Thoughts on the Market Podcast
1) Signals Align for a Growth Cycle
Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for markets and the economy. Read more insights from ...Show More
2) Driverless Cars Take the Fast Lane
Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan Stanley's Head of U.S. Internet Research. Andrew Percoco: And I'm Andrew Percoco, Head of North America Autos and Shared Mobil...Show More
3) A Revolution in Credit Markets
Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for ...Show More
4) How Venezuela Events Could Affect Markets and Policy
Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and dome...Show More
5) The Bullish Signals That Investors Overlook
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026. Read more insights from Morgan Stanley....Show More
6) Bigger Tax Refunds Likely to Power the Economy
Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the year.
7) Special Encore: What’s Driving U.S. Growth in 2026
Original Release Date: November 25, 2025 Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026. Read more insights from Morgan Stanley...Show More
8) Special Encore: Investors’ Top Questions for 2026
Original Release Date: December 3, 2025 Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are k...Show More
9) Special Encore: Who’s Disrupting — and Funding — the AI Boom
Original Release Date: November 13, 2025 Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter grow...Show More
10) Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Original Release Date: November 19, 2025 Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-...Show More
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
06:30 | Dec 26th, 2025