# Thoughts on the Market

Page: https://stenobird.com/podcast/thoughts-on-the-market-980853
Text version: https://stenobird.com/podcast/thoughts-on-the-market-980853.md
RSS feed: https://rss.art19.com/thoughts-on-the-market
Official site: https://art19.com/shows/thoughts-on-the-market
Author: Morgan Stanley
Episodes: 1675

## Resource

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/thoughts-on-the-market-980853
Markdown: https://stenobird.com/podcast/thoughts-on-the-market-980853.md

## Episodes
- [An Odyssey Through Market History](https://stenobird.com/podcast/thoughts-on-the-market-980853/an-odyssey-through-market-history) — 2026-07-24T20:30:00+00:00
- [Data Centers’ Political Battle](https://stenobird.com/podcast/thoughts-on-the-market-980853/data-centers-political-battle) — 2026-07-23T21:30:00+00:00
- [More Stocks Join the Bull Market](https://stenobird.com/podcast/thoughts-on-the-market-980853/more-stocks-join-the-bull-market) — 2026-07-22T21:00:00+00:00
- [The Global Rate Debate](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-global-rate-debate) — 2026-07-21T21:30:00+00:00
- [AI Spending: A New Engine for the Global Economy](https://stenobird.com/podcast/thoughts-on-the-market-980853/ai-spending-a-new-engine-for-the-global-economy) — 2026-07-21T00:30:00+00:00
- [Why Your Medical Bill Is So High](https://stenobird.com/podcast/thoughts-on-the-market-980853/why-your-medical-bill-is-so-high) — 2026-07-17T21:30:00+00:00
- [A Test for Capital Markets: Funding AI](https://stenobird.com/podcast/thoughts-on-the-market-980853/a-test-for-capital-markets-funding-ai) — 2026-07-16T21:30:00+00:00
- [AI as a Sovereign Power](https://stenobird.com/podcast/thoughts-on-the-market-980853/ai-as-a-sovereign-power) — 2026-07-15T21:00:00+00:00
- [What’s Fueling Stocks After the AI Trade](https://stenobird.com/podcast/thoughts-on-the-market-980853/what-s-fueling-stocks-after-the-ai-trade) — 2026-07-14T21:00:00+00:00
- [Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs](https://stenobird.com/podcast/thoughts-on-the-market-980853/lower-prices-bigger-market-the-next-phase-of-glp-1-drugs) — 2026-07-13T20:30:00+00:00
- [A New Chapter for North American Trade](https://stenobird.com/podcast/thoughts-on-the-market-980853/a-new-chapter-for-north-american-trade) — 2026-07-10T20:00:00+00:00
- [The AI Divide Between the U.S. and Japan](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-ai-divide-between-the-u-s-and-japan) — 2026-07-09T20:00:00+00:00
- [3 Things That Could Break the Summer Rally](https://stenobird.com/podcast/thoughts-on-the-market-980853/3-things-that-could-break-the-summer-rally) — 2026-07-08T21:30:00+00:00
- [AI’s Next Stress Test](https://stenobird.com/podcast/thoughts-on-the-market-980853/ai-s-next-stress-test) — 2026-07-07T22:00:00+00:00
- [Next Leg of the Bull Market?](https://stenobird.com/podcast/thoughts-on-the-market-980853/next-leg-of-the-bull-market) — 2026-07-06T20:00:00+00:00
- [America’s Frontier-Market Origin Story](https://stenobird.com/podcast/thoughts-on-the-market-980853/america-s-frontier-market-origin-story) — 2026-07-03T13:00:00+00:00
- [Investors’ Focus Shifts to Rates and AI](https://stenobird.com/podcast/thoughts-on-the-market-980853/investors-focus-shifts-to-rates-and-ai) — 2026-07-02T20:00:00+00:00
- [What to Watch Ahead of the Midterms](https://stenobird.com/podcast/thoughts-on-the-market-980853/what-to-watch-ahead-of-the-midterms) — 2026-07-01T20:00:00+00:00
- [The Market Shift Investors May Be Missing](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-market-shift-investors-may-be-missing) — 2026-06-30T21:00:00+00:00
- [Comeback for Europe’s Bull Market?](https://stenobird.com/podcast/thoughts-on-the-market-980853/comeback-for-europe-s-bull-market) — 2026-06-29T20:00:00+00:00
- [The Warsh Effect on Mortgages](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-warsh-effect-on-mortgages) — 2026-06-26T21:30:00+00:00
- [Consumer Confidence and the U.S. Midterms](https://stenobird.com/podcast/thoughts-on-the-market-980853/consumer-confidence-and-the-u-s-midterms) — 2026-06-25T21:30:00+00:00
- [What a Quieter Fed Could Mean for Markets](https://stenobird.com/podcast/thoughts-on-the-market-980853/what-a-quieter-fed-could-mean-for-markets) — 2026-06-24T20:00:00+00:00
- [The Obstacles to Buying a First Home](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-obstacles-to-buying-a-first-home) — 2026-06-23T20:00:00+00:00
- [Why Warsh May Let Markets Tough It Out](https://stenobird.com/podcast/thoughts-on-the-market-980853/why-warsh-may-let-markets-tough-it-out) — 2026-06-22T20:00:00+00:00
- [Inside the AI Debt Surge](https://stenobird.com/podcast/thoughts-on-the-market-980853/inside-the-ai-debt-surge) — 2026-06-18T20:30:00+00:00
