Podcast Episodes
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Top of the Morning: Muni Market - Dislocation brings opportunities
Despite near-term headwinds and elevated volatility, the market dislocation brings opportunities for muni investors. Sudip and Jeannine provide a mu…
8 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Real slowdown risks'
US President Trump again called for lower US interest rates. Markets interpreted this as undermining Federal Reserve independence, and markets do not…
8 months, 4 weeks ago
Top of the Morning: CIO Strategy Snapshot - No news is news
Following a relatively calm holiday shortened trading week with little to no developments on the tariff front, Jason updates on where tariff negotiat…
8 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'In Fed we trust?'
US National Economic Council Director Hassett said US President Trump was investigating whether they could fire Federal Reserve Chair Powell. Investo…
8 months, 4 weeks ago
Across the Pond: What comes next for global trade?
In the short period following early April’s “Liberation Day” announcement of tariffs by the White House, questions remain amongst global investors as…
9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Self-inflicted slowdowns and the Fed'
Federal Reserve Chair Powell noted US President Trump’s trade taxes would raise inflation and lower economic growth. Markets have already worked this…
9 months ago
The State of Financial Stability with Steven Kelly (Yale) & Leslie Falconio (UBS CIO)
Hear a discussion on the stability of the US financial system, featuring Steven Kelly, Associate Director of Research at Yale School of Management, L…
9 months ago
UBS AI Podcast - CEO Series - Ep. 1 (Arvind Jain, CEO of Glean)
The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possib…
9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Inflating trade’s importance'
China halted the import of Boeing planes; US President Trump asked China to call him, and then imposed permanent restrictions on NVIDIA chip sales to…
9 months ago
Fixed Income Conversation Corner with Ed Al-Hussainy (Columbia Threadneedle) 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…
9 months ago