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Morgan Stanley Chief US Equity Strategist and Chief Investment Officer Mike Wilson discusses constraints on regional banks, themes for the markets in 2024 and reducing the Magnificent Seven to the Magnificent Four. He speaks with Bloomberg's Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern.  

Morgan Stanley Chief US Equity Strategist and Chief Investment Officer Mike Wilson discusses constraints on regional banks, themes for the markets in 2024 and reducing the Magnificent Seven to the Magnificent Four. He speaks with Bloomberg's Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern.

Listen for top interviews from Bloomberg News. 

Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen for top interviews from Bloomberg News. Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen to top interviews from Bloomberg News.

Bloomberg Talks

Morgan Stanley's Mike Wilson Talks Magnificent Seven Minus Three

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4ce39ad6-a485-4d5f-8e74-b10901334d1e/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's Mike Wilson Talks Magnificent Seven Minus Three

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