UBS On-Air podcasts

Tune in to our podcasts for conversations with analysts, influencers and market experts

Share this page

Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

UBS On-Air: Market Moves

UBS On-Air: Market Moves

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

Client Strategy Office

Wealth Management Americas

Top of the Morning: CIO Strategy Snapshot - The 6% economy

17:53

The markets have been faced in recent weeks with notable economic data releases, updated views on the Fed’s course for monetary policy, rising geopolitical concerns, and Q1 corporate reporting. Jason Draho addresses all of these factors and how they’re impacting markets, and shares guidance when it comes to positioning your portfolio. Plus, Jason weighs in as to whether the US economy has already “landed”. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Details, details'

02:32

Structural change is a challenge. Data becomes less reliable, and traditional economic relationships break. Last week, the UK reported London house prices underperformed the rest of the country, reflecting shifts triggered in part by flexible working. That trend changes real estate demand, consumption patterns, travel patterns, productivity, and leisure time—and tends to mean that economic activity is under-reported. This is why details in data are increasingly important.

Middle East Escalation: Outlook and implications

40:01

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 Marcelli, CIO Americas, UBS Global Wealth Management, is joined by Admiral James Stavridis, Vice Chair of Global Affairs at The Carlyle Group, Paul Donovan, Chief Economist, UBS Global Wealth Management, and Jay Dobson, CIO Energy and Utilities Sector Strategist, UBS Global Wealth Management.

Washington Weekly Podcast: Geopolitics roundup, Congressional aid packages

11:07

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 also preview a key weekend up on Capitol Hill where the House is slated to vote on legislation aimed at delivering several aid packages, with House Speaker Johnson’s future in question. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: The week in review and preview

10:55

As we conclude another trading week, we reflect on the start of the Q1 corporate earnings season, and recent activity within US equity markets. We also cover an outlook for equity market performance, as well as positioning preferences. Plus, a preview of the week ahead. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Shaivon Chatman

UBS On-Air: In the Now

UBS On-Air: In the Now

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Client Strategy Office

Washington Weekly Podcast: Geopolitics roundup, Congressional aid packages

11:07

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 also preview a key weekend up on Capitol Hill where the House is slated to vote on legislation aimed at delivering several aid packages, with House Speaker Johnson’s future in question. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Ukraine Aid, House Speaker Johnson, Technology export controls

11:43

Our conversation revisits ongoing debate up on Capitol Hill over aid packages for both Ukraine and Israel, and what this all could potentially mean for House Speaker Mike Johnson’s tenure. We also touch on renewed bi-partisan efforts within the US Senate to stem advanced technology sharing with US adversaries. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host Daniel Cassidy

Washington Weekly Podcast: US-China meetings, Trade policy, Ukraine aid

10:36

Our conversation provides some takeaways from this week’s phone meeting between President’s Joe Biden and Xi Jinping, along with Treasury Secretary Yellen’s visit to Beijing. We also discuss where Congressional negotiations stand around an aid package for Ukraine. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Funding Bill, Decision 2024 Polling, Baltimore & more

12:58

Our conversation recaps the recently signed Government Funding Bill, and examines efforts from within the House of Representatives to remove House Speaker Mike Johnson. We also check in on what recent Presidential polls are pointing to, and discuss Federal support in response to the bridge collapse in Baltimore earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Israel-Hamas War, Decision 2024, No Labels

13:11

Our conversation recaps the latest round of Primary results, along with a look at the prospects of a ‘No Labels’ Presidential campaign launch. We also update on recent developments surrounding the Israel-Hamas War, including Secretary of State Blinken’s visit to Israel. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Conversations

UBS On-Air: Conversations

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

Client Strategy Office

Advanced Planning Podcast: 2024 Planning Guide Podcast

10:18

Advanced Planning Senior Wealth Strategist, Joanna Morrison, sits down with Shiavon Chatman to discuss meaningful insights from this year’s guide including income tax deductions, the upcoming sunset of increased estate planning exemption amounts and more.

Sustainable Investing Perspectives with Martin Grosskopf (AGF) and Amantia Muhedini (UBS CIO)

11:07

This month we examine the evolution of the green labor market landscape, along with a look at shareholder engagement when it comes to the energy transition. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy

Family Office Quarterly In Conversation, Q2: Lessons from an early stage venture investor

25:22

Leora Zach, Client Solutions Specialist for Family Office Solutions, sits down with Jennifer Neundorfer, a founding partner at January Ventures, a venture capital firm that invests in pre-seed startups to discuss why family offices should consider emerging managers and how they differ across asset classes.

