Mike Wilson, Morgan Stanley chief US equity strategist, talks about his call to upgrade cyclical stocks after Friday's strong US jobs report. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

Mike Wilson, Morgan Stanley chief US equity strategist, talks about his call to upgrade cyclical stocks after Friday's strong US jobs report. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

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Listen to top interviews from Bloomberg News.

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Morgan Stanley & Co Chief US Equity Strategist Mike Wilson Talks US Jobs Report

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d9fe4eec-9fa0-46ec-ae6f-b20500e0553d/transcript

With travel costs at record highs and 73% of families citing affordability as their top concern, the traditional summer vacation is being replaced by the Summer Survival Economy. David Hoffmann, CEO of Sky Zone and a veteran of the franchise world (Dunkin’ Brands, McDonald's) discusses the macro-trends driving this shift.

With travel costs at record highs and 73% of families citing affordability as their top concern, the traditional summer vacation is being replaced by the Summer Survival Economy. David Hoffmann, CEO of Sky Zone and a veteran of the franchise world (Dunkin&rsquo; Brands, McDonald's) discusses the macro-trends driving this shift.

Sky Zone CEO David Hoffman Talks Summer Economy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a4ca0267-2cb3-4671-bf45-b47b015c5375/transcript

Claudia Sahm, Chief Economist at New Century Advisors, brings us into the jobs report for the month of June with Bloomberg's Tom Keene and Paul Sweeney. 

Claudia Sahm, Chief Economist at New Century Advisors, brings us into the jobs report for the month of June with Bloomberg's Tom Keene and Paul Sweeney.&nbsp;

Claudia Sahm Talks US Jobs Report

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9bddae99-4f1c-4103-9343-b47b00f44edf/transcript

Brian Belski, CEO and founder at Humilis Investments, joins Bloomberg's Tom Keene and Paul Sweeney for an extended discussion on the equity rally and his favorite contrarian sector

Brian Belski, CEO and founder at Humilis Investments, joins Bloomberg's Tom Keene and Paul Sweeney for an extended discussion on the equity rally and his favorite contrarian sector

Humilis's Brian Belski Talks Stock Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7dc65a5-3ab0-42f3-b567-b47b00f44ee3/transcript

Morgan Stanley & Co Chief US Equity Strategist Mike Wilson Talks US Jobs Report

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