Iconic investors sit down with Morgan Stanley leaders to go behind the scenes on the critical moments – both successes and setbacks – that shaped who they are today.Watch and listen to the series on your favorite platform.
All Episodes
Introducing Hard Lessons
Iconic investors sit down with Morgan Stanley leaders to go behind the scenes on the critical moments – both successes and setbacks – that shaped who they are today.Watch and listen to the series on your favorite platform.
Why a Tariff Ruling Could Mean Consumer Relief
Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insights from Morgan Stanley.----- Transcript -----Arunima Sinha: Welcome to Thoughts ...Show more
Signs That Global Growth May Be Ahead
Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Though ...Show more
The Future of North American Trade
With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thought ...Show more
A Thematic Look at Market Volatility
Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s four key Research themes for 2026, and how those themes could unfold across markets for the rest of the year. Read more insights f ...Show more