I really enjoy these pieces during my commute. They’re short and packed with information. There’s so much news out there and things to catch up on. I feel this is a great way to get information in a manageable way.

It’s sad that many looney leftists want to do away with nuclear because they think woke windmills and solar are the answer. Misinformation can be deadly to our planet.

Did MS finally fire Mike Wilson?

Mike Wilson’s repetitive predictions of an earnings recession last year costed me dearly.

I love the pod. The one major issue is the nonnative English speakers are often very difficult to understand. This isn’t a book where I can read the words. The speakers need to be crystal clear. A few of them are dreadfully difficult to understand.

This is a nice change from the garden variety podcast on the economy and investing, etc. These episodes are short and to the point, yet remain informative. Vishy is hard for me to understand, so I usually skip his episodes. Mike Wilson was right in 2022, but has been very wrong in 2023.

Thanks a lot to Mike for providing investors fresh perspective when the market goes crazy. Do you expect a recession to come in 2024?

Criteria for audio rating: Sonorous, loud, full and rich, projection of voice, crisp & clear. 5 of 5 meets all criteria. If listener has to strain to hear speaker, 0 out of 5. I also consider how effectively speaker makes use of time; i.e., long pauses, lots of uuums and uuuuhs, deviation from point, beating around the bush, and general elocution. About 99% emphasis on audio quality. I use podcast Money Matters with Ken Moraif as 100% standard of AUDIO SOUND QUALITY ONLY, that gets 5 out of 5 rating. Criteria for content: how is this info unique and different from what I can glean from a google search? What advantage can I gain that I can’t from google search? If info is unique & helps elucidate complex and esoteric ideas, gets 5 out of 5. If info is just stuff that can be pretty much read off google searches, gets 0 out of 5. I place 1% emphasis on content (good info is useless if can’t be heard or understood). Audio for this podcast is 1/5. Speakers have heavy foreign accents, that are hard to understand at times. Audio is very soft and I need to strain to hear the info. Very sad with today’s technology. Very poor projection of voice. Now, there are diverse hosts on here, and my review is for the majority of them. Content rating: 0 out of 5 because I can only decipher about 50% of what they’re saying; even less if speaker has strong accent. From what I can hear, all I hear is technical jargon without any explanations. Fine; they’re catering to people who are hip to that, but the vast majority aren’t. So, why bother listening? In general: I wouldn’t waste my time on this podcast. Better options: Yahoo Finance (though not a podcast), Seeking Alpha, Barron’s Streetwise.

Mindless drivel about the causes and conditions of the government shutdown. There is one side driving these shutdowns, the Republicans, and the hosts suggests each side is playing politics. There is the legislative process, where there is lots of political back and forth, and there are these adolescent shutdown threats where a minority of Republicans hold the economy hostage after not liking how the previous negotiations went. This podcast told me nothing but purportedly offered some insight. Not today.

Mr. Wilson was pounding the table until recently, calling for a major market pullback due to a slowing US economy and sharply declining corporate earnings. Apparently he’s thrown in the towel on this forecast. No problem with Mike and the team changing their outlook but at least say “our forecast was wrong” before moving on. Very little credibility now…. Glad I didn’t follow the firm’s recommendations and hope many others didn’t as well.

great information! MorganStanley has been a fantastic company for this retired investor.

I have respect for commentators like Andrew Sheets but these 6 month prospective outlook commentaries should be coupled with a review of how outlooks from 6 months ago worked out. Unfortunately, the house view 6 months ago related to equities turned out to be very, very wrong. And I am a fan of your work. So have a show that analyzes where the mistakes were made, models turned out wrong, etc. and what’s changed if anything. That will give more credibility to forecasts going forward. In the absence of that, simply doing 6 months outlooks with no thoughtful retrospective analysis is just a sell job that when it actually turns out right, may be due to nothing but luck. Thanks.

Listen & judge.

I love this cast!

No words. Jared….terrible as usual. He thinks he is smart.

Love it

I like all of their content and am a big fan of Mike Wilson.

This is great content and well produced. Wish the daily content was longer.

Outstanding insights from the MS team that should be required listening!

Really like the quick hit style of this podcast. Always relevant and informative.

