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: 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: Paul Donovan Daily Audio 'US defunds Gen Z'

02:22

The US Senate has passed legislation defunding parts of Gen Z, with a ban on TikTok being allowed in US app stores unless the Chinese owner sells within 270 days. This potentially removes the economic activity generated by US content creators (influencers reportedly have an average income of over USD120,000—albeit with a very uneven income distribution). This economic activity may be underreported in official data, but it still takes place.

Top of the Morning: Fixed Income Strategist - Q2 outlook

13:43

Our conversation outlines performance expectations for fixed income over the next few months, along with CIO’s current thinking on Fed rate cuts in 2024. We also review allocation fixed income allocation preferences. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'Is sentiment saying anything'

02:20

Another blast of business sentiment opinion polls will be trying to get attention today. European business sentiment has tended to underreport economic reality. The gut instincts of respondents do not necessarily match an objective assessment of the facts. The challenge is that any gains in sentiment might reflect improving reality, but might also reflect sentiment catching up with reality without the real world outlook shifting.

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: 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

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.

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

Panorama económico y geopolítico - Reuniones de primavera del Fondo Monetario Internacional y Banco Mundial

10:44

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas en UBS, quien tuvo la oportunidad de participar en las reuniones de primavera del Fondo Monetario Internacional y Banco Mundial en Washington DC, resume los puntos clave de la conferencia. La política monetaria de la Fed, el déficit fiscal estadounidense, y las tensiones geopolíticas en Medio Oriente, dominaron la conversación.

La educación financiera: construyendo calidad de vida

27:08

En este episodio, Kai Grunauer, Director Ejecutivo para América Latina del equipo de Impacto Social y Filantropía de UBS, mantiene un diálogo con Dina Buchbinder, fundadora y Directora de Educación para Compartir, sobre la importancia de la educación financiera en la obtención de una mejora calidad de vida y en la formación de ciudadanos globales.

Catalizadores del mercado global y actualización sobre Chile

14:16

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 los catalizadores del mercado global de cara al segundo trimestre y las perspectivas para Chile.

Calentando motores: análisis preliminar de las elecciones en EE.UU. y México

23:14

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, analizan el impacto en los mercados financieros de las elecciones en EE.UU. y México

Mujeres: desafíos y estrategias para alcanzar objetivos financieros

12:28

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, exploran los desafíos que enfrentan las mujeres en el ámbito financiero, desde la brecha salarial hasta las decisiones de carrera. Abordan cómo estos factores impactan la capacidad para alcanzar metas financieras y algunas estrategias para superar estos obstáculos.

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

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.

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.

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