Podcast Episodes
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Talking Markets Podcast with Patricia Zobel of Guggenheim Partners
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners Investment Management, and previously served as a…
1 year, 2 months ago
Top of the Morning: Emerging Markets - Opportunities ahead
Our conversation revisits the emerging markets as we explore opportunities across equities and bonds, along with touch on what investors should keep …
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Very modest, very mindful, very demure'
The authors of the latest Federal Reserve Beige Book are clearly followers of TikTok memes. The economy was described as being modest and demure (act…
1 year, 2 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 16)
On this episode of Viewpoints, Burkhard weighs diverging viewpoints when it comes to the condition and health of the US economy, along with whether t…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Cutting rates, and signaling rate cuts'
ECB President Lagarde is set to speak again. It is very unlikely that the last 24 hours have changed the world view of the ECB president. The tone of…
1 year, 2 months ago
Top of the Morning: UBS CEO Macro Briefing Book - Quarterly update
We spotlight the latest edition of the quarterly UBS CEO Macro Briefing book as we explore how business owners and investors feel about the upcoming …
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Central bankers and bonds'
Yesterday’s pontification of Federal Reserve speakers created a stir in bond markets. There were a range of views expressed, from “keep on cutting” t…
1 year, 2 months ago
How should I be positioned? with Ron Temple (Lazard Asset Management) and Jason Draho (UBS CIO)
On this episode, Jason and Ron meet in-studio to discuss investment considerations and opportunities as it relates to potential outcome scenarios of …
1 year, 2 months ago
Top of the Morning: CIO Strategy Snapshot - The 5% landing (UBS House View)
As talk of a “no landing” scenario for the US economy has reemerged, Jason weighs whether the US economy has already landed, though with a 5% nominal…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Cutting rates'
German September producer prices are expected to stay in deflation (this is not a surprise, they have been in deflation for over a year). While other…
1 year, 2 months ago