Michael Zezas: Indirect Impacts

FromThoughts on the Market

Start listening View podcast show

Michael Zezas: Indirect Impacts

FromThoughts on the Market

ratings:

Length:

4 minutes

Released:

Jun 26, 2019

Format:

Podcast episode

Description

In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in markets around trade is about more than direct impacts.

Released:

Jun 26, 2019

Format:

Podcast episode

Titles in the series (100)

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

Skip carousel

Michael Zezas: Indirect Impacts by Thoughts on the Market
4 min listen
Mike Wilson: Weighing a Potential Fed Rate Cut by Thoughts on the Market
4 min listen
Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions by Thoughts on the Market
3 min listen
Andrew Sheets: Fed to the Rescue? Maybe Not. by Thoughts on the Market
4 min listen
Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs by Thoughts on the Market
3 min listen
Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” by Thoughts on the Market
2 min listen
Michael Zezas: Three Possible Trade Paths from the G20 by Thoughts on the Market
3 min listen
Mike Wilson: How Confident Are U.S. Businesses in the Economy? by Thoughts on the Market
3 min listen
Andrew Sheets: Let’s Say the Fed Cuts Rates in July… by Thoughts on the Market
4 min listen
Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks by Thoughts on the Market
2 min listen
Mike Wilson: A G20 Trade Truce? by Thoughts on the Market
4 min listen
Michael Zezas: Time to Rethink Allocations? by Thoughts on the Market
2 min listen
Michael Zezas: How Markets View the Pause on Trade Tariffs by Thoughts on the Market
3 min listen
Andrew Sheets: A Second (and Third) Opinion for Equity Markets by Thoughts on the Market
4 min listen
Andrew Sheets: 3 Consensus Views Worth Questioning by Thoughts on the Market
4 min listen
Andrew Sheets: The Dangers of Cheering for Weaker Data by Thoughts on the Market
4 min listen
Mike Wilson: U.S. Equities: How Much Correction is Ahead? by Thoughts on the Market
4 min listen
Andrew Sheets: What to Watch from the G20 by Thoughts on the Market
4 min listen
Mike Wilson: Are U.S. Economic Indicators Flashing Yellow? by Thoughts on the Market
3 min listen
Michael Zezas: The Fed Rate Cut Debate for Bond Investors by Thoughts on the Market
3 min listen
Mike Wilson: 3 Summer Surprises Investors Could Be Missing by Thoughts on the Market
3 min listen
Andrew Sheets: A Narrow Path by Thoughts on the Market
4 min listen
Mike Wilson: Are Markets Putting Stock in Trade? by Thoughts on the Market
3 min listen
Mike Wilson: Why Trade Tensions Are Only Part of the Story by Thoughts on the Market
3 min listen
Mike Wilson: Will the Fed Surprise on a Rate Cut? by Thoughts on the Market
4 min listen
Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do by Thoughts on the Market
4 min listen
Andrew Sheets: Can Sentiment Alone Drive Markets Higher? by Thoughts on the Market
3 min listen
Michael Zezas: The Potential Impact of Lasting Tariffs by Thoughts on the Market
2 min listen
Andrew Sheets: Are Lower Interest Rates Always Beneficial? by Thoughts on the Market
3 min listen
Michael Zezas: 2020 Election: How Likely Is Medicare-for-All? by Thoughts on the Market
2 min listen

