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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
Inflation
Oil Prices
European Central Bank
2026 United States Midterm Elections
Tariffs
Iran
Oil
Preferred Securities
China
Interest Rates
Treasury Yields
Bank Of England
Japan
Global Markets
Bank Of Japan
US Economy

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
Number of ListenersCategories
Business NewsNews

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Artwork for UBS On-Air: Market Moves

Latest Episodes

Following CIO’s recent upgrade of the Preferred Securities sector to Attractive, Frank Sileo, Senior Fixed Income Strategist Americas from the UBS Chief Investment Office, joins to explain the positioning rationale against the current rate environmen... more

Markets have reassessed what the shifting US political landscape means for the shiny new toy of artificial intelligence. This does not mean much economically—households are not likely to change consumption patterns because the Nasdaq had a bad day. D... more

In the wake of this week’s US midterm election outcome, Paul Hsiao, Senior Asset Allocation Strategist Americas from the UBS Chief Investment Office, joins for timely reflections on this week’s notable market swings, and guidance on how to position y... more

On this week’s episode, Burkhard shares his thoughts on how and to what extent an array of factors - the US midterm elections, the recent global technology sector correction, bond markets, ongoing geopolitical developments, and a recent crypto heist ... more

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Recent Guests

Paul Hsiao
Senior asset allocation strategist for the Americas at the UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: CEO Macro Briefing Book - Election digestion
Burkhard Varnholt
UBS investment strategist discussing global markets and investor strategy
UBS
Episode: Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 76)
Kurt Reiman
Head of Fixed Income Americas at the UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: Election Day takeaways - Markets, policy & positioning
Shane Lieberman
Senior Governmental Affairs Advisor at Governmental Affairs US
Governmental Affairs US
Episode: Top of the Morning: Election Day takeaways - Markets, policy & positioning
Eileen Liu
Head of US Client Portfolio Management at UBS Asset Management
UBS Asset Management
Episode: Credit Snapshot quarterly update with UBS Asset Management
Amir Vardi
Portfolio Manager and Head of Structured Credit at UBS Asset Management
UBS Asset Management
Episode: Credit Snapshot quarterly update with UBS Asset Management
Andrew Dubinsky
US economist from the UBS Chief Investment Office
UBS Chief Investment Office
Episode: Top of the Morning: The AI Economy 4Q26 update - Part 2
Tyler Rosenlicht
Portfolio manager for Global Listed Infrastructure and Head of Natural Resource Equities
Cohen & Steers
Episode: Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers)
Lindsay Rosner
Managing Director and Head of Multi-Sector Investing in Goldman Sachs Asset Management's Fixed Income and Liquidity Solutions business
Goldman Sachs Asset Management
Episode: Fixed Income Conversation Corner with Lindsay Rosner (GSAM) and Leslie Falconio (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 435 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
    Austria7 months ago
  • great content but bad audio quality

    great content timely relevant but bad audio quality

    Apple Podcasts
    3
    737Akain
    Switzerland7 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_
    Switzerland9 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.

Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers)
Q: What are some investment themes you have identified that span both traditional and emerging sources of energy supply?
He highlights nuclear power, natural gas and related pipelines and exports, Canadian oil sands, alternatives driven by European energy-security needs, and companies building generation, transmission and utility infrastructure.
Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers)
Q: What might the global scope and scale of energy demand look like let's say 2050 and what will be fueling this demand?
Rosenlicht says population growth and economic expansion will increase demand, while efficiency gains may be smaller than previously expected because of data centers, AI, electrification and reindustrialization. He expects energy demand to rise substantially through 2050.
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 75)
Q: Why do you think European markets can continue their strong performance run from here?
He cites strong earnings momentum, energy and infrastructure investment, productivity gains, high savings, comparatively inexpensive markets, and the possibility of political reforms.
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 75)
Q: Why don't you tell us about where you've been and what you've seen, or learned over the past week?
Varnholt describes a visit to Abu Dhabi, where he observed a return to normal business activity and a focused approach to governance, economic ambition, and attracting investment.
Washington Weekly Podcast: Election Day countdown, FORTRESS initiative
Q: What can you share with us?
Lieberman explains that the Pentagon's plan has five pillars to improve base resilience, with the goal of enabling installations to sustain operations for 90 days during emergencies.

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. 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. Paul Hsiao
2. Burkhard Varnholt
3. Kurt Reiman
4. Shane Lieberman
5. Eileen Liu
6. Amir Vardi
7. Andrew Dubinsky
8. Tyler Rosenlicht

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