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The Structural Forces Moving Capital

Thoughts on the Market by Morgan Stanley

Jul 31, 202600:08:40Business

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...

About This Episode

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...

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This episode belongs to Thoughts on the Market.

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Episode Details

Published Jul 31, 2026, 00:08:40 long, audio available.