Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data centers are affecting electricity bills for U.S. consumers.
Read more insights from Morgan Stanley.
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Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stan ... Show More
Jan 2025
What's the Truth About Alcohol, Cancer, and Your Health?
Today's episode has been a long time coming. For years, more scientists and health influencers have claimed that even moderate drinking does serious damage to one's health. As someone who likes being healthy and also loves a glass of wine (or scotch), Derek really wanted to under ... Show More
39m 27s
Aug 2019
Why Les Nanberg expects a recession before this year ends
Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More
59m 38s
Apr 2024
137 - The Hard Truth About Alcohol With Danny Matranga
<p>Alcohol. A polarizing word in itself. Everyone has an alcohol related story, even if you've never personally drank. This week we are talking with Danny Matranga,
CSCS, BSc about the impact of alcohol on our health. </p>
<p>Alcohol is so ingrained in our society that simply ... Show More
53m 29s
Jan 2025
Top Geopolitical Risks of 2025 — with Ian Bremmer
Ian Bremmer, the president and founder of the Eurasia Group, joins Scott to discuss what he believes are the year’s top geopolitical risks. These risks include the breakdown of the global order, Trump’s return to office, along with escalating tensions between major powers all ove ... Show More
1h 2m
Apr 2025
Uh oh, Pinot: How tariffs will impact the U.S. wine economy
Care for a glass of Chianti or Bordeaux after recent market volatility? It’ll cost ya. After a tense few weeks, President Donald Trump announced a 20% tariff on all EU goods, including wine. While you might think that U.S. producers would be cheering, domestic wineries and wine s ... Show More
8m 6s
Oct 2025
Washington shuts its doors
September saw strong gains across markets, with the S&P 500 up 3%. Hong Kong outperformed, rising 7%. Gold hit multiple highs and credit spreads narrowed to multi-year lows. Yesterday, healthcare rallied after Pfizer announced discounted drug sales via a new government platform. ... Show More
12m 22s
<p dir="ltr"><span style="font-size: 12pt;">Alcohol is still big business in America—but the numbers are shifting. From wine to beer to spirits, sales are dropping across the board, and it's not just Gen Z driving the change.</span></p> <p dir="ltr"><span style="font-size: 12pt;" ... Show More
