Research

Post-Pandemic, Southwest Airlines Positions for Clearer Skies Ahead

Nov 5, 2021

How do you run a 50,000-employee airline after a pandemic eliminates 95% of your bookings virtually overnight? Airline industry legend Gary Kelly, Chair and CEO of Southwest, sits down with Morgan Stanley to tell the tale.

Prologis
Research

General Motors’ Bold Charge Toward an EV Future

Oct 15, 2021

How do you exit a business that currently accounts for nearly 100% of your profits? General Motors Chair and CEO Mary Barra sits down with Adam Jonas, Head of Morgan Stanley's Global Auto & Shared Mobility research team, to discuss the seismic shift to electric.

Prologis
Research

Beyond the Two-Day Package: Prologis CEO Hamid Moghadam

Jul 26, 2021

Surging e-commerce demand, automation and new uses in life sciences and urban farming are upending investors' view of logistics. Morgan Stanley sits down with Prologis CEO Hamid Moghadam to discuss the multifaceted future of logistics and industrial real estate.

Prologis
Research

The Historic Journey to a Clean Energy World

Jul 7, 2021

Can U.S. utilities truly reach net-zero carbon emissions? Duke Energy CEO Lynn Good sits down with Morgan Stanley’s Stephen Byrd to discuss the future of clean power and the technologies that could get us there.

Research

Hilton CEO Chris Nassetta: Get Ready for the Return of Travel

Jun 15, 2021

Will pent-up demand for experiences mean boom times ahead for travel & leisure? Hilton CEO Chris Nassetta sits down for an exclusive interview with Morgan Stanley’s Thomas Allen to discuss the future of travel post-COVID.

Research

Is Honeywell Rewriting the Digital Transformation Playbook?

Jun 4, 2021

Disrupting a playbook that has worked successfully for a 100 years isn’t without challenges. In this episode, Honeywell CEO Darius Adamczyk sits down with Morgan Stanley’s Katy Huberty to discuss Honeywell’s marriage of industrial hardware and 21st century tech.

Research

Comcast CEO Brian Roberts on the Intensifying Media Landscape

May 12, 2021

In episode four of our new series, Exceptional Leaders / Exceptional Ideas, Comcast Chairman and CEO Brian Roberts sits down with Benjamin Swinburne, Head of U.S. Media Research to discuss competition, innovation and the shifting media landscape.

Research

The Great Energy Debate: Shell CEO Ben van Beurden

Apr 9, 2021

How do we make an orderly transition to clean energy with billions of legacy vehicles still in use? Ben van Beurden sits down with Martijn Rats, Global Oil Strategist and Head of European Energy Research, to discuss the future of energy.

Research

Blackstone on Disruption: Play the Right Themes

Mar 15, 2021

Jonathan Gray, President and Chief Operating Officer of Blackstone, sits down with equity analyst Michael Cyprys to discuss investing in key disruption themes in energy, life sciences and logistics as well as Blackstone’s approach to innovation and a culture of meritocracy.

Research

Microsoft and the Future of Remote Work

Mar 3, 2021

Microsoft CEO Satya Nadella sits down with Morgan Stanley’s Rob Rooney and Keith Weiss to discuss workplace digital transformation. Post-pandemic, will the workplace ever be the same?