More Episodes from Thoughts on the Market

Skip carousel

Managing for Economic Uncertainty by Thoughts on the Market
4 min listen
What If Rates Are Higher for Longer? by Thoughts on the Market
9 min listen
Separating the Cyclical from the Systemic by Thoughts on the Market
9 min listen
Special Encore: Seth Carpenter: Looking Back for the Future by Thoughts on the Market
5 min listen
Where Is the US Dollar Headed? by Thoughts on the Market
9 min listen
Decarbonizing Real Estate by Thoughts on the Market
10 min listen
The Curious Connection Between Airlines and Fashion by Thoughts on the Market
10 min listen
Can Technology Help Us Live Longer & Better? by Thoughts on the Market
5 min listen
Meeting the Demand for Anti-Obesity Treatment by Thoughts on the Market
4 min listen
European Markets React to Upcoming U.S. Election by Thoughts on the Market
9 min listen
US Economy: Bigger, But Not Tighter by Thoughts on the Market
12 min listen
U.S. Equities: No Landing in Sight by Thoughts on the Market
4 min listen
Mixed Signals for Asia and Emerging Markets by Thoughts on the Market
4 min listen
A Central Piece of the GenAI Puzzle by Thoughts on the Market
4 min listen
The Repercussions of Rising Global Tensions by Thoughts on the Market
3 min listen
A Sobering View on the Spirits Sector by Thoughts on the Market
4 min listen
How Will the GenAI Revolution Be Powered? by Thoughts on the Market
11 min listen
Unpacking Correlation by Thoughts on the Market
4 min listen
US Energy: The Minerals and Materials at Risk by Thoughts on the Market
4 min listen
2024 US Elections: Inflation’s Possible Paths by Thoughts on the Market
11 min listen
What is Driving Big Moves in the Oil Market? by Thoughts on the Market
3 min listen
Looking Back for the Future by Thoughts on the Market
5 min listen
A ‘Hot’ Summer for Oil? by Thoughts on the Market
3 min listen
The Threat to Clean Energy in the US by Thoughts on the Market
5 min listen
The Growing Importance of Where Data Lives by Thoughts on the Market
4 min listen
U.S. Elections: Potential Implications for Businesses and Consumers by Thoughts on the Market
8 min listen
How Immigration’s Rise Could Boost Economic Growth by Thoughts on the Market
4 min listen
US Housing: Will Lower Fees Means Higher Sales? by Thoughts on the Market
5 min listen
Are Credit Scores Inflated? by Thoughts on the Market
5 min listen
Finding Late-Cycle Winners by Thoughts on the Market
4 min listen

