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Thoughts on the Market

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

Weekly hand curated podcast episodes for learning

Popular episodes

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The best episodes ranked using user listens.

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Mike Wilson: Are Markets Putting Stock in Trade?

With corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the second half of the year? Chief Investment Officer Mike Wilson has analysis.

3mins

24 Jun 2019

Rank #1

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Mike Wilson: Equities Position for America’s Grand Reopening

Although it remains to be seen how fast the U.S. can “re-open,” in the near term, markets may be betting on an economy that will normalize faster than feared.

3mins

20 Apr 2020

Rank #2

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Andrew Sheets: Let’s Say the Fed Cuts Rates in July…

Morgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines how markets could react.

3mins

21 Jun 2019

Rank #3

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Andrew Sheets: What to Watch from the G20

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets shares three possible trade outcomes from the G20—and how markets may react to a pause on new tariffs.

3mins

28 Jun 2019

Rank #4

Most Popular Podcasts

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Andrew Sheets: Why We Think Risk/Reward Is Improving

Although the sell-off may not be over and the global economy has tough days ahead, a growing number of factors suggest that risk/reward in markets may be getting better.

3mins

19 Mar 2020

Rank #5

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Andrew Sheets: Coronavirus: Are Markets Overreacting?

Global equity markets have endured several days of losses as worries over the coronavirus continue. The question for many investors is “What to do now?”

3mins

27 Feb 2020

Rank #6

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Mike Wilson: Weighing Fed Intervention, Geopolitics

On today's episode, As 2020 begins, central bank moves and reawakened geopolitical risk promise to be key market catalysts. Chief Investment Officer Mike Wilson details the potential impact on portfolios.

3mins

7 Jan 2020

Rank #7

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Mike Wilson: 2020 and the Return to Reflation

On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolios toward stocks that benefit from rising inflation.

4mins

23 Dec 2019

Rank #8

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Mike Wilson: The Return of the Secular Bull Market?

On this episode, Chief Investment Officer Mike Wilson shares three reasons why equities markets have rallied over the past few months… and where they could go from here.

3mins

11 Nov 2019

Rank #9

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Andrew Sheets: Can Sentiment Alone Drive Markets Higher?

On today's episode, Optimism in markets has risen significantly over the past three weeks. But Chief-Across Asset Strategist Andrew Sheets asks, “Is optimism enough?”

3mins

25 Oct 2019

Rank #10

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Andrew Sheets: As 2020 Begins, Investors Get Optimistic

On today's episode, Skepticism was the prevailing investor attitude for most of 2019, but what a difference a quarter can make. So what changed? Chief Cross-Asset Strategist Andrew Sheets talks changing sentiment as 2020 kicks off.

3mins

24 Jan 2020

Rank #11

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Mike Wilson: Markets Face a “Sell the News” Moment

On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions rattled markets or simply revealed the possibility of deteriorating fundamentals.

3mins

5 Aug 2019

Rank #12

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Andrew Sheets: The Comfort of Market Patterns

Although current market swings suggest that we are in serious, unpredictable times, a look through market history may reveal where we’re headed next.

3mins

13 Mar 2020

Rank #13

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Mike Wilson: Are U.S. Equities Defying Gravity?

On today’s episode, a curious paradox: Although major indices are making new highs, many defensive stocks are leading the pack. Chief Investment Officer Mike Wilson explains why.

3mins

28 Oct 2019

Rank #14

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Mike Wilson: Amid New Highs, Uncertainty Remains

On this episode, Chief Investment Officer Mike Wilson says the jury may be out on whether we’re at a trough for the U.S. economy, but two international markets may hold promise for investors.

3mins

4 Nov 2019

Rank #15

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Mike Wilson: The End of The Cyclical Bear Market?

Just three months ago, market expectations were likely overoptimistic. That's how tops are made. Today, they are maybe too pessimistic… and that's how bottoms are made.

4mins

16 Mar 2020

Rank #16

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Mike Wilson: Will the Fed Surprise on a Rate Cut?

On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have markets already priced in any rally?

3mins

29 Jul 2019

Rank #17

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Michael Zezas: U.S.-China Trade: The Outlook for Fall

On today's episode, A number of trade-related events on the fall calendar could mean progress—or an escalation—on the trade impasse. Head of U.S. Public Policy Michael Zezas provides an overview.

2mins

2 Oct 2019

Rank #18

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Michael Zezas: Indirect Impacts

In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in markets around trade is about more than direct impacts.

3mins

26 Jun 2019

Rank #19

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Andrew Sheets: The Yield Curve Inverts for a Reason

On today’s podcast, Chief Across-Asset Strategist Andrew Sheets shares three takeaways from this week’s inversion of the yield curve, historically the signal of a possible recession.

3mins

16 Aug 2019

Rank #20