Podcast Episodes
Back to Search
UBS On-Air: Paul Donovan Daily Audio 'Tensions and ignoring tail risks'
Markets are relatively calm in the wake of events in the Middle East. This may seem peculiar, but markets rarely price in extreme tail risks. Iran in…
1 year, 9 months ago
Talking Markets ‘Muni edition’ with Jon Mondillo (abrdn) & Kathleen McNamara (UBS CIO)
Kathleen and Jon discuss a wide range of topics, including considerations when it comes to muni duration, sector preferences (including tax-exempt), …
1 year, 9 months ago
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team.
1 year, 9 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast
On this week’s episode, Burkhard explains what investors can learn from stock market all-time-highs, placing the US and global economy into the conte…
1 year, 9 months ago
Top of the Morning: The week in review and preview
We recap the week that was, including a look at the March CPI print and the potential implications to monetary policy (including a review of CIO’s ra…
1 year, 9 months ago
Washington Weekly Podcast: Ukraine Aid, House Speaker Johnson, Technology export controls
Our conversation revisits ongoing debate up on Capitol Hill over aid packages for both Ukraine and Israel, and what this all could potentially mean f…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Prices, policy, and politics'
ECB President Lagarde signalled nothing markets did not already know yesterday. Rate cuts are coming. Economically, the dissenters on the governing c…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Inflation comes unstuck'
Inevitably markets reacted to US consumer price inflation headlines, but the details did matter. There is very strong evidence against inflation stic…
1 year, 9 months ago
Talking Markets ‘Equities edition’ with Melda Mergen (Columbia Threadneedle) & David Lefkowitz (UBS CIO)
With a strong Q1 behind us, Melda and David outline their thoughts on current valuations, along with a performance outlook for US equities. We also …
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Details, details'
US March consumer price inflation data is due. Inflation is a complex subject (reasonably priced, widely available books could be written about it). …
1 year, 9 months ago