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UBS On-Air: Market Moves

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FOMC
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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

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Artwork for UBS On-Air: Market Moves

Latest Episodes

Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, shares key takeaways from the 2026 Spring Meetings of the International Monetary Fund (IMF) and the World Bank Group (WBG) in Washington, DC, including insights... more

Peter Wilke serves as Head of Tactical Asset Allocation at Northern Trust Asset Management. Peter shares his thoughts on the current market and macro environment, including geopolitical factors, and the road ahead for monetary policy. Plus, a look at... more

Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager, for an assessment of the current macro and market environment. Hosted by Marc Whitman, Multi-Asset Specialist. Recorded on 26.04.01

An Israeli-Lebanon ceasefire has been agreed, lessening the risks to a wider peace settlement in the region. US President Trump asserted (without offering evidence) that a peace deal with Iran is looking “very good” and Iran was agreeing to US terms.... more

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Recent Guests

Jeffrey Sherman
Deputy Chief Investment Officer and Portfolio Manager with DoubleLine Capital
DoubleLine Capital
Episode: How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
Kurt Reiman
Head of Fixed Income, Americas, UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: POTUS 47 - Ceasefire: Our investment perspectives
Dan Hyman
Senior Portfolio Manager at Pimco
Pimco
Episode: Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
Emily Kaplan
Senior Vice President and Senior Specialist of Postwar and Contemporary Art at Christie's
Christie's
Episode: Art Advisory: Before the Hammer - How Estimates, Guarantees, and Strategy Shape the Auction Room
Natalie Adomait
Chief Operating Officer in Brookfield's Renewable Power and Transition Group
Brookfield
Episode: How electrification and AI are reshaping global energy markets with Natalie Adomait (Brookfield)
Kevin Dennean
Information Technology and Communication Services, Equity Strategist Americas
UBS CIO
Episode: Top of the Morning: 250 years of US innovation - The internet
Jon Cheigh
President and Chief Investment Officer, Cohen & Steers
Cohen & Steers
Episode: How should I be positioned? with Jon Cheigh (Cohen & Steers) and Jason Draho (UBS CIO)
Dan Scansaroli
Head of Global Investment Management Multi-Asset Solutions, Co-Head of Investment Management Americas
UBS
Episode: Top of the Morning: Raising cash - Sell or borrow?
Letty Zemaitis
Fixed Income Strategist for the Americas
UBS Chief Investment Office
Episode: Top of the Morning: Fixed Income market update & outlook

Hosts

Dan Cassidy
Host of Top of the Morning and UBS On-Air: Market Moves; CIO Office focus; UBS
Paul Donovan
Chief Economist, UBS Global Wealth Management; UBS On-Air: Market Moves

Reviews

4.4 out of 5 stars from 421 ratings
  • Bad acoustics

    One year on, nothing changed for this podcast at least in technical terms: The acoustics are almost always terrible in this otherwise very interesting podcast. I guess UBS could afford some quality headsets…..

    Apple Podcasts
    2
    CentralBanker
    Austria12 days ago
  • great content but bad audio quality

    great content timely relevant but bad audio quality

    Apple Podcasts
    3
    737Akain
    Switzerland13 days ago
  • The content is good but Paul Donovan’s patronizing tone…

    The guy is patronizing and the podcast feels like he is talking to retards… othering all good

    Apple Podcasts
    2
    YazBek_
    Switzerland2 months ago
  • 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
    Brazil8 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
    Australia10 months ago

Listeners Say

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

Audio quality and production sometimes criticized, but the host and guests are frequently praised.
Content is strong and insightful, with high-quality macro analysis and guests.
Listener sentiment is mixed regarding tone and delivery, with some remarks about the host's style and guest audio mix.

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: CIO Strategy Snapshot - Where do we go from here?
Q: How should investors think about oil and inflation going forward?
Oil could stay elevated longer due to supply constraints, but markets expect a path toward lower price pressures as supply adjusts and geopolitical risk moderates. Inflation could spike in headline readings due to energy but core measures will likely dictate policy reactions.
Top of the Morning: CIO Strategy Snapshot - Where do we go from here?
Q: Given the geopolitical backdrop, what portfolio positioning strategies do you recommend?
Maintain global diversification, avoid over-concentration in any single region, and bias toward high-quality fixed income on the front end while staying prepared for a possible monetary policy shift later in the year. Gold remains a potential hedge as volatility persists, and oil dynamics suggest a supportive but uncertain environment.
Top of the Morning: CIO Strategy Snapshot - Where do we go from here?
Q: What is the takeaway from the latest jobs data and how does it affect the Fed's likely path?
The payroll data showed resilience with a strong headline gain, but underlying details suggest mixed signals—weak participation and decelerating wage growth. The Fed is likely to monitor inflation, especially core measures, before adjusting policy, with expectations of a cautious but gradual approach toward rate changes.
Top of the Morning: CIO Strategy Snapshot - Shifting concerns
Q: What does the data say about the near-term impact of the conflict on consumer spending and the labor market?
Data suggests no dramatic immediate impact on consumer spending, with some signs of spring hiring potential and upward revisions in payrolls, but the situation remains uncertain and data from March will be more telling.
Top of the Morning: Raising cash - Sell or borrow?
Q: Justin, where do taxes materially change the decision?
Taxes can act as a swing factor: deferring or avoiding capital gains through borrowing can enhance post-borrowing performance, especially if interest is deductible against net investment income; however, tax treatment is subject to limits like deductibility rules and the collateral composition (e.g., avoiding municipal bonds).

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?

High-level conversations center on macroeconomics, markets, and geopolitical risk as they pertain to investing and policy. Across episodes, listeners are exposed to deep dives on the U.S. labor market, inflation dynamics, energy price implications, geopolitics, and the evolving outlook for emerging markets and fixed income. The show frequently features senior economists and CIO-level guests from UBS and partner institutions, plus occasional external policy or market strategists, to unpack how global developments translate into actionable market views. Noteworthy is the mix of data-driven macro briefings, scenario analysis, and big-picture storytelling that helps professionals frame portfolio decisions amid volatility and policy shifts. This... more

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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. Exchanges
5. Making Sense

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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. Jeffrey Sherman
2. Kurt Reiman
3. Dan Hyman
4. Emily Kaplan
5. Natalie Adomait
6. Kevin Dennean
7. Jon Cheigh
8. Dan Scansaroli

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