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<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson unpacks why stocks are likely to stay resilient despite uncertainties related to Fed rates, government shutdown and tariffs.</p><p>Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a> from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast, I’ll be discussing recent concerns for equities and how that may be changing. </p><p>It's Monday, November 10th at 11:30am in New York. </p><p>So, let’s get after it.</p><p>We’re right in the middle of earnings season. Under the surface, there may appear to be high dispersion. But we’re actually seeing positive developments for a broadening in growth. Specifically, the median stock is seeing its best earnings growth in fo...