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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 15 of 15

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 15 of 15

Hard Lessons: Dan Ivascyn: Conviction Needs Capital | 20 Oct 2026 | Hard Lessons | Morgan Stanley

- > "We are just talking about... how the rating agency is getting all this wrong. We cannot believe that they're saying that the lifetime overall losses are going to be 4 to 5%. That is absolute insanity. These losses are going to be 9, 10, 11, 12%. They turned out to be 30%." - **Dan Ivascyn** [[00:00:00](https://www.youtube.com/watch?v=zCqi2_zQmsQ&t=00h00m00s)] - > "It's nice to get paid for complexity as…

Oct 22, 2026·Leaders, Investors & Entrepreneurs
Hard Lessons: Dan Ivascyn: Conviction Needs Capital | 20 Oct 2026 | Hard Lessons | Morgan Stanley

Exceptional Leaders: Shake Shack: Hospitality at Scale | 16 Oct 2026 | Exceptional Leaders | Morgan Stanley

> "I always felt incorrectly I felt that growing was going to be selling out. And I had to convince myself that you can also sell up. You don't have to sell out. And if you can actually use your growth to advance your culture and get better and create more jobs and do better things for more neighborhoods, that's not a bad thing." - **Danny Meyer** [[00:00:04](https://www.youtube.com/watch?v=h-etSqf_RX0&t=0m04s)] >…

Oct 22, 2026·Leaders, Investors & Entrepreneurs
Exceptional Leaders: Shake Shack: Hospitality at Scale | 16 Oct 2026 | Exceptional Leaders | Morgan Stanley

Break the Playbook with Justin Lubell | 16 Oct 2026 | Morgan Stanley

- > "You want intellectual conviction as opposed to emotional conviction. People who are intellectually convicted, they have the work. They can tell you exactly the research they've done... emotion is less of the valuable kind." - **Justin Lubell** [[00:01:24](http://www.youtube.com/watch?v=fbYXfVtUePU&t=0h1m24s)] - > "I actually try to describe what we offer as like an exoskeleton... But if you're not a great…

Oct 21, 2026·Leaders, Investors & Entrepreneurs
Break the Playbook with Justin Lubell | 16 Oct 2026 | Morgan Stanley

China’s $12 Trillion Manufacturing Upgrade | 30 Sept 2026 | Morgan Stanley

**1. Executive Briefing (TL;DR)** - **Transition to Industrial 5.0:** China is moving from Industrial 4.0 (connectivity and digitalization) to Industrial 5.0, integrating AI to optimize production scheduling, quality control, and predictive equipment maintenance [[00:00:39](http://www.youtube.com/watch?v=uc_ed4e7cog&t=00h00m39s)]. - **Software-Upgradable Physical Labor:** Embodied AI allows traditional industrial…

Sep 30, 2026·China
China’s $12 Trillion Manufacturing Upgrade | 30 Sept 2026 | Morgan Stanley

Hard Lessons: Brad Jacobs: Question Deeply, Act Quickly | 28 Aug 2026 | Hard Lessons | Morgan Stanley

- > "If you go back to Brad at that point in time what would you have done differently? I wouldn't have bet the ranch on it... we probably lost 500 million bucks which is a lot of money and you remember that forever so we could afford it but barely." - **Brad Jacobs** [[00:00:05](http://www.youtube.com/watch?v=4WWP4dhzxRA&t=0m5s)] - > "A pivot was bold... it was a good move but it was a pivot and investors don't…

Aug 28, 2026·Leaders, Investors & Entrepreneurs
Hard Lessons: Brad Jacobs: Question Deeply, Act Quickly | 28 Aug 2026 | Hard Lessons | Morgan Stanley

The Market Is Entering a New Cycle - Morgan Stanley's Mike Wilson | The Meb Faber Show

> "The single biggest impact of COVID is that we're now into an inflationary regime that will probably last 30 years." - **Mike Wilson** [[00:11:55](https://youtu.be/b_25Yt0A0tM?si=iPRdEUSItkzmdUbx&t=0h11m55s)] > "Normally when you get a traditional recession everything kind of just collapses at once... this time around what we saw was sort of this staggered sort of recession through the economy." - **Mike…

