Powered by RND
PodcastsNewsUBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office
UBS On-Air: Market Moves
Latest episode

Available Episodes

5 of 1060
  • Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital)
    Michael Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation about the evolution of AI, including an assessment of the energy requirements to sustain global demand, a look at the global competitive landscape, along with anticipated future use cases of this rapidly evolving technology. Host: Daniel Cassidy
    --------  
    17:52
  • 90 degrees of deals
    The US administration seems to be retreating from the idea of “90 trade deals in 90 days”. With less than a week to go, they have a half-hearted agreement with the UK and a de-escalation with China, and little else. The idea is that interim agreements will be sought, retaining the 10% tax on US consumers of foreign products. Uncertainty about future product-specific taxes appears to be making it more difficult to do deals.
    --------  
    2:57
  • Top of the Morning: CIO Strategy Snapshot - Mid-year checkup
    As we officially move into the second-half of 2025, Jason assesses the factors that have driven recent market performance and investor sentiment, along with outlines CIO’s near-to-medium term market outlook. Plus, a review the portfolio positioning recommendations per the July UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
    --------  
    19:43
  • UBS On-Air: Paul Donovan Daily Audio 'Budget battles'
    Over the past few days, Canada and the US stopped talking about trade, and started talking about trade again. Unusually, this was not a unilateral retreat by the US—Canada surrendered its digital services tax. Markets, quite rightly, are ignoring all of this. US President Trump cut taxes on US consumers of UK cars—from today the tax goes to 10%.
    --------  
    2:32
  • House Call: Talking Equity Markets with UBS Asset Management
    Join Jeff Hans, Portfolio Manager with UBS Asset Management, as he shares a performance update for US equities. We also cover an outlook for growth v. value, the ongoing impact of artificial intelligence to US technology stocks, along with takeaways from recent investor conferences. Recorded on 25.06.18
    --------  
    21:16

More News podcasts

About 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
Podcast website

Listen to UBS On-Air: Market Moves, The Rest Is Politics and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features

UBS On-Air: Market Moves: Podcasts in Family

Social
v7.19.0 | © 2007-2025 radio.de GmbH
Generated: 7/2/2025 - 3:36:19 AM