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UBS On-Air: Market Moves

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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

PublishesDailyEpisodes1062Founded7 years ago
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Artwork for UBS On-Air: Market Moves

Latest Episodes

If the US had a functioning federal government, we would be getting September trade data today. In theory, one could calculate US trade numbers by using bilateral trade data from other economies. Unfortunately, the rest of the world has been seeking ... more

Paul drops by the studio for an assessment of the market and macroeconomic environment as we make our way through 4Q25. We focus in on the upward momentum in U.S. equity market and equity valuations, along with potential implications of D.C. policy d... more

The October US ISM manufacturing sentiment poll is due. Falling survey repose rates and rising political polarisation have conspired to reduce the reliability of survey-based evidence. The risk is that in the absence of proper US economic data, inves... more

Paula re-joins Jason in studio for a discussion around the US macroeconomic environment, including an outlook for growth, and Fed rate cuts. We also discuss the factors driving equity market momentum, valuations, and portfolio positioning preferences... more

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Recent Guests

Paula Campbell Roberts
Chief Investment Strategist for Wealth at KKR
KKR
Episode: How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
Mike Contopoulos
Director of Fixed Income at Richard Bernstein Advisors
Richard Bernstein Advisors
Episode: Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Andrew Mattock
Portfolio manager focused on Chinese equities at Matthews Asia, with extensive experience in Asia-Pacific equities management.
Matthews Asia
Episode: Talking Markets Podcast (Investing in China) with Andrew Mattock, Matthews Asia
Dave Fazekas
Partner and head of North American Logistics with Ares Real Estate
Ares Management
Episode: Industrial Real Estate: Outlook & opportunities with Dave Fazekas, Ares Management
Jan van Eck
Chief Executive Officer of VanEck
VanEck
Episode: Talking Markets Podcast with Jan van Eck of VanEck
Matthias Holzhey
Real estate expert from UBS
UBS
Episode: Across the Pond: Dream Home or Bubble Trouble?
Maciej Skoczek
Real estate expert from UBS
UBS
Episode: Across the Pond: Dream Home or Bubble Trouble?
Chris Adrian
Executive Director at JP Morgan and a 529 Specialist
JP Morgan
Episode: Navigating 529 Plans in New York and the Tri -State Area
Dan Hyman
Senior Portfolio Manager at Pimco
Pimco
Episode: Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)

Hosts

Dan Cassidy
Host of various financial podcasts including Washington Weekly and Top of the Morning, Dan brings a wealth of knowledge about current financial trends and political dynamics that affect markets.
Paul Donovan
Chief Economist at UBS Global Wealth Management, known for his incisive analysis of economic trends and market behavior. His episodes provide key insights into global economic conditions and their implications.

Reviews

4.4 out of 5 stars from 400 ratings
  • 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
    Brazil2 months 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
    Australia4 months ago
  • Just a bunch of noise

    Paul’s ignorant takes and unfunny jabs at anything regarding the US are unintelligent. After two years of listening to this every morning; it is now time for me to find another global morning news podcast.

    Apple Podcasts
    2
    AgVFS 50677
    United States4 months ago
  • Updated Review

    Probably one of the best financial podcasts.

    PD is top as his sarcasm.

    The idea to have him reading the boring disclaimer at the end of the podcast it’s actually funny!

    Apple Podcasts
    5
    AF1108
    United Kingdom7 months ago
  • Tendentious Tedious

    Donovan’s discourses are tendentious, tedious and useless. Information value is zero, even for Donovan’s fellow globalists.

    Apple Podcasts
    1
    RichardRaphael
    United States8 months ago

Listeners Say

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

The educational value and relevance of topics discussed are often recognized, making it a sought-after resource for professionals in finance.
Listener reviews highlight the podcast's depth of analysis and expert insights, particularly praising the clarity and depth provided by Paul Donovan.
Several reviews express frustration with audio quality issues, suggesting a need for improvement despite the quality of content.

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: Fixed Income Strategist - Almost ample
Q: What will be the impact of renewed rate cuts to fixed income performance?
Leslie explains that they expect the Fed to cut rates, which the market has priced in. The focus will also be on the tone of the announcement, whether it is dovish or hawkish.
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 48)
Q: How does silver's demand compare to that of gold?
Silver demand is largely propelled by industrial use, particularly in the renewable energy sector, whereas gold demand is more investment-driven and influenced by geopolitical factors.
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 48)
Q: What is driving the current demand for gold?
The demand for gold is driven by three main factors: physical demand from the jewelry industry, investments in gold ETFs for diversification, and strategic central bank purchasing.
Top of the Morning: CIO Strategy Snapshot - A better risk-reward distribution
Q: Jason, what are some other key messages within the house view update that our listeners, our clients should be mindful of?
Other key messages include the recommendation to seek investment opportunities in China Tech and to consider Gold as a diversifier in the current market environment.
Top of the Morning: CIO Strategy Snapshot - A better risk-reward distribution
Q: So, specific to this upgrade to equities, Jason, why did you decide to make that change now?
The change was made based on a better-than-expected growth forecast and positive data regarding consumer spending and economic indicators, which led to a more optimistic equity outlook.

Audience Metrics

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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?

Engaging in the intricacies of financial markets, the episodes feature expert insights on current economic conditions, investment strategies, and industry trends. The hosts engage with a variety of guests, from economists to industry strategists, discussing topics such as U.S. trade policy, fixed income strategies, and emerging market opportunities. Notable episodes offer thorough analyses of economic indicators and the impacts of political decisions on markets, making it a valuable resource for professionals looking to navigate and understand market movements effectively. The focus on real-time issues paired with expert commentary sets this podcast apart in the realm of financial media.

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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. The Markets
3. At Any Rate
4. Exchanges
5. Making Sense

How many episodes of UBS On-Air: Market Moves are there?

UBS On-Air: Market Moves launched 7 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. Paula Campbell Roberts
2. Mike Contopoulos
3. Andrew Mattock
4. Dave Fazekas
5. Jan van Eck
6. Matthias Holzhey
7. Maciej Skoczek
8. Chris Adrian

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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