UBS On-Air: Market Moves

By Client Strategy Office

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... more

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The podcast currently has 4,105 episodes available.

Best of UBS On-Air: Market Moves

The most played episodes among Podcast App listeners.

Number 1: Signal over Noise: Three takeaways from three days in Silicon Valley
AI is giving robots new capabilities and attracting larger funding rounds, but rapid progress is also making tomorrow's leaders harder to identify. This episode draws on observations from Silicon Valley to explore the investment opportunities and disruption AI is creating, and the case for physical assets, cybersecurity, and diversification in portfolios.
September 21, 20266min
Number 2: Top of the Morning: Fixed Income Strategist - Supply shifts
A look into the interplay and market dynamics of large government debt issuance and AI-related debt fundraising, factors that have been contributing to rising long-end yields, along with positioning preferences within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and John Murtagh, Fixed Income Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
September 16, 202617min
Number 3: Signal over Noise: How to position for the next wave of AI-led scientific breakthroughs
The recently reported AI-assisted solution to the Navier–Stokes problem points to AI’s broadening role in frontier scientific research, raising the question of where faster discovery could translate into investment value. This episode explores how that progress could open new opportunities across healthcare, energy, and advanced materials, and reinforce the long-term investment themes of AI, power and resources, and longevity.
September 14, 20268min
Number 4: Washington Weekly Podcast: Open-Source AI Leadership Act, Funding Bill, US-Iran War
Shane drops by ahead of the Labor Day holiday weekend to update on this week’s developments up on Capitol Hill, including Congressional efforts to keep the government funded, and progress on the Open-Source AI Leadership Act. Plus, an update on renewed military tensions between the US and Iran. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
September 04, 202612min
Number 5: UBS On-Air: Paul Donovan Daily Audio 'Talking calmly'
In the unnecessarily uncertain world of US monetary policy, we heard from Federal Reserve Governor Waller. Waller signaled a desire for unchanged policy, as disinflation forces seem to continue. If disinflation ceased, then Waller would reconsider. This is similar to New York Fed President Williams’ outlook. These two Fed members command more respect than some other Fed members, and their words moved markets.
September 04, 20267min