Podcast Episodes
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Top of the Morning: Election Watch - Foreign capitals, state capitols
This edition of UBS Election Watch looks beyond Washington precisely because that is usually where most of the attention is focused during midterm el…
18 hours ago
UBS On-Air: Paul Donovan Daily Audio 'A dangerous game?'
Chip manufacturers have been experiencing equity price volatility after Broadcom’s chief executive drew “casino” parallels. (US Treasury Secretary “H…
1 day ago
Top of the Morning: CIO Strategy Snapshot - Q3 earnings, oil prices, inflation data
Following what was a relatively quiet week for investors, the weeks ahead promise to deliver much for investors to digest - spanning Q3 corporate ear…
1 day, 16 hours ago
UBS On-Air: Paul Donovan Daily Audio 'The Fast and the Furious'
A lot happened around the oil market: US president Trump announced a deal with Russian President Putin to buy Russian diesel; the Houthis attacked Ri…
2 days ago
Signal over Noise: S&P 500 earnings are tethered to private fund flows
Over the past few years, markets have looked beyond a shifting economic backdrop and focused on the prospect of exceptional earnings growth. This epi…
2 days ago
Talking Markets Podcast Series (Private Credit) with Marc Lipschultz (Blue Owl Capital)
Marc Lipschultz is Co-Chief Executive Officer of Blue Owl Capital and a member of the firm’s board of directors. Marc drops by the 1285 podcast stud…
4 days, 17 hours ago
Washington Weekly Podcast: SCOTUS cases, U.S. midterm election update
As the U.S. midterm elections are quickly approaching, Shane identifies the Senate races that he is closely watching, and what polling is currently p…
4 days, 19 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Worrying about the cost of war'
US President Trump’s social media account declared the US would not attack Iran before the midterm elections. Other actors in the war may launch atta…
5 days ago
Talking Markets Podcast Series (Preferreds) with Derek Pines (Bramshill) & Frank Sileo (UBS CIO)
Derek Pines is a Senior Managing Director and Portfolio Manager at Bramshill Investments. Derek joins Frank Sileo, Senior Fixed Income Strategist Am…
5 days, 14 hours ago
UBS On-Air: Paul Donovan Daily Audio 'The policy-induced recession risk'
Crude oil prices and diesel prices are up (there seems to be uncertainty about whether last Friday’s pledge to release diesel reserves is actually ju…
6 days ago