Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Cutting tariffs'
US President Trump?s social media post suggests a deal has been done with India to reduce the tariffs paid by US importers (from 35% to 18%, with spe…
4 months 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…
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Has FOMO lost its mojo?'
The sharp decline in gold and silver prices has relatively little economic significance. While attempts will be made to spin this as a reaction to fu…
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Will it be Warsh?'
There is widespread speculation that US President Trump will nominate former Fed Governor Warsh as next Fed chair. They need Senate confirmation, whi…
4 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 58)
In the midst of a busy travel week, spanning London, Lisbon, Berlin, Munich and Geneva, Burkhard stops by to share his boots-on-the-ground observatio…
4 months ago
Top of Morning: Preferred Securities - Performance update & outlook
Frank Sileo, Senior Fixed Income Strategist Americas, rejoins the podcast for a performance update and outlook for the preferred securities sector. …
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Less urgency on US cuts?'
The Federal Reserve obviously left rates unchanged, but the tenor of the meeting seems to have been a little more hawkish. Resilient economic growth …
4 months ago
How should I be positioned? with Marc Lipschultz (Blue Owl) & Jason Draho (UBS CIO)
Our first episode of the year features Marc Lipschultz, Co-CEO of Blue Owl Capital, and Jason Draho, UBS CIO Head of Asset Allocation Americas. Marc…
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Fed Day'
A unanimous 92 out of 92 surveyed economists expect no change in US interest rates today. That many economists could never be wrong. An insurance rat…
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Dollar decline without drama'
The US dollar has remained weaker, but has not declined significantly further. The dollar is not likely to lose reserve status overnight. However, th…
4 months ago