14m 21s