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Artwork for UBS On-Air: Market Moves

UBS On-Air: Market Moves

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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

PublishesDailyEpisodes1062Founded7 years ago
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Artwork for UBS On-Air: Market Moves

Latest Episodes

Federal Reserve Governor Waller advocated a December rate cut, citing labor markets. If Waller is seriously concerned about employment, this would be a worrying signal for the US economy, where growth depends on low unemployment fears. If this is an ... more

The lower house of the French national assembly rejected the latest revenue parts of the French budget. An unaltered budget proposal now goes to the Senate. Anyone who pays attention to French fiscal matters will not be surprised—the constitution of ... more

The September US employment report was finally released. This data’s quality has deteriorated dramatically—not because of the shutdown, but because survey response rates have been weak for some time, and the seasonal adjustment process in September h... more

As 2025 nears an end, Jason Draho outlines the market and macro expectations of the UBS Chief Investment Office for 2026. We also consider whether AI can power the market even higher? How will governments manage rising debt? And how will politics sha... more

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Recent Guests

Rohit Chopra
Portfolio Manager and Analyst on the Emerging Markets Equity and Emerging Markets Core Equity Team with a focus on Consumer and Telecommunications Research and Analysis.
Lazard Asset Management
Episode: Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Nick Galakatos
Senior Managing Director and Global Head of Life Sciences at Blackstone
Blackstone
Episode: Life Sciences: Industry trends & investment considerations with Nick Galakatos, Blackstone
Kiran Ganesh
Global Head of Investment Communications
UBS
Episode: Across the Pond: Bubble fears meet FOMO
Dr. David Kelly
Chief Global Strategist and Head of the Global Market Insights Strategy Team
JPMorgan Asset Management
Episode: How should I be positioned? with Dr. David Kelly (JPMorgan Asset Management) and Jason Draho (UBS CIO)
Paula Campbell Roberts
Chief Investment Strategist for Wealth at KKR
KKR
Episode: How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
Mike Contopoulos
Director of Fixed Income at Richard Bernstein Advisors
Richard Bernstein Advisors
Episode: Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Andrew Mattock
Portfolio manager focused on Chinese equities at Matthews Asia, with extensive experience in Asia-Pacific equities management.
Matthews Asia
Episode: Talking Markets Podcast (Investing in China) with Andrew Mattock, Matthews Asia
Kurt Reiman
Head of Fixed Income Americas with the UBS Chief Investment Office
UBS
Episode: Top of the Morning: POTUS 47 - Government gridlock, Trade update
Dave Fazekas
Partner and head of North American Logistics with Ares Real Estate
Ares Management
Episode: Industrial Real Estate: Outlook & opportunities with Dave Fazekas, Ares Management

Hosts

Dan Cassidy
Host of various financial podcasts including Washington Weekly and Top of the Morning, Dan brings a wealth of knowledge about current financial trends and political dynamics that affect markets.
Paul Donovan
Chief Economist at UBS Global Wealth Management, known for his incisive analysis of economic trends and market behavior. His episodes provide key insights into global economic conditions and their implications.

Reviews

4.4 out of 5 stars from 402 ratings
  • Insights from the world’s largest wealth manager

    UBS insights, particularly when coming from CIO office are indispensable. Forward looking and big picture insight that help see through the market fog.

    Apple Podcasts
    5
    Nicky Namenly
    Brazil3 months ago
  • Rare institutional type quality investment podcasts

    Podcasts of this quality are rare. Thank you for the thoughtful analysis on topical issues

    Apple Podcasts
    5
    Insto investor
    Australia5 months ago
  • Just a bunch of noise

    Paul’s ignorant takes and unfunny jabs at anything regarding the US are unintelligent. After two years of listening to this every morning; it is now time for me to find another global morning news podcast.

    Apple Podcasts
    2
    AgVFS 50677
    United States5 months ago
  • Updated Review

    Probably one of the best financial podcasts.

    PD is top as his sarcasm.

    The idea to have him reading the boring disclaimer at the end of the podcast it’s actually funny!

    Apple Podcasts
    5
    AF1108
    United Kingdom8 months ago
  • Tendentious Tedious

    Donovan’s discourses are tendentious, tedious and useless. Information value is zero, even for Donovan’s fellow globalists.

    Apple Podcasts
    1
    RichardRaphael
    United States9 months ago

Listeners Say

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

The educational value and relevance of topics discussed are often recognized, making it a sought-after resource for professionals in finance.
Listener reviews highlight the podcast's depth of analysis and expert insights, particularly praising the clarity and depth provided by Paul Donovan.
Several reviews express frustration with audio quality issues, suggesting a need for improvement despite the quality of content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Q: What are some thoughts when it comes to approach and risk considerations for US investors considering an allocation into China?
Investors should focus on diversification across emerging markets and have managers who thoroughly understand the companies and market conditions.
Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Q: What kind of companies do you look for in managing bottom-up portfolios?
The focus is on companies with strong fundamentals and financial productivity, including compounders with competitive advantages and those with mispriced market multiples.
Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Q: What would need to happen for emerging markets to enter a sustained period of outperformance versus developed markets?
Investors should consider the current growth potential and opportunities in emerging markets, which represent over 80% of global populations despite being less than 10% of global capitalization.
Life Sciences: Industry trends & investment considerations with Nick Galakatos, Blackstone
Q: How should investors think about allocating to Life Sciences in today's environment?
Investing in products rather than companies allows for uncorrelated returns that are not affected by market volatility.
Life Sciences: Industry trends & investment considerations with Nick Galakatos, Blackstone
Q: How can investors navigate the regulatory complexities and capital-intensive nature of life sciences while achieving strong risk-adjusted returns?
The FDA ensures products are safe and effective, and despite regulatory challenges, investment opportunities exist as innovation drives growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About UBS On-Air: Market Moves

What is UBS On-Air: Market Moves about and what kind of topics does it cover?

Engaging in the intricacies of financial markets, the episodes feature expert insights on current economic conditions, investment strategies, and industry trends. The hosts engage with a variety of guests, from economists to industry strategists, discussing topics such as U.S. trade policy, fixed income strategies, and emerging market opportunities. Notable episodes offer thorough analyses of economic indicators and the impacts of political decisions on markets, making it a valuable resource for professionals looking to navigate and understand market movements effectively. The focus on real-time issues paired with expert commentary sets this podcast apart in the realm of financial media.

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Which podcasts are similar to UBS On-Air: Market Moves?

These podcasts share a similar audience with UBS On-Air: Market Moves:

1. Thoughts on the Market
2. The Markets
3. At Any Rate
4. Making Sense
5. Exchanges

How many episodes of UBS On-Air: Market Moves are there?

UBS On-Air: Market Moves launched 7 years ago and published 1062 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 On-Air: Market Moves?

Recent guests on UBS On-Air: Market Moves include:

1. Rohit Chopra
2. Nick Galakatos
3. Kiran Ganesh
4. Dr. David Kelly
5. Paula Campbell Roberts
6. Mike Contopoulos
7. Andrew Mattock
8. Kurt Reiman

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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