Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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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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Welcome to The Accounting and Bookkeeping Show, your go-to resource for making sense of the numbers behind every successful business! Whether you’re a small business owner, an aspiring accountant, or just curious about how the financial side of business works, this podcast is for you.
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The Global Funding and Financing (GFF) podcast is Clearstream’s podcast series for the funding and financing industry, releasing monthly episodes with senior leaders in the space of secured finance covering all major topics shaping the world of collateral, securities lending, repo and OTC derivates leading up to the 2022 edition of the GFF Summit in Luxembourg. Stay connected with the GFF community across the globe and subscribe to our show. Each of the 30 minutes of lively episodes are host ...
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Based in Edinburgh, with branches in Switzerland and India, the Library of Mistakes is a free public library designed to improve understanding of finance (and life in general), one mistake at a time. In this podcast series the Library's Keeper, Professor Russell Napier, speaks to authors of some of the most interesting books in the ever-expanding collection exploring insights into finance, business, society and human nature. Fascinating, educational and often rather funny. Produced and edite ...
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Step into the world of the Sweet but Fearless podcast, your go-to weekly destination for exploring the challenges confronted by women leaders on the frontlines. With a blend of engaging interviews featuring accomplished women leaders, entrepreneurs, and industry experts along with solo episodes, you’ll gain insight and actionable advice to guide you on your fearless career journey.
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Step into the world of 'Multibagger Nuggets' - where we explore potential stock winners. Kris and his guests exchange ideas about growth investing, quality stocks, and the market. Kris, also known as From Growth To Value, interviews experts and shares his thoughts about the investing in general, portfolio management and life. Find the insights that could shape tomorrow’s market leaders. No crystal balls, just solid analysis and a bit of fun.
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This is the podcast that helps you decode the business behind the stock. Join Alex Mason, your stock storyteller, as we journey through the S&P 500, mental models, and more.
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Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles. His first book, the Long Good Buy is sub-titled Analysing Cycles in Markets. His follow-up book Any Happy Returns, is sub-titled Structural Changes and Super Cycles in Markets and looks at longer te…
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Balance Sheets Remain Resilient Despite Slowing U.S. Growth
4:14
4:14
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Our Head of Corporate Credit Research, Andrew Sheets, expects a sticky but shallow cycle for defaults on loans, with solid quality overall in high-grade credit. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues, bringing you a var…
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CSD innovation, capital efficiency & balance sheet netting with Clearstream and Eurex
46:38
46:38
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This month, we're joined by the SFT European Repo Team of 2024 - Eurex - to discuss the new balance sheet netting and collateral optimisation products developed in partnership with Clearstream. Join Jean-Robert Wilkin (Senior Adviser, Clearstream), Frank Gast (MD, Board Member and Global Head of Sales, - Eurex Repo) and Frank Odendall (Head of SF p…
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Our US Public Policy and Global Commodities strategists discuss how the outcome of the election could affect energy markets in the US and around the world. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's US public policy strategist. Martijn Rats: And I'm Martijn Rats, Global Commodi…
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EP 28: The Twilight Before The Storm (with Viktor Shvets)
47:09
47:09
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Technology is transforming our societies, promising a far deeper disruption than the industrial revolutions. As a result, humanity is at a major turning point, and how we respond to the merger of technology and financialisation will decide our future. Are we heading for "enlightened communism" or "despotic feudalism"? Russell Napier quizzes Viktor …
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Our U.S. Public Policy and Global Commodities strategists discuss how the outcome of the election could affect energy markets in the U.S and around the world.. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research. Along with my colleagues bringing you a varie…
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While venture capital is taking a more cautionary approach with crypto startups, the buzz around GenAI is only increasing. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ed Stanley, Morgan Stanley’s Head of Thematic Research in Europe. Along with my colleagues bringing you a variety of perspectives, today I’ll discuss what private ma…
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Having a Cultural Balance Sheet with Christy Pretzinger, CEO of WG Content (S8:Epi 206)
29:49
29:49
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In this episode, Mary Sullivan, co-founder of Sweet but Fearless, talks with Christy Pretzinger, CEO of WG Content, about the importance of creating a "cultural balance sheet" at work. By fostering a culture that enhances both human connections and business success it creates an environment where employees thrive and feel valued. WG Content’s core …
