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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

Markets have detected some shifting around in the US approach to trade with China. US Treasury Secretary Bessent was vocal in asserting that US President Trump and China’s President Xi will meet. Markets have extrapolated from past meetings to conclu... more

As investors begin a new week they are faced with the prospect of more trade uncertainty, the ongoing government shutdown, and the start of Q3 earnings season. Jason drops by to weigh in on these factors, along with Friday’s market sell-off, and CIO’... more

After US President Trump’s threat to impose additional significant tariffs on US buyers of goods from China, there has been a more conciliatory tone from both Trump and US Vice President Vance over the weekend. China’s September trade data showed str... more

Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial i... more

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Recent Guests

Jan van Eck
Chief Executive Officer of VanEck
VanEck
Episode: Talking Markets Podcast with Jan van Eck of VanEck
Maciej Skoczek
Real estate expert from UBS
UBS
Episode: Across the Pond: Dream Home or Bubble Trouble?
Matthias Holzhey
Real estate expert from UBS
UBS
Episode: Across the Pond: Dream Home or Bubble Trouble?
Chris Adrian
Executive Director at JP Morgan and a 529 Specialist
JP Morgan
Episode: Navigating 529 Plans in New York and the Tri -State Area
Dan Hyman
Senior Portfolio Manager at Pimco
Pimco
Episode: Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
Alejo Czerwonko
Chief Investment Officer for Emerging Markets Americas
UBS Chief Investment Office
Episode: Top of the Morning: Emerging markets - performance meets diversification
Cliff Asness
Founder, Managing Principal and Chief Investment Officer of AQR Capital Management
AQR Capital Management
Episode: How should I be positioned? with Cliff Asness (AQR) and Jason Draho (UBS CIO)
Winston Weinberg
CEO and co-founder of Havai AI, former practicing lawyer
Havai AI
Episode: UBS AI Podcast - CEO Series - Ep. 5 (Winston Weinberg, CEO of Harvey)
Claudia Panseri
French Chief Investment Officer
UBS
Episode: Across the Pond: Political gridlock at the heart of Europe

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 400 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
    Brazil2 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
    Australia3 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 States4 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 Kingdom7 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 States7 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.

Top of the Morning: State of the U.S. economy & Fed monetary policy
Q: What are CIOs' expectations for the road ahead regarding monetary policy?
CIO expects the Fed to ease its policy with about two more cuts this year and one in 2026, moving closer to a neutral rate.
Top of the Morning: State of the U.S. economy & Fed monetary policy
Q: How would CIO currently assess the health of the overall US economy?
While there is some labor market softness, consumption is holding up well, driven by higher-income households with strong financial health.
Navigating 529 Plans in New York and the Tri -State Area
Q: What's a 529 plan, and who should be thinking about this?
A 529 plan is a tax-advantaged savings plan for education expenses, designed to help families save for higher education costs and even K-12 expenses.
Top of the Morning: CIO Strategy Snapshot - What’s driving the markets?
Q: What are your main investment recommendations at this time?
Target high-quality equities, particularly in banks, and maintain an interest in gold as a diversifier against fiscal uncertainty.
Top of the Morning: CIO Strategy Snapshot - What’s driving the markets?
Q: What does that say about what's driving markets at this time?
A momentum-driven market, with strong retail participation and key developments in AI boosting equity values.

Audience Metrics

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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. Jan van Eck
2. Maciej Skoczek
3. Matthias Holzhey
4. Chris Adrian
5. Dan Hyman
6. Alejo Czerwonko
7. Cliff Asness
8. Winston Weinberg

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