Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'The trouble with three-ways'
The first round of the French elections produced results broadly in line with opinion polls (as to the popular vote). An unusually large number of se…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Cold realities'
Polls immediately after the US presidential debate declared former President Trump the winner. While incumbents often “lose” debates, US President Bi…
1 year, 6 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 10)
On this week’s episode of Viewpoints, Burkhard spends time reviewing an abundance of global election-related developments, including thoughts around …
1 year, 6 months ago
Washington Weekly Podcast: Presidential Debate preview, Latest polling
For this week, Shane previews the highly anticipated debate between President Biden, and former-President Trump, including a review of the rules and …
1 year, 6 months ago
Top of the Morning: Emerging Markets - Opportunities in the second half
Our conversation revisits the emerging markets as we discuss how the asset class has evolved in recent years, performance expectations for the asset …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Presentation, not policy'
US first quarter GDP is revised, and will keep being revised; we will not have a clear picture of current GDP performance for five years or more. Ma…
1 year, 6 months ago
Top of the Morning: A ‘Roaring 20s’ scenario for the US economy - Updated assessment
Our conversation revisits the possibility of a ‘Roaring 20s’-style economy to take shape in the US, as we review the updated assessment of such a sce…
1 year, 6 months ago
House Call: Talking Equity Markets with UBS Asset Management
A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Senior Portfolio Manager, and Head of the Private C…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Political stereotypes'
There are several ECB speakers on the agenda today. One speaker, Rehn, has already suggested that two further rate cuts are a reasonable estimate for…
1 year, 6 months ago
Top of the Morning: How to navigate political bias when investing
Our conversation today focuses on the current election cycle as it relates to the potential impacts of political bias when it comes to financial deci…
1 year, 6 months ago