Podcast Episodes
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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…
6 days, 5 hours 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…
6 days, 6 hours 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…
6 days, 8 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Bewitched, bothered, and bewildered'
Investing challenges remain. Markets react to social media posts and stories, not to verifiable information. The lack of information is complicating …
6 days, 13 hours ago
Top of the Morning: CIO Strategy Snapshot - Shocked but not awed
As the U.S.-Iran War enters week four, we assess the impacts to financial markets and the risk of escalation. We also assess the outcome of last wee…
1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Living in uncertain times'
Investors have two related problems in pricing risks around the Gulf war. US objectives remain unclear, making it impossible to measure progress (and…
1 week 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…
1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Investment by armchair generals'
Investment by armchair generals seems to be the fashion. Markets are reacting to political comments about the length of the Gulf war. With uncertaint…
1 week, 3 days ago
UBS On-Air: Paul Donovan Daily Audio 'Longer-term concerns'
Attacks on Gulf energy infrastructure impacted financial markets. Investors have partially looked through short-term increases in energy prices, assu…
1 week, 4 days ago
UBS On-Air: Paul Donovan Daily Audio 'Three and one from the Fed'
The Federal Reserve is universally expected to leave policy unchanged. Fed Chair Powell’s press conference excites attention for three reasons. 1. Po…
1 week, 5 days ago