The Meb Faber Show

The Market Is Entering a New Cycle - Morgan Stanley's Mike Wilson

Mar 20, 2026 · 0:44:32

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✨ AI Summary

Mike Wilson discusses a new market cycle with a staggered recovery.
Expect leadership to broaden beyond mega-caps to small caps and cyclicals.
Risks include AI disruption, private credit, and the Iran conflict.

Guests on This Episode

MW

Morgan Stanley's Mike Wilson

1 podcast appearance

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