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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

House View

House View brings you regular content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office.

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

09 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'Market and non-market inflation forces'

China’s August consumer and producer price inflation was slightly higher. The suggestion is not that better demand is driving up prices, but that global inflation forces are being allowed to trickle into domestic pricing.

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08 Sep 2026

Top of the Morning: Election Watch 2026 - Something old, something new

Kurt and Shane drop by to discuss the two of the most consequential policy questions of the 2025 mid-term election cycle - something old (Social Security), and something new (Artificial Intelligence). These two issues differ greatly in age and character, but voters in both parties share concerns about each. Featured are Kurt Reiman, Head of Fixed Income Americas from the UBS Chief Investment Office, and Shane Lieberman, Senior Governmental Affairs Advisors from Governmental Affairs US. Host Daniel Cassidy

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23:41

08 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'Trading carefully'

China’s July trade data showed ongoing growth in exports—some of this reflects re-exporting. The gap between what China says it is selling to the US and what the US admits to buying from China has reached extraordinary levels. China’s market share of US non-oil imports is 13.2% (China export data) or 8.4% (US import data). This suggests China’s US customers have become adept at avoiding tariffs, supporting China’s export sector.

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05:48

07 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'Monetary policy and forever wars'

Markets’ responses to last Friday’s US employment report rebuke US monetary policy communication. The report showed strong payrolls growth, but unemployment rates drifted very slowly higher. The labor market is not creating accelerating wages. Market rate hike expectations increased, but the decision is still essentially a coin toss. With a clearly communicated framework for monetary policy, markets would not be plagued by such indecision.

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Signal over Noise

07 Sep 2026

Signal over Noise: To hike or not to hike

With inflation and labor data providing a mixed picture on the Fed’s dual-mandate goals, the Fed faces a closely balanced decision between a rate hike and a hold. This episode explores what either outcome could mean for the yield curve, equity valuations, and portfolio positioning in an environment of uncertain policy outlook.

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06:01

UBS On-Air: House View

UBS On-Air: House View

Chief Investment Office

House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office

09 Sep 2026

House View Daily | Brent tops 100: A milestone, not a turning point

Brent crude rose above USD 100/bbl on Wednesday as geopolitical tensions and tightening physical supplies support prices. But we believe strong earnings growth, sustained AI investment, and diversified portfolio exposure can help global markets withstand higher energy costs.

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08 Sep 2026

House View Daily | Look beyond rates to gold’s long-term support

Gold may face near-term pressure from higher interest rates and a stronger US dollar, but we believe its long-term investment case remains intact. Robust central bank buying, fiscal concerns, and demand for protection against inflation and geopolitical risks reinforce its role as a portfolio diversifier.

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07 Sep 2026

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Will inflation temper the Fed’s hawkish turn? 2. Will the ECB signal that its hiking cycle will be limited? 3. Can market gains continue to broaden beyond technology?

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04 Sep 2026

House View Daily | What a more hawkish Fed means for investors

Economic growth has stayed resilient, earnings are strong, and AI-related investment continues to support activity. Against that backdrop, the possibility of rate hikes has increased, supported by comments from Fed officials that inflation may not be moving down fast enough. But investors should not mistake a potential change in Fed policy for a change in the investment outlook. If rates move higher while economic growth, employment, and profits remain strong, many of the forces supporting portfolios should remain intact. We maintain a constructive view on global equity markets.

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11:30

03 Sep 2026

House View Daily | Look beyond tech as AI strength persists

Broadcom’s stronger AI-chip outlook has reinforced confidence that demand for AI infrastructure remains robust. But elevated government bond yields, geopolitical risks, and the potential for excessive reliance on a narrow group of technology stocks reinforce the importance of diversification. Against this backdrop, we advise investors to position for further market gains by broadening equity exposure, considering capital preservation strategies, and investing in the power, resources, and infrastructure required to support the AI buildout.

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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

25 Jun 2026

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

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18:33

22 May 2026

2026 Planning Guide podcast

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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10:08

11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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31:33

03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

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18:11

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

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11:57

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.

ep17 2026 Cover

02 Sep 2026

Cuentas fiscales: ¿qué reto tienen los nuevos gobiernos?

