4.6 • 757 Ratings
🗓️ 7 October 2022
⏱️ 54 minutes
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0:00.0 | Okay, welcome to On the Tape. |
0:02.8 | I'm Dan Nathan. |
0:03.5 | I'm here with Demo. |
0:04.6 | Danny Moses, you know the man, the myth, the legend. |
0:06.6 | He was just called a legend by our guest right here. |
0:08.9 | Mike Wilson, who is the head equity strategist at Morgan Stanley, also the CIO. |
0:13.8 | Welcome back to On the Tape, Mike Wilson. |
0:16.1 | Yeah, great to see you guys. |
0:17.2 | Mike, it's almost like we can just leave now because everything you say I completely agree with. So we can just, you can just. I agree with everything this guy has been saying. But now we've got |
0:25.3 | put it on the tape, right? I make this promise. If and when you do turn bullish, I will turn bullish with you. |
0:29.6 | Really? Yes. When he does it, all of our listeners are waiting? Guy Adami is in the, what tunnel? The Lincoln Tunnel, AD, or the Holland? One of the tunnels. He doesn't even know. He doesn't even know. But I will tell you he's probably fit to be tied. So he's going to show up hopefully in a little bit here. We're going to get into it. All right, Mike Wilson, as Danny just said, not only do we think you were the best strategist on the street, both of us go way back with you. You and I, when you were in |
0:55.3 | tech sales, you were working with our friend Billy back in the late 90s, and I was at a hedge fund. |
0:59.6 | You were covering me, and you were a standout salesman. You went on to run equity research, |
1:04.9 | that you went on to be a strategist, CIO now. You have a lot of titles at Morgan Stanley. Talk to us about that, what, |
1:11.1 | 25-year career at the same bank that is unheard of generally, isn't it? |
1:15.4 | 30 years, but who's counting? Working on 31. But the key to my success is that I move on |
1:19.2 | before they figure out I'm useless. You get rid of the next job, you know, create that new job, |
1:23.1 | and they say, oh, well, I forgot about that guy, and and next job is honest. Really? I don't think that's true. Look, it keeps it interesting. I mean, I never |
1:28.5 | would have been able to stay at one place of work doing the same thing. I would go crazy. |
1:32.9 | So, look, on one hand, I've been extremely fortunate because they've given me that opportunity. |
1:36.5 | I mean, they usually give me too much to do, last 30 years. And it feels nice because I do feel like |
1:47.4 | Morgan Stanley is in a really good position now. I would say that you and I both started in the |
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