Mar 20, 2026·all-in-podcast
The Market Is Entering a New Cycle - Morgan Stanley's Mike Wilson | The Meb Faber Show

Is the Market Correction Ending? | Thoughts on the Market | Morgan Stanley

**Comprehensive Summary: "Is the Market Correction Ending?"** **Speaker:** Mike Wilson, Morgan Stanley CIO and Chief US Equity Strategist **Date:** Monday, March 16, 2026 **Executive Summary** Mike Wilson argues that the current equity market correction, which began in late 2025, is entering its final "capitulatory" phase. While recent headlines focus on the Iran conflict and oil prices, Wilson suggests the market…

Mar 17, 2026·Crude Oil & Energy
Is the Market Correction Ending? | Thoughts on the Market | Morgan Stanley

https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/the-beat/43274.pdf?1773521045155

*The BEAT: Q1 2026 - March | Quarterly Global Market and Asset Allocation Guide #MorganStanley #Report*

Mar 14, 2026·Morgan Stanley
https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/the-beat/43274.pdf?1773521045155

The BEAT™: From Chaos To Clarity - Themes to Invest In | Feb 2026 | Jim Caron | Morgan Stanley

*Image Source: MSIM Portfolio Solutions Group as of February 15, 2026* Excerpt: > MS: For the past few generations, we have been living in a post-Bretton Woods financial era. If you ever took an economics course, you likely heard about Bretton Woods, NH, where in 1944 allied nations came together to decide on a post-war order designed to rebuild global economies. Since the U.S. would clearly emerge as the…

Mar 1, 2026·Equity
The BEAT™: From Chaos To Clarity - Themes to Invest In | Feb 2026 | Jim Caron | Morgan Stanley

Untitled fe2c39

*The BEAT™: From Chaos To Clarity - Themes to Invest In | Morgan Stanley*

Mar 1, 2026·The BEAT
Untitled fe2c39

https://advisor.morganstanley.com/scott.altemose/documents/field/s/sc/scott-a--altemose/GIC-M-FEB-2026.pdf

*GIC InsightsMonthly Perspectives – February 2026 | Morgan Stanley*

Mar 1, 2026·Morgan Stanley
https://advisor.morganstanley.com/scott.altemose/documents/field/s/sc/scott-a--altemose/GIC-M-FEB-2026.pdf

Signs That Global Growth May Be Ahead | Thoughts on the Market | Morgan Stanlet

> This summary analyzes the **Morgan Stanley** "Thoughts on the Market" podcast featuring **Andrew Sheets**, Global Head of Fixed Income Research, published on **February 12, 2026**. **The "Overlapping Signal": A Philosophy of Indicators** The core thesis of the podcast is that while individual economic indicators can be unreliable, a collective alignment across diverse sectors provides a powerful signal for…

Feb 13, 2026·Equity
Signs That Global Growth May Be Ahead | Thoughts on the Market | Morgan Stanlet

https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf?1770755492410

*Bayes and Base Rates - How History Can Guide Our Assessment of the Future | Michael Mauboussin*

Feb 12, 2026·Michael Mauboussin
https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf?1770755492410

A Thematic Look at Market Volatility | Morgan Stanley

> *Four forces are reshaping the economic landscape: **AI and tech diffusion**, **the future of energy**, **longevity**, and **a multipolar world**.* **Executive Summary** > This Morgan Stanley *Thoughts on the Market* episode features **Steven Berg** and **Michelle Weaver** outlining the firm's strategic thematic framework for **2026**. The core thesis posits that while short-term market "noise" is high, the true…

Feb 11, 2026·Equity
A Thematic Look at Market Volatility | Morgan Stanley

https://x.com/charliebilello/status/2009653124521140351?s=20

S&P500 2026 | Targets

Jan 9, 2026·S&P 500
https://x.com/charliebilello/status/2009653124521140351?s=20
Source
Leaders, Investors & EntrepreneursMorgan StanleyPodcast

