This week, I speak with Ellen Zentner, Chief Economic 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 individual- and institutional-investor portfolios, and guiding stakeholders and internal teams to support the firm’s investment strategies.
Previously, Zentner worked at Bank of Tokyo-Mitsubishi UFJ Ltd., and Nomura Securities International. She began her career working as a Senior Economist for the Texas State government under then Governor George W. Bush.
We discuss everything from tariffs to Fed independence to data integrity at the BLS.
A list of her favorite books is here; A transcript of our conversation is available here Tuesday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business next week with Heather Boushey, previously a member of the Council of Economic Advisers under President Biden, and chief economist to the president’s Invest in America cabinet. She is currently a senior research fellow at the Reimagining the Economy Project at the Harvard Kennedy School.
Favorite Books
Books Barry Mentioned
