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Artwork for UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office
European Central Bank
Inflation
Mexico
Europe
Interest Rates
Federal Reserve
US Federal Reserve
US Presidential Election
May Employment Report
Labor Market
Paul Donovan
Consumer Price Inflation
FOMC
CPI
Producer Price Inflation
Ukraine
China
European Union
United States Employment Report
FOMC Meeting

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
Number of ListenersCategories
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Artwork for UBS On-Air: Market Moves

Latest Episodes

Events in the Middle East have moved swiftly, shifting markets from fears of escalation to cautious optimism following the announcement of a ceasefire. Yet uncertainty persists: Will the ceasefire hold, or are we entering a period of uneasy coexisten... more

US March consumer price inflation gives insight into US consumers’ war burden (albeit with some data accuracy concerns). Affordability is one investor concern. Affordability issues rely on inflation perception, driven by prices of high frequency purc... more

In economic terms, the Gulf ceasefire has not held. Iran has closed the Strait of Hormuz in response to significant Israeli strikes against Lebanon. The optimistic bias in markets means that only some of yesterday’s risk market gains have been surren... more

In the wake of the U.S., Israel, and Iran agreeing to a two-week ceasefire, Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior Governmental Affairs Advisor, drop by for a timely discussion on whether this development could presag... more

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Recent Guests

Dan Hyman
Senior Portfolio Manager at Pimco
Pimco
Episode: Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
Emily Kaplan
Senior Vice President and Senior Specialist of Postwar and Contemporary Art at Christie's
Christie's
Episode: Art Advisory: Before the Hammer - How Estimates, Guarantees, and Strategy Shape the Auction Room
Natalie Adomait
Chief Operating Officer in Brookfield's Renewable Power and Transition Group
Brookfield
Episode: How electrification and AI are reshaping global energy markets with Natalie Adomait (Brookfield)
Kevin Dennean
Information Technology and Communication Services, Equity Strategist Americas
UBS CIO
Episode: Top of the Morning: 250 years of US innovation - The internet
Jon Cheigh
President and Chief Investment Officer, Cohen & Steers
Cohen & Steers
Episode: How should I be positioned? with Jon Cheigh (Cohen & Steers) and Jason Draho (UBS CIO)
Dan Scansaroli
Head of Global Investment Management Multi-Asset Solutions, Co-Head of Investment Management Americas
UBS
Episode: Top of the Morning: Raising cash - Sell or borrow?
Letty Zemaitis
Fixed Income Strategist for the Americas
UBS Chief Investment Office
Episode: Top of the Morning: Fixed Income market update & outlook
Burkhard Varnholt
Chief Investment Officer, UBS Global Wealth Management
UBS
Episode: Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 60)
Chris Leslie
Executive from Macquarie Asset Management
Macquarie Asset Management
Episode: Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

Hosts

Dan Cassidy
Host of Top of the Morning and UBS On-Air: Market Moves; CIO Office focus; UBS
Paul Donovan
Chief Economist, UBS Global Wealth Management; UBS On-Air: Market Moves

Reviews

4.4 out of 5 stars from 421 ratings
  • 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_
    Switzerland2 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
    Brazil8 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
    Australia9 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 States10 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 Kingdoma year ago

Listeners Say

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

Audio quality and production sometimes criticized, but the host and guests are frequently praised.
Content is strong and insightful, with high-quality macro analysis and guests.
Listener sentiment is mixed regarding tone and delivery, with some remarks about the host's style and guest audio mix.

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: CIO Strategy Snapshot - Shifting concerns
Q: What does the data say about the near-term impact of the conflict on consumer spending and the labor market?
Data suggests no dramatic immediate impact on consumer spending, with some signs of spring hiring potential and upward revisions in payrolls, but the situation remains uncertain and data from March will be more telling.
Top of the Morning: Raising cash - Sell or borrow?
Q: Justin, where do taxes materially change the decision?
Taxes can act as a swing factor: deferring or avoiding capital gains through borrowing can enhance post-borrowing performance, especially if interest is deductible against net investment income; however, tax treatment is subject to limits like deductibility rules and the collateral composition (e.g., avoiding municipal bonds).
Top of the Morning: Raising cash - Sell or borrow?
Q: If I have a tax bill coming due soon, should I sell investments to raise cash, potentially realizing taxes and missing out on gains, or should I borrow and pay interest on the loan so that I can keep the portfolio invested?
The hosts and guests explain there are two main choices: selling assets to raise cash, which can trigger taxes and miss potential gains, versus borrowing from the bank to keep the portfolio invested, which incurs interest but avoids immediate tax realization. The decision depends on relative costs, including taxes, opportunity costs, and the expected investment returns versus borrowing costs.
Top of the Morning: CIO Strategy Snapshot - A ‘run it hot’ verdict
Q: What does the Supreme Court ruling on IEPA tariffs mean for market expectations and policy leverage?
The ruling removes the president's unilateral tariff authority under IEPA, reducing immediate leverage and suggesting that any new tariffs may rely on other legal authorities, leading investors to reassess risk, timing, and the pace of policy changes.
Art Advisory: Before the Hammer - How Estimates, Guarantees, and Strategy Shape the Auction Room
Q: Could you briefly explain how guarantees change the dynamic of an auction and why they are increasingly used?
Guarantees introduce external validation that can motivate bidders and help secure a minimum price; they can be attractive to sellers who want downside protection, while preserving upside for the guarantor as the work sells above the guaranteed amount.

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?

High-level conversations center on macroeconomics, markets, and geopolitical risk as they pertain to investing and policy. Across episodes, listeners are exposed to deep dives on the U.S. labor market, inflation dynamics, energy price implications, geopolitics, and the evolving outlook for emerging markets and fixed income. The show frequently features senior economists and CIO-level guests from UBS and partner institutions, plus occasional external policy or market strategists, to unpack how global developments translate into actionable market views. Noteworthy is the mix of data-driven macro briefings, scenario analysis, and big-picture storytelling that helps professionals frame portfolio decisions amid volatility and policy shifts. This... 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. The Markets
4. Making Sense
5. Exchanges

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. Dan Hyman
2. Emily Kaplan
3. Natalie Adomait
4. Kevin Dennean
5. Jon Cheigh
6. Dan Scansaroli
7. Letty Zemaitis
8. Burkhard Varnholt

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