- [Can Policy Solve AI’s Chipflation?](https://stenobird.com/podcast/thoughts-on-the-market-980853/can-policy-solve-ai-s-chipflation) — 2026-06-17T20:30:00+00:00
- [Warsh’s Opening Act at the Fed](https://stenobird.com/podcast/thoughts-on-the-market-980853/warsh-s-opening-act-at-the-fed) — 2026-06-16T20:30:00+00:00
- [The Bull Case After the Pullback in Stocks](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-bull-case-after-the-pullback-in-stocks) — 2026-06-15T20:30:00+00:00
- [India’s Next Market Phase](https://stenobird.com/podcast/thoughts-on-the-market-980853/india-s-next-market-phase) — 2026-06-12T20:00:00+00:00
- [How Digital Assets Are Changing Banking](https://stenobird.com/podcast/thoughts-on-the-market-980853/how-digital-assets-are-changing-banking) — 2026-05-18T21:30:00+00:00
- [Investing Through an Uneasy Boom](https://stenobird.com/podcast/thoughts-on-the-market-980853/investing-through-an-uneasy-boom) — 2026-05-15T20:00:00+00:00
- [Global Growth Faces an Energy Test](https://stenobird.com/podcast/thoughts-on-the-market-980853/global-growth-faces-an-energy-test) — 2026-05-14T21:00:00+00:00
- [What to Expect From the U.S.-China Summit](https://stenobird.com/podcast/thoughts-on-the-market-980853/what-to-expect-from-the-u-s-china-summit) — 2026-05-13T20:00:00+00:00
- [How Your Body Data Could Reshape Sectors](https://stenobird.com/podcast/thoughts-on-the-market-980853/how-your-body-data-could-reshape-sectors) — 2026-05-12T20:00:00+00:00
- [Why AI Funding Is So Price-Insensitive](https://stenobird.com/podcast/thoughts-on-the-market-980853/why-ai-funding-is-so-price-insensitive) — 2026-05-11T20:00:00+00:00
- [The New Playbook for Real Estate Net Lease Investing](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-new-playbook-for-real-estate-net-lease-investing) — 2026-05-08T18:00:00+00:00
- [Special Encore: AI’s Next Big Leap](https://stenobird.com/podcast/thoughts-on-the-market-980853/special-encore-ai-s-next-big-leap) — 2026-05-07T22:30:00+00:00
- [How Long Can Markets Ignore the Oil Supply Shock?](https://stenobird.com/podcast/thoughts-on-the-market-980853/how-long-can-markets-ignore-the-oil-supply-shock) — 2026-05-06T20:00:00+00:00
- [AI’s Shift From Thinking to Taking Action](https://stenobird.com/podcast/thoughts-on-the-market-980853/ai-s-shift-from-thinking-to-taking-action) — 2026-05-05T20:00:00+00:00
- [Hard Lessons: Rick Rieder](https://stenobird.com/podcast/thoughts-on-the-market-980853/hard-lessons-rick-rieder) — 2026-05-05T11:00:00+00:00
- [Why Stocks Keep Rallying](https://stenobird.com/podcast/thoughts-on-the-market-980853/why-stocks-keep-rallying) — 2026-05-04T20:30:00+00:00
- [AI and Jobs: What Data and History Say](https://stenobird.com/podcast/thoughts-on-the-market-980853/ai-and-jobs-what-data-and-history-say) — 2026-05-01T20:00:00+00:00
- [The Metric Taking Over Earning Season](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-metric-taking-over-earning-season) — 2026-04-30T20:00:00+00:00
- [Midterm Elections, Affordability and the Fed](https://stenobird.com/podcast/thoughts-on-the-market-980853/midterm-elections-affordability-and-the-fed) — 2026-04-29T20:00:00+00:00
- [AI’s Next Big Leap](https://stenobird.com/podcast/thoughts-on-the-market-980853/ai-s-next-big-leap) — 2026-04-28T20:00:00+00:00
- [Can Stock Momentum Hold Up?](https://stenobird.com/podcast/thoughts-on-the-market-980853/can-stock-momentum-hold-up) — 2026-04-27T21:00:00+00:00
- [Warsh’s Plan to Change the Fed](https://stenobird.com/podcast/thoughts-on-the-market-980853/warsh-s-plan-to-change-the-fed) — 2026-04-24T20:00:00+00:00
- [The Hidden Toll of Tariffs](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-hidden-toll-of-tariffs) — 2026-04-23T20:00:00+00:00
- [U.S. Midterms: What Investors Should Watch](https://stenobird.com/podcast/thoughts-on-the-market-980853/u-s-midterms-what-investors-should-watch) — 2026-04-22T20:00:00+00:00
- [Warnings and Winners From the IMF Meetings](https://stenobird.com/podcast/thoughts-on-the-market-980853/warnings-and-winners-from-the-imf-meetings) — 2026-04-21T20:00:00+00:00
- [Where Investment Themes Intersect and Beat Markets](https://stenobird.com/podcast/thoughts-on-the-market-980853/where-investment-themes-intersect-and-beat-markets) — 2026-04-20T20:30:00+00:00
- [The Real Drivers of GLP-1 Growth](https://stenobird.com/podcast/thoughts-on-the-market-980853/the-real-drivers-of-glp-1-growth) — 2026-04-17T21:00:00+00:00
- [Markets Eye Hungary’s Political Shift](https://stenobird.com/podcast/thoughts-on-the-market-980853/markets-eye-hungary-s-political-shift) — 2026-04-16T21:30:00+00:00
- [Economic Roundtable: Structural Fallouts From the Iran Conflict](https://stenobird.com/podcast/thoughts-on-the-market-980853/economic-roundtable-structural-fallouts-from-the-iran-conflict) — 2026-04-15T20:00:00+00:00

## Actions

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