To Thoughts on the Market

Podcast

Thoughts on the Market

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

Website ↗ Last published 6 November 2026 1,749 posts collected by Sputnik

Said on Thoughts on the Market

“If it slows down relative to someone's ambitions, it doesn't really create a problem in my mind. All it means is gratification delayed. … Once you put a shovel in the ground, and by shovel I mean dollars, time is money.” — Dan Toscano, Thoughts on the Market
Dan Toscano · 5 Nov 2026 Listen →
“When you're deploying trillions of dollars of capital in a way that has never been deployed in our lifetimes, there are bound to be air pockets.” — Dan Toscano, Thoughts on the Market
Dan Toscano · 5 Nov 2026 Listen →
“We're now looking at upwards of an 80 gigawatt shortfall by 2029… What used to be, 'Hey, I need to cover a few years just to bridge until I have line of sight to getting a connection to my utility', now we're seeing actually 15, 18, 20-year contracts for what used to be considered just smaller scale, less attractive solutions.” — David Arcaro, Thoughts on the Market
David Arcaro · 3 Nov 2026 Listen →

Hosts

Thoughts on the Market is hosted by Andrew Sheets , Michael Zezas , Mike Wilson , Seth Carpenter , Vishy Tirupattur , Ariana Salvatore , Chetan Ahya , Michelle Weaver , Matthew Hornbach , Jay Bacow , Michael Gapen and Ellen Zentner .

Recent Episodes

  1. 6 Nov 2026

    Why the Bond Market Remains Calm After the Blue Wave

  2. 5 Nov 2026

    A Credit Perspective on the AI Buildout

    With Dan Toscano

  3. 4 Nov 2026

    Midterm Election Results: Three Key Takeaways

  4. 3 Nov 2026

    Solving AI’s Power Bottleneck

    With David Arcaro

  5. 2 Nov 2026

    Will AI Start Making Your Hotel Reservations?

  6. 30 Oct 2026

    The Curious Calm of Credit Markets

  7. 29 Oct 2026

    How Digital Assets Are Rewiring Financial Markets

    With Felix Stratmann and Amy Oldenburg

  8. 28 Oct 2026

    Signals to Watch in the U.S. Midterms

    With Monica Guerra

  9. 27 Oct 2026

    To Hike or Not to Hike

  10. 26 Oct 2026

    The Next Stage of the Market Correction

  11. 23 Oct 2026

    One Global Shock, Different Rate Paths

  12. 22 Oct 2026

    Economic Roundtable: What’s Keeping Global Growth Going?

Guests

Lisa Shalett (19 episodes), Matthew Harrison (11 episodes), Marina Zavolock (8 episodes), Carolyn Campbell (6 episodes), Diego Anzoategui (6 episodes), Alex Straton (6 episodes), Todd Castagno (5 episodes), Bruna Skarica (5 episodes), Vishwas Patkar (5 episodes), Ben Swinburne (4 episodes), Keith Weiss (4 episodes), Adam Wood (4 episodes), and 97 more.