Morgan Stanley's Wilson on Nvidia, Market Risks, Fed

Published 2024-06-25
Mike Wilson, Morgan Stanley chief US equity strategist, talks about where he sees risks to the market, monetary policy, the rise of Nvidia, and how just a handful of mega caps are driving US stocks today. He's on "Bloomberg Surveillance."
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All Comments (21)
  • The market and the Fed consistently underestimate the sticky nature of inflation. The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling. What is the greatest strategy to take advantage of the current bear market while I'm still deciding whether to sell my $465k worth of stocks?
  • @MickyGlover
    just sold part of my Nvidia stock to protect my profits, but I'm holding onto some for the long run because of the company's strong growth prospects. In addition, I'm thinking of expanding the variety in my $400K stock portfolio, but I'm not sure how to handle risks going forward.
  • @BitcoinFx-o6e
    AI stocks are set to dominate 2024. I prefer NVIDIA because they're well-positioned for long-term growth and support other AI companies. I know someone who made over 200% with NVIDIA. I'll also consider the other recommendations you made.
  • @BrewerVera
    One question please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%.
  • @Thomasbonner752
    This video indicates you don't need a high IQ to be a good investor, just 2 qualities, self discipline and a lot of patience. Investing is mostly about behavioral psychology. How can I generate more income to retire with at least $3m for long term care?
  • @Chris-kt3ok
    I thought he hid under a rock after he completely missed the boat for him and clients. Nvidia is down a few days, and he reappears! Someone tell Mike Wilson that Elections drive bull markets! When rates drop the market roars!
  • @jw999
    This dude is still not fired??!!
  • @jhull5870
    Wilson has lost most of his credibility. I'm here just to read other comments.
  • Great interview, super-intelligent, well-formed questions by the Bloomberg journalists.
  • @in4cer457
    Can you remember when Willson was right????😂😂😂 I want his job 😅😅😅
  • @paulo4371
    I would not listen to Mike Wilson you will get broke. He is the biggest bear. I’m more positive with the US market vs the rest of the world! Nvidia is the forefront of the next Industrial Revolution.
  • @TXDuckman1717
    Let’s create an inverse Mike Wilson ETF. You’ll outperform.
  • @Aarrenrhonda3
    I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
  • You gotta give it to him. He is sticking to his forecast from 3 years. Eventually market will turn bear in the future and he will say then I told you so.
  • @aj-runner
    Does he still work for Morgan Stanley?
  • @hana_moon
    Nvidia boat is a speeding ahead. Is not just the US companies need AI, it is the whole entire world want it.
  • Kolanovic is gone and this guy is still around ??? Amazing.