Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Let them eat eggs?'
US September consumer price data signaled disinflationary trends. Food prices have disproportionate political importance, but around 40% of the month…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Disinflation due'
US September consumer price inflation should show a slower rate of growth in the headline measure. Now that the Federal Reserve has finally started i…
1 year, 3 months ago
How should I be positioned? with Ken Caplan (Blackstone) and Jason Draho (UBS CIO)
On this episode, Jason and Ken meet in-studio to discuss investment considerations and opportunities across Artificial Intelligence, private markets,…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'The theater of the Federal Reserve'
The minutes of the last Federal Reserve meeting are due, and should be fascinating. This meeting cut interest rates by 50bps, and had the first Fed g…
1 year, 3 months ago
CIO House View Monthly Livestream (October)
October House View live conversation, featuring insights from Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas, and Paul Hsiao, A…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Is talk cheap?'
New York Federal Reserve President Williams—a genuine economist, who should thus be listened to —signaled that the Fed is happy with the state of the…
1 year, 3 months ago
Top of the Morning: CIO Strategy Snapshot - Hot stuff
On this week’s Snapshot, Jason reflects on the latest round of jobs data and weighs what a better-than-expected growth outlook means for the Fed’s mo…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'No recession, but possible resentment'
The US employment report last week was wrong, because the data always is. However, the general direction of US employment signals an economy very far…
1 year, 3 months ago
Top of the Morning: September Jobs Report, and the week ahead
As we close out the trading week, Brian and Paul weigh in on the latest jobs data, and what it means for the health of the US economy, along with the…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Thrilling times'
It is US employment report Friday, the monthly celebration of dubious quality data that always thrills markets. Looking at the broad picture of the U…
1 year, 3 months ago