
Shifts in Credit Markets for the AI Buildout
Aug 21, 2026 - 00:05:14
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Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions. Read more...
The Structural Forces Moving Capital is an episode from Thoughts on the Market by Morgan Stanley. Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy...
This episode belongs to Thoughts on the Market.
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Published Jul 31, 2026, 00:08:40 long, audio available.