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: September Jobs Report, and the week ahead

10:46

As we close out the trading week, Brian and Paul weigh in on the latest jobs data, and what it means for the health of the US economy, along with the course ahead for monetary policy. Plus, we review CIO’s current allocation recommendations, and preview what you can expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'Thrilling times'

02:09

It is US employment report Friday, the monthly celebration of dubious quality data that always thrills markets. Looking at the broad picture of the US labor market, the position is what it has been all year. Firms are slower to hire, but not keen to fire. This gives job security, and supports consumer spending patterns.

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 15)

09:56

On this episode of Viewpoints, Burkhard turns focus to the notable rally across Chinese markets in recent time, and speaks to how investors should interpret the move, along with shares investment lessons to consider.

UBS On-Air: Paul Donovan Daily Audio 'Confirming expectations'

02:04

The economic calendar is strewn with irrelevancies in the form of business sentiment opinion polls. For-profit polls crave the oxygen of publicity, but neither their profit motives nor the attendant media attention are guarantees that they reflect economic reality. Partisan bias, inaccurate answers to questions, and falling response rates are all challenges to the usefulness of surveys (of any kind).

CIO Global Livestream: Rates, votes and volatility

27:08

Hear from Mark Haefele, GWM Chief Investment Officer, Kiran Ganesh, Global Head of Investment Communications, Jason Draho, Head of Asset Allocation for CIO Americas, and Carolina Corvalan, Fixed Income Strategist.

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: UN General Assembly, Government funding, Decision 2024

13:27

We close out a busy week by recapping the annual UN General Assembly in New York, how an agreement was reached to avoid a shutdown of the US government, along with a look at the latest developments on the Presidential campaign trail. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affair US. Host: Daniel Cassidy

Washington Weekly Podcast: Post-debate polling, China legislation, Government funding

13:13

We begin by updating on the second assassination attempt of former President Trump, and where that investigation stands. We also discuss where negotiations stand as it relates a government funding bill, bipartisan legislative initiatives aimed at China, along with a look at the polls a week out from the recent Presidential debate. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Legislative agenda, Decision 2024 update

12:35

As Congress returns from summer recess, and the race for the White House heats up, Shane drops by to outline legislative priorities over the next few weeks, along with updates as to where polling for the White House and key Congressional races currently stands. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: SCOTUS reform, Fentanyl curbing, Geopolitics

10:34

On this week’s episode we examine President Biden’s proposed reforms from the US Supreme Court, along with an initiative from the White House the curb the flow of fentanyl into the US. We also spend time on the regional implications of recent escalations related to the Israel-Hamas War. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: What’s next for President Biden and the Democratic Party?

12:48

In the wake of Sunday’s announcement from President Biden, Shane outlines what comes next for the Democratic Party and the 2024 election cycle, including what the ticket could look like in the weeks ahead, and the role President Biden will play on the campaign trail. We also examine how the GOP has been responding to the events of the past week, and recap Monday’s Congressional testimony involving former US Secret Service Director Kimberly Cheatle. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, 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

Around the Horn: Fixed Income Roundtable with UBS Asset Management

21:04

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.

House Call: Talking Equity Markets with UBS Asset Management

12:16

Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.

Advanced Planning Podcast: 2024 Year-End Planning Strategies

09:59

The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy

Advanced Planning Podcast: Tax Law Developments

16:58

Tune in to hear Ann Bjerke, Head of the UBS Advanced Planning Group, speak with Senior Wealth Strategist, Rebecca Sterling, about the scheduled sunset of various income tax laws.

House Call: Talking Equity Markets with UBS Asset Management

18:38

A monthly check on US equity market performance and positioning considerations with Jeff Hans, Senior Portfolio Manager, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.

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 oportunidades que ofrece la transición energética en América Latina con Doris Capurro

24:14

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, entrevista a Doris Capurro, Fundadora, CEO y Presidenta de LUFT Energía S.A. Conversan sobre el “trilema” al que se enfrenta el mundo actual: la seguridad energética, el cambio climático y el acceso a la energía. Destacan cómo América Latina se encuentra en una posición privilegiada para la transición energética gracias a sus abundantes recursos naturales.

Camino a la elección de EE.UU. - Futuro de la relación bilateral con México

29:21

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, entrevista a Lila Abed, Directora del Instituto México del Wilson Center. Conversan sobre el nuevo capítulo en la relación EE.UU. y México; mencionan los desafíos en lo que respecta a comercio, migración y seguridad.

