Podcast Episodes
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Fixed Income Conversation Corner with Jeffrey Sherman (DoubleLine) 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…
10 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio '“Substantial progress”'
Sino-US talks over the weekend were described by US Treasury Secretary Bessent as making “substantial progress” on trade. Presumably so important a c…
10 months, 3 weeks ago
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…
10 months, 3 weeks 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…
10 months, 3 weeks 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…
10 months, 3 weeks 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…
10 months, 3 weeks 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…
10 months, 3 weeks 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…
10 months, 3 weeks 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…
10 months, 3 weeks 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…
10 months, 3 weeks ago