Podcasts · Investing

Thoughts on the Market

1,313 episodes · 6 with AI analysis

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

AI Intelligence · across all analyzed episodes

People · top 12

Dan Toscano Seth Carpenter Brian Nowak Sean Kim Vishy Tirupathor Michael Zizis Nicolas Maduro Ariana Salvatore Andrew Percocco Mayank Fatki Mike Wilson Andrew Sheets

Companies · top 9

Morgan Stanley×6 Tesla Lyft Waymo RJR Nabisco Uber U.S. Steel Bain Capital Zoox

Topics · top 10

Agentic AI architecture and capabilitiesGenerative AI vs. Agentic AI distinctionGPU vs. CPU computing requirementsLarge language model context windowsPersistent memory in AI systemsAI workflow orchestrationContext flywheel effectsCPU total addressable market expansionDRAM demand growthSemiconductor supply chain implications

Analyzed Episodes

May 5, 2026

AI’s Shift From Thinking to Taking Action

Agentic AI architecture and capabilitiesGenerative AI vs. Agentic AI distinctionGPU vs. CPU computing requirements

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Apr 23, 2026

The Hidden Toll of Tariffs

Tariff Policy and Legal AuthoritiesManufacturing ReshoringTrade and Import Diversion

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Jan 6, 2026

How Venezuela Events Could Affect Markets and Policy

Venezuela Political Crisis and U.S. InterventionGlobal Oil Markets and Supply RiskEmerging Market Sovereign Credit

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Jan 7, 2026

A Revolution in Credit Markets

Leverage Lending Guidelines and Regulatory RelaxationPrivate Credit Market Evolution and GrowthDigital Infrastructure Financing

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Jan 8, 2026

Driverless Cars Take the Fast Lane

Autonomous Vehicle Market Expansion 2026Waymo vs Tesla Competitive PositioningAutonomous Vehicle Safety Metrics and Data

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Jan 9, 2026

Signals Align for a Growth Cycle

Global cyclical economic indicatorsCopper price movements and economic sensitivityIndustrial commodities and non-traded indices

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