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The Bulletin with UBS

Monocle
UBS
Artificial Intelligence
Gold
Inflation
UBS Global Wealth Management
China
Tariffs
Art Basel
Climate Change
Art Market
US Economy
Sustainability
Donald Trump
Craft
Healthcare
Investment Strategies
Diversification
Investment
Productivity
Generative AI

Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.

PublishesWeeklyEpisodes105Founded12 years ago
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Latest Episodes

Chancen International’s Future of Work Fund offers a potential breakthrough in access to education for young people across Africa. Hear how and why the UBS Optimus Foundation has committed to the cause.

See omnystudio.com/listener for privacy inform... more

UBS is counting down to July’s US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. This week, UBS’s Kevin Dennean discusses the rise and impact of the smartphone.

See omnystudio.com/listener for privac... more

As the next generation inherits wealth in an unprecedented transfer, how will their perspectives and preparations reshape markets, institutions and social priorities? UBS head of global next-generation solutions, Anastasia Deryagina, explains.

See o... more

Massimiliano Castelli, head of global sovereign markets strategy and advice in UBS Asset Management, explains the disconnect between record-high US equity markets and the ongoing Middle East conflict and rising energy prices.

See omnystudio.com/list... more

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Recent Guests

Kevin Dennean
Equity strategist for IT and communication services in the Americas for the UBS CIO in the US
UBS
Episode: 250 years of US innovation: the smartphone
Massimiliano Castelli
Head of Global Sovereign Market Strategy and Advice in UBS Asset Management
UBS Asset Management
Episode: The disconnect between geopolitics and markets
Alexander Stiehler
Global Head of Longer Term Investment Themes, UBS European CIO
UBS
Episode: What’s next for the space economy?
Ashim Thakur
Analyst in the European Equities Team, UBS CIO
UBS
Episode: What’s next for the space economy?
Amantia Muhedini
Head of Sustainable and Impact Investing Americas in the CIO Global Investment Management Group of UBS Global Wealth Management
UBS Global Wealth Management
Episode: Gender-lens investing
James Allison
Technical director of the Mercedes-AMG Petronas Formula 1 Team
Mercedes-AMG Petronas Formula 1 Team
Episode: UBS Craftmakers: James Allison, technical director for the Mercedes-AMG Petronas Formula 1 Team
Vishaka Rajput
Leads the Entrepreneurs and Business Owners segment at UBS Global Wealth Management
UBS Global Wealth Management
Episode: The Global Entrepreneur Report 2026
Kurt Reiman
Head of Fixed Income in the CIO Americas for UBS and editor in chief of the innovation series
UBS
Episode: 250 years of US innovation: the assembly line
Burkhard Varnholt
Senior Financial Markets Advisor at UBS
UBS
Episode: The European opportunity

Host

Tom Edwards
Host of The Bulletin with UBS, UBS regular.

Reviews

4.5 out of 5 stars from 44 ratings
  • Kind of weird...

    I don’t really understand this podcast. Half of them are decent and full of information, but the other half are literally just ads for UBS. Episode 9 was especially egregious — just a complete and utter UBS puff piece.

    I would say skip it; if you’re interested in finance you won’t learn anything you couldn’t get on the front page of the WSJ.

    Apple Podcasts
    2
    anchor_down_dores
    United States11 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

A portion of episodes is seen as advertorial or UBS-branded, which may color perceived objectivity.
A mix of thoughtful market insights and strong UBS context, though a few episodes feel promotional in tone.
Some listeners find the analysis clear and actionably strategic for investors and wealth managers.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

The UBS ‘Global Next Generation Report’
Q: Could you explain how UBS helps investors and families navigate these transitions?
UBS brings together wealth planning, advisory, and investment expertise to guide families through the transfer, starting from initial conversations and portfolio reviews to building a long-term structure that supports the next generation's involvement and ownership at a pace that suits each family.
What’s next for the space economy?
Q: What should investors keep front of mind regarding risk in space, particularly given concentration in government-driven demand and the capital intensity of many players?
Key risks include execution risk on launches, congestion and debris regulation, funding and cash generation for capital-intensive players, and the fact that even with milestones achieved, not all new markets will be immediately profitable.
What’s next for the space economy?
Q: Is there a sense that the opportunity beyond communications and defense is broader, such as space data centers or private missions, and why should that emerging layer matter for investors?
The emerging layer—space data centers, private astronaut missions, and manufacturing in orbit—offers optionality and new time horizons; while near-term case for some applications may be weak, the potential for long-term infrastructure-like value creation is meaningful.
What’s next for the space economy?
Q: Ashim, maybe I'll throw this to you first of all. What's happened since then, and why do you think growth expectations might be higher now?
We're more constructive now than in 2022 because there is more operating evidence, a clearer demand mix toward services like connectivity and analytics, and launch costs have fallen, which improves the economics of space investments.
Gender-lens investing
Q: How should an investor start implementing this in their portfolio?
Begin with a clear 'why' and north star, then iteratively explore the universe of investable options that match that goal, ensuring alignment with liquidity needs and risk tolerance before assembling a holistic strategy.

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Frequently Asked Questions About The Bulletin with UBS

What is The Bulletin with UBS about and what kind of topics does it cover?

A finance-focused series delivering interviews with UBS-affiliated leaders and external experts, exploring macro trends, investment strategies, and innovations shaping markets. Episodes frequently feature UBS executives discussing geopolitical risk, AI and technology's impact on productivity, private markets, and wealth management, alongside guests who bring broader perspectives on innovation, entrepreneurship, and global economics. The show often pairs rigorous market analysis with human-centered narratives around wealth, leadership, and the next generation of investors. A notable strength is its ability to surface strategic viewpoints from senior UBS minds and allied guests, though some listeners perceive certain episodes as promotional i... more

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Which podcasts are similar to The Bulletin with UBS?

These podcasts share a similar audience with The Bulletin with UBS:

1. Monocle on Sunday
2. The Briefing
3. The Monocle Daily
4. The Foreign Desk
5. The Globalist

How many episodes of The Bulletin with UBS are there?

The Bulletin with UBS launched 12 years ago and published 105 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Bulletin with UBS?

Recent guests on The Bulletin with UBS include:

1. Kevin Dennean
2. Massimiliano Castelli
3. Alexander Stiehler
4. Ashim Thakur
5. Amantia Muhedini
6. James Allison
7. Vishaka Rajput
8. Kurt Reiman

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