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

Top of the Morning: CIO Strategy Snapshot - Summer outlook

14:15

In the wake of a debt-ceiling deal having been reached over the weekend, we outline the terms and talk about what it all means for the markets. We also identify factors over the next few months that could influence investor sentiment and the direction of markets, including the May inflation prints and the Fed’s course for monetary policy. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'The first rule of profit-led inflation…'

03:41

The US debt ceiling face limps towards a conclusion. There is the normal posturing by politicians, but markets are optimistic that political extremists will be kept at bay and the deal will pass. In Congress, the House rules committee discusses the procedure ahead of a vote on the agreement tomorrow.

UBS On-Air: Paul Donovan Daily Audio 'President Nixon’s economics'

04:38

There has been an agreement to end the US debt ceiling farce (for now). The bill still has to pass Congress. This is not a “successful” conclusion to the nonsense. The issue will come up again, as the debt ceiling has not been abolished. While the economic impact of the compromise is limited, politicians’ time has been wasted in creating a solution. Worse still, economists’ time has been wasted in talking about this. Unnecessary risk and uncertainty has been added to a slowing economy.

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

Investing in Preferreds: The risks and opportunities with Frank Sileo (UBS CIO) and Bill Scapell (Cohen & Steers)

27:58

Featured are Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office, and Bill Scapell, Head of Fixed Income and Preferred Securities, Cohen & Steers. Host: Daniel Cassidy

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: 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

Washington Weekly Podcast: Russia-China Summit, TikTok testimony, FDIC Insurance Cap

14:31

Our conversation recaps this week’s notable summit in Moscow, the Congressional testimony delivered by the TikTok’s CEO, rumblings surrounding an increase to the FDIC insurance cap and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: Bank failure federal response, 2024 budget proposal and more

16:44

Our conversation outlines how the federal government has been responding to fluid developments surrounding regional bank failures in recent days and what the road ahead might look like. We also recap President Biden’s 2024 budget proposal and next-steps, along with preview an upcoming meeting between House Speaker Kevin McCarthy and the President of Taiwan. 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

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

Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Lucy Thomas (UBS Asset Management)

29:42

Our conversation outlines opportunities across sustainable fixed income (such as green bonds), the recent IPCC report on climate change, and investing through social themes. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing with UBS Asset Management. Host: Daniel Cassidy

Tax management 101

10:27

Sebastian Mainegra, Investment Specialist, UBS Asset Management, spoke with UBS On-Air host Dan Cassidy about the importance of year-round tax management and how the Personalized Tax Management solution from UBS Asset Management seeks to offset the impact of capital gains taxes

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

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.

Tensiones en el sector bancario de EEUU, implicancias económicas y de inversión

09:21

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, explica los acontecimientos que vienen afectando al sector bancario de EEUU en los últimos días, y las consecuencias que pueden tener en las perspectivas económicas y el posicionamiento de inversión.

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

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.

O stress no mercado bancário americano

18:04

Ronaldo Patah responde às perguntas mais frequentes e a implicações na estratégia de investimentos.

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