Yesterday

Live From Future Proof (Special Edition)

Recorded live from the beach at Future Proof in Miami, this special episode of Facts vs Feelings brings Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, to the main stage for a wide-ranging conversation on markets, ... Show More

30m 32s

Mar 4

We’ve Got a Lot of Problems (Ep. 177)

Oil spikes. Gas jumps above $3. Inflation expectations shift in a matter of days. Suddenly the market isn’t debating disinflation or AI productivity. It’s asking whether we’re entering a new inflation shock.In Episode 177 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategi ... Show More

52m 51s

Mar 3

Social Hour With Cullen Roche (Ep. 2)

The Social Hour format loosens things up, and this time Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Cullen Roche, founder of Discipline Funds and author of Pragmatic Capitalism and Your Perfect Po ... Show More

1h 2m

Jul 2025

S&P 500 Hits Record on Vietnam Deal as Tech Climbs

Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.A rally in several big techs fueled gains in stocks, with the market extending its advance as President Donald Trump said he reached a trade deal with Vietnam. Treasuries fell as a selloff in UK b ... Show More

45m 6s

Oct 2025

How Politics Affect Global Markets

Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insig ... Show More

5m 6s

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

Mar 2024

Europe Market Open: RENGO announcement due imminently, APAC stocks declined post-PPI/Retail Sales

APAC stocks declined amid data-related headwinds from the US including hot PPI and weak Retail Sales.Markets await the RENGO wage announcement and its potential ramifications for next week's BoJ policy announcement.European equity futures indicate a contained open with the Euro S ... Show More

3m 41s

Oct 2024

What’s Boosting Cyclical Stocks?

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. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan St ... Show More

3m 53s

Aug 2024

Wellington's Khurana: Broad election results will impact bond yields for years

Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ... Show More

1h 1m

Apr 2025

Should we be optimistic about the US economy? With Michael Strain

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ... Show More

31m 2s

Talking About AI with Steve Hou and Kai ...