Thoughts on the Market

Release Date

Latest Episode

The New Playbook for Real Estate Net Lease Investing

As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain.Read more insights from Morgan Stanley.----- Transcript -----Ron Kamdem: Welcome to Thoughts on the Market. I'm Ron Kamdem, Head of U ... Show more

. 11min 35sec

All Episodes

The New Playbook for Real Estate Net Lease Investing

. 11min 35sec

Special Encore: AI’s Next Big Leap

Original Release Date: April 28, 2026Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we’ve seen so far.Read more insights from Morgan Stanley.----- Tra ... Show more

. 10min 23sec

How Long Can Markets Ignore the Oil Supply Shock?

Despite the historical energy disruption from the Iran conflict, stocks are back to record highs. Our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss different views and fundamentals driving markets.Read more insights fro ... Show more

. 12min 14sec

AI’s Shift From Thinking to Taking Action

Our Head of Europe and Asia Technology Research Shawn Kim discusses AI’s move from passive chatbots to active agents—and how this influences tech supply chains.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Shawn Kim, Head of M ... Show more

. 4min 33sec

Hard Lessons: Rick Rieder

Introducing a recent episode of Hard Lessons, featuring Rick Rieder, BlackRock’s CIO for Global Fixed Income and Head of the Global Allocation Investment Team, in conversation with Seth Carpenter, Global Chief Economist and Head of Macro Research at Morgan Stanley. Watch and list ... Show more

. 1min 28sec