Katz Wealth Management

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

14 Oct 2026

What is in Store for Earnings

Jason and Jordan discuss the upcoming earnings seasons and how a stabilization of rates can impact companies that have underperformed.

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05 Oct 2026

The Fixed Income Opportunity

Jason and Jordan discuss the generational opportunity in fixed income. They also discuss where the fixed income market will pass the baton when rates stabilize.

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28 Sep 2026

Opposite Day: Equities & Fixed Income

Jason and Jordan discuss how equities and fixed income are not acting like we would normally expect, almost as if it is opposite day. They also discuss their view on bond yields.

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23 Sep 2026

AI Spend, Oil & Valuations

Jason and Jordan discuss how AI spending is the fuel, and productivity is the payoff. They also discuss why oil may be the biggest swing vote and EPS growth.

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