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

Washington Weekly Podcast: Israel-Hamas War latest, Remembering Henry Kissinger

12:36

With the temporary ceasefire ended, we discuss how the Israel-Hamas War might evolve from here. We also cover some recent developments up on Capitol Hill and reflect on the legacy of late Secretary of State Henry Kissinger. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: The week in review and preview

16:38

We reflect on recent fixed income sector performance and dive into a year-ahead outlook, along with a review of fixed income positioning. Plus, a preview of what you can expect in the week ahead. Featured are Frank Sileo and Barry McAlinden, Senior Fixed Income Strategists Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'Central banks keep tightening (involuntarily)'

04:30

European and US inflation numbers again surprised the markets by coming in lower than expected. The ending of the 2021–22 transitory inflation was very rapid (in the US, durable goods inflation went from record high to deflation within nine months). It may be that the ending of profit-led inflation is similarly fast. This does, of course, mean that real central bank interest rates are rising more rapidly—and the full effect of past monetary tightening has yet to be felt.

UBS On-Air: Paul Donovan Daily Audio 'Consumers use the force'

03:52

Yesterday’s German and Spanish consumer price inflation was lower than markets had expected, and the figures fit with the idea that profit-led inflation is coming to an end. Profit-led inflation works until it does not—once consumers realize price increases are less about fairness and more about margin expansion, they use the force of their spending power and form a rebel alliance. Companies then have to scramble to shore up customer loyalty.

Top of the Morning: ‘Select semis’ - Tactical US Equity Theme

10:37

Kevin Dennean joins us in-studio to explain the opportunity set behind the new Tactical US Equity Theme, ‘Select semis’, from the UBS Chief Investment Office. We also cover the cyclicality of semiconductor revenue growth, industry risks, current demand trends, and more. Featured is Kevin Dennean, Technology and Communications Services Analyst Americas, UBS Chief Investment Office. 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: Israel-Hamas War latest, Remembering Henry Kissinger

12:36

With the temporary ceasefire ended, we discuss how the Israel-Hamas War might evolve from here. We also cover some recent developments up on Capitol Hill and reflect on the legacy of late Secretary of State Henry Kissinger. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: APEC Summit, Shutdown averted, Israel-Hamas War

12:13

We discuss takeaways from the APEC Summit, namely as it relates to the mending of US-China relations, the deal reached which averted a shutdown of the US government, and an update on the Israel-Hamas War. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: UBS Veterans Network, Election Day, Government shutdown & more

17:06

We begin by spotlighting the UBS Veterans Network and how they support our veterans. Shane then reflects on Election Day and discusses the implications of the results, along with several Congressional retirement announcements, to Decision 2024. We also update on the status of talks to avert a shutdown of the US government and provide some takeaways from Secretary of State Blinken’s recent visit to Israel and the region. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: Israel-Hamas War, AI, Chip design tech and Crime

13:41

We touch on Secretary of State Anthony Blinken’s visit to Israel and the region, along with efforts from the Biden Administration on crime prevention, limiting China’s access to new chip design technology, and an executive order aimed at cutting risk associated with artificial intelligence. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Washington Weekly Podcast: House Speaker Mike Johnson, Geopolitics

12:32

Our conversation provides some background on the newly elected Speaker of the House, Mike Johnson, along with a look at his agenda priorities in the months ahead. We also update on the Israel-Hamas War and what the weeks ahead might have in store. 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

Families as the Original B-Corps

16:29

Leora Zach of Family Office Solutions sat down with Mark Tepsich, Family Office Design and Governance Strategist here at UBS to discuss how family office executives that are new in the role can better understand the family environment in which they are navigating. Families with significant wealth have the luxury of making decisions that are not purely financial, but can often be based on values. Understanding this dynamic will help family office executives better understand the family they serve, as well as that part of their role is to help advance that family’s values as well.

