Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Politics and markets may diverge'
Politics can dominate headlines without creating meaningful consequence for financial markets. Escalating military action in the Middle East is an ex…
1 year, 8 months ago
Top of the Morning: US Financials - Sector update and outlook
Brad rejoins the podcast to discuss the investment thesis behind CIO’s most preferred view of the US financials sector. We cover a performance updat…
1 year, 8 months ago
Washington Weekly Podcast: UN General Assembly, Government funding, Decision 2024
We close out a busy week by recapping the annual UN General Assembly in New York, how an agreement was reached to avoid a shutdown of the US governme…
1 year, 8 months ago
Top of the Morning: Muni Market Guide - Abundant supply tempers performance
With the relaunch of the Municipal Market Guide publication series, Sudip drops by the studio to discuss performance trends across the muni market, a…
1 year, 8 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 14)
As September quickly draws to a close, Burkhard reflects on how this traditionally turbulent month for investors has not proven as such here in 2024.…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Stop name calling'
Yesterday’s US GDP revisions offered several lessons to investors. The tendency for many countries to revise economic activity frequently, significan…
1 year, 8 months ago
Top of the Morning: A timely discussion on the latest China stimulus announcement
In the wake of new economic stimulus measures announced by China’s central bank, Xingchen Yu drops by to review the announced measures, what they’re …
1 year, 8 months ago
Top of the Morning: Fixed Income Strategist - Beginning our initial descent
Leslie and Barry rejoin for a deeper dive look into the implications of the Fed’s commencement of policy easing to fixed income assets, in particular…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Data, and why data dependency is bad'
The US offers the “final” revisions to second-quarter GDP alongside annual data revisions. Declining real-time date reliability means that revisions …
1 year, 8 months ago
Talking Markets with Jeffrey Gundlach, Founder, DoubleLine Capital
A fireside chat which covers the current market and macro environment, including thoughts around the US economy, the Fed, the upcoming US election, a…
1 year, 8 months ago