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1,000 episodes
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UBS On-Air: Market Moves Client Strategy Office
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- Business
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4.4 • 155 Ratings
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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
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ElectionWatch: Decision 2024 update
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.
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Top of the Morning: The week in review and preview
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
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Washington Weekly Podcast: What’s next for President Biden and the Democratic Party?
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
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How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)
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
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UBS On-Air: Paul Donovan Daily Audio 'Guessing growth (badly)'
Equity markets exhibited some volatility yesterday. This is not the fault of economists (there was no news of any economic note). The nature of the moves are unlikely to offer any economic signals either.
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Top of the Morning: Emerging Markets - US dollar centricity, revisited
The US Dollar has been the undisputed global reserve currency for decades, though can this standing sustain? Alejo joins to weigh in on this pressing question, along with shares thoughts on alternative currencies and commodities that can thrive in a more diversified global currency environment. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Customer Reviews
Very good and entertaining
I enjoy Paul Donovan’s approach and delivery to financial news and I hope that this show will continue as-is for years to come. Well done!
Great content, VERY poor audio
If they’re going to get people together to do such podcasts, they should have proper audio. Instead, it sounds like everyone calls into an old-style telephone line. The audio is so bad it’s hardly worth listening to.
Excellent
Paul Donovan is excellent!