Hard Lessons: Dan Ivascyn: Conviction Needs Capital | 20 Oct 2026 | Hard Lessons | Morgan Stanley

  • "We are just talking about... how the rating agency is getting all this wrong. We cannot believe that they're saying that the lifetime overall losses are going to be 4 to 5%. That is absolute insanity. These losses are going to be 9, 10, 11, 12%. They turned out to be 30%." - Dan Ivascyn [00:00:00]

  • "It's nice to get paid for complexity as…

View Full Article
UJ
Oct 22, 2026
Source
Leaders, Investors & EntrepreneursMorgan StanleyPodcast

Exceptional Leaders: Shake Shack: Hospitality at Scale | 16 Oct 2026 | Exceptional Leaders | Morgan Stanley

"I always felt incorrectly I felt that growing was going to be selling out. And I had to convince myself that you can also sell up. You don't have to sell out. And if you can actually use your growth to advance your culture and get better and create more jobs and do better things for more neighborhoods, that's not a bad thing." - Danny Meyer [00:00:04]

…

Source
Leaders, Investors & EntrepreneursMorgan StanleyPodcast

Break the Playbook with Justin Lubell | 16 Oct 2026 | Morgan Stanley

  • "You want intellectual conviction as opposed to emotional conviction. People who are intellectually convicted, they have the work. They can tell you exactly the research they've done... emotion is less of the valuable kind." - Justin Lubell [00:01:24]

  • "I actually try to describe what we offer as like an exoskeleton... But if you're not a great…

Source
ChinaMarkets & InvestmentsMorgan Stanley
+11 more tag
Outlook / Update
Source
Leaders, Investors & EntrepreneursMarkets & InvestmentsMorgan Stanley
+11 more tag
Source
all-in-podcastCycleEquity
+66 more tags
Markets
Source
Crude Oil & EnergyMacro / EconomicsMacros
+77 more tags
Markets
Source
Morgan StanleyReportThe BEAT
Source
EquityFinanceMacro / Economics
The BEATReportMorgan Stanley
+77 more tags
Source
Morgan Stanley
Source
EquityEuropeGrowth
+55 more tags
Macros
Source
Michael MauboussinCounterpoint Global InsightsMorgan Stanley
Source
EquityMacrosMarkets & Investments
+33 more tags
Morgan Stanley
Source
S&P 500WallstreetGoldmanSachs
+6
View Full Article
UJ
Oct 22, 2026
View Full Article
UJ
Oct 21, 2026

China’s $12 Trillion Manufacturing Upgrade | 30 Sept 2026 | Morgan Stanley

1. Executive Briefing (TL;DR)

  • Transition to Industrial 5.0: China is moving from Industrial 4.0 (connectivity and digitalization) to Industrial 5.0, integrating AI to optimize production scheduling, quality control, and predictive equipment maintenance [00:00:39].
  • Software-Upgradable Physical Labor: Embodied AI allows traditional industrial…
View Full Article
UJ
Sep 30, 2026
Podcast

Hard Lessons: Brad Jacobs: Question Deeply, Act Quickly | 28 Aug 2026 | Hard Lessons | Morgan Stanley

  • "If you go back to Brad at that point in time what would you have done differently? I wouldn't have bet the ranch on it... we probably lost 500 million bucks which is a lot of money and you remember that forever so we could afford it but barely." - Brad Jacobs [00:00:05]

  • "A pivot was bold... it was a good move but it was a pivot and investors don't…

View Full Article
UJ
Aug 28, 2026
Markets & Investments
Morgan Stanley
Podcast
The Meb Faber Show
US

The Market Is Entering a New Cycle - Morgan Stanley's Mike Wilson | The Meb Faber Show

"The single biggest impact of COVID is that we're now into an inflationary regime that will probably last 30 years." - Mike Wilson [00:11:55]

"Normally when you get a traditional recession everything kind of just collapses at once... this time around what we saw was sort of this staggered sort of recession through the economy." - **Mike…

