Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'The great US consumer'
The US labor market remains the critical driver of the US economy. In 2025, US consumers spent more and saved less of their income to afford tariffs.…
5 months, 1 week ago
Top of the Morning: The landscape for Emerging Market Equities
Against a backdrop of geopolitical uncertainty and fluidity, we discuss how investors should position, along with a review of key catalysts and risks…
5 months, 2 weeks ago
Top of the Morning: The landscape for Emerging Market Equities
Against a backdrop of geopolitical uncertainty and fluidity, we discuss how investors should position, along with a review of key catalysts and risks…
5 months, 2 weeks ago
Top of the Morning: Munis - California compendium
Join Ted Galgano and Jeannine Lennon, Senior Municipal Strategists from the UBS Chief Investment Office, for an update on California’s credit fundame…
5 months, 2 weeks ago
Top of the Morning: Munis - California compendium
Join Ted Galgano and Jeannine Lennon, Senior Municipal Strategists from the UBS Chief Investment Office, for an update on California’s credit fundame…
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Tariff affordability'
US Treasury Secretary Bessent signaled US importers could expect to pay a 15% tariff. US President Trump had mentioned this, but endorsement by an ad…
5 months, 2 weeks ago
Top of the Morning: Emerging Markets - Performance drivers and risks
We examine what’s happening across emerging markets, and review the external and domestic drivers that are supporting the asset class. Plus, an asse…
5 months, 2 weeks ago
Top of the Morning: Emerging Markets - Performance drivers and risks
We examine what’s happening across emerging markets, and review the external and domestic drivers that are supporting the asset class. Plus, an asse…
5 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'SUV drivers sensitivity'
US President Trump said that the US International Development Finance Corporation will offer to insure tankers in the Gulf, and the US Navy will esco…
5 months, 2 weeks ago
Talking Markets Podcast with Brian Levitt of Invesco
Brian Levitt serves as Chief Global Market Strategist and Head of Strategy & Insights at Invesco. Brian shares his take on a wide range of topics th…
5 months, 2 weeks ago