Podcast Episodes
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Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance expectations, the implications of a lower rate envi…
7 months ago
UBS On-Air: Paul Donovan Daily Audio 'British style'
The Federal Reserve spoke with an almost British accent yesterday, cutting rates a quarter point with a Bank of England-like three-way vote split. Fe…
7 months ago
Top of the Morning: Fixed Income Strategist - Almost ample
Leslie and John stop by on Fed Day for an update on fixed income markets, positioning views, and an outlook for monetary policy. We also examine the…
7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Another little cut'
The Federal Reserve is expected to cut rates a quarter point. The absence of credible short-term data since the last Fed meeting means policymakers c…
7 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)
On this week’s episode of Viewpoints, Burkhard reflects on the current upward equity market momentum and answers the age-old question: “Are we in a b…
7 months ago
Top of the Morning: Venezuela - Visualizing the day after tomorrow
We examine the current situation in Venezuela, including a look at the opportunities and challenges facing Venezuela’s economy. Plus, thoughts as to…
7 months ago
UBS On-Air: Paul Donovan Daily Audio 'The Italian States of America'
The IMF suggested that the US government debt-to-GDP ratio will exceed that of Italy by the end of the decade. There is no reason to suppose this IMF…
7 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - The two most important numbers in economics
Jason sets the table for a busy week ahead which includes several Mag 7 Q3 earnings reports, the highly anticipated APEC summit, and October FOMC mee…
7 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Less tense?'
Trade tensions between the US and China appear to have moved into a “dial down” phase after the recent escalation. While details will probably not be…
7 months, 1 week 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…
7 months, 1 week ago