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

ElectionWatch: Decision 2024 update

33:28

Solita Marcelli is first joined by John Savercool, Head of the US Office of Public Policy, to discuss President Biden’s decision to drop out, and the impact on the race and investments. This is followed by a conversation with Justin Muzinich, CEO, Muzinich & Co., and former Deputy Secretary, US Department of the Treasury under former President Trump, discussing the Trump policy agenda and the economic implications coming out of the RNC.

Top of the Morning: The week in review and preview

08:11

As we close out another trading week, Danny Kessler drops by to reflect on this week’s abundance of Q2 corporate earnings results, notable economic data releases, plus previews what to expect in the week ahead. Featured is Danny Kessler, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

UBS On-Air: Paul Donovan Daily Audio 'Spending real money'

02:33

Yesterday’s second quarter US GDP release showed the US consumer is alive and well, and spending money. Some of the GDP data reflected a bounce back from the first quarter. Today’s personal income, consumption, and deflator data offers more insight into the direction of travel. It would be unwise to bet against reasonable US consumption, with middle-income households still relatively well supported.

Washington Weekly Podcast: What’s next for President Biden and the Democratic Party?

12:48

In the wake of Sunday’s announcement from President Biden, Shane outlines what comes next for the Democratic Party and the 2024 election cycle, including what the ticket could look like in the weeks ahead, and the role President Biden will play on the campaign trail. We also examine how the GOP has been responding to the events of the past week, and recap Monday’s Congressional testimony involving former US Secret Service Director Kimberly Cheatle. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)

35:18

Jason Thomas rejoins Jason Draho 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 are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Jason Thomas, Head of Global Research & Investment Strategy at The Carlyle Group. 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: What’s next for President Biden and the Democratic Party?

12:48

In the wake of Sunday’s announcement from President Biden, Shane outlines what comes next for the Democratic Party and the 2024 election cycle, including what the ticket could look like in the weeks ahead, and the role President Biden will play on the campaign trail. We also examine how the GOP has been responding to the events of the past week, and recap Monday’s Congressional testimony involving former US Secret Service Director Kimberly Cheatle. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: RNC takeaways, Assassination investigation, Sen. Menendez

13:02

After an eventful week in Milwaukee Wisconsin, Shane recaps the RNC events and speeches. We also spend time discussing what comes next in the investigation into the assassination attempt of former President Trump. Plus, thoughts on the conviction of NJ Senator Bob Menendez. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: RNC preview, Polling update, NATO Summit

13:55

With the Republican National Convention set to commence, we preview the themes that will be covered, along with a look at potential VP picks. We also take a pulse on swing state polling in the aftermath of the first Presidential debate, and touch on calls for President Biden to step down from the ticket. Plus, thoughts on this week’s NATO Summit in Washington DC. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Presidential Debate preview, Latest polling

09:21

For this week, Shane previews the highly anticipated debate between President Biden, and former-President Trump, including a review of the rules and conditions. We also spend time reviewing likely areas of focus and the issues on the minds of the American voter. Plus, examine what the latest national and swing-state polling is pointing to. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: SCOTUS Rulings (continued), G7 Summit, Russia-North Korea pact

13:27

This week we follow-up on rulings issued by the Supreme Court, including US tax on foreign business income. Shane also provides some takeaways from the recent G7 Summit, and touches on this year’s focuses and themes. Plus, some background on the Russia-North Korea military pact and the global implications. 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

The General Counsel and its value add to a Family Office

31:53

Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions, sits down with Eskor Edem, Director at Major, Lindsey & Africa and Mike Gabrail, General Counsel at Crossroads Group, to discuss the value add of sourcing an in-house general counsel and the qualifications family offices should look for when seeking to hire an in-house general counsel for the family office.

In conversation - Moving organizations toward their North Star

12:32

Leora Zach, Client Solutions Specialist for UBS Family Office Solutions sits down with Operating Advisor for Humankind Capital, Charles Soriano, to discuss how family offices can use a strategic planning framework for a wide range of purposes.

Pride Month: How understanding the unique challenges, the LGBTQIA+ community faces brings impactful allyship and engagement

18:50

This conversation is focused on the unique set of challenges the LGBTQIA+, specifically the transgender community, faces and how everyone, including financial advisors can mindfully engage and support. Featured is Erica Seremeta, Head of DEI Client Engagement at BlackRock. Host: Shiavon Chatman

Wealth Planning Podcast: Selling a Business to an ESOP

24:14

In this episode, Erik Seeney, UBS Wealth Planning Strategist, is joined by Nick Francia and Keith Apton, of The Capital ESOP Group at UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. From this episode you will gain a better understanding of: How Employee Stock Ownership Plan works for business owners, their employees, and families. The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan.

Planning Podcast Series: Planning for the LGBTQ Family

18:38

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

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

Inteligencia artificial: entender y aprovechar las oportunidades de inversión

17:52

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, explican las tres capas en la cadena de valor de la inteligencia artificial y el impacto transformador en diversas industrias. Asimismo, destacan cómo los inversionistas pueden posicionarse para aprovechar las oportunidades de inversión. Para más información y para descargar el reporte visite: www.ubs.com/latamaccess-sp-ai Alejo Czerwonko linkedin.com/in/alejoczerwonko Gabriela Soni linkedin.com/in/gabriela-soní-cfa-121125248

