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

UBS On-Air: Paul Donovan Daily Audio 'More disinflation, but distorted perceptions'

02:27

Yesterday’s US producer price inflation numbers added to a general sense of disinflation. However, the lower inflation reported in consumer and producer prices will not be fully experienced by consumers. The slowing fantasy price of owners’ equivalent rent does not affect real world spending power. Seasonal adjustments deliberately distort reality, and so disinflation here does not change consumers’ inflation experiences.

Washington Weekly Podcast: SCOTUS rulings, Decision 2024 update & more

12:06

This week Shane highlights a slate of rulings expected to be delivered in June by the Supreme Court, updates on the campaign trail (including recent and upcoming primaries), reflects on former President Trump’s visit to Capitol Hill - plus, recaps the annual Congressional baseball game! Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 9)

13:00

On this week’s episode of Viewpoints, Burkhard covers a range of topics, including a potential timeline for higher for longer rates in the US, the gathering of world leaders at the G7 Summit, how the law of acceleration will change the world and economies over the next decade, and more.

UBS On-Air: Paul Donovan Daily Audio 'US rate cuts are still coming'

02:45

The Federal Reserve did nothing on rates. Investors have desperately sought additional guidance on policy, putting the fabled dot plots in focus. These black smudges on a piece of paper are really not that helpful. More Fed members think that there will be two cuts this year than anything else. Given the disinflation forces in the economy, several of those who suggested one cut likely give a high probability to two cuts.

CIO First Take: May CPI data & FOMC meeting

15:26

Join Jason Draho, Head of Asset Allocation Americas, and Brian Rose, Senior Economist Americas, for thoughts and reflections on May inflation data, along with the outcome of the FOMC meeting. Jason also speaks to the market response, and shares CIO’s positioning recommendations. Host: Daniel Cassidy

UBS On-Air: In the Now

Washington Weekly Podcast: Presidential debates, FAA Bill, Ukraine update

09:53

We preview the current calendar for US Presidential debates, unpack the FAA Bill and the implications for consumers, and share takeaways from Secretary of State Blinken’s recent visit to Ukraine. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Israel-Hamas War, Capitol Hill roundup

14:40

Following a pause of arms shipments to Israel from the US, Shane outlines what the response has consisted of and what might come next. We also cover this week’s efforts to remove House Speaker Mike Johnson from his post, along with the testimonies on Capitol Hill surrounding antisemitism across US school campuses. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: US Southern border, Middle East tour, House Speaker Johnson

12:46

Our conversation covers recent developments and potential executive action surrounding the US-Mexico border, Secretary of State Blinken’s Middle East regional tour, and a motion to vacate House Speaker Mike Johnson. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Decision ’24 Polling, Agenda for Congress, US-China relations

12:50

This week we examine what national polling in currently pointing to for the race for the White House, including takeaways from this week’s Pennsylvania primary. Shane also outlines some upcoming agenda items and focuses for Congress, and shares his expectations for Secretary of State Blinken’s visit to China. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Geopolitics roundup, Congressional aid packages

11:07

In the wake of recent direct conflict between Israel and Iran, Shane recaps where the conflict stands and what the response has consisted of. We also preview a key weekend up on Capitol Hill where the House is slated to vote on legislation aimed at delivering several aid packages, with House Speaker Johnson’s future in question. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Conversations

The ARTicle Podcast: Delaware Freeport

29:43

UBS Art Advisory Specialist, Matthew Newton, is joined Fritz Dietl, Founder and President of Dietl International Services and Delaware Freeport, to discuss the fine art shipping and storage industry and important considerations collectors often need to make when it comes to maintaining a collection.

Addressing Mental Health through Animal Therapy

25:27

In recognititon of May being Mental Health Awareness Month, we are joined by Soulpaws to better understand how eating disorders can impact a person’s day-to-day life, and how animal therapy can help. Featured is Shannon Kopp, Founder of Soulpaws. Host: Shiavon Chatman

Behavioral Finance: Action Bias 101

17:51

We explore the behavior of action bias, including a look at when it might and might not makes sense for one to adjust their investment approach, along with strategies to consider that can protect against the behavior of action bias. Featured are Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, from the UBS Chief Investment Office, along with Mark Halloran, Head of Business Development for Individual Markets with Transamerica. Host: Daniel Cassidy

Family Office Solutions in Focus - Navigating the healthcare system to be confident in your medical decisions

22:35

Leora Zach, Client Solutions Specialist for our Family Office Solutions, sits down with Stefan Zachar and Rebecca Bux from PinnacleCare to discuss why families with significant wealth could benefit from a private health advisor and the current state of the healthcare landscape in the US.