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Mastering the Basics: Ledger Accounts and Trial Balance Essentials
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8:51
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In this episode of the Accounting and Bookkeeping Show, Jane and Tom take a deep dive into the fundamentals of ledger accounts and the trial balance. Whether you're new to accounting or need a refresher, this episode covers everything from the differences between journals and ledgers to the importance of preparing a trial balance. Plus, Jane and To…
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Special Encore: Health Care for Longer, Healthier Lives
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Original Release Date August 8, 2024: Our Head of Europe Sustainability Research discusses how rising longevity is revolutionizing our fundamental approach from reactive to proactive treatment. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mike Canfield, Morgan Stanley’s European Head of Sustainability Research. Along with my collea…
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As the US Federal Reserve mulls a forthcoming interest rate cut, our Head of Corporate Credit Research and Global Chief Economist discuss how it is balancing inflationary risks with risks to growth. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Seth C…
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The Power of Petty Cash: Managing Small Expenses with Precision
8:38
8:38
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In this episode of The Accounting & Bookkeeping Show, hosts Jane and Tom are joined by special guest Nora, the owner of the popular pizza chain Pepperoni Paulie’s. Together, they explore the ins and outs of managing a petty cash system, an essential tool for handling the small day-to-day expenses that every business encounters. From setting up a pe…
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While mortgage rates have come down, our Co-heads of Securitized Products Research say the US housing market still must solve its supply problem. ----- Transcript ----- Jim Egan: Welcome to Thoughts on the Market. I'm Jim Egan, co-head of Securitized Products Research at Morgan Stanley. Jay Bacow: And I’m Jay Bacow, the other co-head of Securitize …
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Our CIO and Chief US Equity Strategist explains why there’s pressure for the August jobs report to come in strong -- and what may happen to the market if it doesn’t. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of persp…
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Our US Thematic Strategist discusses surging confidence as the political landscape evolves, back-to-school spending starts strong and travel providers enjoy post-COVID demand. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's US thematic strategist. Along with my colleagues bringing you…
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Managing Accounts Payable: Strategies for Control and Compliance
13:51
13:51
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In this episode of The Accounting & Bookkeeping Show, hosts Jane and Tom delve into the essential strategies for effectively managing accounts payable. From developing robust policies and procedures to reconciling supplier statements and controlling business credit card use, this episode covers all the critical aspects of accounts payable administr…
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An Entrepreneurial State of Mind with Jacqueline Green, CEO and Founder of Behind the Design (S8:Epi 205)
28:17
28:17
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In this episode, Mary Sullivan, co-founder of Sweet but Fearless, talks with Jacqueline Green, CEO and Founder Behind the Design, Speaker, and Coach discusses her journey from the corporate world to entrepreneurship. She shares her valuable insights on building a profitable business and stresses the importance of treating your venture not as a hobb…
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Navigating Accounts Receivable: Strategies for Credit and Debt Management
16:36
16:36
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In this episode of The Accounting & Bookkeeping Show, hosts Jane and Tom take you on a comprehensive journey through the critical processes involved in managing accounts receivable. From developing a robust credit policy to monitoring overdue accounts, they explore the essential strategies that ensure your business maintains a healthy cash flow. Le…
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Balancing the Books: Mastering Bank Reconciliation
10:52
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In this episode of The Accounting and Bookkeeping Podcast, Jane and Tom tackle the essential process of Bank Reconciliation. Jane, our accounting expert, breaks down what bank reconciliation is, why it’s crucial for maintaining accurate financial records, and how it helps you catch errors and discrepancies in your accounts. Tom, as always, asks the…
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Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you …
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The Bank of Japan jolted global markets after its recent decision to raise interest rates. Our experts break down the effects the move could have on the country’s economy, currency and stock market. ----- Transcript ----- Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Daniel Blake: And I'm Da…
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Talking Tesla with Bryce Smith of 10,000 Days Capital
1:16:26
1:16:26
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Today, we talk with Bryce Smith. Bryce is an analyst at 10000 Days Capital and he has co-written a book on Tesla. We make a SWOT analysis of Tesla and talk about the future of this controversial company. We also look at why Bryce is bullish on another controversial company, RobinHood. For the best charts, data and AI insights about stocks, go to Fi…
