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
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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New Mind 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 passionate ab ...
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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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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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The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.
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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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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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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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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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We talk economics and markets with leading policymakers and investors.
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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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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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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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Conversations with people who dare to be different
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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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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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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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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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Welcome to INFI: the Future of Finance, hosted by American economist and author Dr. Robert P. Murphy. Each week tune in for dynamic discussions with business pioneers about emerging trends in finance, life insurance, asset management, technology, and more.
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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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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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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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Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next decision to China's slowdown to moves in equities, bonds and FX, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.
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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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Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest
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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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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: http ...
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Barry Ritholtz speaks with the people that shape markets, investing and business.
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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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In the fast-paced world of finance, investors need to cut through the noise and get to the real deal. Listen to bite-sized market news and actionable insights anywhere and anytime with investorTV’s financial podcast. From emerging stocks to watch to the latest market trends and economic shifts, tune in as investorTV makes investing easy. Get expert takes from John Feneck and Don Durrett as they break down what’s moving the gold and silver markets and what investors should watch next. Discove ...
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WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale ...
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FinanceFrontierAI: Top 1% Storytelling: Strategies, AI, Finance, Business, Money, Wealth, Mindset
Top 1% Finance + AI + Wealth Strategies | U.S hosts: Max, Sophia and Charlie
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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, Sophia, and Charlie from iconic U.S. locations, each episode blends cinematic insight with top 1% storytelling. The show spans four elite series covering macro forces, AI-driven innovation, asymmetric investing strategies, and the mental edge required to scale. Every episode is crafted to sharpen clarity, strengthen conviction, and help you t ...
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Nobody has your back when it comes to your health, wealth, or happiness. But this is great news — because it puts you in the driver’s seat. Join Jay Martin, investor and CEO of Cambridge House, as he dissects the minds of thought-leaders from around the world with expertise in money management, geopolitics, macro finance, commodities, technology, and any emerging trends you should be paying attention to. Jay's mission is to cut through the noise and get to the signal, so he can find the most ...
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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
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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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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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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.
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Special episode: The World in 2026 – Key drivers, key risks in global macro
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In this special episode of The Weekly Briefing podcast, Group Chief Economist Neil Shearing and Chief Global Economist Jennifer McKeown outline Capital Economics' expectations for 2026. They tackle the key drivers and risks in the year ahead, examining how the AI narrative will unfold, why the US will be a notable outperformer, how much further Chi…
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Ep 356 - Scotland's Economic Suicide Pact? with Will Thomson
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Steve and his guest, Scottish political economist William Thomson, use the fight over Scotland’s independence to dissect how class power hides inside “neutral” economic rules. Will, founder of SCOTONOMICS, talks about his journey from neoclassical training to a heterodox, political-economy perspective grounded in MMT, ecological economics, and clas…
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Trump's National Security Strategy: A Plan to Contain China or Carve Up the World? | Jamie Metzl
1:08:10
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In Episode 454 of Hidden Forces, Demetri Kofinas speaks with author, futurist, and U.S. foreign policy expert Jamie Metzl about the aims and objectives of the 2025 National Security Strategy and its implications for American prosperity and power in the 21st century. Jamie and Demetri spend the first hour of this conversation digging into the Trump …
