Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Let’s try some more!'
US President Trump appears “very happy” with the economic consequences of trade taxes to date, and is therefore proposing to add to US consumers’ tax…
9 months ago
Top of the Morning: CIO Strategy Snapshot - What Exactly is Trumponomics?
As investor uncertainty persists over the direction of US trade policy, Jason applies some definition to “Trumponomics”, along with explains the equi…
9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Policy competence questions'
US President Trump retreated from more trade taxes on Friday, exempting iPhones and some other electronics from much of the 145% tax on imports from …
9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Not entirely usual'
US President Trump’s administration clarified the 125% tax on imports from China was 145%. This increase will not shift demand patterns (it will cost…
9 months, 1 week ago
Top of the Morning: Why we're not worried - and you shouldn't be either
It’s natural to feel anxious during market drawdowns, which is why having a plan to weather market storms (and take advantage of market volatility) c…
9 months, 1 week ago
Washington Weekly Podcast: Tariff developments, Budget resolution & more
As US trade policy continues to evolve quickly, Shane drops by to update us on the latest, and what the near-term may consist of with respect to nego…
9 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 31)
On this week’s episode of Viewpoints, Burkhard weighs in on the recent tariff-related volatility in the markets and shares guidance on how investors …
9 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Retreat, repeat, retreat, repeat'
US President Trump’s retreat from trade taxes took less than 24 hours. However, taxes on imports from China increased, and the universal 10% import t…
9 months, 1 week ago
Top of the Morning: Emerging Markets - Monumental change
We examine how regions, such as emerging Asia and Latin America, are feeling the impacts US tariff policy. Plus, thoughts on how EM investors should…
9 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Tea parties become more expensive'
US President Trump implemented an extraordinary tax increase on US consumers overnight. If the 104% tax increase on goods from China is not reversed,…
9 months, 1 week ago