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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

House View

House View brings you regular content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office.

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

Client Strategy Office

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

22 Oct 2026

Washington Weekly Podcast: Election Day countdown, Geopolitics, Fraud awareness

With Election Day less than two weeks away, Shane drops by to share an assessment of how key Congressional races across the country are shaping up (and where donors are applying resources). We also cover recent reports of renewed trilateral talks amongst the US, Ukraine, Russia to end the conflict. Plus, a look at a new program initiative by the White House to identify and combat fraud. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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11:08

22 Oct 2026

UBS On-Air: Paul Donovan Daily Audio 'Oil and bonds'

Oil prices continue to drift higher. US retail diesel prices are still near all-time highs, with no sign of mitigation from US administration policies. The news that the US is asking some of its diplomats to leave Saudi Arabia is not necessarily a positive signal about regional stability. Consumers should continue to consume despite the energy costs for the remainder of this year. Next year is when risks increase.

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04:49

21 Oct 2026

Top of the Morning: CEO Macro Briefing Book Q4 update

A quarterly check-up on the US macroeconomic environment, including consumer spending trends, the condition of the labor market, the road ahead for monetary policy, and the current landscape for deal-making. Featured is Paul Hsiao, Senior Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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21 Oct 2026

Fixed Income Conversation Corner with Lindsay Rosner (GSAM) and Leslie Falconio (UBS CIO)

A wide-ranging conversation on the implications of the current macro environment and higher yields to fixed income return and positioning, including thoughts around where pockets of opportunity and concern exist. Featured are Lindsay Rosner, Managing Director and Head of Multi-Sector Investing within Goldman Sachs Asset Management (GSAM)’s Fixed Income and Liquidity Solutions business, and Leslie Falconio, Managing Director and Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

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21 Oct 2026

UBS On-Air: Paul Donovan Daily Audio 'Up we go again'

Oil prices rose above USD110 per barrel. Markets and politicians focus on round numbers, so while a small price increase is not directly important, the move does have potential consequences. The US administration is very sensitive to higher oil prices, and US retail diesel prices remain near their all-time highs. Investors’ concerns will likely focus on whether this will produce US concessions to Iran, or more aggressive central bank action.

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05:41

UBS On-Air: House View

UBS On-Air: House View

Chief Investment Office

House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office

22 Oct 2026

House View Daily | Build resilience as oil prices climb

Continued attacks in the Middle East have pushed Brent crude above USD 111/bbl, adding to concerns over energy supplies and inflation. But the global energy system’s capacity to adapt, together with portfolio exposure to broad commodities, should help investors manage volatility while staying invested.

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21 Oct 2026

House View Daily | Strengthen portfolio defenses as volatility rises

Questions around AI profitability, elevated rates, and geopolitical tensions may keep markets volatile through the earnings season. Yet we remain constructive on equities and expect AI-related growth to support corporate earnings. Investors can complement diversified equity exposure with structured strategies, select hedge funds, and commodities.

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20 Oct 2026

House View Daily | Tech earnings face the returns test

US mega-cap technology companies' earnings should provide fresh evidence of the strength of cloud growth, digital advertising, and AI adoption. Investors will also look for clearer signs of monetization and returns on investment. We remain constructive on the AI opportunity and favor diversified exposure across hyperscalers, high-quality infrastructure beneficiaries, and defensive tech firms.

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19 Oct 2026

House View Daily | AI fundamentals remain robust despite market volatility

Funding pressures are testing the growth model of specialized cloud infrastructure providers, but demand for AI compute remains robust. Resilient semiconductor earnings and rising GPU rental rates support our positive view on the structural growth of AI. We favor well-funded hyperscalers, high-quality beneficiaries of AI spending, and defensive tech names.

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16 Oct 2026

House View Daily | Quality bonds for income and diversification

While bond market volatility may persist, elevated yields and the potential for less Fed tightening than markets expect strengthen the outlook for fixed income. We continue to rate fixed income as Attractive and see quality bonds as a source of income and portfolio stability.