The ARTicle Podcast Episode 5: LIVE Discussion at the Hammer Museum - Emerging art communities

34:09

During Frieze Los Angeles week 2024, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by three phenomenal leaders in the art world: Erin Christovale, Curator at the Hammer Museum, Bridget Finn, Director, Art Basel Miami Beach, and Mary Rozell, Global Head of the UBS Art Collection at the Hammer Museum. The group discusses emerging art communities using Los Angeles as a lens.

529 to Roth IRA Rollovers: What you need to know

09:35

Join us as we explore a new provision that allows excess college 529 assets to be rolled to the 529 beneficiary’s Roth IRA. Isaac Chota, UBS 529 and Donor-advised fund program manager and George Walsh, UBS IRA program manager, from the UBS Chief Investment Office, discuss the possibilities and limitations of such rollovers. Host: Daniel Cassidy

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

Client Strategy Office

La educación financiera: construyendo calidad de vida

27:08

En este episodio, Kai Grunauer, Director Ejecutivo para América Latina del equipo de Impacto Social y Filantropía de UBS, mantiene un diálogo con Dina Buchbinder, fundadora y Directora de Educación para Compartir, sobre la importancia de la educación financiera en la obtención de una mejora calidad de vida y en la formación de ciudadanos globales.

Catalizadores del mercado global y actualización sobre Chile

14:16

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, y Pedro Quintanilla-Dieck, Estratega Senior de Mercados Emergentes en UBS Americas, hablan sobre los catalizadores del mercado global de cara al segundo trimestre y las perspectivas para Chile.

Calentando motores: análisis preliminar de las elecciones en EE.UU. y México

23:14

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, analizan el impacto en los mercados financieros de las elecciones en EE.UU. y México

Mujeres: desafíos y estrategias para alcanzar objetivos financieros

12:28

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, exploran los desafíos que enfrentan las mujeres en el ámbito financiero, desde la brecha salarial hasta las decisiones de carrera. Abordan cómo estos factores impactan la capacidad para alcanzar metas financieras y algunas estrategias para superar estos obstáculos.

Calificaciones crediticias en Latinoamérica ¿Qué nos depara el 2024? Conversación con Ariane Ortiz-Bollin de Moody’s

31:36

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas de UBS, y Ariane Ortiz-Bollin, Vicepresidente Senior de Moody’s Investor Services, discuten el futuro de las calificaciones crediticias soberanas y corporativas de Latinoamérica, con un foco especial en México, Brasil, y Argentina.

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

Client Strategy Office

Mercados em movimento - Juros, inflação e as oportunidades escondidas

31:54

Nesta edição, nossos especialistas do UBS GWM mergulham nos últimos acontecimentos do mercado. Luciano Telo (CIO Brasil), Ronaldo Patah (estrategista de investimentos Brasil) e Solange Srour (diretora de macroeconomia Brasil) analisam os dados de inflação nos Estados Unidos, os novos indicadores de atividade econômica global e os impactos das recentes decisões de política monetária do BCB e do Fed para as diferentes classes de ativos. Descubra como navegar neste cenário acompanhando este episódio inédito.

Regulamentação da lei de tributação de bens no exterior

41:11

Novo episódio, Mari Yoshioka conversa com Nicole Najjar do Mattos Filho sobre as novidades trazidas pela Instruçäo Normativa 2.180/24 em relação às importantes decisões que deverão ser tomada em breve.

Crescimento, desinflação e queda de juros: O cenário perfeito está no horizonte?

33:51

A economia dos Estados Unidos começou o ano com boas notícias, tanto do ponto de vista de crescimento, quanto de inflação. Entre o pouso suave e o cenário perfeito, qual pode ser o impacto para os mercados? Saiba mais conferindo este episódio deste podcast, conduzido por Luciano Telo (CIO para o Brasil no UBS GWM) e Ronaldo Patah (Estrategista de Investimentos para o Brasil no UBS GWM).

PERGUNTAS E RESPOSTAS da Lei 14.754/23 - tributação offshore

59:04

Neste novo episódio, Mari Yoshioka, Diretora Executiva do UBS Wealth Planning LATAM, conversa com Fernando Martins, sócio do SA LAW, sobre as novidades trazidas pelo “Perguntas e Respostas” sobre a alteração de tributação para investimentos no exterior. Além de possuir mais de 18 anos de experiência na área tributária, Fernando é contador certificado.

PL 4173/23 aprovado: o que muda nos investimentos no exterior?

43:43

Nesse episódio, Mari Yoshioka, Diretora Executiva do UBS Wealth Planning LATAM, conversa com Priscilla Stela Mariano da Silva do Pinheiro Neto Advogados sobre a aprovação do Projeto de Lei 4.173/23 e os impactos na tributação de investimentos no exterior.

Explore more insights

Follow us on social to keep up with daily insights from analysts, influencers, and market experts.

Facebook

Instagram

LinkedIn

YouTube

X

Let’s talk

We can help put these insights to work in your portfolio