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Artwork for UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office
Federal Reserve
Oil Prices
UBS
Artificial Intelligence
United States
Inflation
Oil
Tariffs
Gulf War
Iran
Emerging Markets
Fixed Income
European Central Bank
US Economy
Geopolitics
S&P 500
UBS Chief Investment Office
Global Economy
Municipal Bonds
Strait Of Hormuz

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

PublishesDailyEpisodes1062Founded8 years ago
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Artwork for UBS On-Air: Market Moves

Latest Episodes

Shane drops by for a timely update on renewed strikes between the US and Iran, and how the conflict might evolve from here. We also touch on takeaways from this week’s annual NATO summit, and look at where Congress stands on the SAVE America Act. Fea... more

The UK is once again in the spotlight, with another leadership transition as Keir Starmer steps down less than two years after winning a substantial majority and Andy Burnham emerges as the clear frontrunner. But with this being the seventh prime min... more

Kurt and Shane rejoin for a timely roundup of DC-related topics, including an inventory of legislative focuses of Congress (including a look at what may be achieved ahead of the summer recess), potential outcome scenarios of the US midterm elections ... more

US attacks on Iran follow from Iranian attacks on Strait of Hormuz shipping. It is not a great look for the memorandum of misunderstanding. Oil futures prices rose—to levels not seen for two weeks. A stronger reaction has been avoided, perhaps becaus... more

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Recent Guests

Gary Rozier
Senior managing director of Blue Owl and member of real assets management
Blue Owl Capital
Episode: Landscape for Net-lease Investing with Gary Rozier (Blue Owl) & Jon Woloshin (UBS CIO)
Dan Oneglia
Global CIO of Liquid Credit Strategies and CEO and Co-CIO of the Blackstone Multi-Asset Credit & Income Fund
Blackstone
Episode: Fixed Income Conversation Corner: Private Credit edition with Dan Oneglia (Blackstone) and Leslie Falconio (UBS CIO)
Nate Walton
Partner and Head of Private Equity and Secondaries at Ares Management
Ares Management
Episode: Talking Markets Podcast (Secondaries market) with Nate Walton, Ares Management
Barry McAlinden
Senior Fixed Income Strategist for the Americas
UBS Chief Investment Office
Episode: Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment
Aakash Doshi
Head of Gold Strategy
State Street Investment Management
Episode: Talking Markets Podcast (Gold) with Aakash Doshi of State Street Investment Management
Tony Kim
Head of Global Technology Team, Fundamental Equities, BlackRock
BlackRock
Episode: Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock
David Lefkowitz
Head of Equities for the Americas, UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Joe Davis
Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard
Vanguard
Episode: How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)
Preeti Sayana
Portfolio manager focusing on gender-focused strategies at Fidelity Investments
Fidelity Investments
Episode: Sustainable Investing Perspectives: Investing with a gender-lens

Hosts

Dan Cassidy
Host involved with multiple UBS market-related programs, including Market Moves and On-Air segments.
Paul Donovan
Chief Economist at UBS Global Wealth Management; frequent host and commentator on macro-market updates.

Reviews

4.3 out of 5 stars from 426 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
    Austria3 months ago
  • great content but bad audio quality

    great content timely relevant but bad audio quality

    Apple Podcasts
    3
    737Akain
    Switzerland3 months 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_
    Switzerland5 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
    Brazila year 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
    Australiaa year ago

Listeners Say

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

Fans often highlight Paul Donovan's sharp, engaging commentary and clear economic messaging.
Listeners praise the high-level financial insights and macro context from credible economists.
Audio quality and production have been a recurring point of critique.
Strong value comes from data-driven market outlooks and strategic framing.
Guests and topics are often timely and relevant for professional investors.

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 - Second half outlook
Q: What are CIO's key messages for investors heading into the second half of 2026?
Diversify across equities beyond the previous leadership groups, take a balanced approach to fixed income with a focus on front-end yields and credit quality, and broaden commodity exposure to capture AI-related demand while avoiding over-concentration in a single asset like gold.
Top of the Morning: CIO Strategy Snapshot - Second half outlook
Q: Jason, what are CIO's views on Fed policy under the new chair and the potential for rate hikes this year?
CIO expects a hawkish read in the near term with price stability as a priority, but overall the team believes the probability and timetable for additional hikes will hinge on inflation data; they anticipate the path may include hikes if inflation remains stubborn, yet stress that the long-run bias may tilt toward easier policy if inflation cools.
Landscape for Net-lease Investing with Gary Rozier (Blue Owl) & Jon Woloshin (UBS CIO)
Q: What detailed lease and contractual terms should be considered, and how do you think about corporate credit versus franchisee credit?
Key terms include long initial terms with extensions, extensions that lock in long-term occupancy, and add-on protections like reserve accounts for investment-grade tenants. Prefer corporate guarantees over franchisee guarantees to maximize credit strength, with personal guarantees only as a last resort.
Landscape for Net-lease Investing with Gary Rozier (Blue Owl) & Jon Woloshin (UBS CIO)
Q: What are the considerations that individuals should think about in terms of NetLease investing direct versus a fund versus a publicly traded read?
The considerations are largely the same: aim for long, stable cash flow, assess the asset's value to the tenant, and understand the lease structure. Private and public vehicles differ in sentiment and liquidity, with private often offering more stable, longer-hold opportunities and potentially greater downside protection due to slower trading and bespoke terms.
Top of the Morning: June FOMC meeting recap & macro update
Q: What is CIO's outlook for monetary policy through the balance of 2026?
CIO does not expect policy changes in 2026, expecting more inflation progress this year and disinflation in the second half, with core PCE around 3.4% and some relief from supply dynamics, implying a gradual path rather than immediate rate moves.

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?

A market-focused show that blends macroeconomics, equity and fixed income insights, often anchored by UBS economists and CIO-level guests. Episodes cover geopolitical risk, central bank policy, sector positioning, and real-world implications for portfolios. Audiences typically hear strategic takes on inflation, rates, energy markets, and investment opportunities across asset classes, with occasional in-depth conversations on AI, gender-lens investing, and regional tilts. A notable strength is the mix of influential economists and asset managers from top institutions, offering data-driven outlooks and practical takeaways for institutional and sophisticated retail listeners. Note-worthy aspects include multi-guest roundtables on fixed income,... 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. At Any Rate
3. Making Sense
4. The Markets
5. Exchanges

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

UBS On-Air: Market Moves launched 8 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. Gary Rozier
2. Dan Oneglia
3. Nate Walton
4. Barry McAlinden
5. Aakash Doshi
6. Tony Kim
7. David Lefkowitz
8. Joe Davis

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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