Podcast Episodes
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Signal over Noise: AI's impact on the economy, Fed policy, and portfolio allocation
The scale of the AI buildout is extending its effects beyond the technology sector and equity markets to the broader economy. This episode explores w…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Trading into consumer demand'
China’s July export data was somewhat stronger than expected. The big three electrification exports have collectively been important to export growth…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'What economists do not know'
Today is the release of everything economists do not understand about the US economy—otherwise known as second quarter productivity. Productivity has…
2 months, 1 week ago
Credit Investments Group Quarterly Spotlight with UBS Asset Management
Michael Adelman and Matt Iannuci, along with Eileen Liu, Head of US Client Portfolio Management, join to discuss recent market developments within hi…
2 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 69)
As global equity markets set new all-time-highs and show signs of recovery from July indigestion, Burkhard outlines the factors that are driving curr…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Stimulus and redistribution'
Oil prices are down and the optimism bias is up. There are hopes for an Iran-Oman settlement on post-war control of the Strait of Hormuz. This would …
2 months, 1 week ago
Talking Markets Podcast Series (Preferreds) with Doug Baker (Nuveen) & Frank Sileo (UBS CIO)
Doug Baker is a Portfolio Manager for Nuveen’s global fixed income team. Doug joins Frank Sileo, Senior Fixed Income Strategist Americas from the UB…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The politics of price expectations'
US Michigan consumer sentiment data is a weak economic signal. It does have political punch, via the inflation expectations measure. Consumers focus …
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Assertions and indifference'
US President Trump asserted that talks with Iran are ongoing. Iran asserted that talks with the US are not happening. Markets tend to react if Trump …
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Prices and productivity'
Federal Reserve Chair Warsh testified to Congress—at times sounding like a Bundesbank member, with a vehement denunciation of inflation. Warsh was ke…
2 months, 2 weeks ago