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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

10 Nov 2026

Top of the Morning: Emerging Markets - Reflections on US and Brazil’s elections

The political implications of Brazil’s Presidential and the US midterm election outcomes are significant, however for investors, the bigger question is whether these results actually change the underlying economic and geopolitical forces driving markets. Alejo Czerwonko, Chief Investment Officer for Emerging Markets, discusses whether investors should be making changes to their portfolios following these two consequential elections. Host: Daniel Cassidy

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15:08

10 Nov 2026

UBS On-Air: Paul Donovan Daily Audio 'Inflation fantasies'

US October consumer price inflation is due. The element of guesswork in calculating inflation has risen recently. That is compounded by the absence of data from October 2025 to use in comparison (the legacy of the 2025 government shutdown is still felt). Consumers are likely to perceive inflation as being higher than reported, given the undue importance placed on high-frequency purchases.

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05:49

09 Nov 2026

Top of the Morning: CIO Strategy Snapshot - Weeks when decades happen

The expression “there are decades where nothing happens and weeks when decades happen” has often been invoked in recent years, and it could easily apply to last week given the outcome of the US midterm elections. However, it was also a big week in financial markets, albeit for negative reasons, because investors grew increasingly nervous about the AI trade due to concerns about regulatory slowdowns to new data centers. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, weighs in on the recent market movement, what it means for the investment outlook, and how to position your portfolio. Host: Daniel Cassidy

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14:58

09 Nov 2026

UBS On-Air: Paul Donovan Daily Audio 'Uncertainty continues'

The weekend has demonstrated that US policy uncertainty is likely to continue. On immigration and Iran there were contradictory signals, and the confusion about the White House press secretary demonstrates a general assumption of few conventional boundaries to the administration’s decisions. This uncertainty matters to expectations about the oil price, and also to firms attempting to take strategic longer term decisions.

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05:32
Signal over Noise

09 Nov 2026

Signal Over Noise: The three math problems AI still needs to solve

The scale of AI investment is raising three critical questions: how quickly revenues can justify the infrastructure build-out, whether those revenues can translate into sustainable profits, and who will ultimately capture them. This episode explores the constraints that could shape AI's growth trajectory, the economics of intelligence, and what the evolving competitive landscape could mean for investors.

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06:14

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

10 Nov 2026

House View Daily | Dip buying lifts US stocks after tech sell-off

Stocks have rallied over the past 24 hours as investors bought technology shares following last week’s sharp sell-off, while lower oil prices eased inflation concerns. We view the recent equity declines and the subsequent rebound as consistent with a positioning reset rather than the beginning of the end of the AI investment cycle, although elevated expectations and concentration risks should keep volatility high. Investors should use periods of strength to reduce excessive technology sector exposure and diversify across sectors, regions, and asset classes.

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09 Nov 2026

House View Daily | Using structures to stay invested in stocks while limiting risk of loss

Asian technology stocks have rebounded after last week’s sharp AI-linked sell-off, but the recovery may also offer investors an opportunity to reduce concentrated positions. For investors who remain constructive on equities but are concerned about renewed volatility, certain structured strategies can provide measured participation in further gains while limiting potential losses at maturity.

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06 Nov 2026

House View Daily | Chip rout tests AI investment case

US stocks fell sharply on Thursday, led by semiconductor and AI infrastructure companies, as investors reassessed the implications of the election for data center development. We view the decline as a positioning reset rather than indicative of a lasting downturn in the AI investment cycle and see potential for gains in broad equity indices over the next 6-12 months. At the same time, with further volatility possible, investors should focus on managing concentration risks, rebalancing excessive technology exposure, and building a strong multi-asset core portfolio.

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05 Nov 2026

House View Daily | Gridlock and diplomatic hopes lift US stocks

The S&P 500 rallied on Wednesday as markets digested the Democratic sweep of Congress in the US. The prospect of gridlock reduced the likelihood of radical policy changes, while the clear result eased political uncertainty. Resilient earnings are shifting investors’ focus back to fundamentals, and hopes for US-Iran diplomatic progress have pushed oil prices lower. We think investors should stay invested while diversifying concentrated technology exposure and maintaining hedges against geopolitical risks. Democratic control of Congress may raise political noise and fiscal uncertainty, but investors should avoid repositioning portfolios around the election result alone.

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04 Nov 2026

House View Daily | US midterms: Blue wave ushers in gridlock

Democratic control of Congress may raise political noise and fiscal uncertainty, but investors should avoid repositioning portfolios around the election result alone.

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00:00

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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31:33

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.

Ep.21 2026 Cover

28 Oct 2026

US Equities: ¿sigue siendo buen momento para invertir?

El S&P 500 acumula una subida cercana al 130% en los últimos cuatro años, mientras las tasas de interés y las valoraciones generan nuevas inquietudes entre los inversionistas. En este episodio de UBS LatAm Access, Alejo Czerwonko conversa con David Lefkowitz sobre cuánto recorrido le queda al mercado alcista estadounidense, qué factores podrían determinar su evolución y dónde podrían surgir oportunidades de inversión dentro y fuera del sector tecnológico.

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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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17:18
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.

00:00
24:07

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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47:56
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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15:00
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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