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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
Bank Of England
Tariffs
UBS Chief Investment Office
China
US Economy
Labor Market
Preferred Securities
Bank Of Japan
Fixed Income
Global Markets
London

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

A fireside chat featuring Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital, hosted by Solita Marcelli, UBS Global Head of Investment Management, which covers the current market and macro environmen... more

On this week’s episode, we catch up with Burkhard following his recent visit to Uganda and Ghana as he shares how economic and business development and investment is influencing Accra’s rapidly evolving landscape.

US Treasury Secretary “House” Bessent faces something of a housing problem. Despite Bessent’s efforts, US mortgage rates rose above 7% yesterday. The exact level is not important (except to the media, ever enraptured by round numbers). The increase e... more

US 10-year Treasury bond yields moved sharply above 5%, and the USDJPY exchange rate is back above 158. US Treasury Secretary “House” Bessent seems to be demonstrating the house does not always win. For Gen Z bond traders, a 0.15-percentage point ris... more

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Recent Guests

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)
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 States3 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.

Washington Weekly Podcast: AI Safety, Congressional priorities post-Election Day
Q: What is the current state of AI regulation discussion among lawmakers in Washington right now?
There is no single consensus; lawmakers are split, with some advocating for new rules and a subset arguing to rely on existing laws, while others want to keep developing AI with minimal new restrictions, creating a patchwork approach rather than a unified policy.
Top of the Morning: Fixed Income Strategist - Supply shifts
Q: So almost 20 years ago, what factors, Leslie, have contributed to this movement?
Leslie explains that the rise in long-end yields is driven by a combination of robust growth, a shift in the Fed's policy expectations (from cuts to hikes), elevated inflation expectations driven in part by oil, and a re-pricing of risk premiums. She also notes the role of global yield dynamics and supply considerations in shaping the price of longer-duration Treasuries.
Top of the Morning: FOMC reflections & US economy health-check
Q: What were your general reflections on the statement and the press conference?
The overarching read was a hawkish stance that kept the door open for at least one more hike this year, with several Fed participants signaling a higher trajectory than initial expectations. The optics suggested a stronger commitment to returning inflation to target, with a notable shift away from transitory explanations.
Top of the Morning: CIO Strategy Snapshot - Just get on with it already
Q: What role does AI safety play in the investment strategy right now?
AI safety prompts a diversified approach across the AI value chain, implying exposure to semiconductors, networking, cloud infrastructure, software, and related sectors to navigate potential supply-demand imbalances.
Top of the Morning: CIO Strategy Snapshot - Just get on with it already
Q: How might the upcoming policy decisions impact market behavior in the near term?
Markets are already pricing in multiple hikes, so the actual move could be modest in impact; the bigger concerns are oil prices and AI safety developments that could introduce new tensions or opportunities.

Audience Metrics

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

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Gender Skew
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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. Exchanges
4. Making Sense
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. Sangeeta Marfatia
2. John Murtagh
3. Sunny Mehra
4. Paul Baiocchi
5. Nathaniel Gabriel
6. David Lefkowitz
7. Matt McLennan
8. David Sand

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