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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

The U.S. has dominated headlines in 2025, with investors focused on AI breakthroughs, policy shifts from the Trump administration, and the outlook for Fed rates. Yet, so far this year, European equities have outperformed their U.S. counterparts in U.... more

The Bank of Japan did what was expected and raised rates a quarter point. Dramatic headlines that this is the highest rate in thirty years should not be taken too seriously (parallels to 1995 are not helpful). BoJ governor Ueda emphasised wages as be... more

The 250 years of U.S. innovation publication series highlights examples of how transformational innovation has been an engine of U.S. economic growth since the nation’s founding. Today, we explore the history of aviation in the U.S. by referencing th... more

On the final CIO Strategy Snapshot for 2025, Jason reflects on recent economic data-point releases, along with the December FOMC meeting, and assesses the macro and policy environment as we head into 2026. Plus, Jason unveils his choice for the 2025 ... more

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Recent Guests

Matt Gilman
Head of CIO Europe Equity Strategy
UBS
Episode: Top of the Morning: Eurozone equities - Positioning and outlook
Doug Vissicchio
Head of Municipal Sales, Trading and Underwriting at UBS.
UBS
Episode: Muni Panel - 2026 outlook discussion with UBS & Nuveen
Dan Close
Head of Municipals at Nuveen with over 25 years of experience.
Nuveen
Episode: Muni Panel - 2026 outlook discussion with UBS & Nuveen
Richard Bernstein
Founder, Chief Executive Officer, and Chief Investment Officer of Richard Bernstein Advisors (RBA)
Richard Bernstein Advisors
Episode: How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
Clayton Triick
Head of Portfolio Management of Public Strategies for Angel Oak Capital Advisors
Angel Oak Capital Advisors
Episode: Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)
Alberto Rojas
Senior Emerging Markets Strategist for the Americas
UBS Chief Investment Office
Episode: Top of the Morning: Emerging Markets - Where luck meets skill
Phil Orlando
Chief Market Strategist and Global Head of Investment Directors
Federated Hermes
Episode: Talking Markets Podcast with Phil Orlando of Federated Hermes
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

Hosts

Dan Cassidy
Host of multiple podcasts focusing on financial markets and investment strategies, bringing in-depth discussions with various experts.
Paul Donovan
Chief Economist at UBS Global Wealth Management, known for providing valuable insights on economic developments and market trends.

Reviews

4.4 out of 5 stars from 416 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
    Brazil4 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
    Australia6 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 States6 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 Kingdom9 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 States10 months ago

Listeners Say

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

Listeners appreciate the depth of knowledge brought by the hosts, particularly in relation to economic trends and market behavior.
Some criticisms are directed at audio quality, particularly during group discussions, which can detract from the overall experience.
Content is insightful and timely, with high-quality analysis from experienced economists and financial experts.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Top of the Morning: Eurozone equities - Positioning and outlook
Q: What risk considerations or headwinds should participants be mindful of?
Key risks include reliance on global growth, political uncertainty in Europe, and potential impacts from currency strength and structural headwinds.
Top of the Morning: Eurozone equities - Positioning and outlook
Q: Are stocks actually cheap or is there more to the story?
While not bubble valuations, Eurozone equities do trade at a premium to historical averages but show a discount to global equities, indicating potential for growth with upcoming earnings acceleration.
Top of the Morning: Eurozone equities - Positioning and outlook
Q: What opportunities look most compelling now as we head into 2026?
Focusing on cyclical and structural opportunities in sectors such as IT, industrial, and utilities will be key, benefiting from capex and re-shoring trends.
Top of the Morning: U.S. macro update & FOMC takeaways
Q: What will you be watching out for regarding the data calendar?
Hsiao indicates he is looking for key data releases like personal spending and employment data, which could indicate further rate pressure on the Fed.
Top of the Morning: U.S. macro update & FOMC takeaways
Q: How would you characterize the health of the US economy?
Hsiao describes a robust Q3 economy with GDP growth but also points out weaknesses in the labor market and job losses.

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?

Conversations focus on financial insights and market behavior, with expert analysis on municipal bonds, U.S. economic conditions, and the implications of global trade. Special attention is placed on the intersection of macroeconomic trends and localized impact, featuring a blend of discussions from chief economists, analysts, and other industry experts. The podcast distinguishes itself with its insightful commentary on pressing financial topics, making it a vital resource for those interested in understanding complex investment landscapes and the broader economic implications of current events.

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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. Matt Gilman
2. Doug Vissicchio
3. Dan Close
4. Richard Bernstein
5. Clayton Triick
6. Alberto Rojas
7. Phil Orlando
8. Rohit Chopra

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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