4.4 • 2.2K Ratings
🗓️ 22 August 2025
⏱️ 80 minutes
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Barry speaks with Ellen Zentner, Chief Economist Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management and a member of the Firm’s Global Investment Committee. She and her team are responsible for generating event-driven and forward-looking secular thematic insights, identifying how they can contribute to Morgan Stanley’s individual- and institutional-investor portfolios, and guiding stakeholders and internal teams to support the firm's investment strategies. Ellen previously worked as a Senior Economist for the Texas State government, Bank of Tokyo-Mitsubishi UFJ Ltd., and Nomura Securities International.
In this episode, they discuss everything from tariffs to Fed independence to data integrity at the BLS.
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| 0:00.0 | Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg. |
| 0:08.6 | These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day. |
| 0:15.2 | Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's |
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| 1:02.0 | Bloomberg Audio Studios, Podcasts Radio News. |
| 1:10.0 | This is Masters in Business with Barry Rittoltz on Bloomberg Radio. |
| 1:16.1 | This week on the podcast, what can I say? |
| 1:19.1 | Tour to Force conversation about all things economic with Ellen Zentner. |
| 1:24.8 | She's been at morgan stanley for |
| 1:27.5 | just about a decade now better part of a decade |
| 1:30.7 | uh... her she was chief economist |
| 1:34.0 | she has morphed into the chief economic strategist |
| 1:38.4 | and global head of thematic and macro investing |
| 1:41.8 | for morgan stanley wealth management |
| 1:44.0 | the firm runs something crazy number like |
| 1:46.0 | $7 trillion. She's also a member of the firm's Global Investment Committee. She's won every |
| 1:52.2 | accolade and economic award you can as a Wall Street economist. And her interest just ranges far and wide. We talk about everything |
... |
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