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UBS On-Air: Market Moves UBS On-Air: Market Moves Client Strategy Office AI in Business AI in Business AI in Business AI Investing: for the AI Investor AI Investing: for the AI Investor AI Investing Which? Which? Which? Make More Money without Selling Your Soul Make More Money without Selling Your Soul Polly Lavarello ChatGPT Podcast ChatGPT Podcast ChatGPT Digital Voices: AI News, ChatGPT, OpenAI, Gemini, Claude Digital Voices: AI News, ChatGPT, OpenAI, Gemini, Claude Digital Voices Founder Built: Interviews, News, Startups, AI Founder Built: Interviews, News, Startups, AI Founder Built: Interviews, News, Startups, AI Let Freedom: AI & Business News Let Freedom: AI & Business News Let Freedom Insurance Exam Prep Insurance Exam Prep Ran Chen, EA, CFP® Pizza and Property Pizza and Property P&P Media 36氪·8点1氪 36氪·8点1氪 36氪音频 The Bottom Line The Bottom Line Williams Broadcasting | Maine State Chamber of Commerce Starter Story Starter Story Starter Story 不止牛马 不止牛马 不止牛马 Bob Proctor: The Science of Success Bob Proctor: The Science of Success Bob Proctor Legit Podcast Pro Legit Podcast Pro Gordon Firemark The Chris Voss Show The Chris Voss Show Chris Voss Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Cuentos con moraleja Cuentos con moraleja Borja Girón Mine Print Hash Mine Print Hash Matt Dines & Cameron Otsuka Desayuno con Bancolombia Desayuno con Bancolombia Bancolombia One Rental At A Time One Rental At A Time Michael Zuber Growing The Leader Within Growing The Leader Within Dr Gayla Holley Farmers Weekly Podcast Farmers Weekly Podcast AgriHQ Achievers Therapy Achievers Therapy Kingsley Nwaekwe 7 Minute Leadership 7 Minute Leadership Paul Falavolito Master The NEC - PODCAST Master The NEC - PODCAST Paul W. Abernathy InvestTalk InvestTalk Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors Blue Collar Millionaire Podcast Blue Collar Millionaire Podcast Chris Garrison & Kevin Marron Real Estate News Today | 2 Min News | The Daily News Now! Real Estate News Today | 2 Min News | The Daily News Now! The Daily News Now! Real Estate Exam Prep Real Estate Exam Prep Ran Chen, EA, CFP® NZZ Akzent NZZ Akzent NZZ The Invisible Hand The Invisible Hand Emma Reid TBPN TBPN John Coogan & Jordi Hays Handelsblatt Disrupt - Der Podcast über die Zukunft der Wirtschaft Handelsblatt Disrupt - Der Podcast über die Zukunft der Wirtschaft Larissa Holzki, Handelsblatt Grease The Wheels Podcast Grease The Wheels Podcast Grease The Wheels
UBS On-Air: Market Moves

Business

UBS On-Air: Market Moves

Client Strategy Office

Washington Weekly Podcast: SCOTUS rulings, Legislative focuses, USA 250

July 02, 2026 11:11am 14 min

On this week’s edition, Shane highlights how the United States of America has been celebrating its 250th birthday. We also review some of this week’s final opinions issued by the Supreme Court, along with take inventory...

Top of the Morning: June Jobs Report & macro update

July 02, 2026 10:46am 8 min

A review of the latest employment data and what it reveals about the health of the US labor market. Plus, a review and preview of other notable macro data points of interest. Featured is Andrew Dubinsky, Senior US Econ...

UBS On-Air: Paul Donovan Daily Audio 'Policy and data problems'

July 02, 2026 2:45am 3 min

With the US not working tomorrow, we get June labor market data today. The level of inaccuracy in the data means the monthly changes should not be taken too seriously. The trends are still the same—not too much hiring, n...

House Call: Talking Equity Markets with UBS Asset Management

July 01, 2026 12:54pm 18 min

Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Sc...

UBS On-Air: Paul Donovan Daily Audio 'Hints of hosiery'

July 01, 2026 2:15am 2 min

At congressional confirmation hearings, Federal Reserve Chair Warsh famously denied being US President Trump’s sock puppet. Markets will scour Warsh’s comments today for any hint of hosiery. The desire to prove political...

Talking Markets Podcast Series (Preferreds) with Bob Giangregorio (Spectrum) & Frank Sileo (UBS CIO)

June 30, 2026 8:01am 27 min

Bob Giangregorio is a Senior Vice President and Portfolio Manager at Spectrum Asset Management. Bob joins Frank Sileo, Senior Fixed Income Strategist Americas from the UBS Chief Investment Office, for a comprehensive di...

