Latest Alternatives Podcast Episodes
Why We Believe the Fed Will – and Should – Cut Rates Soon
Thoughts on the Market - July 12, 2024 21:00 - 3 minutes ★★★★★ - 1.2K ratingsOur Head of Corporate Credit Research explains why he expects the US Federal Reserve to make three rate cuts before the end of the year, starting in September. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stan...
Business Travelers Pack Their Bags
Thoughts on the Market - July 11, 2024 21:00 - 3 minutes ★★★★★ - 1.2K ratingsOur Freight Transportation & Airlines Analyst discusses the key takeaways from his mid-year corporate travel survey, which includes a number of positive trends for the second half of 2024. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ravi Shanker, Morgan Stanley’s Fre...
Less Impact Than You Might Think
Thoughts on the Market - July 10, 2024 23:32 - 6 minutes ★★★★★ - 1.2K ratingsU.S., French and Indian elections may have a minimal effect on equity markets, particularly in the short term, according to our Global Head of Fixed Income and our Chief Global Cross Asset Strategist. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael...
U.S. Housing: What Will Slow Home Price Growth?
Thoughts on the Market - July 09, 2024 22:13 - 6 minutes ★★★★★ - 1.2K ratingsRecord-high prices remain a key concern for buyers in the U.S. housing market. Our Co-Heads of Securitized Product Research dig into the data, explaining why they still believe a deceleration in home price growth will come. ----- Transcript ----- Jay Bacow: Welcome to Thoughts on the ...
2024 US Elections: The Impact of Inflation
Thoughts on the Market - July 08, 2024 23:12 - 4 minutes ★★★★★ - 1.2K ratingsInflation continues to be a key issue for voters in elections around the world. Our CIO and Chief US Equity strategist explains its potential influence on the upcoming US presidential election, and how investors may react to potential outcomes of this race. ----- Transcript ----- Welc...
Special Encore: A Sobering View on the Spirits Sector
Thoughts on the Market - July 05, 2024 18:00 - 4 minutes ★★★★★ - 1.2K ratingsMarkets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Research disagrees. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Sarah Simon, Head of the European Consumer Staples team. A...
Lex Kerssemakers over de aanpak van de Chinese EV aanpak in Europa
Investment Officer - July 05, 2024 10:00 - 35 secondsInvestment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing companies. The Netherlands: http://www.investmentofficer.nl Belgium: http://www...
Yan Mei Xie on China's EV policy
Investment Officer - July 04, 2024 09:00 - 7 minutesYan Mei Xie on China's EV policy Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing companies. The Netherlands: http://www.invest...
Why Central Banks Still Get It Wrong Sometimes
Thoughts on the Market - July 03, 2024 21:12 - 3 minutes ★★★★★ - 1.2K ratingsCentral banks play a crucial role in monetary policy and moderating the business cycle. Our Head of Corporate Credit Research explains why, despite their power, these financial institutions can’t quickly steer through choppy economic waters. ----- Transcript ----- Welcome to Thoughts ...
Investors Eye Reactions to US Presidential Debate
Thoughts on the Market - July 02, 2024 21:26 - 3 minutes ★★★★★ - 1.2K ratingsOur Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Hea...
Housing Update: Home Prices Unlikely to Decline
Thoughts on the Market - July 01, 2024 21:34 - 4 minutes ★★★★★ - 1.2K ratingsRising rents and mortgage payments have been at the center of the inflation discussion. Our Global Chief Economist assesses whether monetary policy can effectively blunt those figures. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morga...
Why Good Data Is Good For Markets
Thoughts on the Market - June 28, 2024 21:07 - 3 minutes ★★★★★ - 1.2K ratingsOur Head of Corporate Credit Research makes the case against the popular notion that solid economic data would be bad for markets, and instead offers a rationale for why now, more than ever, is the time for investors to root for positive economic developments. ----- Transcript ----- ...
Introducing: What Should I Do With My Money Season 2
Thoughts on the Market - June 28, 2024 16:57 - 3 minutes ★★★★★ - 1.2K ratingsIf you're a listener to Thoughts on the Market you may be interested in Season 2 of our podcast: What Should I Do With My Money? ---------------- Money is emotional and that can make it difficult to know if we’re making the right decisions. This season, the stakes are high. From pren...
Funding the AI Revolution
Thoughts on the Market - June 27, 2024 21:00 - 4 minutes ★★★★★ - 1.2K ratingsAs the infrastructure needs for artificial intelligence soar, so does the need for financing. Our Chief Fixed Income Strategist talks about the role credit markets can play in providing capital to power the sector. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy T...
Fiscal Sustainability and the French and US Elections
Thoughts on the Market - June 26, 2024 22:05 - 3 minutes ★★★★★ - 1.2K ratingsOur Global Chief Economist explains why markets are concerned about uncertainty around the French and US elections, and how their outcomes may affect each economy’s debt load. ---- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's...
Navigating the Narrow Stock Market
Thoughts on the Market - June 25, 2024 21:00 - 4 minutes ★★★★★ - 1.2K ratingsOur CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Eq...
