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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
Oil Prices
Inflation
European Central Bank
Iran
Oil
Municipal Bonds
Global Economy
Emerging Markets
US Economy
UBS Chief Investment Office
Gulf War
China
S&P 500
Global Markets
Fixed Income
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
Number of ListenersCategories
Business NewsNews

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Artwork for UBS On-Air: Market Moves

Latest Episodes

Tensions in the Gulf continue, and crude oil futures remain over USD 90 per barrel. This has reignited some inflation concerns. The fact that consumers have shifted spending patterns in response to higher oil prices is not properly reflected in infla... more

This month’s episode focuses on investing through a social lens, bringing together experts from UBS Global Wealth Management and Community Capital Management. Community Capital Management specializes in fixed income investments that aim to advance po... more

The Brent benchmark oil future is back above USD 90 per barrel. The US-Iran truce covered by the “memorandum of understanding” expired yesterday and US President Trump said there is no intention to extend it. Trump also threatened to bomb Oman (again... more

We are in the home stretch of peak summer vacation season and that has translated to a calm in the markets. Economic data, however, continues to roll in with potential implications for the course of Fed monetary policy. Jason Draho, Head of Asset All... more

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Recent Guests

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
Sean Sanborn
Hedge fund strategist Americas
UBS CIO Investment Management
Episode: Top of the Morning: Hedge Funds - Themes, performance update & outlook
Phoebe White
Head of US Rates Strategy, UBS Group Research
UBS Group Research
Episode: Fixed Income Conversation Corner with Phoebe White (UBS Group Research) and Leslie Falconio (UBS CIO)
Michael Adelman
Portfolio Manager, Credit Investments Group
UBS Asset Management
Episode: Credit Investments Group Quarterly Spotlight with UBS Asset Management
Matt Iannuci
Portfolio Manager, Credit Investments Group
UBS Asset Management
Episode: Credit Investments Group Quarterly Spotlight with UBS Asset Management
Frank Sileo
Senior Fixed Income Strategist, Americas, UBS CIO
UBS Chief Investment Office
Episode: Talking Markets Podcast Series (Preferreds) with Doug Baker (Nuveen) & Frank Sileo (UBS CIO)
Doug Baker
Portfolio Manager, Nuveen; heads Nuveen's Preferred Securities Sector Team
Nuveen
Episode: Talking Markets Podcast Series (Preferreds) with Doug Baker (Nuveen) & Frank Sileo (UBS CIO)
Matt Brill
Head of North America Investment Grade Credit and Senior Portfolio Manager
Invesco
Episode: Fixed Income Conversation Corner with Matt Brill (Invesco) and Leslie Falconio (UBS CIO)
Burkhard Varnholt
UBS Chief Investment Office strategist
UBS
Episode: Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 68)

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

4.4 out of 5 stars from 427 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.

Fixed Income Conversation Corner with Matt Brill (Invesco) and Leslie Falconio (UBS CIO)
Q: Which segments look most attractive for investors over the next 6-12 months?
Banks, traditional industrials in the IG space, and utilities tied to data-center capex stand out as core opportunities, with a focus on high-quality issuers and selective exposure to AI-driven growth.
Fixed Income Conversation Corner with Matt Brill (Invesco) and Leslie Falconio (UBS CIO)
Q: What is the near-term market takeaway given current macro uncertainty and AI-related capex?
The panel agrees that spreads remain tight and the overall economy is resilient; AI-driven capex is reshaping demand for credit, particularly in banks, traditional industrials, and utilities, while high-quality IG offers attractive 6% yields with potential volatility to weather in the short term.
Top of the Morning: Commodities - From investment rationale to portfolio reality
Q: How should investors size and fund a commodities allocation within a 60/40 portfolio?
The allocation should reflect the investor's objectives and tolerance for underperformance, with a suggested starting point of a low to mid single-digit allocation; funding decisions can be balanced between equities and bonds, using a risk-neutral approach to avoid disproportionate impact on overall portfolio volatility, and adapting based on inflation concerns and valuation views.
Top of the Morning: Commodities - From investment rationale to portfolio reality
Q: What role do commodities typically play in a diversified investment portfolio?
Ian explains that commodities offer multi-dimensional diversification, with potential inflation hedging, downside protection, and return enhancement, though the strength of these rationales varies over time and horizons; overall, commodities can enhance diversification and provide strategic benefits, especially when stocks and bonds lose value together.
Philanthropy in Action: How Giving Brings Families Together
Q: How can philanthropy be integrated into regular financial planning?
Philanthropy should be part of the ongoing planning conversation, used to explore what impact wealth should have and to engage all generations in value-based decisions, thereby strengthening relationships and guiding long-term goals.

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 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. 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. Eric Kazatzky
2. Sean Sanborn
3. Phoebe White
4. Michael Adelman
5. Matt Iannuci
6. Frank Sileo
7. Doug Baker
8. Matt Brill

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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