Podcast Episodes
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Across the Pond: America is not the only AI game in town
The US has been at the vanguard of the global AI revolution, having been responsible for the bulk of innovation, capital spending, and adoption. But …
10 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Trade tax timing, and inflation'
The US June employment report was strong enough in the headline to dispel ideas of a sudden US interest rate cut. It was troubling enough in the deta…
11 months ago
Tariffs, de-dollarization, and gold: Navigating market volatility
While optimism over easing tariff risks has buoyed markets so far, the US administration’s tough trade stance and the Israel-Iran conflict continue t…
11 months ago
UBS On-Air: Paul Donovan Daily Audio 'Hints of labor market weakness?'
Tomorrow’s US holiday means US labor market data appears today. There is a hint today’s report may be weak. US presidents normally see the data the n…
11 months ago
The Energy Evolution: The road ahead & Investment considerations
Jay Dobson is joined by Rob Thummel for an in-depth conversation about where we are in the energy evolution story, including a look at technological …
11 months ago
UBS On-Air: Paul Donovan Daily Audio 'The UFP – Unsustainable Fiscal Position'
The US Senate passed legislation to enshrine an unsustainable fiscal position into law. The bill goes to the House, where it may run into difficultie…
11 months ago
Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital)
Michael Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging con…
11 months ago
UBS On-Air: Paul Donovan Daily Audio '90 degrees of deals'
The US administration seems to be retreating from the idea of “90 trade deals in 90 days”. With less than a week to go, they have a half-hearted agre…
11 months ago
Top of the Morning: CIO Strategy Snapshot - Mid-year checkup
As we officially move into the second-half of 2025, Jason assesses the factors that have driven recent market performance and investor sentiment, alo…
11 months ago
UBS On-Air: Paul Donovan Daily Audio 'Budget battles'
Over the past few days, Canada and the US stopped talking about trade, and started talking about trade again. Unusually, this was not a unilateral re…
11 months ago