Latest Fixed Podcast Episodes

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Unlocking markets: looking beyond the financials

RBC BlueBay Insights - July 15, 2024 10:00 - 24 minutes
Habib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which cr...

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Creative Ways to Save Money

Paladin Financial Talk - July 13, 2024 05:00 ★★★★★ - 24 ratings
Tired of the same old budgeting tips? This episode bursts the bubble on boring savings strategies. We'll explore unconventional ways to boost your bank account, from hacking your hobbies to becoming a savvy swapper. Tune in and discover how to make saving money exciting and effective!

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Why We Believe the Fed Will – and Should – Cut Rates Soon

Thoughts on the Market - July 12, 2024 21:00 - 3 minutes ★★★★★ - 1.2K ratings
Our 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...

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Business Travelers Pack Their Bags

Thoughts on the Market - July 11, 2024 21:00 - 3 minutes ★★★★★ - 1.2K ratings
Our 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...

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Less Impact Than You Might Think

Thoughts on the Market - July 10, 2024 23:32 - 6 minutes ★★★★★ - 1.2K ratings
U.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...

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Greg Scheinman | Ep. 18

The Cult of Recreationalism - July 10, 2024 12:30 - 1 hour ★★★★★ - 16 ratings
Greg Scheinman joins Sean on the Cult of Recreationalism Podcast! Greg is the creator of The Midlife Male. It’s a book, a newsletter, a podcast, a YouTube channel and he breaks it all down for us. Everything from the 6 F’s to insights on topics such as health, fitness, relationships, and persona...

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U.S. Housing: What Will Slow Home Price Growth?

Thoughts on the Market - July 09, 2024 22:13 - 6 minutes ★★★★★ - 1.2K ratings
Record-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 ...

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2024 US Elections: The Impact of Inflation

Thoughts on the Market - July 08, 2024 23:12 - 4 minutes ★★★★★ - 1.2K ratings
Inflation 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...

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328: More & More From exocad Insights 2024 with Beth Collington, Luis Saraiva, and Nuno Borrego

Voices from The Bench - July 08, 2024 10:00 - 1 hour ★★★★★ - 53 ratings
Join the GOLDEN BENCH CLUB! All you have to do is leave us a 5-star review and comment on the Apple Podcast app (or any other app and email us a screen shot) and we will read your review on the podcast and welcome you to the Golden Bench Club. This super elite club is only for the best of the bes...

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Can Frugal be Fun?

Paladin Financial Talk - July 06, 2024 05:00 ★★★★★ - 24 ratings
Forget deprivation diets for your wallet! This episode dives into the surprising world of frugal living, where you'll discover how to save money without sacrificing enjoyment. We'll explore creative ways to stretch your dollars and unlock the fun that comes with being financially savvy.

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Special Encore: A Sobering View on the Spirits Sector

Thoughts on the Market - July 05, 2024 18:00 - 4 minutes ★★★★★ - 1.2K ratings
Markets 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...

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Why Central Banks Still Get It Wrong Sometimes

Thoughts on the Market - July 03, 2024 21:12 - 3 minutes ★★★★★ - 1.2K ratings
Central 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 ...

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Glen Doherty Stories | Ep. 17

The Cult of Recreationalism - July 03, 2024 12:30 - 46 minutes ★★★★★ - 16 ratings
On a special episode of the Cult of Recreationalism Sean and Nathan hang out and Sean shares a bunch of stories of growing up with Glen and adventures that they shared. Everything from their first job which they were horrible at, hitchhiking to Alaska to work for the summer, fiscal responsibilit...

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Media and the Markets with Christian May

Why Invest? - July 03, 2024 06:00 - 35 minutes
In this episode of the Why Invest? podcast, hosts James Carter and Luke Hyde-Smith welcome Christian May, a media and communications expert with a notable background in journalism and corporate affairs. Christian shares his unexpected journey into journalism, his experiences as editor-in-chief...

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Investors Eye Reactions to US Presidential Debate

Thoughts on the Market - July 02, 2024 21:26 - 3 minutes ★★★★★ - 1.2K ratings
Our 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...

