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

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

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

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

Client Strategy Office

Wealth Management Americas

UBS On-Air: Paul Donovan Daily Audio 'The destructive power of economic nationalism'

02:42

US President Biden called China “xenophobic” in comments highlighting China’s structural economic challenges. Biden also pledged higher taxes on US consumers of China’s steel and aluminum. US Congress lives in terror that China will learn the “Texas hold‘em” TikTok dance before Speaker Johnson has mastered the moves, and is proposing to tie a TikTok ban to aid measures for Ukraine and Israel.

How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)

33:18

Torsten rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'The problems with Powell'

02:39

Federal Reserve Chair Powell is not an economist. Not everyone can be an economist, but central bank heads probably should be economists. Yesterday, Powell stated reaching 2% inflation was taking longer than expected. The US PCE deflator is 2.5% y/y, the core PCE deflator is 2.8% y/y, and harmonized inflation is 2.4% y/y. Imprecise data means most economists regard a 2% inflation target as meaning a 1%-to-3% range. The fictional owners’ equivalent rent may be taking longer than expected to reach 2%, but that is not the same thing as inflation.

ElectionWatch 2024: The race, the world, and investments

34:42

Listen to our first ElectionWatch virtual event, where Solita Marcelli, Chief Investment Officer Americas, was joined by Frank Kelly, Founder & Managing Partner at Fulcrum Macro Advisors LLC, Mike Rogers, Former Director of the National Security Agency, and David Rubenstein, Co-Founder of The Carlyle Group.

3 Levels Podcast: The basics of investing and financial planning

21:24

This new monthly podcast focuses on topics that help families understand the basics of investing and financial planning at three different levels of depth (Definition, Identification, and Implementation). Featured to discuss the topic of “risk” are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: In the Now

UBS On-Air: In the Now

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Client Strategy Office

Washington Weekly Podcast: Ukraine Aid, House Speaker Johnson, Technology export controls

11:43

Our conversation revisits ongoing debate up on Capitol Hill over aid packages for both Ukraine and Israel, and what this all could potentially mean for House Speaker Mike Johnson’s tenure. We also touch on renewed bi-partisan efforts within the US Senate to stem advanced technology sharing with US adversaries. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host Daniel Cassidy

Washington Weekly Podcast: US-China meetings, Trade policy, Ukraine aid

10:36

Our conversation provides some takeaways from this week’s phone meeting between President’s Joe Biden and Xi Jinping, along with Treasury Secretary Yellen’s visit to Beijing. We also discuss where Congressional negotiations stand around an aid package for Ukraine. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Funding Bill, Decision 2024 Polling, Baltimore & more

12:58

Our conversation recaps the recently signed Government Funding Bill, and examines efforts from within the House of Representatives to remove House Speaker Mike Johnson. We also check in on what recent Presidential polls are pointing to, and discuss Federal support in response to the bridge collapse in Baltimore earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Israel-Hamas War, Decision 2024, No Labels

13:11

Our conversation recaps the latest round of Primary results, along with a look at the prospects of a ‘No Labels’ Presidential campaign launch. We also update on recent developments surrounding the Israel-Hamas War, including Secretary of State Blinken’s visit to Israel. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: TikTok, Haiti, & Decision 2024

16:01

Shane drops by UBS Studios in New York to update us on Congressional action against TikTok, the unfolding developments within Haiti, and upcoming milestones on the 2024 campaign trail, including the potential entrance of No Labels into the race. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Conversations

UBS On-Air: Conversations

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

Client Strategy Office

Sustainable Investing Perspectives with Martin Grosskopf (AGF) and Amantia Muhedini (UBS CIO)

11:07

This month we examine the evolution of the green labor market landscape, along with a look at shareholder engagement when it comes to the energy transition. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy

Family Office Quarterly In Conversation, Q2: Lessons from an early stage venture investor

25:22

Leora Zach, Client Solutions Specialist for Family Office Solutions, sits down with Jennifer Neundorfer, a founding partner at January Ventures, a venture capital firm that invests in pre-seed startups to discuss why family offices should consider emerging managers and how they differ across asset classes.

The ARTicle Podcast Episode 5: LIVE Discussion at the Hammer Museum - Emerging art communities

34:09

During Frieze Los Angeles week 2024, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by three phenomenal leaders in the art world: Erin Christovale, Curator at the Hammer Museum, Bridget Finn, Director, Art Basel Miami Beach, and Mary Rozell, Global Head of the UBS Art Collection at the Hammer Museum. The group discusses emerging art communities using Los Angeles as a lens.

