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

Top of the Morning: CIO Strategy Snapshot - MAGA v DOGE

20:33

Our first episode of the year kicks off with an assessment of market activity over the past few weeks, and what to expect from markets over the near-term. We also spend time outlining expectations for Fed rate cuts in 2025, and with President-elect Trump’s inauguration only two weeks away, consider whether economic policies in Trump 2.0 will be more MAGA or DOGE. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Jump Start - Will stocks recover from the December dip?

05:26

Will a cooling labor market reassure the Fed? Will stocks recover from the December dip? Can gold push closer to all-time highs? CIO's Christopher Swann brings you the latest on this week's market themes.

UBS On-Air: Paul Donovan Daily Audio 'Taxes or tips?'

02:04

US President-elect Trump has been posting on social media in support of a single budget bill through Congress. A single bill might take longer to pass, delaying policy implementation. Trump advocated taxing US consumers of foreign goods to pay for an abolition of taxes on tips. (Tipping has been a hidden inflation force in the US, raising the cost of services without being recorded in inflation data).

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

02:05

US politics intrudes into financial markets, with the US House of Representatives trying to elect a speaker today. US Speaker Johnson has been endorsed by US President-elect Trump’s influential adviser Musk, and by Trump. However, the Republicans hold a very small majority (219 to 215), and one Republican has pledged to oppose Johnson. Investors’ focus will be on what this process suggests about the ease of passing legislation in the new administration.

UBS On-Air: Paul Donovan Daily Audio 'A year of upsetting everyone'

02:14

2025 is the best of times, and the worst of times; an epoch of belief, an epoch of incredulity. In an increasingly polarized world, people will cling to one side or the other—without recognizing that both sides can have a point. It is an economist’s role to impartially assess the economic consequences of politics, in clear and direct language. The likely result is that I will upset everyone this year.

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: Government funding, Syria, 2025 Congressional priorities

15:52

For the final episode of 2024, Shane shares the latest on government funding negotiations, along with other year-end legislative priorities of Congress. We also touch on recent developments within Syria, along with highlight some notable priorities of Congress in the new year. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Government Funding, Farm Bill, Cabinet picks, & more

12:51

In this episode, Shane updates on several key legislative priorities of Congress before year-end, including a government funding bill, a Farm bill, and the National Defense Authorization Act. We also take inventory of President-elect Trump’s cabinet nominees, and the prospects for confirmations in early 2025. Featured is Shane Lieberman, Senior Government Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Cabinet nominations, DC visit, Congressional makeup

14:08

We recap President-elect Trump’s visit to Washington DC (including his White House meeting with President Biden), along with review the known staff picks and cabinet nominations of the incoming Trump administration. Plus, a look at incoming Congressional leadership, and a review of the Congressional agenda priorities between now and year end. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: A look at polling and the campaign trail

09:30

With Election Day just days away, Shane drops by to update on what swing state polling is pointing to, and how the Presidential candidates are spending their final days on the campaign trail. Plus, an update on developments as it relates to Israel and Iran. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Hurricane relief, Middle East tensions, Decision 2024

13:29

Our conversation updates on relief and recovery efforts for hurricane-impacted states, recent developments surrounding growing tensions across the Middle East, and what key swing state polling is pointing to with Election Day just a few weeks away. 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

Around the Horn: Fixed Income Roundtable with UBS Asset Management

23:32

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.

Macro Monthly Podcast with UBS Asset Management

11:50

Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.

House Call: Talking Equity Markets with UBS Asset Management

21:01

Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.

Around the Horn: Fixed Income Roundtable with UBS Asset Management

28:40

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.

Macro Monthly Podcast with UBS Asset Management

21:20

Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.

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

Year Ahead 2025 - Andinos

13:54

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, y Pedro Quintanilla-Dieck, estrategia senior de mercados emergentes, analizan las perspectivas económicas y de inversión en 2025 para Colombia, Perú y Chile.

Year Ahead 2025 - Los locos años 20

27:04

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas de UBS, y Gabriela Soní, Chief Investment Officer en UBS México, analizan las perspectivas para 2025, ofreciendo un análisis de los factores clave en el panorama global y de América Latina.

Una visión del dar alrededor del mundo

23:50

En este episodio, Kai Grunauer-Brachetti, Director Ejecutivo para América Latina del equipo de Impacto Social y Filantropía de UBS, conversa con Norma Galafassi, fundadora y Directora de In2Action, sobre los principales hallazgos de un estudio que ella ha elaborado que brinda luces sobre dar y la generosidad a nivel mundial.

Impacto del resultado de las elecciones de EE.UU. en sus inversiones

30:22

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soní, Chief Investment Officer en UBS México, explican el resultado de las elecciones de EE.UU. y lo que significa para las perspectivas económicas y de mercados.

República Dominicana - Dinamismo económico, camino a grado de inversión?

14:06

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas de UBS, y Alberto Rojas, estratega senior de mercados emergentes, repasan la evolución económica de la República Dominicana en los últimos años y se preguntan si el país esta encaminado a eventualmente obtener calificaciones soberanas de grado de inversión.

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

Perspectivas econômicas e onde investir em 2025

38:55

No último episódio do ano, nossos especialistas analisam o que esperar de 2025, explorando as principais tendências macroeconômicas no Brasil e no cenário global. Com insights sobre a economia brasileira, oportunidades no mercado americano e estratégias de investimento para o futuro, este episódio oferece uma visão completa para ajudar os investidores a enfrentar os desafios e aproveitar as oportunidades do próximo ano. Um conteúdo essencial para quem quer se preparar para o ano que vem.

Brasil, cenário internacional e as oportunidades para além da renda fixa

29:19

Neste episódio, Luciano Telo (CIO para o Brasil, UBS GWM) recebe André Bannwart (Head do Evolution & Head de Funds Solutions para o Brasil, UBS GWM) para uma conversa aprofundada sobre o cenário econômico e cenário dos fundos multimercados. Os especialistas discutem as perspectivas de crescimento, inflação e juros no país, as possíveis ações do Banco Central em um contexto global de afrouxamento monetário, além dos caminhos para eleição americana e dos estímulos da China, e o que tudo isso significa para o Brasil e para a indústria de fundos. Um bate-papo essencial para entender os desafios e oportunidades no mercado atual.

Juros em jogo: Brasil e EUA em caminhos oposto

32:53

O Federal Reserve (Fed) e o Banco Central do Brasil (BCB) estão tomando caminhos divergentes para a política monetária. Além disso, a economia mundial enfrenta um cenário complexo, com as eleições americanas se aproximando e a China em desaceleração. Neste episódio, os impactos para a economia brasileira e as oportunidades de investimento que podem surgir desse novo cenário. Nossos especialistas, Ronaldo Patah (estrategista de investimentos para o Brasil no UBS GWM) e Solange Srour (diretora de macroeconomia para o Brasil no UBS GWM) analisam os últimos dados, as perspectivas para a inflação e o câmbio, e traçam um panorama completo para algumas das principais classes de ativos.

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.

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!

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