Podcast Episodes
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Top of the Morning: Munis - California compendium
Join Ted Galgano and Jeannine Lennon, Senior Municipal Strategists from the UBS Chief Investment Office, for an update on California’s credit fundame…
3 weeks, 4 days ago
UBS On-Air: Paul Donovan Daily Audio 'Tariff affordability'
US Treasury Secretary Bessent signaled US importers could expect to pay a 15% tariff. US President Trump had mentioned this, but endorsement by an ad…
3 weeks, 4 days ago
Top of the Morning: Emerging Markets - Performance drivers and risks
We examine what’s happening across emerging markets, and review the external and domestic drivers that are supporting the asset class. Plus, an asse…
3 weeks, 5 days ago
UBS On-Air: Paul Donovan Daily Audio 'SUV drivers sensitivity'
US President Trump said that the US International Development Finance Corporation will offer to insure tankers in the Gulf, and the US Navy will esco…
3 weeks, 5 days ago
Talking Markets Podcast with Brian Levitt of Invesco
Brian Levitt serves as Chief Global Market Strategist and Head of Strategy & Insights at Invesco. Brian shares his take on a wide range of topics th…
3 weeks, 6 days ago
UBS On-Air: Paul Donovan Daily Audio 'War and long-term economics'
Near term, the rise in oil and gas prices are not yet economically threatening (they would need to stay high for longer). Dollar strength may be less…
3 weeks, 6 days ago
Top of the Morning: Geopolitical update, Energy prices, & Market implications
Following this weekend’s developments in the Middle East (still ongoing), Shane Lieberman, Senior Governmental Affairs Advisor, Jay Dobson, Energy an…
4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Economic impacts'
Events in the Gulf make dramatic viewing. The humanitarian cost of war is always horrible. The economics of the current situation are less dramatic. …
4 weeks ago
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities fo…
4 weeks ago
KKR and UBS views on public and private markets
Solita Marcelli, Global Head of Investment Management at UBS GWM, & Henry McVey, Head of Global Macro and Asset Allocation, and CIO of KKR’s Balance …
1 month ago