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Housing Update: Home Prices Unlikely to Decline

Thoughts on the Market - July 01, 2024 21:34 - 4 minutes ★★★★★ - 1.2K ratings
Rising 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...

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327: Even More from Exocad Insights 2024 with Kristina & Margarita Vaitelyte and Cat Edney

Voices from The Bench - July 01, 2024 10:00 - 1 hour ★★★★★ - 53 ratings
Join the GOLDEN BENCH CLUB! All you have to do is leave us a 5-star review and comment on the Apple Podcast app (or any other app and email us a screen shot) and we will read your review on the podcast and welcome you to the Golden Bench Club. This super elite club is only for the best of the bes...

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Living the Dream? Buying Timeshares and RVs in Retirement

Paladin Financial Talk - June 29, 2024 05:00 ★★★★★ - 24 ratings
Today, we're delving into a topic that's gaining popularity among retirees: the decision to purchase timeshares and RVs. These options offer unique lifestyle benefits, but how do they impact your financial plan and what are some of the pros and cons?

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Why Good Data Is Good For Markets

Thoughts on the Market - June 28, 2024 21:07 - 3 minutes ★★★★★ - 1.2K ratings
Our 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 ----- ...

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Introducing: What Should I Do With My Money Season 2

Thoughts on the Market - June 28, 2024 16:57 - 3 minutes ★★★★★ - 1.2K ratings
If 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...

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Funding the AI Revolution

Thoughts on the Market - June 27, 2024 21:00 - 4 minutes ★★★★★ - 1.2K ratings
As 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...

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Fiscal Sustainability and the French and US Elections

Thoughts on the Market - June 26, 2024 22:05 - 3 minutes ★★★★★ - 1.2K ratings
Our 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...

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Mike Ritland | Ep. 16

The Cult of Recreationalism - June 26, 2024 12:30 - 1 hour ★★★★★ - 16 ratings
Mike Ritland joins Sean on the Cult of Recreationalism Podcast! Mike is a three-time New York Times bestselling author and former Navy Seal - who also served with Glen 'BUB' Doherty. They discuss Mike's journey from growing up in Iowa to becoming a SEAL, what he's done in his career after leavin...

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Navigating the Narrow Stock Market

Thoughts on the Market - June 25, 2024 21:00 - 4 minutes ★★★★★ - 1.2K ratings
Our 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...

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Economics Roundtable: Global Elections in Focus

Thoughts on the Market - June 24, 2024 22:17 - 9 minutes ★★★★★ - 1.2K ratings
Halfway 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...

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326: Exocad Insights 2024 with Jaime Moreno, Saulius Janusevicius, Alex Chabachevitch, Pinhas Adar

Voices from The Bench - June 24, 2024 10:00 - 1 hour ★★★★★ - 53 ratings
Join the GOLDEN BENCH CLUB! All you have to do is leave us a 5-star review and comment on the Apple Podcast app (or any other app and email us a screen shot) and we will read your review on the podcast and welcome you to the Golden Bench Club. This super elite club is only for the best of the bes...

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Wedding Planning with Jess Schoen

Paladin Financial Talk - June 22, 2024 05:00 ★★★★★ - 24 ratings
Today, we have a special guest joining us to dive into a summer lifestyle topic of wedding planning! We will discuss the financial aspects of planning a wedding because, let's face it, weddings can have a significant impact on your financial plan if not properly managed or anticipated with your a...

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Economics Roundtable: Investors Eye Central Banks

Thoughts on the Market - June 21, 2024 22:00 - 12 minutes ★★★★★ - 1.2K ratings
Morgan 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...

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Volatility Doesn’t Necessarily Rock the Boat

Thoughts on the Market - June 20, 2024 21:00 - 3 minutes ★★★★★ - 1.2K ratings
Our 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...

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Green investment and rewilding with Ben Goldsmith

Why Invest? - June 19, 2024 06:00 - 37 minutes
In this episode Luke Hyde-Smith is joined by author, investor, and leading environmentalist, Ben Goldsmith. They discuss Ben's career, how he founded one of the early sustainability focused investment managers, WHEB Asset Management, then launched a dedicated green themed investment company, Me...