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UBS Global Research Pod Hub

UBS Global Research
US Economy
UBS
Inflation
China
Emerging Markets
Interest Rates
Equity Risk Premium
U.S. Economy
Monetary Policy
Federal Reserve
Bonds
Labor Market
Eurodollar
Brazillian Economy
Eurozone
Gold
US Presidential Election
US Inflation
Fiscal Policy
U.K. Economy

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

PublishesTwice monthlyEpisodes128Founded2 years ago
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Artwork for UBS Global Research Pod Hub

Latest Episodes

Caroline Li, Deputy Product Manager, sits down with Chen Chen, Head of China Healthcare, to explore the forces driving China’s Healthcare surge, regulatory dynamics and the investment opportunities shaping the sector’s future. *(This information is s... more

Join Jim Van Tassel, Head of Americas Equity Research and Heidi Richardson, Head of EMEA Product Management, as they explore the power of literature and history in shaping perspectives, leadership decisions, and research insights. From historical epi... more

In this episode, Caroline Li, Deputy Product Manager and China Deputy-Head is joined by Paul Gong, Head of China Autos Research, to unpack the scale, speed, and strategy behind autonomous mobility in one of the world’s most dynamic markets. They disc... more

In this episode, Haley Tam and Michael Werner, Co-Heads of UBS’ European Diversified Financials Research, discuss what they see as a critical junction for private equity. They explore the inner workings of the private market and why it may be at a tu... more

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Recent Guests

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
Jonathan Pingle
Chief US Economist at UBS
UBS
Episode: State of the US Economy – Where to from here?
Arun Kapton
Chief Economist at UBS
UBS
Episode: 2024 Global Outlook - Part Two: What are the Key Trades and Market Calls?

Host

Mike Werner
Co-head of the European Diversified Financials team

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Talking Points

Recent interactions between the hosts and their guests.

Making sense of China’s surging exports
Q: What are the asset implications for the world for emerging markets of this second China shock?
Investment strategies need to be more selective in light of the dollar's weakening, and local currency debt in EM could offer good opportunities.
Making sense of China’s surging exports
Q: Is this an EM problem that China is gaining market share in those countries, or is this also a DM problem?
The increase in Chinese exports predominantly affects EM countries, but certain sectors in developed markets may also be at risk.
Making sense of China’s surging exports
Q: What do you mean by that, a second shock to global trade?
China's recent export surge exceeds previous expectations and significantly impacts other markets, suggesting a structural change rather than a cyclical one.
More athletics, less alcohol: Key trends in health & wellness
Q: What impact, if any, does dry January have on consumption?
Dry January has become more popular, with many younger consumers participating; this abstaining period can lead to a longer-term change in consumption habits based on positive health feelings post-experience.
More athletics, less alcohol: Key trends in health & wellness
Q: What are you learning about this younger consumer, and how do you think that may impact beverage alcohol consumption sort of longer term?
Younger consumers are less interested in alcohol due to health and wellness concerns, with about 30% of Gen Z drinking weekly, compared to higher percentages in older generations.

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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 podcast offers insightful discussions on pressing global economic issues, investment strategies, and industry dynamics. Across episodes, hosts engage with thought leaders from various fields to provide in-depth analyses of topics such as private equity, data center investment opportunities, the implications of global trade dynamics, advancements in technology, and the financial market's responses to geopolitical events. Listeners can expect a blend of expert opinions and empirical data, aimed at enlightening their understanding of complex business environments. Unique features include a focus on emerging trends, such as the impact of Generation Alpha and AI on industries, which may resonate with listeners interested in the future of ma... 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. Global Data Pod
2. UBS On-Air: Market Moves
3. At Any Rate
4. Thoughts on the Market
5. The Markets

How many episodes of UBS Global Research Pod Hub are there?

UBS Global Research Pod Hub launched 2 years ago and published 128 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact UBS Global Research Pod Hub?

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What guests have appeared on UBS Global Research Pod Hub?

Recent guests on UBS Global Research Pod Hub include:

1. Banu Bueja
2. Sonja Laud
3. Anna Teter-Riva
4. Jonathan Pingle
5. Arun Kapton

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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