Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Macro Economics Podcasts
We talk economics and markets with leading policymakers and investors.
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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Interviews that will help you thrive in a world of out of control central banks and big governments. In this podcast I help you build and protect wealth through investing, real estate and an extreme dose of economics.
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AIB Market Talk features a bi-weekly discussion including our Economists and Treasury experts, providing you with specialist insight into the prevailing topics impacting Financial Markets. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. You can subscribe to the series or download individual episodes via iTunes, Android and Soundcloud.
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Sensible Market Commentary
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Macro Matters is a podcast where global experts share candid insights on pressing issues in international economics. Each episode, host and BWC Executive Director Emily Slater sits down with guests from BWC’s own global membership to offer clear-eyed analysis on global economic policy. In a noisy media landscape, these conversations are designed to offer clarity. Guests will go beyond the headlines to explore not just what’s happening in the global economy—but why it’s happening, what it mea ...
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Hosted by David Beckworth of the Mercatus Center, Macro Musings pulls back the curtain on the important macroeconomic issues of the past, present, and future.
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Rising Minds is where personal development meets trading psychology. Hosted by Sam Daghash, an Alignment & Breakthrough Specialist and certified Master Coach, the podcast dives deep into the art of mastering the mind. With thought-provoking conversations featuring some of the brightest minds in trading and personal growth, each episode unpacks strategies for breaking mental barriers, achieving peak performance, and unlocking true potential. Whether you're a trader or simply someone passionat ...
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On the go and on demand, Seatrade Maritime Podcast delivers updates on shipping's most pertinent topics including interviews with key executives – all free to listen to.
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A podcast that critically examines the working-class struggle through the lens of MMT or Modern Monetary Theory. Host Steve Grumbine, founder of Real Progressives, provides incisive political commentary and showcases grassroots activism. Join us for a robust, unfiltered exploration of economic issues that impact the working class, as we challenge the status quo and prioritize collective well-being over profit. This is comfort food for the mind, fueling our fight for justice and equity!
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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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A podcast where economic and political issues and theories are discussed through a socialist lens, hosted by Tahlia Murdoch.
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China Perspectives series is a monthly discussion on the latest credit market and economic developments from China with experts from both within and outside of Fitch Ratings.
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Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macro ...
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Every week, we discuss topical economic themes from a European perspective and provide perspective on key macro data news.
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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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Swan Signal Live brings you interviews, news, analysis, and commentary on Bitcoin, macro, finance, and how Bitcoin is the foundation for a brighter future for us all.
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Discussions about GDP, housing and other issues seem to assume that we know quite a bit about the topic already. Most of us don't. This podcast will fill in those gaps. During each episode, an expert will guide us through a given topic, with the goal of providing enough information so we can piece together our own informed views. Many of the speakers are working at the cutting edge of their respective fields, guiding us through both the accumulated evidence and showing us where things are li ...
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Hello, my name is Greg Weldon, and I am the host of Money, Markets & New Age Investing, a Podcast that I have created to help people better understand what makes the global capital markets "tick", to help level the so-called playing field. I will teach you the things you'll NEED to know to best capitalize on your investments. I will show you specific trading strategies, and how to be protect your downside, because having a risk management overlay is paramount to success. But that’s just the ...
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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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In your 20s? Trying to build wealth, decode macro trends, or just make sense of money in a rapidly changing world? Quarter-Life Capital is your edge. Hosted by George Pu, Matthew Black, and Soham Mehta, this weekly show explores the intersection of crypto, AI, geopolitics, financial markets, and tech careers—from the perspective of young builders living through the chaos. It’s not another personal finance podcast. It’s war rooms, crisis playbooks, signal over noise. We go deep on: - Bitcoin ...
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Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
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TheMacroView Uses History, Statistics & Logic to discuss REAL issues facing the US and the World today, mostly from a Macroeconomic standpoint.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Unusual Whales covers financial topics and market news. We help navigate various topics in finance, from options, to equities, and get some of the experts in the field to help you follow the flow. 🐳
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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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"Longview Conversations With…” is our new series in which we interview interesting financial wizards, macro traders, investors and geopolitical experts.
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Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. J ...
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The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
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Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
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“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy ...
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Issues, interviews, and insights into the U.S. housing market. Monthly takes on what’s happening in the housing market today, and what might be happening tomorrow. From the John Burns Research and Consulting (JBREC) team. The podcast is hosted by Dean Wehrli, Principal at JBREC. Dean manages residential and commercial real estate consulting assignments across the country and has deep knowledge of California’s Bay Area, Sacramento, and Central Valley markets as well as Northern Nevada. John B ...