I agree with the person that said Mike Wilson has been spot on, but if you looked back through the years on when he said to get out of equities and instead left your money in, you’d have done a lot better than trying to time his predictions. Also he may have been right about the 2022 correction but he said that the market was correcting a year earlier. Eventually he’s going to be right. I think he’s a smart guy and understands the market but no one can time it precisely enough to be jumping in and out. As Peter Lynch said “it’s about time in the market, not timing the market “. Also throughout history, more money is lost by trying to avoid a correction and missing out on a rally than would have been lost by the correction itself “

I disagree with the comment that no one has been more wrong about the market than Mike Wilson. Wilson nailed the market moves last year, and the jury is still out on 2023. True, he sold out of the year end 2022 rally early, but there are worse sins than leaving some money on the table.

It would be good if the speaker slows down and pauses between sentences.

Informational feed appreciated

Concise cross section of factors -macro- that can affect fixed income, equity, real estate and commodity assets….acröss regions Vesey

Concise analysis and evaluation of market dynamics and status

He does his research, his analyses are consistently well-reasoned, and he has the guts to buck the market consensus. I also appreciate his generosity in so frequently sharing his views with the investing public.

I know Mike to have a tireless work ethic, boundless intellectual curiosity and old school, human nature instincts. It’s no surprise that this Michigan Man’s is leading Morgan Stanley both as top analyst and spokesman. I will continue to enjoy Mike’s market perspectives and look forward to his possible contributions in the public sector. Sergeant S of the Kai Wooglin

This podcast is pure gold!! Insights are short, concise, and on point. The information ranges from Domestic to Global equities and bonds. Although typically under 5 minutes, each podcast is packed with great insights and I often find myself listening to an episode 2 or 3 times. It is an excellent listen for those wanting to keep a pulse on what’s happening in markets and for professionals alike. Great job!! Keep it coming!!

Mike Wilson stands top notch than any other analyst on Wall Street. So nice that one is straight up facts and thorough analysis of his tactical plays . Thanks you Mike for sharing your analysis with the entire world

Don’t care what his politics are, he and his team and been spot on during these last 2+ years so whatever they are doing, keep it up!

I am confused. Morgan Stanley economist Ellen Zentner calling for soft landing (despite 0 for 8 when 3M/10 year yield curve inverts for 10 days and never happening when inflation goes above 4.5%) while chief equity market strategist Mike Wilson is calling for recession (or has he changed his view)? If Fed eases off and growth stays positive why would inflation not heat back up like the late 1970s? I would give credit for a non-consensus soft landing call if it had convincing details but not sure why Mike Wilson is calling for 25% declines in equity prices from here if not forecasting a recession.

I especially like Mike Wilson’s market analyses. 👍

Always glad to hear about the S and G in ESG

For investment and market professionals, this podcast gives a concise update and analysis of the market. Unfortunately for the novice investor, the script is filled with industry buzzwords / terminology, rendered in a flat, almost rushed manner, despite forced attempts by the host(s) at a jovial delivery.

Really enjoy the quick and concise information passed on through this podcast. Excellent and essential listen!

Love this show. Great depth and thought in 3min. Listen to it everyday

Mike Wilson has had the best equity price forecasts on Wall Street. Other MS analysts on the podcast are also first rate.

“We recommend companies with idiosyncratic advantages and significant operating leverage” - please tell me when that’s not the case????

Enjoy these on the daily commute, shorter frequent podcasts, geared towards those in investment industry.

I follow Mike’s work very closely. Most importantly his assumptions on why his team believes in there market views. I have found his work to be extremely accurate. Anyone that takes a long term perspective in their investment strategy will see the brilliance of Mike and his team.

Great insight by Mike Wilson and all! Thank you!!!

To me these guys are doing the best 3-minute briefing. I would be happier with a daily podcast though.

I love the neat daily analysis provided by this podcast.

Mike Wilson is so pessimistic lol

I am not a professional trader, but I found Thoughts on the marker very informative. What I like about the show is that each episode is a few minute and you can easily find a time during the day to listen.

I like the opinionated and thorough analysis. I also like the focus on macro economics. One of the best podcasts out there.

I love the indebtedness, your present.

Great podcasts, but some of these guys are really “whistling past the graveyard” lately…

This is interesting but dense content that I’d be better able to absorb if the hosts spoke slower and the production cut in a bit more pauses. Thanks!