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UBS Global Research Pod Hub

UBS Global Research
China
Inflation
UBS
US Economy
Global Economy
Climate Change
Emerging Markets
Artificial Intelligence
Tariffs
Interest Rates
Monetary Policy
Quantum Computing
Federal Reserve
Bonds
United States
Investment Strategies
Housing Market
Tourism
History
Fiscal Deficits

Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS

PublishesTwice monthlyEpisodes144Founded3 years ago
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Artwork for UBS Global Research Pod Hub

Latest Episodes

What turns a sporting moment into long-term brand value? UBS analysts Jay Sole and Michael Lasser explore how consumer companies are tapping into fan passion, cultural moments and shifting participation trends to create lasting growth opportunities. ... more

Quantum computing has long promised to transform how we solve complex problems - but how close are we today? In this episode, Paul Winter, UBS Head of Quant Research, sits down with Professor Elena Ynduráin to explore where the technology stands, wha... more

After understanding what’s inside the battery, the next question is how it’s used. This episode shifts the focus to battery energy storage - where falling costs, policy support, and grid dynamics are combining to drive rapid deployment. UBS analysts ... more

What really powers the electric vehicle (EV) revolution? Autos Analyst Patrick Hummel speaks with Sascha Vogelsang from automotive benchmarking and engineering firm A2MAC1. Together, they unpack the latest battery teardown - literally stripping EV ba... more

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Recent Guests

Elena Ynduráin
Expert in quantum computing and artificial intelligence
Episode: Quantum computing and AI: how close are we to real-world impact?
Tim Bush
APAC battery and materials analyst
UBS
Episode: Powering the grid: How battery storage is reshaping energy markets
Sascha Vogelsang
Director of Costing and Insight at A2Mac1
A2Mac1
Episode: Under the Hood of the Electric Vehicle Revolution: Are We There Yet?
Lei Meng
China Equity Strategist
UBS
Episode: A‑Shares vs H‑Shares: The essential guide to China’s equity markets
Elroy Dimson
Professor of Finance and key contributor to the Global Investment Returns Yearbook
Cambridge Judge Business School / Global Investment Returns Yearbook
Episode: Time tested investment lessons: What 100 years of market data teaches us
Yu Song
Chief China Economist
UBS
Episode: Making sense of China’s Outlook
Banu Bueja
Chief Strategist of the Investment Bank
UBS
Episode: 2025/6 Global Outlook - Part Two: The Key Market Calls
Sonja Laud
CIO of Legal & General Investment Management
Legal & General Investment Management
Episode: CIO Unfiltered: Sonja Laud, LGIM
Anna Teter-Riva
UK and European Economist at UBS Investment Banking Research
UBS
Episode: UK: What to watch ahead of the election

Host

Paul Schneider
Head of Markets Focus; frequent UBS Global Research Pod Hub host; senior UBS research executive with roles spanning macro, markets, and data-driven analysis.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Powering the grid: How battery storage is reshaping energy markets
Q: Could you briefly explain to the audience what a UBS tear down means, why we conduct them, and how this particular piece of research fits into the tear down findings?
A tear down disassembles a battery to catalog its materials and technology so we can understand costs and future direction; this piece particularly analyzes regional cost differences (US, Europe vs. China) and extends the teardown framework to energy storage.
Quantum computing and AI: how close are we to real-world impact?
Q: Where do you see the most practical near-term intersection between quantum computing and AI?
The near-term intersection is in AI informing quantum hardware and software design to reduce errors and optimize qubit performance, while quantum approaches can enhance AI training and data sampling, creating a hybrid ecosystem that improves overall efficiency.
Quantum computing and AI: how close are we to real-world impact?
Q: From your perspective, how far away are we from quantum computing becoming a reality?
The timeline depends on the definition of 'availability'; today there are many quantum computing companies and proof-of-concept deployments, with business-ready applications still limited, and a potential quantum advantage anticipated by the end of the decade.
Under the Hood of the Electric Vehicle Revolution: Are We There Yet?
Q: What caveats should listeners keep in mind about the latest high-speed charging claims from BYD and CATL?
Claims of extremely fast charging are technically impressive but require compatible battery chemistries, thermal management, and an infrastructure backbone to sustain such rates in real-world use without compromising longevity or safety.
Under the Hood of the Electric Vehicle Revolution: Are We There Yet?
Q: So, how would you summarize the practical impact of triple parity on EV adoption globally?
Triple parity signals a shift where the economics, range, and charging times align more closely with traditional vehicles, accelerating adoption, but its real impact will depend on regional manufacturing scales, raw material costs, and the readiness of supporting charging infrastructure.

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Frequently Asked Questions About UBS Global Research Pod Hub

What is UBS Global Research Pod Hub about and what kind of topics does it cover?

This show compiles insights from UBS researchers and industry experts across economics, strategy, and technology, with a strong emphasis on data-driven analysis, AI and its impact on finance, and sector-specific dynamics. Episodes frequently explore how data and empirical methods shape investment research, the potential and limits of AI in banking and markets, and the evolving landscape for sectors like healthcare, biotech, energy, and technology. A recurring thread is the balance between human judgment and automated tools, the role of UBS Evidence Lab, and practical implications for investors and practitioners navigating regulatory, macro, and technological changes. The vibe blends rigorous analysis with scenario thinking, making it likely... more

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Which podcasts are similar to UBS Global Research Pod Hub?

These podcasts share a similar audience with UBS Global Research Pod Hub:

1. UBS On-Air: Market Moves
2. At Any Rate
3. Making Sense
4. Global Data Pod
5. Exchanges

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UBS Global Research Pod Hub launched 3 years ago and published 144 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 UBS Global Research Pod Hub?

Recent guests on UBS Global Research Pod Hub include:

1. Elena Ynduráin
2. Tim Bush
3. Sascha Vogelsang
4. Lei Meng
5. Elroy Dimson
6. Yu Song
7. Banu Bueja
8. Sonja Laud

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