Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'The lesser of two evils'
Yesterday’s unanimous vote in favor of a US interest rate increase could be interpreted as defiance against political interference. Having raised onc…
4 weeks, 1 day ago
Top of the Morning: Fixed Income Strategist - Supply shifts
A look into the interplay and market dynamics of large government debt issuance and AI-related debt fundraising, factors that have been contributing …
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'A series of unfortunate events'
After the pandemic, the world’s central banks were subject to a series of unfortunate events: supply chain disruption, a war in Ukraine, profit-led i…
1 month ago
Top of the Morning: CIO Strategy Snapshot - Just get on with it already
As financial markets are back in full swing post the summer holidays, investors are weighing fresh inflation data, health of the labor market, rising…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Magic numbers'
China's latest economic data showed a lackluster domestic economy. Retail sales slowed, and were weaker than expected. Domestic investment plunged mo…
1 month ago
Top of the Morning: The face of wealth is changing - Women investors
Marianna Mamou, Head of Advice Beyond Investing, sheds light on the evolving relationship between women investors and the wealth management industry.…
1 month ago
Signal over Noise: How to position for the next wave of AI-led scientific breakthroughs
The recently reported AI-assisted solution to the Navier–Stokes problem points to AI’s broadening role in frontier scientific research, raising the q…
1 month ago
Across the Pond: Europe’s political pendulum swings wider
Political polarization is testing Europe’s established parties and confronting markets with the prospect of larger policy shifts. Germany’s regional …
1 month ago
Washington Weekly Podcast: Missouri redistricting, GOP convention, 9-11 remembrance
This week, Shane talks about recent developments surrounding Missouri’s redistricting efforts, recaps President Trump’s keynote address at GOP midter…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'Prices palooza'
It is a sad comment on the quality of communication by the US central bank that a single US consumer price inflation number can have so much sway ove…
1 month ago