Dan Skelly
Managing Director at Morgan Stanley Wealth Management; discusses valuations, market rotation, and the divergence between markets and the broader economy.
Best podcasts with Dan Skelly
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19 snips
Nov 11, 2025 • 28min
Bloomberg Surveillance TV: November 11th, 2025
Omar Aguilar, CEO & CIO at Schwab Asset Management, highlights the need to trim momentum stock exposure amidst inflation uncertainty. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, analyzes the political landscape post-shutdown, discussing voter concerns and midterm implications. Dan Skelly from Morgan Stanley shares insights on market valuations and the healthy rotation in stocks. Finally, Venu Krishna, Head of US Equity Strategy at Barclays, presents an optimistic year-end target for the S&P 500, fueled by AI advancements and improving earnings.
Oct 17, 2024 • 18min
Bloomberg Surveillance TV - October 17 2024
Governor Ned Lamont of Connecticut discusses the pragmatic shift in Democratic politics, contrasting it with the Biden Administration. Dan Skelly from Morgan Stanley warns that a 'red sweep' in the upcoming elections could lead to market volatility. Jeremy Stretch from CIBC provides valuable insights, suggesting the market appears oversold and analyzing the interplay between ECB and Fed policies. The conversation also touches on immigration challenges and their impact on the business landscape amid a transforming electoral climate.
