The Petika Wealth Management Group Podcast

UBS advisor podcasts
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The Petika Wealth Management Group Podcast

Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

  1. 14 NOV

    Direct Indexing: Exploring the Benefits for your Portfolio

    On this episode of the Petika Wealth Management Group Podcast, we hosted Sebastian Mainegra who is an Executive Director with UBS Asset Management. He leads a team of investment strategists focused on a variety of topics ranging from asset allocation, multi-asset investing, portfolio construction, and most relevant for this discussion, tax management and direct indexing. On this episode, we discuss what direct indexing is and why it has become so popular in our industry today.

    22 min

  2. 8 OCT

    Consumer Pulse Check: Unpacking the Health of Today's Consumer

    On this episode of the Petika Wealth Management Group Podcast, we hosted Sunny Mehra, UBS CIO Equity Strategist - US Consumer. During our discussion, we covered several topics including: the health of the consumer and how their buying habits have changed, global supply chain challenges, advances in technology that are shaping the future of the consumer staples sector, and where long term investors should be focusing their attention.

    22 min

  3. 13 SEPT

    The Case for Fixed Income

    On this episode of the Petika Wealth Management Group Podcast, we hosted Anthony Liotti, Managing Director and Head of Fixed Income Sales for UBS. During our discussion, we covered several topics including: How should we be positioned within fixed income? How has fixed income performed this year? What would be the impact of interest rate cuts? Should we be repositioning cash and money market holdings?

    25 min

  4. 6 AUG

    Artificial Intelligence

    On this episode, we welcome Kevin Dennean, CFA, Technology & Communications Analyst Americas, UBS Global Wealth Management for a discussion on artificial intelligence (AI). AI may become one of the most profound innovations and largest investment opportunities in human history. On this episode, we cover a range of topics including: Are we in an AI bubble? How will AI be monetized? What are the key risks to the AI narrative? What does AI mean for the economy and labor? How do we best position ourselves to invest in AI?

    35 min

  5. 18 JUN

    State of the US Energy Grid

    On this episode, we provide an update on the US energy grid. We are joined by Jay Dobson, Energy & Utilities Analyst for UBS, to discuss several topics including: How will we handle the massive energy demand from the development of artificial intelligence? What is the current state of the energy grid? What are the investment opportunities within the sector? How will the upcoming election affect developments in the grid?

    35 min

  6. 15 MAY

    Healthcare Update

    On this episode, we provide an update on the current developments within the healthcare sector as John Petika Sr. has a conversation with Eric Potoker, Healthcare Sector Strategist, UBS Global Wealth Management Chief Investment Office. During this conversation, we share recent developments and advancements within healthcare, which healthcare sub-sectors are most intriguing, and why the UBS CIO has upgraded the sector from Neutral to Most Preferred.

    30 min

  7. 08/12/2023

    Real Estate Update

    In this episode, we are joined by Jonathan Woloshin, CFA, Real Estate & Lodging Analyst Americas, UBS Global Wealth Management Chief Investment Office. During our discussion, we answer several burning questions in the real estate market including: What is the impact of affordability concerns with mortgage rates at multi-decade highs? Will supply and demand dynamics in housing balance out anytime soon? Will home prices head higher or lower in 2024? Is the worst yet to come for commercial real estate? Where could we see the best opportunities in real estate right now?

    23 min

  8. 10/11/2023

    Economic Update - October 12th, 2023

    On this episode, we provide an economic and market update as John Petika Sr. has a discussion with our guest speaker, Mike Ryan, Divisional Vice Chairman for UBS Global Wealth Management. Mike has led over 50 US-based investment professionals as Chief Investment Officer Americas for UBS Global Wealth Management and served on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management Investment House View. With more than 35 years of experience in the financial industry, he is widely recognized as a leading market expert.

    27 min
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Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

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