UBS On-Air podcasts

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

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

Wealth Management Americas

Top of the Morning: The week in review and preview

08:43

We recap the week that was, including the latest PCE data, remarks from several Fed officials, and ongoing public policy negotiations in Washington DC. Plus, we preview what you 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 'More disinflation, and a lot of Fed speak'

02:28

The US personal consumer expenditure deflator remains in disinflation. Durable goods prices sank ever deeper into deflation. Market-based prices showed disinflation, as did services excluding financial service (financial service prices often follow market valuation). There was an intensely technical clarification about calculating owners’ equivalent rent—price no real person pays or cares about, but which excites economists. The clarification makes it unlikely OER will add more to inflation this year.

Top of the Morning: ‘Hedge Funds: 2024 Outlook & Positioning’

17:16

Our conversation provides a performance update and outlook for hedge funds, along with a look at the investment case for hedge fund investing in the current environment. We also cover considerations when it comes to participating in the asset class. Featured is Sean Sanborn, Hedge Fund Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

CIO global livestream: Four things no great portfolio can do without

32:24

Hear from members of the UBS Chief Investment Office, including Mark Haefele, David Lefkowitz, Rolf Ganter, and Crystal Zhao, as they share an economic and market outlook.

UBS On-Air: Paul Donovan Daily Audio 'More inflation fun'

02:49

Yesterday’s US GDP revisions did not add much to investors’ stock of knowledge. The US consumer proved stronger than initially thought, as US consumers so often are. The market-based personal consumer expenditure deflator has slowed quite notably over recent quarters. What good old fashioned supply and demand is doing is creating a quite powerful disinflation story.

UBS On-Air: In the Now

Washington Weekly Podcast: Government Shutdown, Ukraine aid, Governor’s Summit & more

13:19

As officials in Washington DC meet to negotiate an aid package for Ukraine and avert a partial shutdown of the US government, Shane discusses what’s at stake and how negotiations might progress from here. We also recap the South Carolina primary and preview upcoming milestones on the campaign trail, along with recap last week’s Governor’s Summitt at the White House. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Geopolitics roundup, Southern border, Tax legislation

13:20

Following this past weekend’s attacks in Jordan against US servicemembers, Shane discusses how and when the US will respond to Iran and what it all means for brewing tensions in the region. We also update on House GOP impeachment proceedings against Homeland Security Secretary Mayorkas, and bi-partisan Congressional legislative efforts aimed at tax breaks for businesses and children. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Government Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Decision 2024, Border negotiations, Geopolitics

13:07

With the 2024 campaign trail in full swing, Shane reflects on the results of the New Hampshire primary and previews what the next few weeks have in store. We also update on border negotiations within Congress and ongoing tensions in the Red Sea. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: New Hampshire preview, Taiwan, Shutdown negotiations & more

12:46

Our conversation covers a range of timely topics, including takeaways from President Biden’s White House meeting with Congressional leadership, a status as to where government shutdown negotiations stand, and an update on Decision 2024 ahead of next week’s New Hampshire primary. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Iowa preview, Capitol Hill roundup & more

15:48

With what promises to be an eventful 2024 now underway, Shane Lieberman updates us on a range of negotiations taking place within Congress as it relates to government funding, the US Southern border, and foreign aid packages. We also touch on the road to the White House by previewing Monday's Iowa caucuses and recapping President Biden's recent campaign appearances. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Conversations

Top of the Morning: Which assets are better to use in retirement?

18:23

Our conversation outlines considerations when it comes to earmarking assets for tax-efficient retirement spending, along with those for inheritance and philanthropy. Featured are Ainsley Carbone, Retirement Strategist Americas, and Justin Waring, Senior Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Family Office Solutions In FOcus - Alternative investment migration and citizenship by investment

36:28

Mark Tepsich, Family Office Design and Governance Strategist sits down with Judi Galst, Managing Director of Private Clients for Henley & Partners, to discuss Investment migration, the difference between residence and citizenship and the different ways clients can expand their citizenship options.

Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Katherine Kroll (Brown Advisory)

13:33

In this episode, we’re rejoined by Katherine Kroll of Brown Advisory for a discussion around the decarbonization of the shipping industry, and how this intersects with artificial intelligence. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Katherine Kroll, Director of Equity Research, Sustainable Investing with Brown Advisory. Host: Daniel Cassidy

Family Office Quarterly in Depth - How Family Offices Compensate their Employees

19:43

Family Office Quarterly Deep Dive: There's compensation and then there is long-term compensation tied to alignment of the family offices objectives. Mark Tepsich, Family Office Design and Governance Strategist sits down Paul Westall and Tayyab Mohamaed, Agreus co-founders toto take a deeper dive on long-term compensation and the perspective of both family offices and employees and candidates.

Family Office Solutions In FOcus: Domestic and Administrative Staffing - Hiring tips and expectations

19:40

Leora Zach, CFA, Client Solution Specialist for Family Office Solutions sits down with Gold Porter, Owner of Riveter Consulting Group to discuss hiring and staffing of lifestyle, domestic and administrative hires. Together, they discuss what families should look out for when hiring domestic and administrative staff as well as the salary expectations these hires often look for.

UBS On-Air: LatAm access Spanish

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.

Principales preguntas de los inversionistas para 2024 y capacidad crediticia de México

11:26

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, responde las principales preguntas para 2024 que están en la mente de los inversionistas globales. Asimismo, analiza las fortalezas y debilidades en la capacidad crediticia de México.

Davos 2024 - Principales conclusiones

12:44

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas en UBS, quien tuvo la oportunidad de participar en la reunión anual del Foro Económico Mundial en Davos, resume los puntos clave de la conferencia. La inteligencia artificial, la geopolítica, y la transición energética dominaron la conversación. América Latina como región fue resaltada como un área de oportunidad en un mundo cambiante.

La inversión por impacto y su rol en el desarrollo social

16:39

En este episodio, Kai Grunauer, Director Ejecutivo para América Latina del equipo de Impacto Social y Filantropía de UBS, conversa con Maya Ziswiler, CEO de la Fundación Optimus de UBS, sobre el rol cada vez más importante que están jugando las inversiones por impacto para fomentar el crecimiento de las empresas sociales y las acciones concretas que la fundación está llevando a cabo en este sector.

América Latina en 2024

26:00

En este episodio de LatAm Access, Alejo Czerwonko, Gabriela Soni, y Pedro Quintanilla-Dieck del Chief Investment Office de UBS describen el outlook para América Latina en 2024, revisando las perspectivas económicas y de inversión de México, Brasil, Chile, Colombia, Perú, Argentina, y Venezuela.

UBS On-Air: LatAm access Portuguese

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.

Filantropia Familiar na América Latina: Realidades e Perspectivas

10:49

Neste episódio, Kai Grunauer-Brachetti, Diretor Executivo para a América Latina da equipe de UBS Social Impact and Philanthropy, discute as principais descobertas do recente estudo "Famílias Latino-Americanas com Visão de Impacto" e detalha as melhores práticas implementadas por famílias da região para alcançar um verdadeiro impacto social e ambiental por meio de suas ações filantrópicas.

Year Ahead 2024 - Um novo mundo

28:53

O novo mundo é caracterizado pela incerteza econômica e instabilidade geopolítica, mas também por profundas mudanças tecnológicas. Uma sessão de perguntas e respostas sobre nossas visões globais de cenário e investimentos para o ano que vem, “Year Ahead”, com Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM.

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