UBS On-Air podcasts

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

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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

Washington Weekly Podcast: Legislative blockade, Decision 2024 and more

12:59

We update on the latest surrounding a legislative blockade in Congress and its impact to the legislative agenda, how the scope of the ‘Decision 2024’ candidate field is shaping up, and a geopolitical roundup. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Planning Podcast Series: Advanced Planning Life Insurance Guide

14:07

Advanced Planning Group strategists, Jennifer Lan, Premini Scandurra, and Hunter Peek, summarize some key aspects of life insurance and potential ways it may be incorporated into an overall estate plan. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Revision time'

04:25

Markets (at least bond and foreign exchange markets) tend to pay relatively little attention to data revisions. New but inaccurate information is valued more than delayed but more accurate information. Today’s Eurozone GDP revisions may be a little different because seven economists are forecasting a revision to a negative number. A negative number would allow for suitably apocalyptic, click-bait style reporting. In the real world, no one will notice the difference between 0.0% and -0.1%.

UBS On-Air: Paul Donovan Daily Audio 'Trade tales'

04:38

China’s May trade data had a fairly large drop in exports, attributed to weakness in exports to the US and Japan. This does not necessarily signal a sharp decline in global demand. Global demand patterns now favor services rather than goods (China is not a service exporter). Moreover, there was surprising strength in China’s first quarter export numbers, helping to boost the GDP numbers. Potentially the strength reported in the first quarter was at the expense of reported export data later on.

Top of the Morning: Longer-term investments - Water Scarcity and Energy Transition

07:05

We discuss the evolution of two longer-term investment themes, water scarcity and the energy transition, and the investment opportunities that exist within, particularly as it relates to fixed income. Featured is Michelle Laliberte, Thematic Investing Strategist Americas, UBS Chief Investment Office. Host: Shiavon 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: Legislative blockade, Decision 2024 and more

12:59

We update on the latest surrounding a legislative blockade in Congress and its impact to the legislative agenda, how the scope of the ‘Decision 2024’ candidate field is shaping up, and a geopolitical roundup. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: Debt-ceiling latest and next-steps

10:44

Following a hand-shake agreement over the Memorial Day weekend between President Biden and House Speaker McCarthy, we bring you up to speed on where the process stands and preview what the next few days might have in store as lawmakers work towards finalizing the agreement. We also outline the parameters of the deal and the areas of compromise. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: Debt-ceiling update and Memorial Day

09:54

With the June 1 deadline quickly approaching next week, we update you on the latest developments surrounding debt-ceiling negotiations, including what to look out for over the next several days. We also highlight events taking place across Washington DC to recognize and honor the Memorial Day holiday. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: Debt-ceiling, G-7 preview, ChatGPT testimony

13:30

Our conversation covers the latest on where debt-ceiling negotiations stand and what to expect in the coming days and weeks. We also preview the G-7 meeting as part of President Biden’s visit to Asia, and provide some highlights from OpenAI CEO’s testimony to Congress. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: Latest on Debt-ceiling negotiations

15:28

Our conversation breaks downs where we stand today on negotiations surrounding the US debt-ceiling, including what’s at stake, what’s being debated and the implications of an extension. We also provide an update on the US southern boarder in the wake of Title 42 coming to an end. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. 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

Planning Podcast Series: Advanced Planning Life Insurance Guide

14:07

Advanced Planning Group strategists, Jennifer Lan, Premini Scandurra, and Hunter Peek, summarize some key aspects of life insurance and potential ways it may be incorporated into an overall estate plan. Host: Daniel Cassidy

Changing perspective: How to navigate mental health awareness and make self-care days the norm

24:03

In recognition of Mental Health Awareness Month, we spotlight the importance of ‘self-care days’ and how to maintain a controlled work environment. Featured is Amy Holmes, Americas Advisory Council, Project Manager. Host: Shiavon Chatman

UBS Conversations: How much does one need to have saved to retire comfortably?

22:06

Our conversation identifies some strategies to help answer that very question. We also cover what’s top of mind for retirees and ‘soon-to-be’ retirees, and how the macroeconomic environment is altering spending, investing, and saving patterns. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Matt Sommer, Head of Specialist Consulting Group, Janus Henderson Investors. Host: Daniel Cassidy

Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Geeta Aiyer (Boston Common)

26:22

Our conversation spotlights opportunities across the emerging markets, particularly for those with a longer-term horizon. We update on some regulatory developments as it relates to automobile emissions across the EU and US. We also touch on what’s on the minds of shareholders with highlights from the 2023 proxy season and discuss ways to drive change through investing. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Geeta Aiyer, Founder and President of Boston Common Asset Management. Host: Daniel Cassidy

Future of Wealth: The Power of Cultural Capital

25:57

Join us for a conversation with Dr. Sayu Bhojwani and Melinda Hightower, the Head of the Multicultural Client Segment at UBS. Dr. Sayu Bhojwani shares with us her work as a social entrepreneur and explains how both immigrants and women of color can shape a more equitable world for all. Host: Shiavon Chatman

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

“Mensajes en Foco” para la segunda mitad; reporte sobre Global Family Offices 2023

13:12

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, describe el view de la casa de UBS hacia la segunda mitad del año y repasa los “Mensajes en Foco” en términos de construcción de carteras. También nos comparte un resumen de nuestro reporte anual sobre Global Family Offices de 2023.

