Radio and PodcastRadio and PodcastLive Radio & Podcasts
The Mid-Cycle Shift Equity Investors Shouldn’t Miss artwork
Business

The Mid-Cycle Shift Equity Investors Shouldn’t Miss

Thoughts on the Market by Morgan Stanley

Sep 15, 202600:05:21Business

Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality, asset-light companies with durable earnings. Re...

Related Episodes

Continue listening to more episodes from Thoughts on the Market.

Can the AI Spending Boom Pay Off?

Sep 9, 2026 - 00:05:06

Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S....