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 4,106 episodes available.

Best of UBS On-Air: Market Moves

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Number 1: UBS On-Air: Paul Donovan Daily Audio 'Spinning away from war?'
Markets have not fully regained their earlier optimism bias, but are a little more cheerful. Yesterday, US President Trump signed an agreement essentially reaffirming the status quo with Greenland and Denmark—but spun it as change. Could a similar course be pursued with Iran? Trump’s UN speech was aggressive but both the US and Iranian regimes make frequent use of hyperbole. After the speech, there was playground diplomacy, with Qatar shuttling between the US and Iran carrying notes.
September 23, 20266min
Number 2: 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 3: 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 4: 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 5: 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