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Masters in Business · 2025-08-22 · 78 min · 13,022 words

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

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AI is entering its most consequential phase where scale, safety and sovereignty will determine who leads and who lags. Join Bloomberg Tech in London on November 2nd and 3rd as global leaders across business, finance and policy examine the defining trade-offs shaping the future of AI. Thank you to our presenting sponsor Salesforce and supporting sponsors IDA Ireland and Schneider Electric. Learn more at BloombergLive.com slash Tech London. Bloomberg Audio Studios, podcast's radio news.

This is Masters in Business with Barry Rittholz on Bloomberg Radio. This week on the podcast, what can I say? tour de force conversation about all things economic with Ellen Zentner. She's been at Morgan Stanley for just about a decade now, better part of a decade. She was chief economist.

She has morphed into the chief economic strategist and global head of thematic and macro investing for Morgan Stanley Wealth Management. The firm runs something crazy number like $7 trillion. She's also a member of the firm's Global Investment Committee. She's won every accolade and economic uh award you can as a Wall Street economist. And her her interest just ranges far and wide.

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