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morgan stanley podcast

by Jacklyn Bogisich Published 2 years ago Updated 1 year ago
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Inflation Around the World

The challenges of inflation can be felt around the world, but understanding the regional differences is key to an effective 2022 for both central banks and investors.

2022 US Housing Outlook: Strong Foundations but Reduced Affordability

The foundation for the housing market remains healthy in 2022, with responsible lending standards and a tight supply environment, but, as the year continues, affordability challenges and a more hawkish Fed will likely slow appreciation and dampen housing activity.

All Eyes on Ukraine

The ongoing situation around Ukraine has captivated headlines and investors alike. While the resolution remains unclear, we can begin to predict how markets would react to possible outcomes.

The Improving Case for Commodities

For only the second time in the last decade, commodities outperformed equities in 2021. Looking ahead at 2022, what challenges and opportunities are on the horizon for this asset class?

2022 US Housing Outlook: Strong Foundations but Reduced Affordability

The foundation for the housing market remains healthy in 2022, with responsible lending standards and a tight supply environment, but, as the year continues, affordability challenges and a more hawkish Fed will likely slow appreciation and dampen housing activity.

Unpacking the Latest CPI

As the Fed grapples with new data from last week's Consumer Price Index report, markets are pricing a move away from the dovish policy of the past and investors should pay attention.

Welcome to the Year of the Tiger

As investors face the multitude of risks ahead, one may need to think like the Tiger and use the rotation towards value stocks, and away from growth, to leap over higher hurdle rates this year.

Season 4 - Where the Future is Now

New access to satellite data is revolutionizing our approach to myriad environmental, social and economic problems back on earth.

Season 3 - Unexpected Markets

The rise of eSports is creating a new multibillion-dollar global industry, complete with sponsorships, merchandising—and even stadiums full of obsessive fans.

Season 2

Electric vehicles are poised to dominate global markets in the next few decades. What impact will they have on how we live our lives?

Season 1

Autonomous vehicles may radically change the way we move people and goods, but they will be no less disruptive for how the insurance industry works.

Trouble Brewing Along the Coffee Supply Chain

How will climate change impact farmers, shippers, distributors, roasters and ultimately the price we pay for a cup of joe?

Jobs Go Begging on the Open Road

There’s a serious shortage of truck drivers just when we need them most. Recruitment efforts and technology could change the face of the job for good.

The Great Kettlebell Shortage

Overseas manufacturing contributed to a kettlebell shortage: onshoring helped meet demand, but is not a simple solution.

Trouble in Toyland

How shipping chaos is wreaking havoc on the busiest buying season, and what some toymakers and toy stores are doing to save the holidays.

When Just-in-Time Is Too Late

How the just-in-time supply chain model left healthcare workers scrambling for PPE, and how supplier relationships and innovations filled the gaps.

Stuck on the Ever Given

Sonari Glinton begins a season-long series on the supply chain by exploring how different people were impacted by the cargo ship that clogged up the Suez Canal for six days.

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