KWM Market Minute

UBS advisor podcasts

KWM Market Minute is a podcast series featuring UBS Managing Director and Private Wealth Advisor Jason Katz and his nationally recognized investment team (Katz Wealth Management). Based in New York City, KWM consists of 23 professionals each with a particular expertise (financial planning, portfolio construction, asset management, insurance planning, corporate retirement planning, and lending). KWM Market Minute will offer timely market perspectives along with guidance on money management, investing, and planning.

mitch slater discussing raising financially responsible children

20 Jul 2026

Tech Hiccup

Jason and Jordan discuss the recent tech cooldown after a strong run and why we are rotating into new opportunities across the market rather then taking money off the table.

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mitch slater discussing raising financially responsible children

13 Jul 2026

Market Resilience & Earnings Validation

Jason and Jordan discuss how markets continue to look past geopolitical tensions, with investors viewing Iran-related volatility as manageable and unlikely to derail the broader outlook. They also discuss earnings season, where strong expected profit growth could validate elevated stock prices.

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mitch slater discussing raising financially responsible children

06 Jul 2026

Goldilocks Setup

Jason and Jordan discuss the constructive backdrop and why Financials could be the next sector to look at.

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Contact information

Katz Wealth Management
1285 Avenue Of The Americas
New York, NY 10019

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