Back-to-School Stocks

The history of the bond market is a centuries-long story of wars, empires, innovations, manias, and an interesting cast of characters. Host Robert “Bro” Brokamp discusses the intersection of human history and bond history with Robin Wigglesworth, the editor of the Financial Times ...  Afficher plus

Jensen Huang’s departure from Nvidia has sent shockwaves through the AI industry, raising questions about the company’s future and the broader AI investment boom. Travis Hoium, Lou Whiteman, and Jason Hall discuss whether Nvidia is a buying opportunity, which AI stocks could bene ...  Afficher plus

Our U.S. Thematic and Equity Strategist Michelle Weaver discusses what back-to-school spending trends reveal about consumer sentiment and the U.S. economy.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I’m Michelle ...  Afficher plus

Send us Fan MailPokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. Jenny Rae and Namaan break down what this craze says about retail strategy, consumer behavior, and the strength of the U.S. shopper heading into the ...  Afficher plus

Scott gives his thoughts on whether the athleisure brand Vuori is a good stock pick ahead of its supposed upcoming IPO. He then talks about one of his stock picks of 2024, Disney, and why he believes it’s heading in the right direction. He wraps up with a conversation on how to s ...  Afficher plus