Sustainable Investing Perspectives with Jonathan Bailey (Neuberger Berman) & Amantia Muhedini (UBS CIO)

11:16

Our conversation spotlights the landscape for climate-related lawsuits, including recent developments within California and across the globe. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Jonathan Bailey, Global Head of ESG & Impact Investing at Neuberger Berman. Host: Daniel Cassidy

UHNW Solutions Exclusive: Family Office Technology

34:53

Mark Tepsich, UBS’s Family Office Design and Governance Strategist for Family Office Solutions, will sit down with Founder and Chief Technology Officer of InfoGrate, Dr. Tania Neild, to discuss family office technology architecture, build and design strategies.

Future of Wealth: The Art of Collecting

27:28

Join us for a conversation with Matthew Newton, Art Advisory Specialist, UBS Family Office Solutions and Melinda Hightower, Head of the UBS Multicultural Client Segment. Matthew shares highlights from the recent UBS publication Art and collecting on the art market, hallmarks of great collections, and how to get started on your collecting journey.

The language of caregiving: sustaining emotional resources through family conversations with Lee Woodruff

15:56

Hosted by Liam McCormick, Senior Strategist, UBS Family Advisory and Philanthropy Services

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

Reporte Year Ahead 2024 – Un Nuevo Mundo

13:19

En este episodio de LatAm Acccess, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas de UBS, describe las principales conclusiones del reporte Year Ahead 2024. Esperamos que los inversores enfrenten un nuevo mundo, definido por la incertidumbre económica y la inestabilidad geopolítica pero también por profundos cambios tecnológicos. Un mundo nuevo conllevará inevitablemente complejidad y volatilidad, pero también oportunidades de inversión. Alejo repasa también el outlook para Latinoamérica en este entorno.

La filantropía familiar en América Latina: realidades y perspectivas

12:05

En este episodio, Kai Grunauer-Brachetti, Director Ejecutivo para América Latina en el equipo de UBS Social Impact and Philanthropy, nos comenta sobre las principales conclusiones del reciente estudio “Familias latinoamericanas con visión de impacto” y nos detalla las mejores prácticas que están poniendo en pie las familias de la región para alcanzar un verdadero impacto social y ambiental a través de sus acciones filantrópicas.

Perspectivas de inversión en vistas al conflicto en Medio Oriente

09:11

En este episodio de LatAm Acccess, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas de UBS, describe el House View global teniendo en cuenta la escalada de conflicto en Medio Oriente. Alejo repasa la coyuntura económica y financiera de EEUU y China, al igual que el impacto que la guerra puede tener sobre el panorama internacional en los próximos meses.

México - Los desafíos fiscales para el próximo gobierno

08:53

En este episodio de LatAm Acccess, Gabriela Soní, Chief Investment Officer en UBS México, analiza los aspectos más destacados del Paquete Económico para 2024 y las implicaciones de inversión en activos del país.

Argentina – Perspectivas económicas, políticas y financieras

09:56

En este episodio de LatAm Acccess, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas de UBS, hace un rápido repaso del panorama argentino luego de las elecciones primarias, cubriendo temas tales como la coyuntura de crecimiento e inflación, la relación con el FMI, el potencial impacto de una dolarización, y las implicancias de inversión en activos del país.

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

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.

Aprovação do PL 4.173/23 na Câmara dos Deputados. E agora?

43:01

Nesse episódio, Mari Yoshioka, Diretora Executiva do UBS Wealth Planing LATAM, conversa com Ricardo Lacaz, sócio do escritório Lacaz Martins, Pereira Neto, Gurevich & Schoueri, sobre o que mudou no texto que foi aprovado do PL 4,173/23 na Câmara dos Deputados e o que falta ainda para a nova lei entrar em vigor.

Medo do Fed

19:40

Os fortes movimentos recentes de alta nos juros dos títulos do Tesouro dos EUA impactaram negativamente os mercados globais. Ronaldo Patah fala sobre como esse aumento nos juros afeta os mercados no Brasil e como os investidores devem reagir a esse novo ambiente.

A super safra

19:30

O impacto da supersafra no Brasil vai muito além do crescimento do PIB. Neste podcast, abordamos todos os outros impactos na economia e suas implicações de investimento.

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