Latest Alternatives Podcast Episodes
What Global Elections Mean for Markets
Thoughts on the Market - June 07, 2024 21:00 - 3 minutes ★★★★★ - 1.2K ratingsOur Global Head of Emerging Markets Sovereign Credit reviews key insights and strategies for investors following the recent elections in Mexico, South Africa and India. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Simon Waever, Morgan Stanley’s Global Head of EM Sover...
Inside Japan’s Economic Transformation
Thoughts on the Market - June 06, 2024 23:23 - 7 minutes ★★★★★ - 1.2K ratingsOur four-person panel explains Japan’s economic boom, from growing GDP to corporate sector vibrancy, and which upward trends will sustain. ----- Transcript ----- Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Japan is undergoin...
Special Encore: The Curious Connection Between Airlines and Fashion
Thoughts on the Market - June 05, 2024 22:32 - 10 minutes ★★★★★ - 1.2K ratingsOriginal Release on April 29, 2024: Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in both industries can use a similar playbook for a turnaround. ----- Transcript ----- Ravi Shanker: Welcome to Thoughts on the Market. I'm...
Spirited Debates Around Our Midyear Outlooks
Thoughts on the Market - June 04, 2024 21:10 - 3 minutes ★★★★★ - 1.2K ratingsOur Chief Fixed Income Strategist takes listeners behind the curtain on Morgan Stanley’s expectations for markets over the next 12 months. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupathur, Morgan Stanley's Chief Fixed Income Strategist. Along with my col...
Why an ‘Everything Rally’ Is Still Possible
Thoughts on the Market - June 03, 2024 21:57 - 3 minutes ★★★★★ - 1.2K ratingsOur Chief Cross-Asset Strategist explains why the high correlation between stocks and bonds could work in investors’ favor throughout the second half of this year. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist....
What I Know For Sure
Miami Valley Unitarian Universalist Fellowship Sermon Podcast - June 02, 2024 16:00 - 19 minutes ★★★★★ - 2 ratingsPresented 6/2/24 Recorded via Zoom for Miami Valley Unitarian Univeralist Fellowship, Dayton OH USA
Why TMT Bonds Are Underperforming
Thoughts on the Market - May 31, 2024 22:01 - 8 minutes ★★★★★ - 1.2K ratingsIn a generally positive environment for corporate credit, the recent performance of high-yield bonds in the telecom, media and technology (TMT) sector offers a market contrast. Our Lead Analyst for High-Yield TMT joins our Head of Corporate Credit Research to explain the divergence. --...
European Economic Outlook: Decidedly More Optimistic
Thoughts on the Market - May 30, 2024 21:47 - 3 minutes ★★★★★ - 1.2K ratingsOur Chief Europe Economist explains why the region’s outlook over the next year is trending upward, including how higher growth will lead to lower interest rates this cycle. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Jens Eisenschmidt, Morgan Stanley’s Chief Europe ...
Global Questions About the US Elections
Thoughts on the Market - May 29, 2024 20:59 - 2 minutes ★★★★★ - 1.2K ratingsOur Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in the US. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Them...
Midyear European Equities Outlook: In the Sweet Spot
Thoughts on the Market - May 28, 2024 21:38 - 3 minutes ★★★★★ - 1.2K ratingsOur Chief Europe Equity Strategist explains why she is forecasting a 23 percent total return for European equities over the next year. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Marina Zavolock, Morgan Stanley’s Chief European Equity Strategist. Along with my collea...
CYRE Volunteer Appreciation
Miami Valley Unitarian Universalist Fellowship Sermon Podcast - May 26, 2024 16:00 - 5 minutes ★★★★★ - 2 ratingsPresented 5/26/24 Recorded via Zoom for Miami Valley Unitarian Univeralist Fellowship, Dayton OH USA
Midyear Credit Outlook Favors Moderation
Thoughts on the Market - May 24, 2024 21:21 - 3 minutes ★★★★★ - 1.2K ratingsOur Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley, along w...
Midyear Housing Outlook: Is Home Sale Activity Picking Up?
Thoughts on the Market - May 23, 2024 20:00 - 6 minutes ★★★★★ - 1.2K ratingsWith cooling inflation and an expected drop for mortgage rates, will more affordable housing lead to a big spike in sales? Our Co-Heads of Securitized Product Research take stock of the US housing market. ----- Transcript ----- Jay Bacow: Welcome to Thoughts on the Market. I'm Jay Ba...
Midyear US Economic Outlook: Continued Resilience
Thoughts on the Market - May 22, 2024 18:23 - 3 minutes ★★★★★ - 1.2K ratingsWhy is the US economy poised for a strong second half of the year, despite slowing GDP growth? Our Chief US Economist points to population growth, housing demand and anticipated Fed rate cuts. ----- Transcript ----- Ellen Zentner: Welcome to Thoughts on the Market. I'm Ellen Zentner,...
Midyear Cross-Asset Outlook: Bullish Possibilities
Thoughts on the Market - May 21, 2024 21:49 - 9 minutes ★★★★★ - 1.2K ratingsOur Global Cross-Asset Strategist and Global Chief Economist discuss the state of asset markets at the midway point of 2024, and why the current backdrop suggests positive directions for several key markets. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm...