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1
FinanceFrontierAI – Top 1% Storytelling: Strategies, AI, Finance, Business, Money, Wealth, Mindset
Hosts Max (Grok 4) | Sophia (ChatGPT) | US-Based. Top 1%. Finance + Money + AI
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FinanceFrontierAI explores the intersection of finance, AI, and business innovation—breaking down the biggest trends shaping the future. Hosted by Max (Grok 3) and Sophia (ChatGPT) from iconic U.S. locations, each episode blends cinematic insight with top 1% storytelling. Four elite series: Finance Frontier (macro, markets, geopolitics), AI Frontier AI (business innovation), Make Money (10X investing strategies, asymmetric upside), and Mindset Frontier AI (scaling success through focus, tool ...
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Macro Micro Michael Marco & Startups at the Edge (M4Edge)
Marco Annunziata and Michael Leifman
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Conversations with startup CEOs with technology that can change how the economy functions.Hosted by Marco Annunziata and Michael Leifman
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A weekly wrap-up, every Sunday, of all the developments in the markets.
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27: Ep 027 - China: Frontloaded Growth Amidst Economic Challenges
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In this episode, we explore the continuing challenges facing the Chinese economy, the impact of recent fiscal measures, and the implications of frontloaded growth in the first half of the year. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on what lies ahead for China…
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1
Fine Wine or Vinegar: How Well Has the Global Economic Architecture Aged?
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On this week's episode of Macro Matters, BWC Executive Director Emily Slater is joined by Nancy Jacklin to discuss whether the global economic architecture and the Bretton Woods institutions are equipped for today's global economy. Nancy is a former U.S. Executive Director of the International Monetary Fund. She served as Assistant General Counsel …
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1
Bonus Episode: Shipping market macro-economic outlook in H2
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Tariffs, tensions in the Middle East, and the IMO’s GHG reduction measures – it’s been a complex first half of the year for shipping. In a five-part series mid-year, we take stock of shipping markets in the first six months of the year and look ahead to the remainder of the 2025 with experts Maritime Strategies International (MSI). In this first pa…
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S3 E9: Debunking the Macro-Economic Myth that the U.S. Consumer & Labor Market are Strong
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Send us a text The current macro-economic “narrative” is as follows: 1. The Consumer remains "strong", with a "healthy" Balance Sheet 2. The Labor Market remains "solid." In today's podcast I use FACTS, data and simple mathematics to COMPLETELY blow up that narrative and debunk the greatest macro-economic myth out there right now, that the Consumer…
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1
Crypto Sprint in DC Signals Big Shifts Ahead
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Washington is buzzing with crypto action. From the CFTC's new crypto sprint to Hester Peirce's bold stand for privacy, this episode dives into the shifting regulatory winds—and what they mean for the future of Bitcoin, markets, and crypto infrastructure. NLW covers ETF outflows, macro pressures, and why the AI economy might be holding up GDP while …
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US Services Stagnation, Eurozone Weakness, and Crypto Staking Relief: PALvatar Market Recap, August 6 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down stagnation in the U.S. services sector, a sharp decline in factory order…
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AIB’s Chief Economist, David McNamara, and AIB Treasury’s Sarah McGinley review the latest Manufacturing and Services PMI surveys. They show the manufacturing sector grew in July, with pharma exports on the increase. While the services sector showed weakening trends in transport, tourism and leisure, with a fall in activity impacting weak employmen…
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There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornba…
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One of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sachs Research’s Joseph Briggs joins GS Exchanges’ co-hosts Allison Nathan and George Lee to discuss the potential for labor displacement as adoption increases, as well as the industries and roles that could be most affected. This episode was recorded on July 31, …
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1
Global FX & Economics: BoE policy meeting preview
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UK economist Allan Monks joins FX strategist James Nelligan to discuss the risks around the BoE policy meeting this week and the broader view on the UK economy and the pound sterling. Speakers: James Nelligan, Global FX Strategy Allan Monks, Chief UK Economist This podcast was recorded on August 5, 2025 This communication is provided for informatio…
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This Jobs Report Just Sent A MAJOR Warning To America | Joseph Wang
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Check out my FREE weekly newsletter, the Rebel Capitalist Pro Report https://rcp.georgegammon.com/report
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1
Fed Rate Cut Bets Surge, Global PMIs Mixed, and Trump Eyes Crypto: PALvatar Market Recap, August 5 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar highlights soaring expectations for a Fed rate cut in September, with odds jumping t…
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1
