KWM Market Minute
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.
29 Jun 2026
Mag 7 Market Shift
The Mag 7 are no longer carrying the market, as massive AI spending raises questions about when returns will follow. Jason discusses why he believes a healthy rotation is underway. With gold pulling back and opportunity emerging, we break down what this shift means for investors right now.
22 Jun 2026
Strong Earnings, Fed Messaging, and Diversification
Markets are surging on strong earnings and easing macro pressures, but inflation remains in focus. Investors with high tech concentration may need a Plan B; turning to industrials to stay in the growth story while adding diversification from AI. Jason also discusses the recent message from the Fed.
16 Jun 2026
Market Success Creates New Challenges
Jason discusses a market at record highs with strong earnings, easing inflation pressures, and rising economic influence. He also outlines a “Plan B” for investors - diversifying beyond tech into industrials.
01 Jun 2026
AI Optimism and Consumer Opportunity
Jason discusses how markets have been fueled by AI optimism and why a pause may be a sign of strength. He then explains why he believes there are opportunities in the Consumer Discretionary and Staples sectors.
Contact information
Contact information
Katz Wealth Management
1285 Avenue Of The Americas
New York, NY 10019