Resumen y análisis de los eventos recientes en Colombia, Chile y México

14:21

En este episodio de LatAm Access, Gabriela Soní y Pedro Quintanilla-Dieck nos comparten un resumen sobre los eventos recientes en Colombia, Chile y México y sus implicaciones de inversión.

Las nuevas tendencias globales de la filantropía

16:52

En este episodio, Kai Grunauer Brachetti, Director Ejecutivo de UBS Philanthropy Services para América Latina comparte las tendencia en el escenario filantrópico global. Durante los últimos diez años, la filantropía se ha vuelto más accesible para el público en general, dispone de más esfuerzos colaborativos, y existe un creciente interés en temas relacionados con el cambio climático. ¿Qué nos depararán los próximos años? ¿Qué tendencias darán forma al panorama filantrópico? ¿Y en qué medida el ecosistema filantrópico latinoamericano se relaciona con estas tendencias globales?

Viaje a Washington DC - Reuniones del Fondo Monetario Internacional, Banco Mundial, y Wilson Center

08:09

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, repasa las seis principales conclusiones de su viaje a Washington DC para las reuniones de primavera del Fondo Monetario Internacional y del Banco Mundial, al igual que su visita a las oficinas centrales del Wilson Center. Estas conclusiones abarcan el panorama económico americano, el futuro de las principales tensiones geopolíticas globales, y el rol que puede jugar Latinoamérica en este entorno.

Posicionando portafolios globales con más cautela, análisis coyuntural de México y Colombia

14:22

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, junto a sus colegas Gabriela Soni y Pedro Quintanilla-Dieck, describen la necesidad de ajustar portafolios de inversión globales hacia un posicionamiento más cauto en el contexto de las tensiones del sector bancario americano y europeo. También nos comparten un resumen de qué esperar para las economías y los mercados de México y Colombia.

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

Decifra-me ou te devoro

15:36

Reza a lenda que a Esfinge do Egito dizia a qualquer um que a visitasse, "decifra-me ou te devoro”. Assim, o infeliz visitante não teria escolha a não ser resolver o quebra-cabeça, porque a alternativa era pagar com a sua vida. A nosso ver, a situação não é muito diferente no Brasil agora: a relação entre o governo do presidente Lula e o Congresso está sendo testada. Se o governo Lula for capaz de decifrar os enigmas do Congresso Nacional, o ambiente político pode melhorar nos próximos meses, potencialmente se traduzindo em um resultado positivo para os mercados. Considerando o risco-retorno das classes de ativos no cenário atual, acreditamos que é hora de aumentar o risco na alocação tática de ativos.

O Brasil pode se tornar a próxima Argentina?

17:31

Esta é a pergunta mais frequente feita pelos nossos clientes este ano. Esse seria um desejo fervoroso para muitos brasileiros – se estivéssemos falando de futebol. Mas, infelizmente, por "Argentina", eles querem dizer um país cujas políticas econômicas são consideradas inadequadas, no centro da qual está um déficit fiscal descontrolado que leva a uma inflação de três dígitos, baixo crescimento e taxas de pobreza secularmente crescentes. As propostas até agora do novo governo do Brasil nos dão confiança para prever que uma deterioração tão acentuada das finanças públicas do país é improvável. Explico o porque no Podcast!

Possiveis impactos da MP 1.171/23

47:16

A MP 1.171/23 foi publicada em 30 de abril e deverá ainda ser aprovada pelo Congresso Nacional. Caso seja convertida em lei, como afetaria a detenção de investimentos offshore? Neste episódio, Mari Yoshioka, Diretora Executiva do UBS Wealth Planning Latin America, conversa com Priscilla Stela Mariano da Silva, do Pinheiro Neto Advogados, sobre os possíveis impactos da MP 1.171/23 e dúvidas frequentes dos clientes.

Os juros voltarão a cair no Brasil algum dia?

23:06

Entrevistei meu amigo Alexandre Azara, economista-chefe do UBS-BB, sobre crescimento do PIB, riscos fiscais, inflação, previsão do BRL e composição do BCB. As respostas foram surpreendentes!

Tudo em todo lugar ao mesmo tempo

17:52

Desenvolvimentos importantes estão acontecendo em diferentes partes do mundo, tudo ao mesmo tempo. Tudo isso pode impactar decisivamente os mercados nos próximos meses. A economia brasileira não é exceção, e vemos riscos crescentes nos próximos meses. A incerteza em relação à nova âncora fiscal está pesando sobre as perspectivas econômicas, incluindo as expectativas de inflação. Acreditamos que o BCB está aguardando mais clareza sobre essa reforma antes de se preparar para iniciar um ciclo de flexibilização.

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