Andrew Cesarowski
Strategic Income Portfolio Manager at Morgan Stanley Investment Management who discusses macroeconomic impacts, markets, and portfolio positioning.
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Apr 1, 2026 • 37min
NASA Set to Launch Crew to Moon for First Time in 50 Years
Ben Gagnon, CEO of Keel Infrastructure, explains a pivot from Bitcoin mining to AI-ready data centers. Andrew Cesarowski, Morgan Stanley portfolio manager, talks markets, oil shocks and positioning. Ed Ludlow, Bloomberg Tech reporter at Kennedy Space Center, gives live coverage of the Artemis II lunar launch and program delays. They cover SpaceX ties, geopolitical stakes around the Moon, energy constraints for AI, and market implications.
