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On The Tape

The Market’s Dirty Little Secret with Mike Wilson of Morgan Stanley

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 7 April 2023

⏱️ 47 minutes

🧾️ Download transcript

Summary

Guy and Dan are joined by Mike Wilson of Morgan Stanley to discuss the Q1 rally (5:00), complacency in the stock market (10:30), bond market volatility (21:00), his bull/base/bear case price targets (23:00), the banking crisis (34:00), sectors to watch (42:30), and answer listener questions (45:00). Watch On The Tape on YouTube: About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

Click on a timestamp to play from that location

0:00.0

You are listening to the On the Tape podcast. I'm Guy Adami, generally and usually joined by Danny

0:08.1

is on vacation. Well-deserved vacation, by the way. But of course, Dan Nathan is here. And today for this

0:15.0

podcast, we are joined by Mike Wilson, chief investment officer and chief U.S.

0:21.0

equity strategy at Morgan Stanley.

0:23.5

Not only that,

0:24.4

we asked for questions,

0:25.7

you gave us questions,

0:27.4

we're going to address some of those.

0:28.7

We got a lot to talk about,

0:30.5

Michael,

0:30.8

welcome to the On a Tape podcast.

0:32.4

Great to see you guys.

0:32.9

Welcome back.

0:34.2

Happy holiday week.

0:35.7

Just, you know, Michael's team, they've given him the go ahead to do a quarterly with us.

0:40.2

Like a quarterly pod.

0:41.4

Like every quarter.

0:42.3

So he was here the first week of January.

0:44.0

Now it's the first week of April, right?

0:45.5

Like, it's a simple.

0:46.5

So both of you indulge me for just a second.

0:48.7

Of course, as we do.

...

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