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Artwork for UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office
Federal Reserve
UBS
Artificial Intelligence
United States
Inflation
Oil Prices
European Central Bank
Oil
Iran
China
Labor Market
Tariffs
UBS Chief Investment Office
Bank Of England
US Economy
Bank Of Japan
Fixed Income
Preferred Securities
London, United Kingdom
Global Markets

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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Business NewsNews

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Artwork for UBS On-Air: Market Moves

Latest Episodes

Following what was a challenging quarter for fixed income investors, Leslie Falconio, Head of Taxable Fixed Income Strategy Americas from the UBS Chief Investment Office, reflects on Q3 performance drivers, and shares a performance outlook. We also d... more

Europe’s government bond markets have faced growing pressure from higher energy prices, renewed inflation concerns, and increased scrutiny of public finances. The gap between French and German 10-year government bond yields recently reached its wides... more

US monetary policy is in focus, with Federal Reserve Chair Warsh refusing to give forward guidance on policy at the IMF meetings—then giving forward guidance of a sort. Warsh failed to sound hawkish. The word of Warsh carries relatively little weight... more

On this week’s episode, Burkhard acknowledges the fourth anniversary of the current bull market and weighs whether equities have further room to run, mindful of the impacts to the recent increase in the cost of capital. Burkhard also underscores the ... more

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Recent Guests

Mike Cudzil
Managing Director and Generalist Portfolio Manager
PIMCO
Episode: Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
Martin Grosskopf
AGF Investments' Sustainable Investing Strategies lead
AGF Investments
Episode: Sustainable Investing Perspectives: Investing in Global Transitions
Sangeeta Marfatia
UBS specialist on closed-end funds and preferreds
UBS Chief Investment Office
Episode: CIO Fixed Income Roundtable Podcast Series
John Murtagh
Fixed Income Analyst
UBS Chief Investment Office
Episode: Top of the Morning: Fixed Income Strategist - Supply shifts
Sunny Mehra
Consumer Equity Strategist for the Americas, UBS Chief Investment Office
UBS
Episode: Top of the Morning: State of the US Consumer & Back to School trends
Paul Baiocchi
Head of Fund Sales and Strategy
SS&C ALPS Advisors
Episode: What is the electrification of everything? with Paul Baiocchi of SS&C ALPS Advisors
Nathaniel Gabriel
Materials & Industrials Equity Strategist
UBS Chief Investment Office
Episode: Top of the Morning: The investment implications of data center regulation
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
Matt McLennan
Co-Head of Global Value Team, Portfolio Manager at First Eagle Investment Management
First Eagle Investment Management
Episode: How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)

Hosts

Dan Cassidy
Host with multiple stints on market-moves and related UBS programs; engages guests and guides discussions on markets and portfolio ideas
Paul Donovan
Chief Economist, UBS Global Wealth Management; frequent host for market briefings and strategy discussions

Reviews

4.4 out of 5 stars from 433 ratings
  • That’s all for today…

    I think this is a top five best financial information podcast. I enjoy all the different commentators and find them interesting and relevant. And I honestly love the different perspectives and Mr. Donovan’s brevity “the soul of wit” Have a good day!

    Apple Podcasts
    5
    68 times around the sun
    United States4 months ago
  • 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
    Austria6 months ago
  • great content but bad audio quality

    great content timely relevant but bad audio quality

    Apple Podcasts
    3
    737Akain
    Switzerland6 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_
    Switzerland8 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

Listeners Say

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

Audio quality is a common criticism, with many noting room for production improvements.
Listeners praise the depth and credibility of market insights from UBS experts.
Content depth and guest variety are frequently highlighted as major strengths for strategic listeners and sponsors.

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 US economy & Fed outlook
Q: What are your thoughts on monetary policy through year end after the September 25 basis point hike and the current inflation picture?
Policy is likely to remain on hold at the next meeting with potential for at least one more hike in December, contingent on incoming inflation data and the Fed chair's commentary; the forecast assumes core inflation staying near target in monthly terms with energy effects influencing the headline numbers.
Top of the Morning: State of the US economy & Fed outlook
Q: What did the September employment report tell us about the state of the US labor market?
The labor market remains solid, with three-month trends showing healthy growth around 50,000 jobs, wage growth slowing to about 3%, and participation improving, suggesting less inflation pressure from labor inputs and a more sustainable path ahead.
Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
Q: How should investors think about AI-related debt and bespoke opportunities?
AI-related debt issuance is expanding; selective, disciplined exposure in bespoke credits (data centers, chip financing, etc.) can offer attractive spreads and diversification within fixed income portfolios.
Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
Q: What is the outlook for Fed policy and its impact on fixed income?
The hosts anticipate potential additional hikes but also a path toward disinflation; the fixed income market has already priced in much of the hawkish scenario, which supports continued, albeit cautious, positive returns for high-quality fixed income.
Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
Q: With yields higher now, should investors increase fixed income allocations?
Yes, the panel agrees that higher starting yields and the relationship between book yields and forward returns argue for a higher fixed income allocation within a diversified portfolio, especially in high-quality segments.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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 financial market show that blends macro commentary with deep-dive guest conversations to illuminate how major asset classes behave in real-time. Episodes consistently center on fixed income, rates, inflation dynamics, and macro themes, often featuring senior UBS researchers, CIOs, and portfolio managers who translate complex market moves into practical guidance for advisors and institutional clients. A recurring strength is the access to senior, highly respected practitioners who offer framework-driven analysis, tactical ideas, and cross-asset perspectives that help listeners construct portfolios in volatile environments. Some episodes also spotlight external guests from asset management firms to broaden viewpoints on credit, municipal bo... 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. Making Sense
3. At Any Rate
4. Exchanges
5. The Markets

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. Mike Cudzil
2. Martin Grosskopf
3. Sangeeta Marfatia
4. John Murtagh
5. Sunny Mehra
6. Paul Baiocchi
7. Nathaniel Gabriel
8. David Lefkowitz

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