In FOcus: Family governance and educating the next generation

33:05

Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Kirby Rosplock, PhD Founder and CEO of Tamarind Partners to discuss how education and family governance go hand in hand especially when it comes to preparing the next generation for the responsibilities of the wealth they are born in to and the complexities that come with it.

UBS On-Air: LatAm access Spanish

Perspectivas de Mexico & Argentina con Rafael De La Fuente, economista en jefe de UBS

29:16

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, entrevista a Rafael De La Fuente, economista en jefe para Latinoamérica en UBS. Repasan las perspectivas económicas para México luego de la victoria arrolladora de Morena y Claudia Sheinbaum en las recientes elecciones, y realizan un balance de los primeros seis meses del gobierno de Javier Milei en Argentina. Para más sobre estes temas visite LatAm Access.

Reporte sobre Global Family Offices 2024

23:54

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, comparten un resumen de nuestro reporte anual sobre Global Family Offices de 2024. Para más información y descargar el reporte consulte: www.ubs.com/latamaccess-sp-gfo2024

Invirtiendo en infraestructura de energías renovables

37:01

La sostenibilidad es un tema que está en todas partes, impacta nuestra vida diaria de múltiples maneras y, a menudo, resulta abrumadoramente complejo. En un mundo donde es difícil discernir cómo efectuar un cambio positivo, surge la pregunta: ¿qué se necesita para generar un impacto real? En este episodio se aborda un aspecto distinto de esta cuestión, adoptando una perspectiva sólidamente fundamentada y cuestionándola con datos y argumentos, en ocasiones, contraintuitivos. Los desafíos recientes han pesado sobre la inversión en energías renovables. Especialmente, las preocupaciones sobre las tasas de interés más altas durante más tiempo y las presiones de costos perjudican las estrategias de capital público en energía renovable. Pero las grandes brechas de inversión, la inversión corporativa y las políticas gubernamentales se están volviendo más favorables. El Global Infrastructure Hub espera que la brecha de inversión en infraestructura mundial se amplíe a USD 15 billones para 2040, lo que representa una considerable oportunidad para explotar. Por lo tanto, las inversiones privadas en energías renovables pueden ofrecer rendimientos atractivos y una diversificación vinculada a tendencias duraderas como la inteligencia artificial y la transición hacia una economía baja en carbono. Más información sobre Inversión Sostenible aquí: www.ubs.com/latamaccess-sp-si

Análisis de Perú y México ante nuevos desafíos

15:28

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, y Pedro Quintanilla-Dieck, Estratega Senior de Mercados Emergentes en UBS Americas, hablan sobre las perspectivas económicas y de calificación crediticia para Perú, así como el panorama ante las elecciones de México.

Conversación con Mauricio Cardenas, Profesor de Columbia y ex ministro de Hacienda de Colombia

26:45

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas en UBS, entrevista a Mauricio Cardenas, Profesor de Columbia y director de la Maestría en liderazgo global en esa universidad, al igual que ex ministro de Hacienda de Colombia. Discuten las tendencias macroeconómicas y políticas clave de la región, aquellos países que generan más ilusión y más cautela, el posible impacto de las elecciones estadounidenses en Latinoamérica, y principios clave de liderazgo en tiempos de crisis.

UBS On-Air: LatAm access Portuguese

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. Saiba mais sobre filantropia aqui: www.ubs.com/latamaccess-pt-wp

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. Saiba mais sobre Economia e Mercados aqui: www.ubs.com/latamaccess-pt-mu

Queda adiada? As perspectivas para os juros nos EUA e os impactos dentro e fora do Brasil

28:44

Nesse episódio de abril, Luciano Telo (CIO para o Brasil no UBS GWM) e Ana Salles (Portfolio Manager do UBS GWM) analisam as recentes mudanças no cenário americano, com a perspectiva de adiamento da queda de juros devido ao ritmo forte da economia e da inflação persistente, e os impactos nos mercados de ações nos EUA e em outros localidades.

Mercados em movimento - Juros, inflação e as oportunidades escondidas

31:54

Nesta edição, nossos especialistas do UBS GWM mergulham nos últimos acontecimentos do mercado. Luciano Telo (CIO Brasil), Ronaldo Patah (estrategista de investimentos Brasil) e Solange Srour (diretora de macroeconomia Brasil) analisam os dados de inflação nos Estados Unidos, os novos indicadores de atividade econômica global e os impactos das recentes decisões de política monetária do BCB e do Fed para as diferentes classes de ativos. Descubra como navegar neste cenário acompanhando este episódio inédito.

Regulamentação da lei de tributação de bens no exterior

41:11

Novo episódio, Mari Yoshioka conversa com Nicole Najjar do Mattos Filho sobre as novidades trazidas pela Instruçäo Normativa 2.180/24 em relação às importantes decisões que deverão ser tomada em breve.

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