Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Economists’ ignorance is the problem'
Economists know what they don’t know. US President Trump is expected to announce the largest peacetime tax increase in US history. The erratic nature…
9 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'United fronts'
A social media post from a semi-official China account suggested that China, Japan, and South Korea would present a united front against US trade tax…
9 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - From uncertainty to Risk
Jason previews what will be a busy few days ahead for the markets, including an impending announcement of reciprocal tariffs by the Trump administrat…
9 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'End the Fed'
Overnight US President Trump’s influential donor Musk reiterated a desire to “end the Fed.” Abolishing the Federal Reserve is part of the reported Pr…
9 months, 2 weeks ago
Market outlook: Is the glass still half full? with Henry McVey (KKR) & Solita Marcelli (UBS CIO)
Hear from Henry McVey, Head of Global Macro, Balance Sheet & Risk and CIO of KKR’s Balance Sheet, and Solita Marcelli, CIO Americas for UBS Global We…
9 months, 3 weeks ago
Washington Weekly Podcast: Latest on tariffs, Signal, Geopolitics roundup
Shane recaps this week’s developments surrounding auto tariffs and previews potential additional tariff-related announcements set for next week. We …
9 months, 3 weeks ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 30)
On this week’s episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tariffs, and the markets, along with previews what inves…
9 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'State controlled prices'
In 1971, US President Nixon imposed a trade tax on imports into the US, and froze US wages and prices. This was not a success. Faced with rising cost…
9 months, 3 weeks ago
Across the Pond: Trump’s tariff Tsunami?
President Trump is gearing up to impose a new slew of tariffs on trade partners on April 2, a day he has dubbed “Liberation Day” to signify that Amer…
9 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Tax facts'
US President Trump announced an aggressive tax increase for US consumers, with a 25% tariff on imported cars. Officials later clarified it also cover…
9 months, 3 weeks ago