Podcast Episodes
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Top of the Morning: CIO Strategy Snapshot - Assessing the data
Coming off a busy week of economic data releases, and with the September employment report due out in just days, Jason shares thoughts around what re…
3 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Growth and guessing'
The final guess at UK second quarter GDP led to some modest increases in growth—cementing the UK’s position as the fastest growing G7 economy year-to…
3 months, 2 weeks ago
Back to School on the Markets with Jeffrey Gundlach, Founder, DoubleLine Capital
Tune in for the annual UBS Studios fireside chat on the current market and macro environment, including thoughts around the economic impacts of artif…
3 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Paying for government'
Current French Prime Minister Lecornu outlined their policy intentions, if they remain in power. A 4.7% GDP deficit target, no public holidays to be …
3 months, 2 weeks ago
Signal over noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities fo…
3 months, 2 weeks ago
How should I be positioned? with Cliff Asness (AQR) and Jason Draho (UBS CIO)
Cliff joins Jason at the 1285 podcast studio in New York to cover a wide-range of topics, including the growing impacts of electronic trading to fina…
3 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'National security vanities'
Social media posts from US President Trump overnight indicate a series of new trade tariffs. US buyers of foreign vanity units, soft furnishings, etc…
3 months, 3 weeks ago
CIO Fixed Income Roundtable Series: Performance update & outlook
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-s…
3 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'A US day today'
The US releases revised second quarter GDP data. The market consensus is for no change (given data quality problems, “no change” in the details may b…
3 months, 3 weeks ago
Meet Ulrike Hoffmann-Burchardi, CIO Americas and Global Head of Equities
On 1 July Ulrike Hoffmann-Burchardi assumed the role of Chief Investment Officer Americas, while continuing as Global Head of Equities for UBS Wealth…
3 months, 3 weeks ago