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Artwork for UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office
Federal Reserve
Artificial Intelligence
UBS
United States
Oil Prices
Inflation
European Central Bank
Iran
Oil
Municipal Bonds
US Economy
China
Tariffs
Bank Of England
London, United Kingdom
UBS Chief Investment Office
Labor Market
Preferred Securities
Emerging Markets
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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Artwork for UBS On-Air: Market Moves

Latest Episodes

Kurt and Shane drop by to discuss the two of the most consequential policy questions of the 2025 mid-term election cycle - something old (Social Security), and something new (Artificial Intelligence). These two issues differ greatly in age and charac... more

China’s July trade data showed ongoing growth in exports—some of this reflects re-exporting. The gap between what China says it is selling to the US and what the US admits to buying from China has reached extraordinary levels. China’s market share of... more

Markets’ responses to last Friday’s US employment report rebuke US monetary policy communication. The report showed strong payrolls growth, but unemployment rates drifted very slowly higher. The labor market is not creating accelerating wages. Market... more

With inflation and labor data providing a mixed picture on the Fed’s dual-mandate goals, the Fed faces a closely balanced decision between a rate hike and a hold. This episode explores what either outcome could mean for the yield curve, equity valuat... more

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Recent Guests

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
Burkhard Varnholt
UBS Global Wealth Management, Financial Markets Strategist
UBS
Episode: Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 71)
Kurt Reiman
Head of Fixed Income Americas
UBS Chief Investment Office
Episode: Top of the Morning: The investment implications of data center regulation
Barry McAlinden
Fixed Income Strategist for the Americas
UBS Chief Investment Office
Episode: Top of the Morning: The investment implications of data center regulation
Jeannine Lennon
Municipal Strategist for the Americas
UBS Chief Investment Office
Episode: Top of the Morning: The investment implications of data center regulation
Nathaniel Gabriel
Materials & Industrials Equity Strategist
UBS Chief Investment Office
Episode: Top of the Morning: The investment implications of data center regulation
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)
David Sand
Co-Chief Impact Strategist at Community Capital Management
Community Capital Management (CCM)
Episode: Sustainable Investing Perspectives: Investing through a social lens
Eric Kazatzky
Managing Director and Client Portfolio Manager at MacKay Shields (affiliate of New York Life Investment Management)
MacKay Shields / New York Life Investment Management
Episode: Talking Markets Podcast - Muni Market Mid-Year Check-up with Eric Kazatzky of MacKay Shields

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 432 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 States2 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
    Austria5 months ago
  • great content but bad audio quality

    great content timely relevant but bad audio quality

    Apple Podcasts
    3
    737Akain
    Switzerland5 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_
    Switzerland7 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.

Washington Weekly Podcast: Ratcliffe-Moscow meeting, US midterms update, US legislative agenda
Q: What is the primary legislative focus as Congress reconvenes after the recess?
The primary focus is government funding to prevent a shutdown, with attention on funding the federal government and expiring measures like the highway and farm bills, likely leading to short-term extensions rather than full long-term reauthorizations.
What is the electrification of everything? with Paul Baiocchi of SS&C ALPS Advisors
Q: Can you explain what the electrification of everything is, and why it matters for investors?
It's a convergence of multiple macro trends—AI data centers, transportation electrification, manufacturing reshoring with automation, and a grid needing upgrades—driving sustained electricity demand growth and broad investment opportunities across utilities, energy infrastructure, materials, and renewables.
Top of the Morning: CIO Strategy Snapshot - Policy Endgame
Q: What does the Treasury's buyback program aim to achieve, and how could it impact markets?
By buying longer-duration Treasuries, the Treasury seeks to provide a bid that supports prices, effectively setting a floor that could limit further rises in yields and stabilize the curve, though it depends on broader macro factors and market reactions.
Top of the Morning: CIO Strategy Snapshot - Policy Endgame
Q: What are the main factors driving the recent rise in long-term yields?
Several factors are at play: a shift in Fed leadership and communication, increased demand for capital from the private sector due to AI-driven investment activity, and persistent government deficits; together these raise the discount rate and pressure longer-dated bonds.
How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
Q: What role does geopolitics play in your outlook and portfolio positioning?
Geopolitical tensions can slow globalization and alter supply chains, which creates a case for active stock-picking in regions like Europe or Asia, hedging with energy equities where demand could rise with AI and cloud growth, and maintaining a barbell approach—investing in both growth and real assets to capture nominal drift while managing downside risk.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
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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 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. 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. Paul Baiocchi
2. Burkhard Varnholt
3. Kurt Reiman
4. Barry McAlinden
5. Jeannine Lennon
6. Nathaniel Gabriel
7. Matt McLennan
8. David Sand

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