Home / Thoughts on the Market
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Topics: Investing , Business
Transcribe the entire archive
1,700 episodes of Thoughts on the Market have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:
curl -s -H "x-api-key: YOUR_KEY" \
https://spoken.md/podcasts/1466686717/episodes \
| jq -r '.episodes[] | "\(.id) \(.title)"' \
| while IFS=' ' read -r id title; do
slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
[ -f "${id}-${slug}.md" ] && continue
curl -sf -H "x-api-key: YOUR_KEY" \
-o "${id}-${slug}.md" \
https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
sleep 0.34
done
Already-saved files are skipped — safe to re-run after a top-up.
2,000 credits — more than the 1,700 you need, because the larger tier costs less. Credits never expire. Excludes VAT, added at checkout for EU customers.
Example Transcripts
What Could Shake Up Markets in September? September 4, 2026
Why Oil Prices Could Rise to $100 Again September 3, 2026
3 Policy Catalysts to Watch This Fall September 2, 2026
The $33 Billion AI Security Opportunity September 1, 2026
From Coffee to Cans: A U.S. Caffeine Shift August 31, 2026
The Politics Behind the Rising U.S. Debt August 28, 2026
Jackson Hole Tests the Fed’s Framework August 27, 2026
When Does Higher U.S. Debt Start to Matter? August 26, 2026
Measuring the Market’s Megatrends August 25, 2026
Markets Faces Hotter, Shorter Cycles August 24, 2026
Shifts in Credit Markets for the AI Buildout August 21, 2026
The New Map of AI Power August 20, 2026
El Niño’s Ripple Effects on Markets August 19, 2026
Korean Stocks: From Correction to a Healthy Recovery August 19, 2026
The UK Has a Better Story to Tell August 14, 2026
Robotaxis’ $1 Trillion Opportunity August 13, 2026
The Potential Way Forward for the U.S.-Iran Standoff August 12, 2026
‘Show Me the Money,’ Market Tells Companies August 11, 2026
How AI Could Simplify the Mortgage Market August 10, 2026
AI’s New Rules of Engagement August 7, 2026
Why Brick and Mortar Banking Still Matters August 6, 2026
How Long Can the Fed Hold On? August 5, 2026
When a Data Center Comes to Town August 4, 2026
Quality Matters Again August 3, 2026
The Structural Forces Moving Capital July 31, 2026
The Oil Market’s Billion-Barrel Problem July 29, 2026
Fed in July: A Weaker Case for Hiking July 28, 2026
A More Selective Stock Market July 27, 2026
An Odyssey Through Market History July 24, 2026
Data Centers’ Political Battle July 23, 2026
More Stocks Join the Bull Market July 22, 2026
The Global Rate Debate July 21, 2026
AI Spending: A New Engine for the Global Economy July 21, 2026
Why Your Medical Bill Is So High July 17, 2026
A Test for Capital Markets: Funding AI July 16, 2026
AI as a Sovereign Power July 15, 2026
What’s Fueling Stocks After the AI Trade July 14, 2026
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs July 13, 2026
A New Chapter for North American Trade July 10, 2026
The AI Divide Between the U.S. and Japan July 9, 2026
3 Things That Could Break the Summer Rally July 8, 2026
AI’s Next Stress Test July 7, 2026
Next Leg of the Bull Market? July 6, 2026
America’s Frontier-Market Origin Story July 3, 2026
Investors’ Focus Shifts to Rates and AI July 2, 2026
What to Watch Ahead of the Midterms July 1, 2026
The Market Shift Investors May Be Missing June 30, 2026
Comeback for Europe’s Bull Market? June 29, 2026
The Warsh Effect on Mortgages June 26, 2026
Consumer Confidence and the U.S. Midterms June 25, 2026
What a Quieter Fed Could Mean for Markets June 24, 2026
The Obstacles to Buying a First Home June 23, 2026
Why Warsh May Let Markets Tough It Out June 22, 2026
Inside the AI Debt Surge June 18, 2026
Can Policy Solve AI’s Chipflation? June 17, 2026
Warsh’s Opening Act at the Fed June 16, 2026
The Bull Case After the Pullback in Stocks June 15, 2026
India’s Next Market Phase June 12, 2026
Inflation Relief Ahead? June 11, 2026
Who Owns Travel Loyalty? June 10, 2026
Asia’s Race to Power AI June 9, 2026
The High Cost of AI Memory June 8, 2026
What New Tariffs Mean for Investors June 5, 2026
Why Oil Supply May Stay Tight for Months June 4, 2026
AI Borrowing Creates a New Credit Playbook June 3, 2026
When Stocks, Bonds and Oil Move Together June 2, 2026
Hard Lessons: Rick Rieder May 5, 2026
A New Playbook for Equity Investors February 3, 2026
These are examples, not the full list — see everything available from this show via the API, get started .
Thousands of transcripts fetched by people building searchable podcast archives
Get any Thoughts on the Market episode as clean, speaker-labeled Markdown — ready for your AI agent.
curl -H "x-api-key: YOUR_KEY" \
https://spoken.md/transcripts/1000787921721
No subscription. Credits never expire. Prices exclude VAT, added at checkout for EU customers. Try free with pt_demo .