Stephen Byrd
Global Head of Thematic Research at Morgan Stanley with expertise in analyzing the economic and labor impacts of technology trends, including AI adoption across industries.
Best podcasts with Stephen Byrd
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69 snips
Nov 4, 2025 • 13min
Future of Work: AI’s Impact on Industries
Join Stephen Byrd, Global Head of Thematic Research at Morgan Stanley, and Jeff McMillan, Head of Firmwide AI, as they explore the transformative effects of AI on various industries. Stephen reveals an estimated $900 billion in net benefits for S&P 500 companies and discusses surprising winners like labor-intensive sectors. Jeff shares insights on banking use cases, focusing on efficiencies in document processing and the challenges of aligning skills with AI capabilities. Don’t miss their forward-looking analysis on AI’s accelerating adoption timeline!
25 snips
Nov 5, 2025 • 13min
Future of Work: AI’s Paradigm Shift for Labor
In a thought-provoking discussion, Stephen Byrd, Global Head of Thematic Research at Morgan Stanley, and Jeff McMillan, Head of Firmwide AI, dive into AI's transformative effect on the workforce. They explore how approximately 90% of jobs will feel AI's influence, prompting widespread concern and potential job loss. Yet, both guests express optimism about the opportunities for upskilling and the rising value of domain expertise. They emphasize the importance of human strengths in building relationships and advise students to embrace generative AI, turning challenges into new avenues for growth.