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At Political Conventions, Policy Waits in the Wings
2:50
2:50
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This week’s Democratic National Convention in the US may be light on policy details, but our Global Head of Fixed Income and Thematic Research explains that the party’s economic agenda is fairly clear as the elections draw closer. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Inco…
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Special Encore: Almost Human: Robots in Our Near Future
3:51
3:51
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Original release date July 23, 2024: Our Head of Global Autos & Shared Mobility discusses what makes humanoid robots a pivotal trend with implications for the global economy. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Adam Jonas, Morgan Stanley’s Head of Global Autos & Shared Mobility. Today I’ll be talking about an unusual but h…
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Why Immigration Matters for Global Economies
4:27
4:27
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Our Global Chief Economist explains what stricter immigration policy in key markets around the world could mean for economic growth and inflation. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter Morgan Stanley's Global Chief Economist. Along with my colleagues, bringing you a variety of perspectives, tod…
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The Power of Subsidiary Ledgers: Keeping Your Financial Records in Check
7:32
7:32
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In this episode of "The Accounting & Bookkeeping Show," hosts Jane and Tom dive deep into the world of subsidiary ledgers and their crucial role in maintaining accurate financial records. They break down what subsidiary ledgers are, how they work in tandem with control accounts, and why they are essential for businesses of all sizes. Whether it’s t…
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The Power of the Happiness Habit with Michele Phillips, Founder of Key Performance and Author (S8:Epi 204)
27:17
27:17
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In this episode, Mary Sullivan, co-founder of Sweet but Fearless, talks with Michele Phillips, Founder of Key Performance and author of “Happiness is a Habit: Simple Daily Rituals,” about the science of emotions, highlighting how daily happiness habits can transform your life and business. Michele discusses how successful people channel their energ…
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Getting Paid: The Secrets of Accounts Receivable (featuring MC Balance Sheet)
9:53
9:53
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In this special episode of "The Accounting & Bookkeeping Show," Jane and Tom dive deep into the world of Accounts Receivable—where the money you’re owed meets the bottom line. They’ll walk you through the essentials of managing receivables, from invoicing strategies to tracking payments, and share tips on how to keep cash flow steady. But that’s no…
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Defining Roles: Accountants, Bookkeepers, and the Power of Policies
7:51
7:51
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In this episode of "The Accounting & Bookkeeping Show," hosts Jane and Tom clarify the distinct roles of accountants and bookkeepers, shedding light on how each contributes to the financial health of a business. They’ll discuss the tasks and responsibilities that set these two professions apart, and why understanding these differences is vital for …
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Cash vs. Accrual Accounting: What’s Right for Your Business?
8:55
8:55
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In this episode of "The Accounting & Bookkeeping Show," hosts Jane and Tom are joined by special guest Natasha, a seasoned financial consultant and owner of the successful Natasha's Smoothies franchise. Together, they explore the key differences between cash and accrual accounting, shedding light on which method might be the best fit for your busin…
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Our Head of Corporate Credit Research explains how corporate balance sheets have remained resilient post-COVID, and why that could continue in the face of a potential economic slowdown. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing …
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Balancing the Books: Understanding Double-Entry Accounting
8:58
8:58
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In this inaugural episode of "The Accounting & Bookkeeping Show," hosts Jane and Tom dive into the essential principles of double-entry accounting. Whether you're new to accounting or looking to refresh your knowledge, this episode breaks down the basics of debits and credits, explores the structure of ledger accounts, and explains the importance o…
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Mastering the Balance Sheet: A Deep Dive with Nora
7:32
7:32
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Join host Jane as she sits down with Financial Analyst and Investor Nora in this insightful episode of The Accounting & Bookkeeping Show. Together, they break down the Statement of Financial Position, commonly known as the Balance Sheet, and explain its key components: assets, liabilities, and owner’s equity. Nora shares her expert insights on how …
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Welcome to The Accounting and Bookkeeping Show, your go-to resource for making sense of the numbers behind every successful business! Whether you’re a small business owner, an aspiring accountant, or just curious about how the financial side of business works, this podcast is for you. Join hosts Jane, an accounting expert, and Tom, the curious lear…
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Will the US Dollar Remain Strong Post-Election?