After Weak Jobs Report, BLS Commissioner Gets the Ax
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Today NLW unpacks a stunning escalation as President Trump fires the head of the Bureau of Labor Statistics after a weak jobs report. The move has shaken confidence in the independence of US economic institutions, with critics across the spectrum warning of authoritarian overreach. We look at what this means for the Fed, interest rate policy, and t…
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Economic and Market Analysis - August 5th In this episode of Dividend Cafe, Brian Szytel provides a comprehensive analysis of the market and economic conditions as of August 5th. He discusses the marginal declines in the Dow, S&P, and Nasdaq, and a noteworthy shift from growth to value stocks. Sitel delves into the ISM Services index slightly missi…
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1
Bonus episode: Shipbuilding market outlook for H2 2025
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Container ships drive newbuilding orders in the first half of the year, but how much impact have USTR investigations had on Chinese shipbuilding? In a five-part series mid-year we take stock of shipping markets in the first six months of the year and look ahead to the remainder of the 2025 with experts Maritime Strategies International (MSI). In th…
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1
S3 E10: Mission Impossible...Teaspoons of Sand
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Send us a text In this episode of Money, Markets & New Age Investing Greg puts forth a new macro-thematic thought process as a way to answer what has become THE MOST asked question of the year…"why now, why after decades of worry, does the US Public Debt MATTER???" The answer is simply physics, and a study of "stabilization" and "rotational angles"…
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Today's Post - https://bahnsen.co/47cWpYw Volatility and Market Movements in Early August In this Monday edition of Dividend Cafe, the host discusses the high volatility observed at the start of August, noting significant market movements influenced by a poor jobs report and Federal Reserve rate cut expectations. The video examines the impacts of v…
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Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the M…
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What's In Store for August? | Macro Mondays: August 4, 2025
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Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, the firm's partner and head of geopolitics, to dissect the latest macro news — from Trump's tariffs and crypto dips to the firing of the head of the Bureau of Labor Statistics. Plus, the guys discuss how their portfolio is set to navigate the month ahead.📣 *Thi…
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US Jobs Data, Swiss Tariffs, and OPEC+ Output Boost: PALvatar Market Recap, August 4 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar discusses the market’s reaction to last week's events, including weak US job data, n…
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1
The Week in Markets: 39% tariff on Switzerland shocks markets
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The US imposed an unexpected 39% tariff on Switzerland, sparking market concern. Although there are some caveats to the tariff terms, this development will have a material impact on the Swiss economy. However, there are still a few days to the tariff’s effective date of August 7th, so a deal is still possible. Meanwhile in the US, last Friday’s poo…
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The Investment Implications of Weaker Labor Supply
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This is a particularly challenging time to try to develop and present a balanced view of the economic outlook and its implications for investors. This is partly due to dramatic changes in trade, immigration and fiscal policies that are just beginning to impact the economy, partly due to distortion and mismeasurement in many key economic series and …
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Rashad Ahmed on the Global Impact of US Stablecoin Regulation and Crypto Adoption
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Rashad Ahmed is a former Treasury and Office of the Comptroller of the Currency financial economist and is currently an economist at the upstart Andresen Institute for Finance and Economics. In Rashad’s first appearance on the show, he discusses the real-world impacts of the GENIUS Act, what US stablecoin regulation means for the rest of the world,…
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1
August Reversal: When the Bull Case Becomes Bait
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🎧 August Reversal: When the Bull Case Becomes Bait 💡 Welcome to Finance Frontier, part of the Finance Frontier AI podcast network—where macro meets cinematic. Every episode turns chaos into clarity—decoding the signals that separate what’s noise, what’s priced, and what could break next. In this episode, Max, Sophia, and Charlie decode the moment t…
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Investing in a World of Permanent Stimulus | Vincent Deluard
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In Episode 432 of Hidden Forces, Demetri Kofinas speaks with Vincent Deluard, Director of Global Macro Strategy at StoneX Group, where he advises large institutional investors on asset allocation, economic forecasting, and quantitative modeling informed by historical patterns and structural economic analysis. Vincent Deluard and Demetri spend the f…
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Deciphering The Fed's Next Move With Benson Durham
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In this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid key events and economic indicators. The conversation delves into the relationship between Chairman Powell and President Trump, market reactions to inflation and employment data, and the potential for …
