Latest Fixed Podcast Episodes
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 ...
Unlocking markets: Higher-for-longer in a high stakes year
RBC BlueBay Insights - June 18, 2024 08:00 - 24 minutesAndrzej Skiba, Head of US Fixed Income and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss the robustness of the US economy, whether strong bond yields are likely to maintain momentum, corporate balance sheets and, of course, the potential return of Trump ...
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...
325: For the Love of Teeth and Industry with Sabine Mayer & Denise Burris
Voices from The Bench - June 17, 2024 10:00 - 1 hour ★★★★★ - 53 ratingsOn September 11th in Fort Worth, Texas, the 10th annual Race For the Future (https://dentallabfoundation.org/news-events/race-for-the-future/) will take place to raise money for the Foundation For Dental Laboratory Technology (https://dentallabfoundation.org/). Barb is doing her 9th solo race an...
Home Sweet Home
Paladin Financial Talk - June 15, 2024 05:00 ★★★★★ - 24 ratingsHomeownership can be a goldmine in retirement. This episode dives into unlocking your home equity's potential, exploring strategies like HELOCs, home sales and reverse mortgages, and unpacking the key considerations to ensure a secure and comfortable golden age.
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...
Rory McKernan | Ep. 15
The Cult of Recreationalism - June 14, 2024 20:38 - 1 hour ★★★★★ - 16 ratingsRory McKernan joins Sean and Nathan on the Cult of Recreationalism! Rory is the VP or Business Development for Mayhem Nation and CrossFit Mayhem. Before that he worked for CrossFit and was a personality on their media team. Remember the old Open announcements? Before that he worked at a gym in E...
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...
71: Market Insights in 10 Minutes (June)
Getting Credit - June 12, 2024 14:00 - 12 minutes ★★★★★ - 21 ratingsInsights on the health of the economy, Fed policy, opportunities in fixed income, and the implications of the growing popularity of weight-loss drugs.
Dr. Allison Brager | Ep. 14
The Cult of Recreationalism - June 12, 2024 12:30 - 43 minutes ★★★★★ - 16 ratingsDr. Allison Brager joins Sean and Nathan on The Cult of Recreationalism! Dr./Major Brager is a neurobiologist and sleep expert, and she discusses her work in supporting special operations and the importance of sleep and circadian rhythms. They talk about sleep timing and recovery, the myth of ca...
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...
Celebrating Pride – Embracing a Culture of Visibility and Inclusivity
PineBridge Investments Insights Podcast - June 10, 2024 14:00 - 19 minutes ★★★★★ - 3 ratingsTo mark Pride Month, members of PineBridge’s LGBTQ+ & Allies Network discussed their experiences and how they are working to enhance a culture of visibility and inclusivity across the spectrum of LGBTQ+ identities in the workplace.
324: A Raw Look at Full Arch with Dr. Ryan Dunlop and Dr. Johnathan Abenaim
Voices from The Bench - June 10, 2024 10:00 - 1 hour ★★★★★ - 53 ratingsOn September 11th in Fort Worth, Texas, the 10th annual Race For the Future (https://dentallabfoundation.org/news-events/race-for-the-future/) will take place to raise money for the Foundation For Dental Laboratory Technology (https://dentallabfoundation.org/). Barb is doing her 9th solo race an...
Life Lessons
Paladin Financial Talk - June 08, 2024 05:00 ★★★★★ - 24 ratingsIn this episode, three new members of the Paladin Financial team share life lessons learned through their personal experience. Topics include first money memories, college education, finding your path and a peak behind the financial industry curtain.
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...
Sage Burgener | Ep. 13
The Cult of Recreationalism - June 05, 2024 12:30 - 45 minutes ★★★★★ - 16 ratingsSage Burgener joins Nathan on the podcast this week! Sage is a weightlifter by birth that found a love for ultra running. They talk about everything from growing up in Coach B's gym, progressing as both an athlete and coach, parenting, running Bad Bitch Camps, and so much more. Sage speaks about...
Making sense of markets with Bill Blain
Why Invest? - June 05, 2024 06:00 - 30 minutesIn this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain's Morning Porridge.’ The discussion covers a range of topics, including Bill's market mantras, his views on Tesla, Bitcoin, and the importa...
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....
Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape
Fixed Income in 15 - June 03, 2024 15:00 - 28 minutesIn this episode of FI15, Joe is joined by Blackrock’s Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim’s un...
323: Answering Opportunity with Thomas Brainsky
Voices from The Bench - June 03, 2024 10:00 - 1 hour ★★★★★ - 53 ratingsVoices From the Bench is headed back to Florida THIS WEEK for the FDLA Southern States Symposium & Expo (https://www.fdla.net/) all thanks to the great people at Jensen Dental (https://jensendental.com/). You know, the makers of MIYO! (https://miyoworld.com/). Come visit Elvis & Barb in the Jense...
Buy-Sell Agreement and Premium Finance
Paladin Financial Talk - June 01, 2024 05:00 ★★★★★ - 24 ratingsThis episode dives into buy-sell agreements, a crucial tool for business partners. We'll explore how life insurance and premium financing can work together to ensure a smooth ownership transition in the event of a partner's death or disability. Tune in to learn how to protect your business and y...
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...
Dave Durante | Ep. 12
The Cult of Recreationalism - May 29, 2024 12:30 - 1 hour ★★★★★ - 16 ratingsDave Durante joins Sean and Nathan on the Cult of Recreationalism podcast! Dave is a gymnast, former Olympian, and founder of Power Monkey Fitness. They discuss Dave’s path through growing up in New Jersey, to competing at Stanford, to the Olympics in Beijing. He’s a girl dad, sneakerhead who ne...
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