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

19:57

Top of the Morning: CIO Strategy Snapshot - Keeping in straight

Investors are weighing the announcement of new tariffs from the Trump administration, and the risks of a trade war, along with the implications of DeepSeek to the progression of AI. Jason drops by to discuss the market and investment implications of these developments, plus shares guidance when it comes to portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman

02:52

UBS On-Air: Paul Donovan Daily Audio 'The Phantom Menace?'

Economists are geeks. Star Wars parallels are tempting: US President Trump as the Trade Federation leader; Trump’s largest donor Musk as Chancellor Palpatine, railing against bureaucrats; and economists as Jedi Knights. But threatened US trade taxes have real consequences. Investors’ hope is the precedent of Trump’s rapid retreat from taxing Colombian imports.

09:41

Top of the Morning: Q4 earnings update, US equity positioning

As the Q4 corporate reporting season continues, Matt updates us on how the results have been coming in across equity sectors. We also discuss recent performance of US equities, a near-term performance outlook, along with considerations when it comes to positioning within US equities. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

02:40

UBS On-Air: Paul Donovan Daily Audio 'Time for more taxes'

US President Trump reiterated their intention to aggressively tax US consumers of products from Canada and Mexico, possibly excepting oil consumers. Several US refineries are set up to process Canadian and Mexican, not US, oil. The speed of Trump’s retreat from taxing US coffee drinkers is a reminder of the unpredictability around tariff policy.

12:47

Top of the Morning: CEO Macro Briefing Book - 1Q25 update

Businesses have greeted the post-election environment with optimism, yet uncertainty remains as questions surround the timing and implementation of Trump 2.0 policies’ interplay with a seemingly more cautious Fed and slowing economy. Paul Hsiao, Asset Allocation Strategist Americas with the UBS Chief Investment Office, joins to discuss the outlook and implications. 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

11:23

Washington Weekly Podcast: Tarriff timetable, Cabinet hearings, Week one recap

Following what has been a busy first week in office for President Trump, Shane recaps some of the notable executive actions, developments, and travel. Plus, we update on the progress of cabinet hearings and confirmations, along with preview what a timeline for tariffs could like in the coming days and weeks. Featured is Shane Lieberman, Senior Government Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

10:38

Washington Weekly Podcast: First 100 days, Legislative agenda, President Carter

We kick-off 2025 by previewing President-elect Trump’s first 100 days in office, along with the legislative focuses and priorities of Congress in the months ahead. Plus, reflections on the life and legacy of late President Jimmy Carter. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

15:52

Washington Weekly Podcast: Government funding, Syria, 2025 Congressional priorities

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

12:51

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

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

14:08

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

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

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

10:34

Macro Monthly Podcast with UBS Asset Management

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

17:31

Top of the Morning: 2025 Retirement Guide

With a new year underway, Ainsley and Justin rejoin the conversation to explain what retirees, along with those preparing for retirement, should know in 2025. These considerations span social security and Medicare, to long-term care costs, estate planning, and more. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

23:32

Around the Horn: Fixed Income Roundtable with UBS Asset Management

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.

11:50

Macro Monthly Podcast with UBS Asset Management

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

21:01

House Call: Talking Equity Markets with UBS Asset Management

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.

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

22:50

Year Ahead 2025 – Argentina, Brasil y Venezuela

En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas de UBS, y Alberto Rojas, estratega senior de mercados emergentes, analizan las perspectivas económicas y de inversión en 2025 para Argentina, Brasil y Venezuela.

14:32

Year Ahead 2025 - Panamá y República Dominicana

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, entrevista a Alberto Rojas, Investment Strategist en nuestro equipo de Mercados Emergentes. Conversan sobre las perspectivas económicas y de inversión en 2025 para Panamá y República Dominicana.

22:05

Hacia un nuevo modelo de enseñanza STEM en América Latina

La educación STEM —acrónimo en inglés de Ciencia, Tecnología, Ingeniería y Matemáticas— ha emergido como un motor fundamental para el desarrollo económico y social a nivel global. En América Latina, sin embargo, existen enormes desafíos para la correcta enseñanza STEM: por ejemplo, 80% de las escuelas de la región no cuentan con un laboratorio. En este episodio, Kai Grunauer, Director Ejecutivo para América Latina del equipo de Impacto Social y Filantropía de UBS, conversa al respecto con Komal Dadlani, fundadora de Lab4U, una organización que está diseñando modelos innovadores y de bajo costo para masificar y democratizar la enseñanza STEM en la región.

11:07

Year Ahead 2025 –México

En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer en UBS México, y Pedro Quintanilla-Dieck, estratega senior de mercados emergentes, analizan las perspectivas para México en 2025, enfocándose en crecimiento, política monetaria, retos fiscales y oportunidades de inversión.

13:54

Year Ahead 2025 - Andinos

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.

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

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32:56

Um ano decisivo: O que vai moldar a economia em 2025?

Com juros mais altos, inflação resiliente e mudanças significativas nos EUA – a começar pela posse de Trump nesta semana – 2025 promete ser um ano e tanto. Neste primeiro episódio do ano, Luciano Telo (CIO para o Brasil, UBS GWM) e Solange Srour (diretora de macroeconomia para o Brasil, UBS GWM) exploram os principais temas globais, como as tarifas econômicas, o crescimento chinês e os riscos fiscais do Brasil. Saiba como esses fatores podem impactar mercados e decisões de investimento em um cenário ainda bastante incerto. Um episódio essencial para quem busca estar à frente das tendências.

38:55

Perspectivas econômicas e onde investir em 2025

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.

29:19

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

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.

32:53

Juros em jogo: Brasil e EUA em caminhos oposto

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.

22:33

Os family offices e seu papel no impacto social no Brasil

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.

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