Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Guessing games'
The US releases its first guess at first quarter GDP (a generally accurate number should be available sometime around 2029 or 2030). The rapid pace o…
1 year, 8 months ago
Top of the Morning: How to prepare for (potentially) higher taxes
As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join t…
1 year, 8 months ago
How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
Matt rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cu…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'US defunds Gen Z'
The US Senate has passed legislation defunding parts of Gen Z, with a ban on TikTok being allowed in US app stores unless the Chinese owner sells wit…
1 year, 8 months ago
Top of the Morning: Fixed Income Strategist - Q2 outlook
Our conversation outlines performance expectations for fixed income over the next few months, along with CIO’s current thinking on Fed rate cuts in 2…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Is sentiment saying anything'
Another blast of business sentiment opinion polls will be trying to get attention today. European business sentiment has tended to underreport econom…
1 year, 8 months ago
Top of the Morning: CIO Strategy Snapshot - The 6% economy
The markets have been faced in recent weeks with notable economic data releases, updated views on the Fed’s course for monetary policy, rising geopol…
1 year, 8 months ago
UBS On-Air: Paul Donovan Daily Audio 'Details, details'
Structural change is a challenge. Data becomes less reliable, and traditional economic relationships break. Last week, the UK reported London house p…
1 year, 8 months ago
Middle East Escalation: Outlook and implications
Tensions in the Middle East continue to rise following Iran’s attack on Israel. To discuss the latest developments and what could happen next, Solita…
1 year, 8 months ago
Washington Weekly Podcast: Geopolitics roundup, Congressional aid packages
In the wake of recent direct conflict between Israel and Iran, Shane recaps where the conflict stands and what the response has consisted of. We als…
1 year, 8 months ago