Market
Morgan Stanley Portfolio Manager: āI Donāt Think Weāre Closeā to a Dot-Com Bubble
ZivFin AnalysisMay 24, 2026
Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, used his recent appearance on Barronās Streetwise podcast to push back on the loudest narrative in markets right now. āI think about the dot-com bubble, and I donāt think weāre close to it,ā Slimmon said. His evidence sits in plain sight on the semiconductor tape, ... Morgan Stanley Portfolio Manager: āI Donāt Think Weāre Closeā to a Dot-Com Bubble