View Full Article
UJ
Mar 20, 2026
Markets & Investments
Monetary Policy
Morgan Stanley
Podcast
US
Views

Is the Market Correction Ending? | Thoughts on the Market | Morgan Stanley

Comprehensive Summary: "Is the Market Correction Ending?" Speaker: Mike Wilson, Morgan Stanley CIO and Chief US Equity Strategist Date: Monday, March 16, 2026

Executive Summary Mike Wilson argues that the current equity market correction, which began in late 2025, is entering its final "capitulatory" phase. While recent headlines focus on the Iran conflict and oil prices, Wilson suggests the market…

View Full Article
UJ
Mar 17, 2026
+7
7 more tags
InvestingFinanceWall StreetMacro / EconomicsReport, Blogs & InsightsMarkets & InvestmentsEquity

https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/the-beat/43274.pdf?1773521045155

The BEAT: Q1 2026 - March | Quarterly Global Market and Asset Allocation Guide #MorganStanley #Report

View Full Article
UJ
Mar 14, 2026
+6
6 more tags
Markets & InvestmentsMorgan StanleyReportReport, Blogs & InsightsThe BEATWall Street

The BEAT™: From Chaos To Clarity - Themes to Invest In | Feb 2026 | Jim Caron | Morgan Stanley

Image Source: MSIM Portfolio Solutions Group as of February 15, 2026

Excerpt:

MS: For the past few generations, we have been living in a post-Bretton Woods financial era. If you ever took an economics course, you likely heard about Bretton Woods, NH, where in 1944 allied nations came together to decide on a post-war order designed to rebuild global economies. Since the U.S. would clearly emerge as the…

View Full Article
UJ
Mar 1, 2026
Outlook 2026FinanceWall StreetMacro / EconomicsReport, Blogs & InsightsMarkets & InvestmentsEquity

Untitled fe2c39

The BEAT™: From Chaos To Clarity - Themes to Invest In | Morgan Stanley

View Full Article
UJ
Mar 1, 2026
Report
Finance
+55 more tags
Wall StreetMacro / EconomicsReport, Blogs & InsightsMarkets & InvestmentsEquity

https://advisor.morganstanley.com/scott.altemose/documents/field/s/sc/scott-a--altemose/GIC-M-FEB-2026.pdf

GIC InsightsMonthly Perspectives – February 2026 | Morgan Stanley

View Full Article
UJ
Mar 1, 2026
Markets & Investments
Morgan Stanley
Podcast
US

Signs That Global Growth May Be Ahead | Thoughts on the Market | Morgan Stanlet

This summary analyzes the Morgan Stanley "Thoughts on the Market" podcast featuring Andrew Sheets, Global Head of Fixed Income Research, published on February 12, 2026.

The "Overlapping Signal": A Philosophy of Indicators

The core thesis of the podcast is that while individual economic indicators can be unreliable, a collective alignment across diverse sectors provides a powerful signal for…

View Full Article
UJ
Feb 13, 2026
+44 more tags
ReportReport, Blogs & InsightsMarkets & InvestmentsEquity

https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf?1770755492410

Bayes and Base Rates - How History Can Guide Our Assessment of the Future | Michael Mauboussin

View Full Article
UJ
Feb 12, 2026
Podcast
Themes

A Thematic Look at Market Volatility | Morgan Stanley

Four forces are reshaping the economic landscape: AI and tech diffusion, the future of energy, longevity, and a multipolar world.

Executive Summary > This Morgan Stanley Thoughts on the Market episode features Steven Berg and Michelle Weaver outlining the firm's strategic thematic framework for 2026. The core thesis posits that while short-term market "noise" is high, the true…

View Full Article
UJ
Feb 11, 2026
6 more tags
JPMorganMorgan StanleyEquityReport, Blogs & InsightsMarkets & InvestmentsUS

https://x.com/charliebilello/status/2009653124521140351?s=20

S&P500 2026 | Targets

View Full Article
UJ
Jan 9, 2026