RiskReversal Pod The Market’s Dirty Little Secret with Mike Wilson of Morgan Stanley
6 snips
Apr 7, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Resolute Desk
02:11 • 5min
The Defensiveness of the Market on Technology
07:04 • 4min
The Fed's Job Retaining
11:10 • 5min
The Banks and the Equity Market: A Hard Press
16:27 • 4min
The Debt Ceiling and the Equity Market
20:09 • 3min
Morgan Sandler's Year-End Price Targets
22:48 • 2min
The Importance of Reflexivity in the Economy
25:05 • 5min
Quantitative Easing and the Future of Banking
29:48 • 3min
The Banking Crisis and the BKX
32:33 • 5min
The Risks of Consolidation
37:50 • 3min
Morgan Stanley's Top Sectors for the Week
40:45 • 5min
The Case for Earnings to Increase From Here
46:02 • 3min
Don Mattingly: The Best Baseball Player in the Game
48:46 • 2min