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UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

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

25 Jun 2026

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

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18:33

22 May 2026

2026 Planning Guide podcast

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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10:08

11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

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23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

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11:57

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

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

Cover Mercados en Breve

21 Oct 2026

Mercados en Breve: ¿La caída del oro es temporal?

En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué está detrás de la reciente caída del oro, qué factores están influyendo en su precio y qué deberían tener en cuenta los inversionistas ante este escenario.

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Ep.20 2026 Cover

14 Oct 2026

¿La IA está afectando los precios del mercado inmobiliario?

Miami se enfría, Madrid acelera y Nueva York sigue siendo difícil de costear. ¿Qué papel está jugando la inteligencia artificial en estas dinámicas? En este episodio de UBS LatAm Access, Gabriela Soní y Alejo Czerwonko analizan las diferencias entre estos mercados, los riesgos de una posible burbuja inmobiliaria y las perspectivas de inversión en bienes raíces.

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Cover Mercados en Breve

07 Oct 2026

Mercados en Breve: ¿Brasil entra en un nuevo escenario?

La primera vuelta electoral en Brasil fortaleció un escenario que podría resultar favorable para los activos del país. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué podría significar este nuevo panorama para las acciones brasileñas, las tasas de interés locales y el real.

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Ep.19 2026 Cover

30 Sep 2026

Más allá de la Fed: ¿qué está pasando en Estados Unidos?

Las tasas vuelven a subir, los rendimientos de los bonos del Tesoro se mantienen en niveles elevados y las cuentas fiscales siguen planteando desafíos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Kurt Reiman analizan qué está detrás de estos movimientos y dónde podrían surgir oportunidades para los inversionistas.

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Cover Mercados en Breve

23 Sep 2026

Mercados en Breve: ¿Cuánto más subirán las tasas de la Fed?

La Fed volvió a subir las tasas de interés y el mercado ya anticipa nuevos aumentos. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué señales determinarán hasta dónde llegará el ciclo de subidas y qué podría significar este escenario para los inversionistas.

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08:32

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

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

CIO Insights cover

15 Oct 2026

CIO Insights | Pós-primeiro turno e o cenário global: oportunidades além do Brasil

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam o cenário global, e as oportunidades para investimento fora do Brasil após o 1° turno das eleições presidenciais de 2026.

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38:33
CIO Insights cover

09 Oct 2026

ElectionWatch Brazil 2026 | Depois da euforia: o que esperar do segundo turno e da economia brasileira em 2027

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Lucas Vilela, Economista Chefe do UBS Evolution, compartilham suas perspectivas para o segundo turno das eleições, e os possíveis desdobramentos para o cenário da economia brasileira em 2027.

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gwm insights

23 Sep 2026

UBS Optimus Brasil | Filantropia estratégica, impacto e transformação social

Neste episódio, Valéria Milani, Diretora Comercial do UBS GWM no Brasil, e Kai Grunauer, Diretor Executivo de Impacto Social e Filantropia para a América Latina no UBS, apresentam a UBS Optimus Brasil e discutem como a filantropia estratégica pode gerar impacto social duradouro. A conversa aborda a trajetória da iniciativa, os critérios para selecionar projetos de alto potencial e exemplos apoiados no Brasil nas áreas de educação, desenvolvimento social e conservação ambiental. Valéria e Kai também mostram como famílias e investidores podem conectar patrimônio, propósito e legado por meio de uma atuação estruturada e orientada a resultados de longo prazo.

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CIO Insights cover

10 Sep 2026

CIO Insights | Eleições, volatilidade e mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam como o cenário político pode impactar as estratégias de investimento a partir de outubro e o que esperar das principais classes de ativos nos próximos meses.

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51:21
CIO Insights cover

10 Sep 2026

ElectionWatch Brazil 2026 | O que esperar da reta final para o primeiro turno das eleições

Crise institucional, percepção econômica e cenário geopolítico. Neste episódio, Débora Nogueira, Senior Economist no UBS GWM e Fábio Zambeli, analista político, analisam os principais temas que podem influenciar o eleitor e moldar uma disputa que se desenha cada vez mais acirrada.

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