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Jordi Visser: Why AI Is Rewriting the Business Cycle
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In this discussion, we are joined by Jordy Visser to delve into how exponential innovation, particularly artificial intelligence (AI), is reshaping traditional business cycles. The conversation covers the potential of AI to drive earnings, enhance productivity, and impact labor markets, suggesting that the forthcoming PMI cycle could be one of the …
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MedX Holdings, Inc. ($MEDH) - Path to an 70X Return
14:56
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💡 Welcome to Make Money, part of the Finance Frontier AI podcast network — where we break down asymmetric opportunities by focusing on structure, survival, and right-tail probability rather than hype. In this episode, Max Vanguard, Sophia Sterling, and Charlie Graham analyze MedX Holdings, Inc. ($MEDH), a cannabis-adjacent microcap operating at the…
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Glenn Diesen: The End of NATO & G7 and The Rise of The Core 5
1:04:27
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Do institutions like the UN, NATO, and the G7 still matter in a world that’s rapidly shifting toward multipolarity? Jay sits down with geopolitical analyst Glenn Diesen to unpack the decline of Western-led institutions, the rise of geoeconomic blocs, and why outdated power structures are fueling global instability.Connect with Glen: https://www.you…
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Why Bitcoin Went Sideways in 2025: ETF Flows, Gold Outperformance, and the Patience Edge
57:19
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Brady and John open by owning missed 2025 price targets, framing the year as a sideways-to-down “crab market” around the high-$80Ks They unpack why “Bitcoin clicking” for the world happens far slower than new believers expect, even with ETFs and a pro-Bitcoin political backdrop The show marks the HODL meme’s origin (GameKyuubi’s “I AM HODLING” post…
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Ep 359 - Epstein: Power, Corruption & Media Complicity with Nolan Higdon
1:08:04
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For a masterclass in true bipartisanship, look no further than the guest list of Jeffrey Epstein! We all love a good conspiracy story, but it’s often just business as usual for the class in power. Nolan Higdon – lecturer, media critic, and author of The Gaslight Gazette – is back for a deep analytical dive into the Epstein saga. Moving beyond true-…
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Are We Getting Rekt in 2026? | REKT Vision (December 19, 2025)
1:05:25
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🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/4hYsZkcThis week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Grant, founder and CEO of crypto media platform Blocmates, and the company's CMO, Alex. They discuss the biggest stories of 2025 and make predictions on what kind of …
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Finding Value Investments with Patient Capital's Samantha McLemore
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Barry sits down with Samantha McLemore, founder and CIO of Patient Capital Management. They discussed investing in crypto, and the AI revolution. They also discussed long-term investing and the ways her firm is using AI. See omnystudio.com/listener for privacy information.By Bloomberg
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To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: …
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Why Today’s Economy Serves Assets, Not Workers | Harris Kupperman
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In this episode, Harris (Kuppy) Kupperman joins Tyler to discuss why markets may look strong, but beneath the surface they’re being run for asset holders, not workers. We explore how policy choices, market structure, and AI hype are driving asset-driven feudalism. Enjoy! — Follow Kuppy: https://x.com/kuppyskorner Follow Tyler: https://x.com/Tyler_N…
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Ep. 118: Anja Dragovic on Australian Bitcoin and Austrian Economics
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Anja Dragovic is an Australian-based host of the Honest Money Show, a podcast that brings Bitcoin education, with an emphasis on bringing women into the honest-money movement. She joins Bob to explain her own discovery of Austrian economics and the virtues of sound money, as well as the major roadblocks to Bitcoin adoption. Related: - https://www.y…
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25 Years of a Lesson Some Will Never Learn
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Today's Post - https://bahnsen.co/4p4y8t8 Reflecting on 25 Years of Market Lessons in the Final Friday Dividend Cafe of 2025 In the final Friday Dividend Cafe of 2025, the speaker reflects on the major market events and financial lessons from the first 25 years of the new century and millennium. From the Y2K fears and dot-com bubble burst, through …
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BOJ Rate Hike, EU Loan to Ukraine, and Bitcoin Volatility: PALvatar Market Recap, December 19 2025
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⬜ 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 the Bank of Japan’s 25-basis-point rate hike, pushing yields to 26-year highs, while European markets react to hawkish central bank …
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Dodgy data, all flavour of rate move and a bubble that will keep inflating (for now)
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The final major week of the year in macro is in the books. Group Chief Economist Neil Shearing joins The Weekly Briefing to explain why the latest US inflation report should be taken with a “bucketful of salt,” while reviewing the year-end moves from the BoE, BoJ, and ECB. He reviews the latest moves from the Bank of England, the Bank of Japan, and…
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‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
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Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum. This episode was recorded on December 8, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may no…
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An Update on China’s LGFV Debt Substitution Programme
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Davis Sun, Senior Director at Fitch Ratings, provides a progress report on China’s debt substitution plan and its impact on local government vehicles (LGFVs) and finances, as well as an outlook for 2026 and beyond. (00:23) - Introduction (01:50) - Recent LGFV Sector Developments (05:40) - Progress of the Debt Substitution Programme (09:45) - LGFV F…
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Market Recap: Thursday, December 18 - Modest Gains and Inflation Insights In this episode of Dividend Cafe, host Brian Szytel provides an update on the market movements for Thursday, December 18. The DOW closed with a modest gain of 65 points (0.14%), S&P increased by 0.8%, and NASDAQ saw a tech-led rally with a 1.38% rise. Despite a rebound, the w…