Economics Roundtable: Global Elections in Focus
Thoughts on the Market - June 24, 2024 22:17 - 9 minutes ★★★★★ - 1.2K ratingsHalfway through a historic year for elections around the world, Morgan Stanley’s chief economists assess the impact of recent results on the global economy, and weigh potential effects from key elections to come. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market...
Problem Gambling--The Stakes Are Getting Higher
SMART Recovery® Podcast - June 24, 2024 15:52 - 44 minutes ★★★★ - 66 ratingsJody Bechtold is the CEO of The Better Institute and an Internationally Certified Gambling Counselor. She is co-author of the Gambling Disorder Treatment Handbook: A Guide for Mental Health Professionals, and she presents both nationally and internationally about education and treatment for pro...
Economics Roundtable: Investors Eye Central Banks
Thoughts on the Market - June 21, 2024 22:00 - 12 minutes ★★★★★ - 1.2K ratingsMorgan Stanley’s chief economists examine the varied responses of global central banks to noisy inflation data in their quarterly roundtable discussion. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's global chief economis...
Volatility Doesn’t Necessarily Rock the Boat
Thoughts on the Market - June 20, 2024 21:00 - 3 minutes ★★★★★ - 1.2K ratingsOur head of corporate credit research dives into the question of correlation and market volatility, and explains why stock indices can remain stable despite a certain level of turmoil, as we have seen recently in Europe. ----- Transcript ----- Welcome to Thoughts on the Market. I'm An...
VICTORIA ALAI: Survival 101: A Guide to Staying Afloat in the Deep Waters of Life + Tips and Hacks for Living your Best Life from Relationships to Money
WAKE UP! with Joni - June 20, 2024 20:22 - 56 minutes ★★★★★ - 27 ratingsVictoria Alai is an Author, Life Navigator, and in her own words, a Self-Help Addict who has written the popular self-help book “Survival 101: A guide to staying afloat in the deep waters of life” She talks about solid, practical advice for rebuilding your life, from the ground up if necessary...
Investment Discipline In An Election Year
Thoughts on the Market - June 18, 2024 21:49 - 3 minutes ★★★★★ - 1.2K ratingsInvestors watching for market reactions would do well to stick to their existing plans in an environment where the economic impacts of any particular US election outcome remains unclear. Our Global Head of Fixed Income and Thematic Research explains. ----- Transcript ----- Welcome to ...
Tracking the Rebound in Tech IPOs
Thoughts on the Market - June 17, 2024 20:48 - 9 minutes ★★★★★ - 1.2K ratingsThe AI revolution has helped fuel the tech IPO sector’s resurgence following a two-year lull. Our Co-Heads of Technology Equity Capital Markets join our Global Head of Fixed Income and Thematic Research to discuss the sustainability of this trend. ----- Transcript ----- Michael Zezas...
Worship For All Ages: Flower Communion
Miami Valley Unitarian Universalist Fellowship Sermon Podcast - June 16, 2024 16:00 - 12 minutes ★★★★★ - 2 ratingsPresented 6/16/24 Recorded via Zoom for Miami Valley Unitarian Univeralist Fellowship, Dayton OH USA
This Is Still India’s Decade
Thoughts on the Market - June 14, 2024 21:00 - 3 minutes ★★★★★ - 1.2K ratingsOur Head of India Research and Chief India Equity Strategist lays out his bullish post-election view on India, explaining why the market is likely to drive a fifth of global growth in the coming decade. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ridham Desai, Morgan...
Cautious Corporate Boards Extend the Credit Cycle
Thoughts on the Market - June 13, 2024 22:48 - 3 minutes ★★★★★ - 1.2K ratingsA strong economy and global stock market surge may suggest market euphoria. However, our Head of Corporate Credit Research explains why the corporate sector caution is, in fact, a good sign. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate...
Convenience Is Compelling
Thoughts on the Market - June 12, 2024 21:09 - 4 minutes ★★★★★ - 1.2K ratingsOur US Thematic Strategist explains the premium that consumers will pay for convenience, and what that means for sectors including online retail, dining and package delivery. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Michelle Weaver, Morgan Stanley’s US Thematic St...
Recovery Band Camp: A Moveable, Musical Feast
SMART Recovery® Podcast - June 12, 2024 13:43 - 42 minutes ★★★★ - 66 ratingsDavid Nooks is a Peer Recovery Support Specialist at the Foundation for Recovery in Las Vegas. He is also a musician who believes in the healing power of rock & roll. After many years spent misusing substances and seeking escape David decided to embrace recovery. In this podcast David talks ab...
Presidential Elections Aren’t the Only Important Ones
Thoughts on the Market - June 11, 2024 21:57 - 4 minutes ★★★★★ - 1.2K ratingsOur Global Chief Economist takes stock of recent elections in India, Mexico and South Africa -- and what they suggest about the market implications of the upcoming UK and US elections. ----- Transcript ----- Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stan...
Investors Riding an Unpredictable Wave
Thoughts on the Market - June 10, 2024 21:16 - 3 minutes ★★★★★ - 1.2K ratingsOur CIO and Chief U.S. Equity Strategist explains why economic fluctuations have made it more difficult to project a possible soft or no landing outcome, and how investors can navigate this continuing market volatility. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mik...