Mike Wilson On The Fed's Latest Rate Cut and What's Next In 2026

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 30 October 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and Dan Nathan are joined by Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley. They discuss the complexities of the current market landscape, including key topics such as the impact of the Fed's recent rate cuts, the significance of US-China relations, and the importance of Nvidia in the market. The conversation also delves into the broader economic strategies being employed, including deregulation, the rebalancing of the economy, and the implications of small business growth. Mike shares his thoughts on potential inflation, wage growth, and the future of energy and healthcare sectors. The discussion highlights indicators of potential market corrections, the risks associated with AI investment, and the evolving nature of financial markets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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1:08.4	A very warm welcome to the Risk Reversal Podcast.
1:11.7	My name is Guy Adami.
1:12.9	I'm always joined by Dan Nathan.
1:14.7	And for the ninth or 10th time, probably the 10th.
1:18.7	We're joined by Mike Wilson.
1:20.2	He is the CIO that's Chief Investment Officer and Chief U.S. equity strategist at Morgan Stanley.
1:27.1	Company, by the way, this is doing extraordinarily well, in large part due to some of the calls that Mike Wilson makes. Hello, Michael. Hey, guys. How are you? Well, we were talking before the show about my hatred of Reds, the NFL Red Zone, and you said it should be outlaw. So you're you are in accord with swizzle
1:45.9	here. Dan's like you guys are all we used to try to come up with like you know catchy titles to
1:50.6	podcast. This would have been something with the okay boomer the kids today. They love the right
1:54.5	zone. I don't I'm not interested in what the kids. You know why? Because it's all the gambling
	...

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