Podcast Episodes
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Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital)
Michael Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging con…
6 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio '90 degrees of deals'
The US administration seems to be retreating from the idea of “90 trade deals in 90 days”. With less than a week to go, they have a half-hearted agre…
6 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - Mid-year checkup
As we officially move into the second-half of 2025, Jason assesses the factors that have driven recent market performance and investor sentiment, alo…
6 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Budget battles'
Over the past few days, Canada and the US stopped talking about trade, and started talking about trade again. Unusually, this was not a unilateral re…
6 months, 2 weeks ago
House Call: Talking Equity Markets with UBS Asset Management
Join Jeff Hans, Portfolio Manager with UBS Asset Management, as he shares a performance update for US equities. We also cover an outlook for growth …
6 months, 2 weeks ago
CIO Fixed Income Roundtable Series: Mid-year performance update
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, 3 weeks ago
Washington Weekly Podcast: Middle East, NATO, Reconciliation package, Genuis Bill
Shane drops by with the latest developments out of the Middle East, as we continue to monitor the US, Israel, Iran ceasefire, and assess last weekend…
6 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflation (not in the US)'
Japan exhibited some disinflation with the June Tokyo consumer price data. Using the international definition of core inflation, the rate slowed to 1…
6 months, 3 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 39)
On this week’s episode of Viewpoints, Burkhard shares his thoughts on recent geopolitical developments, and how global markets (including oil) have r…
6 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Independence Day'
The Wall Street Journal reports US President Trump may announce the next Federal Reserve Chair in September or October. The Senate needs to confirm t…
6 months, 3 weeks ago