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Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what’s fueling persistent U.S. inflation and how investors could adjust their portfolios to this new landscape. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Ma…
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S10E41: Danny Dayan's Macro Musings
1:19:25
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In this episode of WealthVest: The Weekly Bull & Bear, Tim and Drew interview Danny Dayan, discussing his macroeconomic overview, including demand, labor, inflation, the Fed, tariffs, and the dollar. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many h…
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MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/492eOqi ✅Sign up for a FREE 14-day trial at Big Picture Trading: …
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Solana Breakpoint 2025 Wrap-up from Abu Dhabi
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🔥 *Crypto Gathering Miami 2026: Get your tickets today:* https://rvtv.io/3K36sq1Key takeaways from Solana Breakpoint and what to watch in 2026. Real Vision’s Artur Osinski and Bijan Maleki wrap up the most important insights they picked up at Solana Breakpoint 2025. From conversations with developers and researchers to perspectives from investors a…
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Soft U.S. Inflation, BoE Rate Cut, and Crypto Volatility: PALvatar Market Recap, December 18 2025
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⬜ 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 a powerful rally in U.S. markets after inflation came in far cooler than expected, reigniting hopes for future Fed cuts. Micron sur…
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Congress has officially kicked the crypto market structure bill into 2026, a move that surprises no one but still carries real risk as negotiations drag into an election year shaped by shutdown fights, midterms, and deep partisan disagreements over ethics, DeFi compliance, and stablecoin yields. Despite the delay, momentum hasn’t fully died, with o…
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🔥 *Crypto Gathering Miami 2026: Get your tickets today:* https://rvtv.io/3K36sq1A special presentation from Breakpoint 2026... In this week's special episode, Raoul Pal is releasing his macro seminar and keynote address from Breakpoint 2026. Filled with all the charts you could want, Raoul breaks down where we're at in the cycle and what to expect …
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Episode 37: Don Durrett & John Feneck Share Macro Outlook, Interview Excellon Resources ($EXN | $EXNRF)
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Gold is the canary in the coal mine, signaling the risks investors shouldn’t ignore. Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, break down the key warning signs pointing toward an approaching recession and share their broader macro outlook in the full video. As commoditie…
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Who Is Really Controlling Your Money? (Not Who You Think)
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Shray sits down with Deepak Shenoy from Capitalmind to expose how proxy advisors, index manufacturers, credit rating agencies, and one costly habit are secretly making decisions about your investments. What we uncover: Proxy Advisors: How Glass Lewis and ISS voted against Elon Musk's $1 trillion Tesla package—and why their word has become gospel fo…
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Secular Outlook 2026: A CIO Perspective on the Forces Shaping the Decade Ahead
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In this final episode of the Beyond Markets Podcast, Hannah Wise sits down with Yves Bonzon, Group Chief Investment Officer at Julius Baer, to explore the secular outlook for the decade ahead. They discuss why interest rates have normalized at current levels, whether the AI investment cycle can avoid the fate of the dot-com bust, what China's balan…
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Kopi Time E168 - 2026 Stagflation Risk with Komal Sri-Kumar
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Fiscal slippage, lower economic growth, sticky inflation, weaker dollar, steeper yield curve, financial instability; these are the key prognostications of Dr. Komal Sri-Kumar in our year-end podcast. President of Sri-Kumar Global Strategies, Sri is a deep thinker on macro trade strategies, and his forecasting track record is outstanding. Going into…
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Market Declines, Fed Policy, and Strategic Dividend Investing - Dividend Cafe Update In this episode of Dividend Cafe, Brian Szytel discusses the recent downturn in the stock market, particularly in AI-related stocks and cryptocurrencies. Financial volatility and credit default swaps in major names are highlighted. Szytel also reviews ongoing discu…
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Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could influence markets 2026. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Pu…
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Stock Market Stories via the Narrative Machine
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Where do narratives come from? Who spreads them? And how do they drive stocks and markets? If you knew the answers to those questions, there is alpha to be found Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behavior through the lens of information theory, game theory, and unst…
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Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge
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🔥 Not a conference. A community gathering: https://rvtv.io/3K36sq1Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X📣 Start investing today - https://gemini.c…
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Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
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Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss: Tripolar World (TPW) - regional int…
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Building tomorrow's private market portfolio | In conversation with Marc Rowan, CEO of Apollo Global Management
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In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As one of the architects of the convergence between insurance capital and private credit, Marc offers …
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Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025
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⬜ 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 mixed global market moves as investors weigh delayed U.S. jobs data and rising hopes for future Fed rate cuts ahead of key CPI figu…
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Bitcoin Slides Again as Anger Takes Over the Bear Market
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Bitcoin takes another sharp leg down, wiping out leveraged longs and pushing market sentiment firmly into the anger phase of this bear market. Thin liquidity, failed dip-buying on leverage, and continued whale selling are making a durable bottom hard to form, even as smaller wallets continue to accumulate. Macro pressure from a hawkish Fed, year-en…
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