Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Conflict'
The scale of Israel’s air strikes against Iran were not anticipated by financial markets (US President Trump having suggested a deal with Iran was cl…
7 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 37)
On this week’s episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum …
7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Pricing bananas'
Yesterday’s US consumer price inflation data showed, as expected, faint hints at the effects of trade taxes and clearer examples of weak demand. The …
7 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 37)
On this week’s episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum …
7 months, 1 week ago
UBS AI Podcast - CEO Series - Ep. 3 (Joe Tsai, Chairman of Alibaba)
A special edition fireside chat with Joe Tsai, Chairman of Alibaba, a global leader in e-commerce and artificial intelligence. Following introductory…
7 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Perceptions versus realities'
US President Trump has declared trade talks with China “not easy”. There may be a difference between the administration’s perception of its bargainin…
7 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - Labor data, Trade update, DC roundup
Jason rejoins in-studio to weigh in on a variety of factors that have (or have the potential to) move markets, including last week’s labor market dat…
7 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Perception of politics'
Media coverage of events in Los Angeles has been intense. There are economic and financial market consequences, but domestic and international invest…
7 months, 1 week ago
Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?
Kurt rejoins the conversation in studio to reflect on the latest developments surrounding US trade policy, along with how markets have reacted - plus…
7 months, 1 week ago
Top of the Morning: Emerging Markets - As goes the US dollar, so goes EM
We check back in on the emerging markets by discussing the headwinds facing the US dollar, and what it all means for emerging market assets. Plus, a…
7 months, 1 week ago