UBS On-Air: Paul Donovan Daily Audio 'Dull resilience'

June 30, 2026 2:09am 2 min

The narrative of today’s generally “second tier” data releases is of a global economy that is resilient if somewhat dull. This might seem remarkable in the face of war, oil price gyrations, and unpredictable US policy. H...

Top of the Morning: CIO Strategy Snapshot - Second half outlook

June 29, 2026 1:57pm 21 min

As the second half of 2026 soon approaches, Jason spends time this week outlining CIO’s macro and market expectations (including expectations for Fed policy under Chair Warsh), and reviews positioning recommendations alo...

Signal over Noise: What US history tells us about AI capex

June 29, 2026 2:39am 8 min

This episode explores what historical US innovation can teach us about the trajectory of AI CapEx. Drawing on the 250 years of US innovation series, it looks at three key lessons from past capital cycles, from railroads ...

UBS On-Air: Paul Donovan Daily Audio 'Crude and machismo'

June 29, 2026 2:15am 2 min

Oil futures prices have been largely indifferent to the weekend’s events in the Gulf and Russia. Investors managed to contain their surprise at Iran and the US trading military strikes. US policy has been highly volatile...

Washington Weekly Podcast: Housing bill, Primary elections, US-Iran update

June 26, 2026 10:25am 13 min

Shane drops by to reflect on this week’s primary election results and highlight implications to the midterms in November. We also discuss whether the US and Iran can finalize a deal over the next 60 days to end the conf...

UBS On-Air: Paul Donovan Daily Audio 'Tech vibes'

June 26, 2026 2:26am 3 min

Technology stocks have had another episode of weakness, with trading in the South Korean market suspended after an 8% decline. This is still not enough to change perceptions of consumer spending —yesterday’s US data was ...

Landscape for Net-lease Investing with Gary Rozier (Blue Owl) & Jon Woloshin (UBS CIO)

June 25, 2026 2:24pm 29 min

Gary Rozier, Senior Managing Director and member of the Real Assets Management Team at Blue Owl Capital is hosted by Jon Woloshin, UBS CIO Americas Real Estate & Lodging Equity Strategist, at the 1285 podcast studio in N...

UBS On-Air: Paul Donovan Daily Audio 'Oil prices—past, present, and futures'

June 25, 2026 1:30am 2 min

Crude oil futures reached pre-war levels, anticipating future oil flows through the Strait of Hormuz. Current oil flows are only a fraction of pre-war levels, and oil refineries refine actual oil, not hypothetical future...

Top of the Morning: UBS Asian Investment Conference takeaways

June 24, 2026 12:04pm 9 min

Having recently attended the UBS Asian Investment Conference in Hong Kong, Alejo Czerwonko, CIO for Emerging Markets Americas, stops by the studio to share reflections and takeaways. We cover some key points of interest...

UBS On-Air: Paul Donovan Daily Audio 'Murky situations'

June 24, 2026 2:30am 2 min

US Treasury Secretary Bessent warmly endorsed Federal Reserve Chair Warsh, describing Warsh as competent and capable of lowering inflation. Such endorsements are not unusual, but as Warsh had to deny being US President T...

Fixed Income Conversation Corner: Private Credit edition with Dan Oneglia (Blackstone) and Leslie Falconio (UBS CIO)

June 23, 2026 6:39am 33 min

A wide-ranging conversation on the landscape for private credit investing, including performance drivers, risk considerations, and what’s important for investors to focus on. Featured are Dan Oneglia, Global CIO of Liqu...

UBS On-Air: Paul Donovan Daily Audio 'Equity volatility, economists’ indifference'

June 23, 2026 2:30am 2 min

Technology equities exhibited some volatility overnight (South Korea’s markets falling quite noticeably). This is not caused by shifting economic expectations, allowing economists to exhibit indifference. It is too soon ...

Top of the Morning: The Great Wealth Transfer - An introduction

June 22, 2026 7:02am 11 min

An introduction to what The Great Wealth Transfer is, the implications of immense wealth changing hands, and how wealth managers must adapt to fulfill the needs and preferences of future wealth holders. Over a multiple ...

Signal over Noise: A new Fed framework

June 22, 2026 3:55am 4 min

This episode explores the signals in the most consequential Fed debut in nearly two decades: what happened, how markets reacted, and where to go from here. The Fed held rates steady for a fourth consecutive meeting, whil...

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