Panamá un país pequeño con una economía potente

11:42

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, entrevista a Alberto Rojas, Investment Strategist en nuestro equipo de Mercados Emergentes en Nueva York. Conversan sobre la economía de Panamá, su nota crediticia y sus bonos soberanos. Además, charlan sobre la situación política de Venezuela y qué se avizora en el futuro inmediato.

Inteligencia artificial: entender y aprovechar las oportunidades de inversión

17:52

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, explican las tres capas en la cadena de valor de la inteligencia artificial y el impacto transformador en diversas industrias. Asimismo, destacan cómo los inversionistas pueden posicionarse para aprovechar las oportunidades de inversión.

La reinserción social como camino a la seguridad

17:36

En América Latina, la tasa de reincidencia de las personas privadas de libertad es extremadamente alta: en algunos países llega a ser hasta un 50%, lo cual muestra que los centros detención no están cumpliendo su rol de rehabilitación. En este episodio, Kai Grunauer, Director Ejecutivo para América Latina del Equipo de Impacto Social y Filantropía de UBS, conversa con Daniela Ancira, fundadora de La Cana, sobre el trabajo que dicha organización está llevando a cabo para revertir esta tendencia en México y asegurar una real inserción social de las mujeres en prisión.

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

Juros em jogo: Brasil e EUA em caminhos oposto

32:53

O Federal Reserve (Fed) e o Banco Central do Brasil (BCB) estão tomando caminhos divergentes para a política monetária. Além disso, a economia mundial enfrenta um cenário complexo, com as eleições americanas se aproximando e a China em desaceleração. Neste episódio, os impactos para a economia brasileira e as oportunidades de investimento que podem surgir desse novo cenário. Nossos especialistas, Ronaldo Patah (estrategista de investimentos para o Brasil no UBS GWM) e Solange Srour (diretora de macroeconomia para o Brasil no UBS GWM) analisam os últimos dados, as perspectivas para a inflação e o câmbio, e traçam um panorama completo para algumas das principais classes de ativos.

Os family offices e seu papel no impacto social no Brasil

22:33

De que jeito os family offices estão estruturando suas estratégias filantrópicas e de investimento de impacto no Brasil? Neste episódio do Latam Access, Kai Grunauer-Brachetti, Diretor Executivo para América Latina na equipe do UBS Social Impact Philanthropy, conversa com o Leonardo Letelier, CEO e fundador da Sitawi, sobre os principais resultados de um estudo sobre as práticas de impacto dos family offices no Brasil Kai.

Análises da corrida presidencial nos EUA para os mercados globais

36:37

Neste episódio especial de junho, Luciano Telo (CIO para o Brasil no UBS GWM) recebe Silvio Cascione (Head de Pesquisa da Eurasia Group no Brasil) para mergulhar no cenário das eleições nos Estados Unidos. Na conversa, os especialistas investigam mais a fundo os impactos potenciais de uma vitória de Trump ou Biden, com um eventual novo mandato de Trump podendo trazer mais tarifas comerciais e mudar a relação com a China. Silvio e Telo também analisam os ecos na economia brasileira e os desafios para garantir a sustentabilidade fiscal no Brasil – independente do resultado da eleição norte-americana. Confira!

Mudando o panorama da alfabetização no Brasil

15:14

Hoje, milhões de crianças no Brasil em idade escolar são tecnicamente analfabetas. O desafio é enorme, mas existem soluções provadas para resolver o problema. Neste episódio do Latam Access, Kai Grunauer-Brachetti, Diretor Executivo para a América Latina do UBS Social Impact and Philanthropy, conversa sobre os desafios da alfabetização no Brasil com Denis Mizne, CEO da Fundação Lemman, uma das organizações que está liderando a iniciativa Alianza pela Alfabetização.

Brasil em foco: Riscos políticos, eleições e perspectivas para 2024 em diante

32:22

Como medir os riscos políticos e os impactos da calamidade no Rio Grande do Sul? De que modo as relações institucionais entre os Poderes estão moldando a governança da Presidência? As eleições municipais vão funcionar como termômetro para a corrida presidencial em 2026? O que esperar da nova composição do Banco Central? E como “fechar” a conta fiscal em 2025? Ouça o novo episódio de abril, conduzido por Luciano Telo (CIO para o Brasil no UBS GWM) e Solange Srour (diretora de macroeconomia para o Brasil no UBS GWM), com a participação especial do renomado jornalista e consultor político, Thomas Traumann.

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