Midyear Economic Outlook: Reasons for Optimism
Thoughts on the Market - May 20, 2024 22:21 - 6 minutes ★★★★★ - 1.2K ratingsOur Global Chief Economist and Global Cross-Asset Strategist discuss the state of the global economy at the midpoint of 2024, including how the U.S. and Europe are on growth trajectories despite volatile economic data. ----- Transcript ----- Serena Tang: Welcome to Thoughts on the Mar...
And So We Thank You: Volunteer Recognition
Miami Valley Unitarian Universalist Fellowship Sermon Podcast - May 19, 2024 16:00 - 17 minutes ★★★★★ - 2 ratingsPresented 5/19/24 Recorded via Zoom for Miami Valley Unitarian Univeralist Fellowship, Dayton OH USA
Seeking Better Value in Emerging Market Debt
Thoughts on the Market - May 17, 2024 18:02 - 3 minutes ★★★★★ - 1.2K ratingsOur Head of Corporate Credit Research explains why the debt of high-rated EM countries is a viable alternative for investors looking for high yields with longer duration. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at ...
Get Ready for a Summer Travel Boom
Thoughts on the Market - May 16, 2024 21:07 - 3 minutes ★★★★★ - 1.2K ratingsOur research shows travelers are willing to spend more this summer than last. U.S. Thematic Strategist Michelle Weaver explains how this will impact the airline, cruise and lodging industries. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Michelle Weaver, Morgan Stanl...
The Narrow Scope of US Tariffs on China
Thoughts on the Market - May 15, 2024 21:44 - 2 minutes ★★★★★ - 1.2K ratingsOur Global Head of Fixed Income and Thematic Research explains that the Biden administration’s new tariffs on Chinese imports are narrower than those of 2018 and 2019, but still send a signal about the economic relationship between the US and China. ----- Transcript ----- Welcome to T...
Searching for Resilience and Grit
SMART Recovery® Podcast - May 15, 2024 16:53 - 36 minutes ★★★★ - 66 ratingsThe term "wellness" is thrown around in the context of many different things, including in the world of recovey from substance and behavioral disorders. It's meaning can be fuzzy and border on cliche. But when Randy Williams uses the word wellness he keeps it real. Williams is Founder of Wil...
Lessons from Retail Success Stories
Thoughts on the Market - May 14, 2024 22:38 - 4 minutes ★★★★★ - 1.2K ratingsOur Retail Analyst discusses the key strategies that have propelled a select few companies in U.S. consumer retail amid a challenging demand backdrop. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Simeon Gutman, Morgan Stanley’s Hardlines, Broadlines & Food Retail Ana...
Spring IMF Meetings Spark Cautious Optimism
Thoughts on the Market - May 13, 2024 21:15 - 7 minutes ★★★★★ - 1.2K ratingsOur experts highlight their biggest takeaways from the International Monetary Fund’s recent meetings, including which markets around the globe are on an upward trajectory. ----- Transcript ----- Simon Waever: Welcome to Thoughts on the Market. I'm Simon Waever, Morgan Stanley's Global...
Centering The Children
Miami Valley Unitarian Universalist Fellowship Sermon Podcast - May 12, 2024 16:00 - 14 minutes ★★★★★ - 2 ratingsPresented 5/12/24 Recorded via Zoom for Miami Valley Unitarian Univeralist Fellowship, Dayton OH USA
How Mexico’s Elections Could Change Global Markets
Thoughts on the Market - May 10, 2024 17:46 - 3 minutes ★★★★★ - 1.2K ratingsMorgan Stanley’s Chief Latin America Strategist explains the importance of Mexico’s upcoming presidential election, laying out the possible investment implications of potential policy reforms. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Nik Lippman, Morgan Stanley’s ...
The Fed Sends a Clear Message
Thoughts on the Market - May 09, 2024 19:01 - 3 minutes ★★★★★ - 1.2K ratingsOur Chief Fixed Income Strategist explains why the Federal Reserve’s most recent meeting was so consequential, and the likeliest path ahead for interest rates. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Strategi...
Can U.S. Dollar Dominance Continue?
Thoughts on the Market - May 08, 2024 21:36 - 7 minutes ★★★★★ - 1.2K ratingsOur expert panel explains the U.S. dollar’s current status as the primary global reserve currency and whether the euro and renminbi, or even crypto currencies are positioned to take over that role. Digital assets, sometimes known as cryptocurrency, are a digital representation of a val...
PATRIZIA DA MILANO: Healing Through Light Work, Sound and Shamanic Practices + Choose to Be Present + Following your Passion
WAKE UP! with Joni - May 08, 2024 13:46 - 37 minutes ★★★★★ - 27 ratingsPatrizia Da Milano is a dynamic Colorado based Healer and Artist where she combines her life-long passion and decades of experience in creating art, with her study and mastery of the healing arts. She specializes in a number of modalities that she combines into a unique blend to help her client...
Managing for Economic Uncertainty
Thoughts on the Market - May 07, 2024 22:03 - 3 minutes ★★★★★ - 1.2K ratingsAs the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO a...
What If Rates Are Higher for Longer?
Thoughts on the Market - May 06, 2024 22:15 - 8 minutes ★★★★★ - 1.2K ratingsLisa Shalett is a member of Morgan Stanley’s Wealth Management Division and is not a member of Morgan Stanley’s Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others wit...