UBS On-Air | Podcasts

  

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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 On-Air: Paul Donovan Daily Audio 'Next price measure, please'

02:40

Markets exhibited a naïve belief in the accuracy of economic data yesterday. US first quarter GDP will probably be revised stronger, and hinted at future consumer strength. The data does put more focus on today’s personal spending figures—and in particular the personal consumer expenditure deflators.

Top of the Morning: The CEO Macro Briefing Book quarterly update

10:35

Jason and Paul rejoin the podcast in-studio to discuss the second edition of the new CEO Briefing Book quarterly series. We dive into how the macroeconomic environment, the landscape for corporate transactions, and geopolitics have all evolved thus far in 2024, and in turn what that means for corporate operating environments and decision making. Featured is Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Guessing games'

02:43

The US releases its first guess at first quarter GDP (a generally accurate number should be available sometime around 2029 or 2030). The rapid pace of structural change means that increasing amounts of economic activity are likely being missed in this sort of data. Overall, there should be some signs of a slowdown, but middle-income consumers will still provide resilience.

Top of the Morning: How to prepare for (potentially) higher taxes

18:39

As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)

35:01

Matt rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured is Matt McLennan, Co-Head of the Global Value Team, First Eagle Investment Management, and Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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: 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

Washington Weekly Podcast: Ukraine Aid, House Speaker Johnson, Technology export controls

11:43

Our conversation revisits ongoing debate up on Capitol Hill over aid packages for both Ukraine and Israel, and what this all could potentially mean for House Speaker Mike Johnson’s tenure. We also touch on renewed bi-partisan efforts within the US Senate to stem advanced technology sharing with US adversaries. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host Daniel Cassidy

Washington Weekly Podcast: US-China meetings, Trade policy, Ukraine aid

10:36

Our conversation provides some takeaways from this week’s phone meeting between President’s Joe Biden and Xi Jinping, along with Treasury Secretary Yellen’s visit to Beijing. We also discuss where Congressional negotiations stand around an aid package for Ukraine. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Funding Bill, Decision 2024 Polling, Baltimore & more

12:58

Our conversation recaps the recently signed Government Funding Bill, and examines efforts from within the House of Representatives to remove House Speaker Mike Johnson. We also check in on what recent Presidential polls are pointing to, and discuss Federal support in response to the bridge collapse in Baltimore earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Israel-Hamas War, Decision 2024, No Labels

13:11

Our conversation recaps the latest round of Primary results, along with a look at the prospects of a ‘No Labels’ Presidential campaign launch. We also update on recent developments surrounding the Israel-Hamas War, including Secretary of State Blinken’s visit to Israel. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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

Top of the Morning: How to prepare for (potentially) higher taxes

18:39

As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

World Autism Awareness Month: Financial Planning considerations

22:23

Our conversation focuses on World Autism Awareness Month, an internationally recognized month to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman

Advanced Planning Podcast: 2024 Planning Guide Podcast

10:18

Advanced Planning Senior Wealth Strategist, Joanna Morrison, sits down with Shiavon Chatman to discuss meaningful insights from this year’s guide including income tax deductions, the upcoming sunset of increased estate planning exemption amounts and more.

Sustainable Investing Perspectives with Martin Grosskopf (AGF) and Amantia Muhedini (UBS CIO)

11:07

This month we examine the evolution of the green labor market landscape, along with a look at shareholder engagement when it comes to the energy transition. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy

Family Office Quarterly In Conversation, Q2: Lessons from an early stage venture investor

25:22

Leora Zach, Client Solutions Specialist for Family Office Solutions, sits down with Jennifer Neundorfer, a founding partner at January Ventures, a venture capital firm that invests in pre-seed startups to discuss why family offices should consider emerging managers and how they differ across asset classes.