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Artwork for UBS On-Air: Market Moves

UBS On-Air: Market Moves

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

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

Andrew drops by the studio for an assessment of this week’s July FOMC meeting statement, and Q&A session with Chairman Kevin Warsh. We also discuss the factors behind the market response on Wednesday afternoon, along with CIO’s expectations for monet... more

The Federal Reserve left interest rates (and the accompanying policy “statement”) unchanged yesterday. Fed Chair Warsh appeared to try and speak to several audiences. US President Trump was told inflation was the fault of the Fed but would come down.... more

Burkhard drops by to share his thoughts on the pattern with oil prices and the US-Iran conflict, how this week’s FOMC meeting outcome could set the tone for market direction in the second-half of the year, and whether the investor rotation in equitie... more

Dan rejoins the conversation with Jason to exchange thoughts on how to approach asset allocation in today’s market and macro environment. We also spend time weighing potential directions for US monetary policy, along with geopolitical considerations,... more

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Recent Guests

Dan Ivascyn
Group Chief Investment Officer for Pimco
PIMCO
Episode: How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
Bill Sterling
Global Strategist, GW&K Investment Management
GW&K Investment Management
Episode: Talking Markets Podcast with Bill Sterling of GW&K Investment Management
Bob Giangregorio
Senior Vice President and Portfolio Manager
Spectrum Asset Management
Episode: Talking Markets Podcast Series (Preferreds) with Bob Giangregorio (Spectrum) & Frank Sileo (UBS CIO)
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)
Marianna Mamou
Head of Advice Beyond Investing
UBS Chief Investment Office
Episode: Top of the Morning: The Great Wealth Transfer - An introduction
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
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
Letty Zemaitis
UBS CIO Fixed Income Team member (Credit/Spreads)
UBS
Episode: CIO Fixed Income Roundtable Podcast Series - 2Q26 update and outlook

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
    Austria4 months ago
  • great content but bad audio quality

    great content timely relevant but bad audio quality

    Apple Podcasts
    3
    737Akain
    Switzerland4 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_
    Switzerland6 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: Life insurance as part of a broader legacy plan
Q: Why do IRA assets sometimes create a less favorable inheritance outcome than people expect?
Because beneficiaries may face immediate and high ordinary income taxes on withdrawals from inherited traditional IRAs, plus a 10-year distribution window that concentrates tax exposure, reducing the amount that actually reaches heirs.
Top of the Morning: The AI Economy - A roadmap
Q: Can you explain for us the origins about this report and how it's different than AI related content that's out there?
The report was designed to synthesize multiple strands of AI impact into a roadmap for investors, linking AI to GDP components, productivity growth, and macro regime dynamics, while providing quantifiable metrics and scenarios to assess whether the AI trade is overheated or underappreciated.
Across the Pond: From conflict to compromise - What a Middle East deal could mean for markets
Q: Which sectors or regions do you think will be most affected by these developments and where is recovery likely strongest?
Europe and Asia may benefit relatively more from post-conflict reconstruction and rearmament spending, while energy-sensitive sectors adjust through price pass-through without a sustained negative demand shock.
Across the Pond: From conflict to compromise - What a Middle East deal could mean for markets
Q: So what is your sense of the state of play and how shipping is starting to open up through the strait and what that means for markets?
The path looks like a gradual normalization with possible new charges on shipping, implying a slow recovery in trade volumes and a mixed but resilient impact on energy- and shipping-related sectors.
Top of the Morning: CIO Strategy Snapshot - Summer check-up
Q: What is the expected path for the Fed according to market pricing and your view?
Markets are pricing in a low probability of July hikes, with higher odds of a hike by September tied to inflation staying sticky; however, ongoing disinflationary forces, including AI-driven effects, suggest a higher chance of pausing now and possibly cutting later rather than immediate hikes.

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. 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. Dan Ivascyn
2. Bill Sterling
3. Bob Giangregorio
4. Gary Rozier
5. Dan Oneglia
6. Marianna Mamou
7. David Lefkowitz
8. Nate Walton

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