Thoughts on the Market Creators & Guests

Mike Wilson is the Chief Investment Officer of Morgan Stanley and co-host of the Thoughts on the Market podcast.

Andrew Sheets is a host of the Thoughts on the Market podcast.

Jay Bacow is the Co-Head of Securitized Products Research at Morgan Stanley, where he leads analysis and strategy across asset-backed securities (ABS), mortgage-backed securities (MBS), and other structured finance products. With a focus on macroeconomic trends and their impact on securitized markets, Bacow plays a central role in shaping the firm's research outlook and advising institutional clients. Prior to his current role, he held various positions within Morgan Stanley's fixed income division, building a reputation for deep analytical insight and thought leadership in mortgage and housing finance. He is also a frequent contributor to industry conferences and financial publications.