529 to Roth IRA Rollovers: What you need to know

09:35

Join us as we explore a new provision that allows excess college 529 assets to be rolled to the 529 beneficiary’s Roth IRA. Isaac Chota, UBS 529 and Donor-advised fund program manager and George Walsh, UBS IRA program manager, from the UBS Chief Investment Office, discuss the possibilities and limitations of such rollovers. Host: Daniel Cassidy

Top of the Morning: Which assets are better to use in retirement?

18:23

Our conversation outlines considerations when it comes to earmarking assets for tax-efficient retirement spending, along with those for inheritance and philanthropy. Featured are Ainsley Carbone, Retirement Strategist Americas, and Justin Waring, Senior Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

Client Strategy Office

Catalizadores del mercado global y actualización sobre Chile

14:16

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, y Pedro Quintanilla-Dieck, Estratega Senior de Mercados Emergentes en UBS Americas, hablan sobre los catalizadores del mercado global de cara al segundo trimestre y las perspectivas para Chile.

Calentando motores: análisis preliminar de las elecciones en EE.UU. y México

23:14

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, analizan el impacto en los mercados financieros de las elecciones en EE.UU. y México

Mujeres: desafíos y estrategias para alcanzar objetivos financieros

12:28

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, exploran los desafíos que enfrentan las mujeres en el ámbito financiero, desde la brecha salarial hasta las decisiones de carrera. Abordan cómo estos factores impactan la capacidad para alcanzar metas financieras y algunas estrategias para superar estos obstáculos.

Calificaciones crediticias en Latinoamérica ¿Qué nos depara el 2024? Conversación con Ariane Ortiz-Bollin de Moody’s

31:36

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas de UBS, y Ariane Ortiz-Bollin, Vicepresidente Senior de Moody’s Investor Services, discuten el futuro de las calificaciones crediticias soberanas y corporativas de Latinoamérica, con un foco especial en México, Brasil, y Argentina.

Principales preguntas de los inversionistas para 2024 y capacidad crediticia de México

11:26

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, responde las principales preguntas para 2024 que están en la mente de los inversionistas globales. Asimismo, analiza las fortalezas y debilidades en la capacidad crediticia de México.

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

Client Strategy Office

Mercados em movimento - Juros, inflação e as oportunidades escondidas

31:54

Nesta edição, nossos especialistas do UBS GWM mergulham nos últimos acontecimentos do mercado. Luciano Telo (CIO Brasil), Ronaldo Patah (estrategista de investimentos Brasil) e Solange Srour (diretora de macroeconomia Brasil) analisam os dados de inflação nos Estados Unidos, os novos indicadores de atividade econômica global e os impactos das recentes decisões de política monetária do BCB e do Fed para as diferentes classes de ativos. Descubra como navegar neste cenário acompanhando este episódio inédito.

Regulamentação da lei de tributação de bens no exterior

41:11

Novo episódio, Mari Yoshioka conversa com Nicole Najjar do Mattos Filho sobre as novidades trazidas pela Instruçäo Normativa 2.180/24 em relação às importantes decisões que deverão ser tomada em breve.

Crescimento, desinflação e queda de juros: O cenário perfeito está no horizonte?

33:51

A economia dos Estados Unidos começou o ano com boas notícias, tanto do ponto de vista de crescimento, quanto de inflação. Entre o pouso suave e o cenário perfeito, qual pode ser o impacto para os mercados? Saiba mais conferindo este episódio deste podcast, conduzido por Luciano Telo (CIO para o Brasil no UBS GWM) e Ronaldo Patah (Estrategista de Investimentos para o Brasil no UBS GWM).

PERGUNTAS E RESPOSTAS da Lei 14.754/23 - tributação offshore

59:04

Neste novo episódio, Mari Yoshioka, Diretora Executiva do UBS Wealth Planning LATAM, conversa com Fernando Martins, sócio do SA LAW, sobre as novidades trazidas pelo “Perguntas e Respostas” sobre a alteração de tributação para investimentos no exterior. Além de possuir mais de 18 anos de experiência na área tributária, Fernando é contador certificado.

PL 4173/23 aprovado: o que muda nos investimentos no exterior?

43:43

Nesse episódio, Mari Yoshioka, Diretora Executiva do UBS Wealth Planning LATAM, conversa com Priscilla Stela Mariano da Silva do Pinheiro Neto Advogados sobre a aprovação do Projeto de Lei 4.173/23 e os impactos na tributação de investimentos no exterior.

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