Podcast Episodes
Back to Search
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth…
5 months, 3 weeks ago
Navigating macroeconomic & geopolitical risks with Arif Joshi, Lazard Asset Management
Arif Joshi serves as a Portfolio Manager and Analyst on Lazard Asset Management's Emerging Markets Debt team. Our conversation focuses on recent and…
5 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Independence Day'
From time to time, these comments might have given the impression of dissatisfaction with Federal Reserve Chair Powell. While one can (very) credibly…
5 months, 3 weeks ago
Washington Weekly Podcast: Trade deals, Congressional redistricting, Early recess
Shane drops by to share the latest developments on trade, spanning Japan to the European Union. We also touch on efforts by both sides of the isle t…
5 months, 3 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 41)
On this week’s episode of Viewpoints, Burkhard shares some boots-on-the-ground insights from Germany, as he explains the drivers behind Germany’s mar…
5 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Can the Fed be saved?'
US Commerce Secretary Lutnick suggested US rates should be cut now, and Federal Reserve Chair Powell should resign or be fired. Do investors want to …
5 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Who to scapegoat when trade deals are done?'
The proposed US-Japan trade deal means US buyers of Japanese goods (including autos) face a 15% tax. Steel is still taxed at 50%. Of course, deals ar…
5 months, 3 weeks ago
Top of the Morning: CEO Macro Briefing Book - Insights on taxes
Paul rejoins in-studio to spotlight a special edition of the CEO Macro Briefing Book publication series which covers tax and economic considerations …
5 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Independence in focus'
US Treasury Secretary Bessent suggested a “wholesale review” of the Federal Reserve was necessary (while supporting central bank independence). In th…
5 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Summer slowdown?
Despite relatively low trading volumes and narrow trading ranges as of late, there is still plenty factors top of mind for investors that could stir …
5 months, 4 weeks ago