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.

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&rsquo;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&rsquo;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.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cf6b3110-07ea-495a-8c2b-b340016648da/transcript

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