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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

02 Nov 2026

Markets Ahead of the Midterms

Jason and Jordan discuss whether midterms will be a clearing event and how they expect the market to react to different outcomes.

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mitch slater discussing raising financially responsible children

26 Oct 2026

AI Adoption and Fixed Income

Jason and Jordan discuss what is top of mind for investors: AI spending, fixed income challenges, and early adopters to AI.

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mitch slater discussing raising financially responsible children

19 Oct 2026

AI Wall of Worry

Jason and Jordan discuss why it is important not to confuse anxiety around AI debt concerns with demand issues. They also discuss what other sectors we are looking

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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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mitch slater discussing raising financially responsible children

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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Contact information

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

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