Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Blink twice'
Investors are inclined to view US President Trump’s early retreat from trade taxes on imports from China as significant, not just for themselves but …
1 year ago
Washington Weekly Podcast: Middle East trip, China trade, Tax legislation
Shane drops by on a Monday to preview a busy week ahead, accounting for President Trump’s highly anticipated Middle East visit. We also spend time r…
1 year ago
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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year ago