Podcast Episodes
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How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
Dan rejoins the conversation with Jason in studio to exchange thoughts on how to approach asset allocation in today’s market and macro environment. …
6 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'No cuts for now'
In the US yesterday, Federal Reserve Chair Powell delivered a speech to members of the House of Representatives (most of whom are not economists). Th…
6 months, 3 weeks ago
Fixed Income Conversation Corner with Amanda Lynam (BlackRock) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors and where to locate opportunity within the asset class. We also discuss t…
6 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'As you were'
Iran and Israel seem to be saying “if they stop, I’ll stop”, although there were some missile exchanges overnight. That is enough for markets, with o…
6 months, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Start of the summer
With the summer season now officially underway, it is already shaping up to be an eventful one for investors. In addition to this past weekend’s geo…
6 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Beware the deckchair generals'
We live in a world of political polarization and soundbite economics. That encourages sensationalism. Deckchair generals will offer extreme opinions …
6 months, 3 weeks ago
Across the Pond: The Israel-Iran crisis and beyond
UBS WM Chief Economist Paul Donovan discusses the current hostilities between Israel and Iran and what they might mean for the global economy and mar…
6 months, 4 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 38)
On this week’s episode of Viewpoints, Burkhard outlines potential scenarios as to how developments in the Middle East involving Israel and Iran could…
6 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Prolonging uncertainty'
European powers begin nuclear talks with Iran, and the US has signaled that it does not intend to decide on military strikes against Iran for two wee…
6 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'I mean, nobody knows what I’m going to do'
The US Federal Deserve did as expected yesterday—nothing. The Fed’s dilemma can be summed up by a comment from US President Trump (in a different con…
6 months, 4 weeks ago