From Investment Banker to CIO with Mike Wilson

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 5 September 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

Barry Ritholtz speaks with Mike Wilson, Chief Investment Officer and Chief US Equity Strategist at Morgan Stanley. Prior to becoming CIO, Mike began his career with the firm in 1989 as an investment banker. He has since held various positions within Morgan Stanley’s Institutional Equity Division, including Head of Content Distribution for North American Equities. On this episode, Mike shares his experience at Morgan Stanley, the path to CIO, and his thoughts on the forces shaping today's markets.

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Transcript

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0:00.0	Behind the Bright Lights and Adrenaline of Pro Sports is an equally exciting world of
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0:17.8	Every Thursday we talk to all-stars like Serena Williams and Derek Jeter, as well as the brains behind brands like the Harlem Globetrotters and
0:24.6	Nasdaq.
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0:31.4	Bloomberg Audio Studios.
0:34.3	Podcasts, Radio News.
0:37.3	This is Masters in Business with Barry Ritholtz on Bloomberg Radio. This week on the
0:45.0	on the podcast I have an extra special guest Mike Wilson has been with
0:49.8	Morgan Stanley since 1989 rising up through the ranks of institutional sales, trading, investing
0:57.4	banking to eventually becoming chief investment officer and chief U.S. Equity Strategist.
1:04.2	He has a very interesting approach to thinking about market valuations and strategies and
1:09.8	when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed an
1:16.8	excellent track record in doing so, I thought this conversation was really
1:21.6	quite fascinating and I think you will also,
1:25.0	especially if you're not only interested in equity, but curious as to how to combine
1:31.8	various aspects of market functions, valuation, economic cycle, fed actions
1:39.2	into one coherent strategy.
1:41.9	I thought this was fascinating and I think you will also with no
	...

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