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

Top of the Morning: April Jobs Report, Fed takeaways & week ahead

10:42

We recap the week that was, including today’s release of the April employment report, Wednesday’s Fed statement and press conference, along with preview what you can expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

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

UBS On-Air: Paul Donovan Daily Audio 'Employment and trend growth'

02:33

US employment report Friday looms. Around 119,000 companies will be asked about their employees. Around 67,000 companies will not bother to reply. Markets will obsess about the data anyway. The expectation is for slower job creation (as measured by payrolls), with a stable monthly change in average earnings (which are not the same thing as wages).

Top of the Morning: Positioning within Emerging Market debt

11:03

Our series of emerging markets conversations continues as we expand on CIO’s view on emerging market debt, along with risks and positioning considerations to be mindful of. Featured is Donald McLauchlan, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

CIO Global Livestream: Rising geopolitical tensions and inflation concerns

17:34

Chief Investment Officer, Mark Haefele, and colleagues around the world discuss inflation expectations, the outlook and implications of the situation in the Middle East, and scenarios for investors.

UBS On-Air: In the Now

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

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

UBS On-Air: Conversations

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

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.

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

UBS On-Air: LatAm access Portuguese

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.

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.

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