Podcast Episodes
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How should I be positioned? with Jon Cheigh (Cohen & Steers) and Jason Draho (UBS CIO)
Jon Cheigh, is the President & Chief Investment Officer of Cohen & Steers. Jon joined Jason Draho, UBS CIO Head of Asset Allocation Americas, at the…
2 months, 1 week ago
Top of the Morning: Resilience tested - Emerging markets navigate the energy shock
Emerging market bonds have held up well despite ongoing geopolitical tensions, while equities have been more exposed. We discuss the factors that ar…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Sigh'
Any economist asked to assess the economic and market outlook can only offer a deep sigh of resignation. As with earlier trade deadlines, US Presiden…
2 months, 1 week ago
Top of the Morning: Raising cash - Sell or borrow?
If I have a tax bill coming due soon, should I sell investments to raise cash - potentially realizing taxes and missing out on gains - or should I bo…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'The economic “phony war”'
The US insists peace talks are taking place with Iran. Markets are inclined to be skeptical of US statements in the absence of Iranian verification. …
2 months, 1 week ago
Top of the Morning: Fixed Income market update & outlook
Leslie and Letty drop by to share a performance update and outlook for the asset class (including an outlook for the 10-yr), along with guidance arou…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'The desire to believe'
Markets desperately want to believe in the positive. Focus on the apparent 15-point US plan to end the war has received more attention than Iranian d…
2 months, 1 week ago
Top of the Morning: Geopolitical & macroeconomic considerations for business owners
Paul drops by the podcast studio to share some considerations for business owners on how to navigate the current geopolitical and macroeconomic envir…
2 months, 1 week ago
Washington Weekly Podcast: U.S.-Iran War, DHS funding, SAVE America Act
A timely catch-up with Shane as we discuss how the U.S.-Iran War might evolve over the near-term, along with where congressional negotiations stand t…
2 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 60)
On this episode of Viewpoints, Burkhard weighs the current geopolitical environment, and in turn, how cheap markets might become, and how high energy…
2 months, 1 week ago