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

UBS Asset Management: ‘Around the Horn’ Monthly Fixed Income Roundtable

26:17

A monthly checkup with top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams, sharing their views on markets and what they believe you should be focused on within the fixed income space.

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

Top of the Morning: The week in review and preview

10:45

Our conversation updates on the latest developments surrounding the debt-ceiling (and potential market implications), along with a review of the April inflation prints and how the Fed might be interpreting the data. We also provide an update on the regional banks and preview what you can expect in the week ahead. Featured is Danny Kessler, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'Profit-led inflation under scrutiny'

05:08

UK profit-led inflation is coming under political scrutiny—Parliament is to investigate the influence of food producers and supermarkets on food price inflation. Profit-led inflation tends to occur at the end of supply chains, when companies with strong brands get consumers to accept price increases by disguising margin expansion with a convincing story. Consumer outrage (and associated political focus) is one way to combat this.

UBS On-Air: Paul Donovan Daily Audio 'Increasingly predictable'

05:39

US consumer price inflation data was generally as expected. This is the point. Inflation is more predictable. Predictability hints that profit-led inflation may be starting to turn as the unusual nature of profit-led inflation is what is hard to predict.

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: 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

Washington Weekly Podcast: Geopolitics roundup, Ohio train derailment, Debt-ceiling

15:46

Our conversation updates on the Russia-Ukraine War, the regulatory implications of and federal response to the Ohio train derailment, the latest on debt-ceiling negotiations, and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: State of the Union, GOP response, Spy balloon

15:45

Our conversation recaps the notable themes and messaging from the State of the Union address, delivered by President Biden, including any hints at decision 2024 intentions. We also recap the GOP response, delivered by Arkansas Governor Sarah Huckabee Sanders. Following up from Friday, we explore the latest developments surrounding the downed spy balloon and the implications of the events to US-China relations. 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

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

The Power of Storytelling: Neurodiverse Storylines on Netflix

36:08

Liam McCormick, UBS Family Advisory and Philanthropy Services Americas, Senior Strategist, in conversation with Dani Bowman, Actress, Love on the Spectrum and Creator of DaniMation Entertainment, and Jennifer Cook, Author and On-Screen Expert for Love on the Spectrum

Impacting Autism through Business and Investments

29:05

Dr. Thomas Edwards, Associate Professor at the College of Engineering at Temple University, moderates a discussion with David Aspinall, CEO of Auticon, Steve Bier, Director of Popcorn for the People, and Chris Male, Co-Founder, Autism Impact Fund

Communication 4 ALL - Finding your voice

19:05

Jane Schwartzberg, Head UBS Strategic Client Segments, in conversation with Elizabeth Bonker, Founder of Communication 4 All, Author and Advocate. Communication 4 ALL’s mission is to champion efforts to ensure communication is available to all nonspeakers with autism.

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

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.

Un mundo creciendo a múltiples velocidades; oportunidades y obstáculos de México para producir vehículos eléctricos

15:48

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soni, Jefa de Inversiones para México en UBS, describen por qué esperamos que las principales economías del mundo crezcan a múltiples velocidades en los próximos meses, qué hacer al respecto en carteras de inversión, y cuáles son las oportunidades y obstáculos que enfrenta México para convertirse en una plaza líder de producción de vehículos eléctricos.

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!

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.

O Brasil está à beira de uma crise de crédito?

37:56

Ronaldo Patah entrevista Marianna Waltz, diretora responsável por América Latina da Moodys Investors Service.

Cenario Politico - Entrevista com Luciano Dias, consultor politico

27:55

Luciano Dias explica o que chama de alianca imperfeita entre o governo e a congresso, o pragmatismo parcial do executivo, por que as reformas dos ultimos seis anos nao serao revistas, e a reforma tributaria nao passara no formato atual.

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