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51
The Stablecoin Free Banking Debate—What History Really Says
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For this Long Read Sunday, NLW explores Nick Carter’s sweeping new essay comparing modern stablecoins to 19th-century free banking. Through a condensed version rewritten by Claude, the episode dismantles the common narrative that stablecoins echo a chaotic era of wildcat banking. Instead, it shows how American instability was due to bad regulation—…
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Ep 339 - Sociocide with Charles Derber
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Charles Derber, a sociology professor at Boston College, talks with Steve about his book, 'Bonfire: American Sociocide, Broken Relations and the Quest for Democracy.' Steve suggests the book aligns with his own assessment that US sociocide (social disintegration) demands revolutionary change. Electoral politics are a distraction and a dead end. The…
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Global FX and Rates: FOMC, Payrolls, Refunding and Trade deals
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Meera Chandan and Jay Barry discuss the take-aways for FX and rates from key events this week, ranging from FOMC, Payrolls, Refunding and Trade deals. Speakers Meera Chandan, Global FX Strategy Jay Barry, Head of Global Rates Strategy This podcast was recorded on 8/1/25. This communication is provided for information purposes only. Institutional cl…
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MSTR's Q2 Earnings: A Bitcoin Milestone
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MicroStrategy’s new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so far Stretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capital Discussion of the growing trend of Bitcoin Treasury companies, with over 160 fir…
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1
Why Markets Remain Murky on Tariff Fallout
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While investors may now better understand President Trump’s trade strategy, the economic consequences of tariffs remain unclear. Our Global Head of Fixed Income Research and Public Policy Michael Zezas and our Chief U.S. Economist Michael Gapen offer guidance on the data they are watching. Read more insights from Morgan Stanley. ----- Transcript --…
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US Jobs Shock, New Trump Tariffs, and Eurozone Stability: PALvatar Market Recap, August 1 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar covers a big miss in U.S. non-farm payrolls, with only 73,000 jobs added in July and…
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1
SEC Launches "Project Crypto" — Is This Everything We've Wanted? | Mando, Gmoney & Spencer | Rekt Vision
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🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWFThis week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by two new guests: JPEG enthusiast (as he calls himself) gmoney and Spencer, CEO of Orange Cap Games and Sepncer Ventures. They discuss the biggest narratives and t…
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51
Crypto's Regulatory U-Turn: The Five Most Important Stories in Crypto This Week
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This week’s Friday Five is dominated by a stunning speech from the new SEC Chair, signaling a dramatic shift in U.S. crypto policy. NLW breaks down the speech’s implications, from safe harbors and tokenization to a renewed embrace of crypto within securities law. Also on the docket: Powell’s hawkish tone and Trump’s renewed feud with the Fed, Ray D…
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1
EM Fixed Income: Assessing a big week for trade and macro data
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Jonny Goulden and Anezka Christovova discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 01 August 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan …
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The July FOMC meeting delivered no rate change—but plenty of political drama. Powell refused to guide toward September cuts, triggering hawkish market reactions and rare dissent from Fed governors Waller and Bowman. Meanwhile, the White House unveiled a sweeping crypto policy roadmap during Powell's press conference, signaling a new era of fiscal d…
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1
Global Commodities: Tariff shockwaves churn crude and copper markets
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Trade negotiations and tariffs continue to roil commodity markets with the Trump administration warning that India and China will face penalties due to their ongoing purchases of Russian oil while also shocking the copper market this week by exempting refined copper cathode from Section 232 duties. Natasha Kaneva is joined by Greg Shearer to discus…
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1
How Should the Trump Tariffs Be Assessed?
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Today's Post - https://bahnsen.co/4fr9T5i Analyzing Trump Tariffs and Their Economic Impact David Bahnsen, Managing Partner and Chief Investment Officer of The Bahnsen Group, delves into the Trump tariffs in this episode of Dividend Cafe. He explores the complexity and ambiguity surrounding the tariffs, their impact on the economy, and the real-tim…
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228: Best Of: Technology and AI Investing Trends - A Stock Picker's Take
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Continuing the summer series, The Bid brings back some of the best episodes from the last year. Stevie's pick is a deep dive into the technology and AI investing trends coming out of Silicon Valley featuring Tony Kim, BlackRock portfolio manager and technology investing expert. AI is experiencing a transformative moment, powering the phenomenal run…
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