La reinserción social como camino a la seguridad

17:36

En América Latina, la tasa de reincidencia de las personas privadas de libertad es extremadamente alta: en algunos países llega a ser hasta un 50%, lo cual muestra que los centros detención no están cumpliendo su rol de rehabilitación. En este episodio, Kai Grunauer, Director Ejecutivo para América Latina del Equipo de Impacto Social y Filantropía de UBS, conversa con Daniela Ancira, fundadora de La Cana, sobre el trabajo que dicha organización está llevando a cabo para revertir esta tendencia en México y asegurar una real inserción social de las mujeres en prisión. Kai Grunauer linkedin.com/in/kai-grunauer Daniela Ancira linkedin.com/in/daniela-ancira Para más información visita: www.ubs.com/latamaccess-sp-nextgen

Camino a las elecciones de EE.UU.: una perspectiva desde Washington, D.C. con Benjamin Gedan del Wilson Center

26:44

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, entrevista a Benjamin Gedan, jefe del centro de estudios latinoamericanos del Wilson Center basado en Washington DC. Repasan el posible impacto de las elecciones de EEUU en América Latina en lo que respecta a vínculos económicos y comerciales, inmigración, panorama de seguridad, y consideraciones geopolíticas. Este es el primero de varios episodios dedicados a la carrera electoral de EE.UU. y sus consecuencias para la región. Para más información: www.ubs.com/latamaccess-contactus Alejo Czerwonko linkedin.com/in/alejoczerwonko Benjamin Gerdan linkedin.com/in/benjamingedan/

Perspectivas de México y Argentina con Rafael De La Fuente, economista en jefe de UBS

29:16

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, entrevista a Rafael De La Fuente, economista en jefe para Latinoamérica en UBS. Repasan las perspectivas económicas para México luego de la victoria arrolladora de Morena y Claudia Sheinbaum en las recientes elecciones, y realizan un balance de los primeros seis meses del gobierno de Javier Milei en Argentina. Para más sobre estes temas visite http://www.ubs.com/latamaccess-sp-mu. linkedin.com/in/alejoczerwonko

Reporte sobre Global Family Offices 2024

23:54

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, comparten un resumen de nuestro reporte anual sobre Global Family Offices de 2024. Para más información y descargar el reporte consulte: www.ubs.com/latamaccess-sp-gfo2024

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

Os family offices e seu papel no impacto social no Brasil

22:33

De que jeito os family offices estão estruturando suas estratégias filantrópicas e de investimento de impacto no Brasil? Neste episódio do Latam Access, Kai Grunauer-Brachetti, Diretor Executivo para América Latina na equipe do UBS Social Impact Philanthropy, conversa com o Leonardo Letelier, CEO e fundador da Sitawi, sobre os principais resultados de um estudo sobre as práticas de impacto dos family offices no Brasil Kai Grunauer linkedin.com/in/kai-grunauer Leonardo Letelier https://www.linkedin.com/in/lletelier/ Saiba mais aqui: www.ubs.com/latamaccess-pt-gfo202

Análises da corrida presidencial nos EUA para os mercados globais

36:37

Neste episódio especial de junho, Luciano Telo (CIO para o Brasil no UBS GWM) recebe Silvio Cascione (Head de Pesquisa da Eurasia Group no Brasil) para mergulhar no cenário das eleições nos Estados Unidos. Na conversa, os especialistas investigam mais a fundo os impactos potenciais de uma vitória de Trump ou Biden, com um eventual novo mandato de Trump podendo trazer mais tarifas comerciais e mudar a relação com a China. Silvio e Telo também analisam os ecos na economia brasileira e os desafios para garantir a sustentabilidade fiscal no Brasil – independente do resultado da eleição norte-americana. Confira! Saiba mais aqui www.ubs.com/latamaccess-pt-mu Entre em contacto www.ubs.com/latamaccess-contact-us

Mudando o panorama da alfabetização no Brasil

15:14

Hoje, milhões de crianças no Brasil em idade escolar são tecnicamente analfabetas. O desafio é enorme, mas existem soluções provadas para resolver o problema. Neste episódio do Latam Access, Kai Grunauer-Brachetti, Diretor Executivo para a América Latina do UBS Social Impact and Philanthropy, conversa sobre os desafios da alfabetização no Brasil com Denis Mizne, CEO da Fundação Lemman, uma das organizações que está liderando a iniciativa Alianza pela Alfabetização. Saiba mais sobre filantropia aqui: www.ubs.com/latamaccess-pt-wp

Brasil em foco: Riscos políticos, eleições e perspectivas para 2024 em diante

32:22

Como medir os riscos políticos e os impactos da calamidade no Rio Grande do Sul? De que modo as relações institucionais entre os Poderes estão moldando a governança da Presidência? As eleições municipais vão funcionar como termômetro para a corrida presidencial em 2026? O que esperar da nova composição do Banco Central? E como “fechar” a conta fiscal em 2025? Ouça o novo episódio de abril, conduzido por Luciano Telo (CIO para o Brasil no UBS GWM) e Solange Srour (diretora de macroeconomia para o Brasil no UBS GWM), com a participação especial do renomado jornalista e consultor político, Thomas Traumann. Saiba mais sobre Economia e Mercados aqui: www.ubs.com/latamaccess-pt-mu

Queda adiada? As perspectivas para os juros nos EUA e os impactos dentro e fora do Brasil

28:44

Nesse episódio de abril, Luciano Telo (CIO para o Brasil no UBS GWM) e Ana Salles (Portfolio Manager do UBS GWM) analisam as recentes mudanças no cenário americano, com a perspectiva de adiamento da queda de juros devido ao ritmo forte da economia e da inflação persistente, e os impactos nos mercados de ações nos EUA e em outros localidades.

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