Chile, Perú y Colombia tienen nuevos gobiernos, pero parten de situaciones fiscales muy distintas. En este episodio de UBS LatAm Access, Laura Assis y Alberto Rojas analizan el estado de las cuentas de cada país, los desafíos que tienen por delante y qué podrían significar sus primeras decisiones para la confianza de los inversionistas.

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Cover Mercados en Breve

26 Aug 2026

Mercados en Breve: ¿qué puede cambiar el rumbo de los mercados?

En medio del ruido que rodea a los mercados, algunas señales pueden ser más relevantes que otras. En este episodio de Mercados en Breve, Gabriela Soní analiza qué está pasando con la inversión en inteligencia artificial, las utilidades corporativas y la inflación, y por qué son clave para entender los próximos meses.

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cover ep 16 2026

19 Aug 2026

T-MEC: ¿qué está en juego con las negociaciones?

Estados Unidos no extendió el T-MEC automáticamente. ¿Qué significa eso para México y para las cadenas de suministro de Norteamérica? En este episodio de UBS LatAm Access, Alejo Czerwonko y Gabriela Soní desglosan los frentes clave de negociación.

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Cover Mercados en Breve

12 Aug 2026

Mercados en Breve: ¿Estados Unidos rescata a sus aliados?

En menos de un año, el Tesoro de Estados Unidos intervino en Argentina y en Japón. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué hay detrás de cada caso y qué estrategia podría estar construyendo Washington con estas ayudas.

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05:39

05 Aug 2026

Del petróleo al trigo: ¿qué está pasando con los commodities?

Guerra, inteligencia artificial y El Niño están moviendo los commodities en direcciones distintas. En este episodio de UBS LatAm Access, Alejo Czerwonko y Dominic Schnider, jefe global de Commodities y Monedas en UBS, analizan qué está pasando con la energía, los metales, el oro y las materias primas agrícolas.

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26:08

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.

CIO Insights cover

11 Aug 2026

CIO Insights: Lá fora, lucros e Fed; aqui, eleições e dívida

Neste novo episódio do CIO Insights, Luciano Telo, CIO para o Brasil no UBS GWM, e Debora Nogueira, Senior Economist no UBS GWM, conversam sobre como o cenário global segue dando suporte aos mercados, com crescimento resiliente, temporada de lucros forte e um Fed ainda cauteloso diante da inflação. No Brasil, porém, o foco se desloca para os desafios domésticos: inflação mais persistente, juros elevados por mais tempo, maior sensibilidade da dívida pública à Selic e uma eleição que deve trazer o debate fiscal para o centro da precificação. A conversa também traduz esse ambiente para os investimentos, com destaque para diversificação internacional, exposição cambial protegida e o dilema das NTN-Bs.

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29 Jun 2026

ElectionWatch Brazil 2026 | Cenário macro e eleições: juros altos e sinais de estabilidade

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Victoria Roquetti, Research and Analysis Associate no UBS GWM, atualizam o cenário macro com foco na vulnerabilidade externa do Brasil, dinâmica de juros, inflação e endividamento das famílias. Também analisam as pesquisas eleitorais recentes, comparando a evolução atual com 2022.

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CIO Insights cover

10 Jun 2026

O que esperar dos mercados no segundo semestre

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, debatem os principais direcionadores dos mercados para o segundo semestre, como inflação global e eleições, além de compartilhar suas recomendações de carteira.

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CIO Insights cover

10 Jun 2026

ElectionWatch Brazil 2026 | Eleições e Ajuste Fiscal: desafios e perspectivas para o Brasil

Neste episódio, Solange Srour, Head of Brazil Macroeconomics no UBS GWM, e Débora Nogueira, Senior Economist no UBS GWM, recebem o Prof. Vladimir Teles, professor na FGV EESP, para discutir os desafios do ajuste fiscal, os impactos das reformas recentes e as perspectivas econômicas para o próximo governo.

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cover CIO Insights

08 May 2026

ElectionWatch Brazil 2026 | Eleições no Brasil e a agenda internacional: economia global e perspectivas

Neste episódio, Solange Srour, Head of Brazil Macroeconomics no UBS GWM, e Débora Nogueira, Senior Economist no UBS GWM, analisam os principais insights das reuniões do FMI e do Banco Mundial, abordando o impacto da geopolítica e dos conflitos globais na economia internacional e seus reflexos no Brasil, com foco em inflação, endividamento das famílias e o cenário político-eleitoral recente.

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