Podcast Episodes
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Signal over Noise: The open model AI ripple—What it means for investing in the AI value chain
July has brought a powerful wave of new open AI models, highlighting how quickly the market is moving beyond reliance on a small group of closed fron…
2 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Oil’s tariff playbook'
The policy pattern of the trade war is echoed in the policy pattern of the ongoing Gulf war. In 2025, US threats over tariffs provoked market reactio…
2 months, 3 weeks ago
Top of the Morning: Fixed Income - Resilience, recalibration, and remedies
Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflec…
2 months, 3 weeks ago
Washington Weekly Podcast: Budget resolution, Crypto bill, Government funding deadline
Shane drops by for a timely update on a variety of topics as it relates to Capitol Hill, including where Congress stands on passing a budget resoluti…
2 months, 3 weeks ago
Top of the Morning: Commodities - From investment rationale to portfolio reality
As investor interest in commodities has reached a multi-year high, Asset Allocation Strategist, Ian Spencer, joins to review commodity basics, evalua…
2 months, 3 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 67)
As the summer season continues, Burkhard shares his thoughts on recent trends across global equity markets by outlining the factors behind volatility…
2 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The return of the armchair generals'
Iran struck tankers attempting to traverse the Strait of Hormuz, potentially undermining shipowners’ confidence in US protection. The Houthi struck a…
2 months, 3 weeks ago
Top of the Morning: Municipal Market - Looking good at halftime
Following the outperformance of munis during 1H26 relative to other US fixed income assets, Sudip and Jeannine join to share performance expectations…
2 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Tariff time?'
Inside Washington DC the current focus seems to be trade tariffs, although the affordability crisis continues to be the focus in the wider economy. U…
2 months, 4 weeks ago
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Manageme…
2 months, 4 weeks ago