Podcast Episodes
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How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
Torsten rejoins Jason in the New York podcast studio to exchange 2024 reflections, and 2025 expectations - spanning market returns, monetary policy, …
1 year, 1 month ago
Top of the Morning: Munis in 2025 - Strength amid policy uncertainties
We wrap up our year-ahead series with a look at expectations for the municipal bond market in 2025, including how policy uncertainties and macro fact…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Political noise, again'
While we wait for the perfection of economists running everything, politicians are creating background noise. To the surprise of absolutely no one, G…
1 year, 1 month ago
Top of the Morning: CIO Strategy Snapshot - Word of the year IV
As we conclude the CIO Strategy Snapshot series for 2024, Jason unveils and explains his choice for 2024 “finance word of the year”. We also spend t…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Shuffling demand around'
China’s November retail sales disappointed. Some of this can be blamed on the timing of the singles shopping festival. The pattern of sales showed co…
1 year, 1 month ago
CIO House View Monthly Livestream (December)
The decade so far has been a “Roaring ‘20s” by many measures. Now we’re getting set to navigate geopolitical uncertainty, lower interest rates, and t…
1 year, 1 month ago
Fixed Income Conversation Corner with Kew Yuoh (Lord Abbett) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors as we approach 2025, and where to locate opportunity within the asset clas…
1 year, 1 month ago
Top of the Morning: US Information Technology - 2025 outlook & themes
Our series of year-ahead conversations continue with a look at performance expectations and themes in focus (including Artificial Intelligence) for t…
1 year, 1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Supporting consumers'
The ECB cut rates by 25bps as was expected. The ECB does not want to be running a restrictive monetary policy at the moment, and more rate cuts are e…
1 year, 1 month ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 22)
On the final episode of Viewpoints for 2024, Burkhard reflects on what has been a busy year, spanning market and macro developments, along with share…
1 year, 1 month ago