Mike Wilson, Chief Investment Officer at Morgan Stanley joins Guy Adami, Danny Moses, and Dan Nathan for an eighth time! The guys cover market performance, monetary policy post-pandemic, the yield curve's impact, and investor sentiment. They examine growth concerns, inflation risks, and potential impacts of fiscal policies and government spending. Mike Wilson shares insights on sectors like tech, industrials, and energy, and highlights the importance of watching labor market data and bond market movements. Attention is also given to global elections and their implications for the U.S. economy.

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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.

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Asset Inflation: The Real AI with Mike Wilson 48:20 Share

On The Tape

Shownotes Transcript

Asset Inflation: The Real AI with Mike Wilson