Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks with Bloomberg's Jonathan Ferro

Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks with Bloomberg's Jonathan Ferro

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Morgan Stanley's Mike Wilson Talks Equity Trade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e8966ab2-fb40-4441-be7a-b47f00f11d1d/transcript

Ralph Schlosstein, Evercore Chairman Emeritus, says the election result reflects a preference for centrism, checks and balances, and less volatility, alongside greater attention to Americans’ cost-of-living concerns. Schlosstein also suggests companies considering major strategic deals may find the regulatory environment more receptive over the next two years. He speaks with Bloomberg's Dani Burger and Isabelle Lee.

Ralph Schlosstein, Evercore Chairman Emeritus, says the election result reflects a preference for centrism, checks and balances, and less volatility, alongside greater attention to Americans&rsquo; cost-of-living concerns. Schlosstein also suggests companies considering major strategic deals may find the regulatory environment more receptive over the next two years. He speaks with Bloomberg's Dani Burger and Isabelle Lee.

Ralph Schlosstein Talks M&A Outlook After Midterms

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/49e6fe34-854d-4ede-8c7a-b4f8010822b6/transcript

Leslie Vinjamuri, President & CEO at Chicago Council on Global Affairs, discusses the Trump Administration's foreign policy, and how the Iran War impacted the midterm results. She speaks with Bloomberg's Tom Keene and Paul Sweeney.

Leslie Vinjamuri, President &amp; CEO at Chicago Council on Global Affairs, discusses the Trump Administration's foreign policy, and how the Iran War impacted the midterm results. She speaks with Bloomberg's Tom Keene and Paul Sweeney.

Leslie Vinjamuri Talks Midterms in Relation to Iran

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8ba4b6e2-bc99-4a29-914c-b4f80104f5e1/transcript

Former Chicago Mayor Rahm Emanuel calls the election a repudiation of President Trump, not a full endorsement of Democrats. He says Democrats should move quickly on ethics reform, cost-of-living concerns, and other shared priorities to keep independents and non-MAGA Republicans in their coalition. He also weighs in on the party’s future and a possible 2028 run.

Former Chicago Mayor Rahm Emanuel calls the election a repudiation of President Trump, not a full endorsement of Democrats. He says Democrats should move quickly on ethics reform, cost-of-living concerns, and other shared priorities to keep independents and non-MAGA Republicans in their coalition. He also weighs in on the party&rsquo;s future and a possible 2028 run.

Rahm Emmanuel Talks Midterm Election Results

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/46492bd7-7184-4764-a631-b4f80101bca2/transcript

Morgan Stanley's Mike Wilson Talks Equity Trade

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