Podcast Episodes
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Artificial Intelligence 101: Past, present & future impacts with Zhang Zhang (Polen Capital)
Zhang Zhang is the Head of AI and Risk Analytics at Polen Capital. Listen to a wide-ranging conversation about the evolution of AI, where AI is bein…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Of mountains and molehills'
Yesterday’s Anglo-US trade framework was preceded by substantial media spin but ultimately revealed only minimal substance. US consumers are worse of…
8 months, 1 week ago
Top of the Morning: POTUS 47 - The next 100 days
The first 100 days marker of President Trump’s second term has been reached - Kurt Reiman, Head of Fixed Income Americas (UBS CIO), reflects on the a…
8 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 34)
Having just returned from an enlightening and productive trip to Riyadh, Saudi Arabia, Burkhard shares his reflections on the Saudi economy’s progres…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'How far, how fast is the retreat?'
Federal Reserve Chair Powell pointed out that uncertainty had risen, and that inflation and unemployment might rise. These are all eloquent statement…
8 months, 1 week ago
Top of the Morning: CEO Macro Briefing Book - Q2 update
Paul stops by the studio for a Q2 update on the CEO Macro Briefing Book series - we discuss how uncertainty surrounding the macro environment and cou…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Not blinking. Possibly winking'
India conducted military strikes against Pakistan, and Pakistan’s defense minister has pledged retaliation. Investors appear to be expecting a relati…
8 months, 1 week ago
Top of the Morning: Emerging Market equities - Impacts of US trade policy
As US trade policy continues to evolve and uncertainty remains in the markets, Xingchen drops by the podcast to provide a performance update and outl…
8 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
On this week’s episode of Viewpoints, Burkhard outlines the investment case for global markets to continue their climb higher and provides a performa…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'It’s a Barbie world'
The manufacturer of Barbie dolls has warned that higher prices are coming to US consumers, as a direct consequence of tariffs. Moving production to t…
8 months, 1 week ago