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How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.
PIMCO’s Libby Cantrill breaks down geopolitics, policy pressure, consumer impact, and what it means for markets and the midterm elections outlook.
Corporate America delivered a championship-level Q1, with profit growth topping 17%—the fastest in four years. AI led the way, but strength was broad-based, boosting confidence for US equities even as market volatility persists.
A look at rates, the Fed, credit spreads and where fixed income opportunities may be emerging now.
From energy prices to Fed policy and inflation fears, Invesco’s Brian Levitt breaks down key risks and what they mean for investors.
UBS Economist Andrew Dubinsky examines whether AI will cut jobs or boost growth, exploring labor risk, productivity gains, and lessons from past tech revolutions.
How can families build trust, share values, and prepare for the future? UBS's Judy Spalthoff reveals the importance of open conversations amongst family members and why they matter to its legacy.
Venezuela’s new leadership, debt talks, and US cooperation are reshaping the country—and maybe the region. Alejo Czerwonko explains what’s changed, what’s next, and what it means for investors.
From the Strait of Hormuz to battery metals, resource risks and opportunities are changing fast. Paul Baiocchi breaks down what every investors need to know about real assets, scarcity, and the hidden themes shaping the future.
Tune into this timely discussion on the 2026 US midterm elections to explore what’s at stake, how policy shifts could affect markets, and what investors should watch. Learn more at ubs.com/ElectionWatch.
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