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The media alone can't ease the tensions that come from the debate surrounding the issues we deal with every day.

However, we can create spaces where people can freely kick the tires of their preconceived notions.

I'm Tim O'Brien, and I'm the senior executive editor at

Bloomberg Opinion. On our platform we ask tough questions and solve complex

problems with the facts in mind. Because context changes how you see things and how you change things.

Context changes everything.

Start exploring our opinion coverage and more at Bloomberg.com slash subscribe.

Morgan Stanley's Mike Wilson writing this,

The data tell us growth and inflation

are slowing directionally and the Fed will be using this year as a result.

Under such conditions, quality growth outperforms. When in doubt, it pays to go with the highest probability winner in

this case it's high quality growth. Mike and pleased to say joins us now for more.

Mike it's good to see you guys. Good morning.

Fantastic to have you with us around a table. We'll get to stocks in a second. I want to talk about the outlook.

A convictionless outlook was a theme in a recent note of yours.

How convictionless are things right now?

...