The Petika Wealth Management Group Podcast
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
UBS Advisor Podcasts
The Case for Fixed Income
25:16On this episode of the Petika Wealth Management Group Podcast, we hosted Anthony Liotti, Managing Director and Head of Fixed Income Sales for UBS. During our discussion, we covered several topics including: How should we be positioned within fixed income? How has fixed income performed this year? What would be the impact of interest rate cuts? Should we be repositioning cash and money market holdings?
Artificial Intelligence
35:16On this episode, we welcome Kevin Dennean, CFA, Technology & Communications Analyst Americas, UBS Global Wealth Management for a discussion on artificial intelligence (AI). AI may become one of the most profound innovations and largest investment opportunities in human history. On this episode, we cover a range of topics including: Are we in an AI bubble? How will AI be monetized? What are the key risks to the AI narrative? What does AI mean for the economy and labor? How do we best position ourselves to invest in AI?
State of the US Energy Grid
35:06On this episode, we provide an update on the US energy grid. We are joined by Jay Dobson, Energy & Utilities Analyst for UBS, to discuss several topics including: How will we handle the massive energy demand from the development of artificial intelligence? What is the current state of the energy grid? What are the investment opportunities within the sector? How will the upcoming election affect developments in the grid?
Healthcare Update
30:17On this episode, we provide an update on the current developments within the healthcare sector as John Petika Sr. has a conversation with Eric Potoker, Healthcare Sector Strategist, UBS Global Wealth Management Chief Investment Office. During this conversation, we share recent developments and advancements within healthcare, which healthcare sub-sectors are most intriguing, and why the UBS CIO has upgraded the sector from Neutral to Most Preferred.
Real Estate Update
23:25In this episode, we are joined by Jonathan Woloshin, CFA, Real Estate & Lodging Analyst Americas, UBS Global Wealth Management Chief Investment Office. During our discussion, we answer several burning questions in the real estate market including: What is the impact of affordability concerns with mortgage rates at multi-decade highs? Will supply and demand dynamics in housing balance out anytime soon? Will home prices head higher or lower in 2024? Is the worst yet to come for commercial real estate? Where could we see the best opportunities in real estate right now?
