Podcast Episodes
Back to Search
Top of the Morning: Emerging markets - performance meets diversification
Alejo rejoins the podcast to discuss why the Fed’s current rate-cutting cycle is so important for emerging market investors. We then highlight compe…
5 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Through the keyhole'
The US Congress failed to either change the rules or come to an agreement to avert a government shutdown. Economists now lack official economic data …
6 months ago
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…
6 months 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…
6 months 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…
6 months 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 …
6 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…
6 months 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…
6 months 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…
6 months 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…
6 months ago