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

This episode of Masters in Business features an interview with Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, by Barry Ritholtz. Zentner discusses her unconventional path to Wall Street, starting with her time at the Texas State Comptroller's Office and eventually leading to her role at Morgan Stanley. The conversation covers a range of topics, including the impact of demographics on the economy, the youth boom, housing shortages, thematic investing with a focus on AI, the influence of tariffs and trade policies, data integrity, and the Federal Reserve's independence. Zentner also shares personal anecdotes and book recommendations, providing insights into her career and economic perspectives.