Podcast Episodes
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Talking Markets Podcast (Secondaries market) with Nate Walton, Ares Management
Nate Walton is a Partner and serves as the Head of Private Equity Secondaries for Ares Management. Nate drops by the UBS podcast studio in New York …
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Fed fun'
The Federal Reserve is expected to leave rates unchanged today. The Bank of Japan started with an accommodative stance, and has moved toward neutral.…
4 months ago
Top of the Morning: Muni Market Guide - Leading the pack
We discuss the factors behind YTD muni performance relative to other fixed income sectors, against a backdrop of geopolitical uncertainty, rate volat…
4 months ago
Top of the Morning: Muni Market Guide - Leading the pack
We discuss the factors behind YTD muni performance relative to other fixed income sectors, against a backdrop of geopolitical uncertainty, rate volat…
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'How to do a rate hike'
As expected, the Bank of Japan raised rates to 1%, a level last seen in the distance past of 1995. This was a different move from the recent ECB poli…
4 months ago
Top of the Morning: CIO Strategy Snapshot - In the Knick of time
While it was an exciting weekend for sports fans, it was also a notable weekend on the geopolitical front, with the US and Iran having agreed to a de…
4 months ago
Top of the Morning: CIO Strategy Snapshot - In the Knick of time
While it was an exciting weekend for sports fans, it was also a notable weekend on the geopolitical front, with the US and Iran having agreed to a de…
4 months ago
Signal over Noise: Model disabled: What government restrictions of frontier models mean for the equity markets
A US policy restricting access to a cutting edge AI model led to a sudden shutdown for all users last week, raising questions about what AI regulatio…
4 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rise and fall'
The announcement of an Iran-US deal (to be signed on Friday) has supported risk markets and allowed oil prices to fall moderately. The deal comes bef…
4 months, 1 week ago
Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment
We discuss the factors that have led to a pronounced repricing of US interest rates, an outlook for monetary policy, and CIO’s current fixed income p…
4 months, 1 week ago