Related podcast episodes

Skip carousel

Fed Sent a Powerful Signal on Friday, Wessel Says by Bloomberg Surveillance
27 min listen
Global Implications of The Israel-Hamas War by The Alder Podcast
51 min listen
Diversity, leadership, and business growth: An interview with Ying McGuire, NMSDC CEO & president by The Heidrick & Struggles Leadership Podcast
25 min listen
Sales Podcast Transactional vs Relationship Focused Selling: Today’s podcast comes from a question submitted to me by Dave Macdonald via twitter (@davemacdonald). Here’s what he asked: “What are some sound strategies to ensure that positive or negative momentum doesn’t result in purely transactional behaviour? by Shane Gibson's Podcast – Social Selling – B2B Sales and Influence
5 min listen
63 - Matt Yglesias on the Politics of Fed Policy: Matt Yglesias is a columnist and editor for the n… by Macro Musings with David Beckworth
60 min listen
David Brooks - Neuroscience and Sociology: What does the ability to resist marshmallows have in common with a successful life? In this fascinating audio lecture, David Brooks of the New York Times talks about neuroscience and sociology, what these seemingly disjointed topics have in common,... by Inside Social Innovation
62 min listen
What racism costs everyone | Heather C. McGhee: If it’s the richest country in the world, why does the American economy fail so much of the American public? by TED Business
26 min listen
Leadership in an age of disruption: In this episode of the User Friendly podcast, , managing principal - Businesses, Global, and Strategic Services, and , US Ecosystems & Alliances leader, join host to explore the key trends and forces shaping the future of business and other... by User friendly
22 min listen
Michael Green, Chief Strategist, Logica Capital Advisers: Managing portfolios over the course of two decades, Mike Green has developed a unique framework for assessing risk and opportunity. Trained in his early days to perform equity valuation, Mike came on the scene just as the tech bubble was imploding and the massive discrepancy between growth and value was coming undone. In a great seat to ride the small cap value wave during the post internet bubble, but pre-crisis period, Mike began to appreciate the force of market prices and their impact on behavior, narratives and how they become entangled in feedback loops. Our conversation is a retrospective on these situations of co-dependency – between profits, psychology and the economy. In this context we discuss left and right tail events – in valuations, in housing price appreciate and in events of extreme high and low implied and realized volatility. Mike’s insights on market structure bring to life the motivations and market fri by Alpha Exchange
62 min listen
Manufacturing Matters #2: The U.S. Manufacturing Sector’s Digital Future: In this episode of Manufacturing Matters Dr. Michael Mandel, chief economic strategist at the Progressive Policy Institute in Washington D.C. and senior fellow at the Mack Institute of Innovation Management at the Wharton School (UPenn) describes the dyn... by Manufacturing Talk Radio
7 min listen
Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions by Thoughts on the Market
3 min listen
The U.S. Consumer Won't Quit: The U.S. economy continues to show its resilience as more economic data rolls in. by Real Vision Daily Briefing: Finance & Investing
37 min listen
James Broughel on the Social Discount Rate: James Broughel is a senior research fellow at the Mercatus Center and an adjunct professor of law at George Mason University Law School. James specializes in state and federal regulatory procedures, cost-benefit analysis, and economic growth. He joins... by Macro Musings with David Beckworth
60 min listen
The Chris Voss Show Podcast – Million Dollar Influence: How to Drive Powerful Decisions through Language, Leverage, and Leadership by Alan Weiss, Gene Moran by The Chris Voss Show
48 min listen
Baker’s Dozen: A Geopolitical Toolkit for Businesses: Heightened geopolitical risk has become a primary risk for global corporations. Uncertainty is driving economic and social volatility, even in previously stable regions, and a single event or shift in policy can have an outsized impact on your organi... by RANE Podcast Series
26 min listen
#169 - Is U.S. Policy Toward China Productive?: With Michael Pillsbury, Kori Schake, Graham Allison, and Jake Sullivan by Open to Debate
54 min listen
How Can We Fix The Child Care Crisis? by The New Way We Work
55 min listen
The Downside of Waiting for More Marshmallows: Today on the show, a look at a Tea Party resurgen… by The Gist
28 min listen
34: The State of Play in Marketing Science by The Media Weekly
28 min listen
Surveillance: Retail Sales Miss With Gapen by Bloomberg Surveillance
20 min listen
Navigating Behavioral Investing: The Key to Financial Success by Your Money. Your Mission.
23 min listen
Episode #551 - Achieving Growth At Scale with Dennis Yu: In this episode of Million Dollar Mastermind podcast, Host Larry Weidel is joined by Dennis Yu, Chief Technology Officer at BlitzMetrics. They talk about achieving growth that impacts people at scale, its approaches and challenges, and how the right relationships, data, and insights contribute to ensuring sustainable results. by Million Dollar Mastermind with Larry Weidel
22 min listen
Democracy is the sum of us: Author and public policy expert Heather McGhee joins us this week to discuss her book "The Sum of Us" and how racism shapes public policy and weakens democratic institutions. by Democracy Works
46 min listen
Global vs Local: Discussion with Alexander by The Effective Statistician - in association with PSI
12 min listen
Resoundingly Human: Combatting hate crimes to build a safer future for all: At the heart of operations research, analytics, data science, and all the related fields, is the desire to improve the world around us, transforming data and information into insight and action, from simple business operations decisions to... by Resoundingly Human
18 min listen
192: A Week in Press Conferences: The Good and Not So Good with Warren Weeks by Indestructible PR Podcast with Molly McPherson
30 min listen
More, Better, New: The Order of Strategic Leverage(GymCon Day 1) - Pt. 2 | Ep 560 by The Game w/ Alex Hormozi
31 min listen
[Rebroadcast] Daniel Griswold on the Basics of Trade: Daniel Griswold is a Mercatus Center Senior Resea… by Macro Musings with David Beckworth
60 min listen
Effective Negotiations Part 1: Jim Schleckser is the Chief Executive Officer of The CEO Project, a business advisory group for accomplished CEOs to help them solve their most challenging issues, resolve constraints, drive growth, and improve outcomes. With 30 years of leadership... by The Lazy CEO Podcast
46 min listen
Impactful advocacy for child care: Actionable steps to advocate for better child care policy by The Preschool Podcast
20 min listen

Discover this podcast and so much more

Michael Zezas: Indirect Impacts

Michael Zezas: Indirect Impacts

Description

Titles in the series (100)

More Episodes from Thoughts on the Market

Related podcast episodes