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

Client Strategy Office

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

29 Jan 2026

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 58)

In the midst of a busy travel week, spanning London, Lisbon, Berlin, Munich and Geneva, Burkhard stops by to share his boots-on-the-ground observations on factors driving economic and market activity. Plus, a look at how these observations rhyme with technology and U.S. exceptionalism (as drivers of the “Roaring Twenties” narrative).

00:00
10:03

29 Jan 2026

Top of Morning: Preferred Securities - Performance update & outlook

Frank Sileo, Senior Fixed Income Strategist Americas, rejoins the podcast for a performance update and outlook for the preferred securities sector. We also spend time reviewing positioning considerations within the asset class and provide a “preferred securities investing 101”. Host: Daniel Cassidy

00:00
16:09

29 Jan 2026

UBS On-Air: Paul Donovan Daily Audio 'Less urgency on US cuts?'

The Federal Reserve obviously left rates unchanged, but the tenor of the meeting seems to have been a little more hawkish. Resilient economic growth has reduced the urgency for a rate cut. A cut is still likely at some point this year, not to act as a stimulus but to ensure against downside risk (were labor market fears to start to weigh on the consumer).

00:00
02:50

28 Jan 2026

How should I be positioned? with Marc Lipschultz (Blue Owl) & Jason Draho (UBS CIO)

Our first episode of the year features Marc Lipschultz, Co-CEO of Blue Owl Capital, and Jason Draho, UBS CIO Head of Asset Allocation Americas. Marc and Jason exchange thoughts on how AI infrastructure and data center investments are being financed, along with how investors should think about AI-bubble risk. Plus, thoughts on the macroeconomic environment, overall investment risks, and where opportunities exist across private markets and private credit. Host: Daniel Cassidy

00:00
41:56

28 Jan 2026

UBS On-Air: Paul Donovan Daily Audio 'Fed Day'

A unanimous 92 out of 92 surveyed economists expect no change in US interest rates today. That many economists could never be wrong. An insurance rate cut may be necessary, to keep fear of unemployment low and allow US consumers to continue cutting savings rates to pay for tariffs. An insurance cut is not urgent, however.

00:00
05:53

UBS On-Air: In the Now

UBS On-Air: In the Now

Client Strategy Office

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

23 Jan 2026

Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
11:29

12 Dec 2025

Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

00:00
10:27

02 Dec 2025

Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
10:59

06 Nov 2025

Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
09:44

15 Oct 2025

Washington Weekly Podcast: Government shutdown update, US-China trade talks

Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
09:52

UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

00:00
11:57

21 Jan 2026

Top of the Morning: 2026 Roth catch-up explained

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they’ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what’s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

00:00
13:53

11 Dec 2025

Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer

In this episode of the Family Office Solutions Podcast, host Mark Tepsich, a family office design and governance strategist, speaks with Rishi Bali, founder and CEO of OPCO.AI. The discussion focuses on how family offices can modernize their operating core without replacing existing systems. Rishi explains how an intelligence layer can unify fragmented platforms, operationalize investment policy statements (IPS) in real time, and reduce key-person risk. He also shares his background and the journey that led to creating OPCO.AI, offering insights into innovation and strategic partnerships for family offices navigating complexity.

00:00
35:38

17 Nov 2025

Planning Podcast Series: Year-end planning strategies

Jennifer Lan and Chelsea Rubio from the UBS Advanced Planning Group join UBS Conversations to outline planning considerations to be mindful of as we approach year end, including income tax planning, wealth transfer planning, trust planning and administration, and charitable giving. Host: Daniel Cassidy

00:00
09:19

05 Nov 2025

Top of the Morning: Year-end planning priorities - Retirement and tax strategies

Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what’s on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy

00:00
19:51

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

27 Jan 2026

Nueva generación de multimillonarios: ¿hacia dónde se mueve la riqueza global?

Alejo Czerwonko y Gabriela Soní conversan sobre el Billionaires Report de UBS y los cambios que trae una nueva generación de multimillonarios en la riqueza global.

00:00
10:15

14 Jan 2026

Rol de los mercados emergentes: ¿dejarlos fuera es una idea del pasado?

En este episodio, Alejo Czerwonko y Alberto Rojas analizan el rol actual de los mercados emergentes y los cambios estructurales que están redefiniendo el régimen de inversión global.

00:00
21:24

18 Dec 2025

Year Ahead 2026 Cono Sur: ¿Se consolida la agenda pro-mercado?

Alberto Rojas y Alejo Czerwonko analizan cómo Chile, Brasil y Argentina se preparan para el 2026, con señales de resiliencia económica, cambios políticos relevantes y oportunidades que fortalecen el panorama del Cono Sur.

00:00
09:54

10 Dec 2025

Year Ahead Andinos y Centroamérica 2026: ¿Qué esperar del crecimiento regional?

Con una mirada a Colombia, Perú, Panamá, República Dominicana y Venezuela, Alberto Rojas y Pedro Quintanilla-Dieck analizan qué esperar del crecimiento regional en 2026, así como los riesgos y oportunidades que marcarán el año.

00:00
12:21

04 Dec 2025

Year Ahead México 2026: ¿Crecimiento en manos del T-MEC

Alberto Rojas y Gabriela Soní analizan los riesgos y oportunidades que enfrentará México en 2026, y los factores que pueden moldear su crecimiento en un año marcado por la revisión del T-MEC.

00:00
10:16

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

15 Jan 2026

Recap 2025: Empresas, Mercados e o Impulso da Inteligência Artificial

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, abordaram a performance dos mercados e das empresas em 2025, o protagonismo da Inteligência Artificial, e o desempenho dos mercados globais.

00:00
45:25

28 Nov 2025

Navegando mercados: o que já se pode esperar de 2026

Em nosso podcast de novembro, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, conversam sobre a bolsa americana, o impacto da queda de juros no mercado americano para os emergentes em geral, as perspectivas para o Brasil e o potencial de queda de juros no país em 2026.

00:00
30:56

21 Oct 2025

Conexão com Gestores: Guilherme ZacZac conversa com Andre Raduan

Neste novo episódio do Conexão com Gestores, Guilherme Zaczac, Head de Liquid Alternatives Brasil no UBS Global Wealth Management, convida Andre Raduan, Sócio Fundador da Genoa Capital, para uma conversa sobre a construção da gestora e os principais desafios e oportunidades para os mercados brasileiro e internacional.

00:00
57:57

20 Oct 2025

Conexão com Gestores: Guilherme ZacZac conversa com Pedro Jobim

No segundo episódio do Conexão com Gestores, Guilherme Zaczac, Head de Liquid Alternatives Brasil no UBS Global Wealth Management, conversa com Pedro Jobim, Economista Chefe e Sócio Fundador da Legacy Capital, sobre o cenário macroeconômico e principais desafios atuais para o Brasil.

00:00
50:27

20 Oct 2025

Conexão com Gestores: Guilherme ZacZac conversa com Mauricio Bittencourt

Nesta edição de estreia do podcast Conexão com Gestores, Guilherme Zaczac, Head de Liquid Alternatives Brasil no UBS Global Wealth Management, entrevista Mauricio Bittencourt, Fundador e Portfolio Manager da VELT Partners. Na conversa, Mauricio compartilha sua trajetória, analisa os ciclos de mercado e o momento atual da renda variável no Brasil.

00:00
51:03

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