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Our US Public Policy and Currency experts discuss how different outcomes in the upcoming U.S. elections could have varying effects on the strength of the dollar. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore from Morgan Stanley's U.S. Public Policy Research Team. And I'm Andrew Watrous: And I'm And…
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Can Vacant Offices Help Solve the US Housing Crisis?
4:21
4:21
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The rise in unused office space has triggered suggestions about converting commercial real estate into residential buildings. But our US Real Estate Research analyst lists three major challenges. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Adam Kramer, from the Morgan Stanley U.S. Real Estate Research team. Along with my colleague…
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Our US Public Policy Strategist expects a robust M&A cycle, regardless of the outcome of the US election. But rising antitrust concerns could create additional scrutiny on possible future deals. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ariana Salvatore, from Morgan Stanley’s US Public Policy Research Team. Along with my colleag…
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Recent market volatility has made headlines, but our Global Chief Economist explains why the numbers aren’t as dire as they seem. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Along with my colleagues, bringing you a variety of perspectives, today I'll be talki…
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The Stories You Tell Define Your Brand with Kami Guildner, Entrepreneur, Business Coach, and best-selling Author (S8:Epi 203)
27:19
27:19
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In this episode, Mary Sullivan, co-founder of Sweet but Fearless, talks with Kami Guildner, Entrepreneur, Business Coach, and best-selling Author regarding how the narratives you share about yourself shape both you and your brand. As a business coach for high vibe women entrepreneurs, she helps them build businesses they love with more time and wea…
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As markets adjust to global volatility, our Head of Corporate Credit Research considers when the Fed might choose to cut interest rates and how long the impacts may take to play out. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you…
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Our Head of Europe Sustainability Research discusses how rising longevity is revolutionizing our fundamental approach from reactive to proactive treatment. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mike Canfield, Morgan Stanley’s European Head of Sustainability Research. Along with my colleagues, we’re bringing you a variety of …
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1
What This Roller Coaster Week Means for Bonds
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Our Global Head of Thematic and Fixed Income Research joins our Chief Fixed Income Strategist to discuss the recent market volatility and how it impacts investor positioning within fixed income. ----- Transcript ----- Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research. Vis…
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Why Money Market Funds Aren’t ‘Cash On The Sidelines’
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Risk-averse investors have poured trillions into money-market funds since 2019. Our Chief Fixed Income Strategist explains why investors shouldn’t expect this money to pivot to equities and other risk assets as rates fall. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Strategist…
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Although Monday’s correction springs from multiple causes, the real questions may be what’s next and when will the correction become a buying opportunity? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of perspectives, to…
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Bring Your SASS to Your Relationships with Dr. L. Carol Scott (S8:Epi 202)
29:56
29:56
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In this episode, Mary Sullivan, co-founder of Sweet but Fearless, talks with Dr. L. Carol Scott, author of "Just Be Your S.E.L.F.," about a personal-growth framework for adults that draws on early development research. She explains how your upbringing influences your potential and how this framework can enhance self-awareness in work and life relat…
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After a dizzying week of economic and market activity, our Head of Corporate Credit Research breaks down the three top stories. ----- Transcript ----- It’s been a whirlwind week of economic activity in the markets as we enter the dog days of summer. Our Head of Corporate Credits Research breaks down three top stories. Welcome to Thoughts on the Mar…
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Collateral management special: Margins, optimisations & innovations
52:19
52:19
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This month's show takes a deep dive into collateral management with Gaël Delaunay, Head of Collateral Management at Clearstream. Joined by Priya Sharma, Head of Data & Client Connectivity, we explore the technology and the data strategy underpinning the latest innovations in collateral management. We also take a closer look at major milestones in o…
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Our Chief Global Cross-Asset Strategist, Serena Tang, explains where funds are moving across global markets currently, and why it matters to investors. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Along with my colleagues bringing you a variety of perspectives, today I’ll …
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As Generative AI continues to accelerate, some agencies will be better positioned than others to reap the benefits. Our Europe Media & Entertainment analyst, Laura Metayer, explains. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Laura Metayer, from the Morgan Stanley Europe Media & Entertainment team. Along with my colleagues bringi…
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A later cycle economy and continued uncertainty means that investors should be remain wary of cyclicals such as small caps, explains Mike Wilson, our CIO and Chief US Equity Strategist. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my colleagues bringing yo…
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