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UBS Trending

UBS Studios
Federal Reserve
Artificial Intelligence
Inflation
Tariffs
Interest Rates
UBS
Emerging Markets
Investment Strategies
US Economy
US Elections
Economic Growth
Labor Market
Donald Trump
Market Volatility
S&P 500
Fixed Income
Equity Markets
Equities
China
Economic Policy

Tune in to UBS Trending for conversations with analysts, influencers and market experts

PublishesDailyEpisodes291Founded2 years ago
Number of ListenersCategories
InvestingCareersBusiness

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Artwork for UBS Trending

Latest Episodes

How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.

PIMCO’s Libby Cantrill breaks down geopolitics, policy pressure, consumer impact, and what it means for markets and the midterm elections outlook.

Corporate America delivered a championship-level Q1, with profit growth topping 17%—the fastest in four years. AI led the way, but strength was broad-based, boosting confidence for US equities even as market volatility persists.

A look at rates, the Fed, credit spreads and where fixed income opportunities may be emerging now.

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Recent Guests

Libby Cantrill
Head of Public Policy at Pimco
Pimco
Episode: Policy pressure, power and markets
Andrew Dubinsky
Economist with the Chief Investment Office at UBS
UBS Chief Investment Office
Episode: Will AI take jobs?
Judy Spalthoff
Head of the family office in Ultra High Net Worth Client Services at UBS
UBS
Episode: True conversations that shape legacy
Kurt Reiman
Senior Editor, CIO Election Watch
Chief Investment Office
Episode: UBS Road to the Midterm Elections: Policy, markets, and what matters most
Libby Stantial
Longtime UBS colleague; focus on NextGen wealth transfer
UBS
Episode: Inside the Great Wealth Shift
Brian Smith
From Eaton Vance
Eaton Vance
Episode: The power of direct indexing
Leslie Falconio
Colleague in the Chief Investment Office
UBS
Episode: Focusing on what’s ahead in fixed income
Alejo Czerwonko
Member of the Chief Investment Office at UBS
UBS
Episode: EM—Less volatile than you might think
Brian Mulberry
Portfolio Manager
Zacks Investment Management
Episode: Is “Follow the Money” the right path?

Host

Anthony Pastore
Host of UBS Trending

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Talking Points

Recent interactions between the hosts and their guests.

Will AI take jobs?
Q: What should investors and workers take away from this about opportunities in AI?
There are opportunities in AI-related investments and in roles tied to new occupations, with historically high productivity translating into wage growth; the key is managing transitions and long-term alignment between skills and emerging needs.
Will AI take jobs?
Q: How does the current trajectory of AI adoption affect unemployment and hiring in the near term?
Adoption is contributing to investment and productivity, which supports jobs overall, but there are scenarios where rapid adoption could stress the labor market if workers can't transition quickly enough to new roles.
Will AI take jobs?
Q: What is the big fear around AI and jobs, and is there truth to the doom-and-gloom headlines?
There is legitimate concern about exposure of occupations to AI, but the research also shows that adoption tends to be net positive for growth and productivity in the baseline scenario, with employment often adapting over time rather than collapsing.
Is software dead from a financial lens?
Q: What are your thoughts on that?
The guest explains that while AI presents new challenges, many software companies have deterministic data advantages and defensible moats, especially in cybersecurity and regulated industries, making selective investments favorable as valuations become more attractive.
UBS Road to the Midterm Elections: Policy, markets, and what matters most
Q: What should investors focus on to navigate the election period?
Pay attention to signal over noise, consider multiple scenarios, monitor debt-limit developments, and anchor decisions in fundamentals such as earnings, inflation, and oil prices.

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Frequently Asked Questions About UBS Trending

What is UBS Trending about and what kind of topics does it cover?

The show centers on macro and market strategy across global equities, fixed income, and economic policy, with a heavy emphasis on how AI, fiscal stimulus, and geopolitical developments shape investment opportunities. Episodes often feature senior investment professionals and economists from UBS, alongside guest experts from the broader finance world, discussing themes like the breadth of equity opportunities beyond tech leaders, the evolving fixed income landscape, currency and rate dynamics, and sustainability-driven investing. The host cadence blends market analysis, policy shifts, and practical implications for portfolios, with a knack for explaining complex ideas in an accessible way. Noteworthy are frequent connections between policy s... more

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Which podcasts are similar to UBS Trending?

These podcasts share a similar audience with UBS Trending:

1. UBS Global Research Pod Hub
2. UBS On-Air: Market Moves
3. At Any Rate
4. The Markets
5. Exchanges

How many episodes of UBS Trending are there?

UBS Trending launched 2 years ago and published 291 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 Trending?

Recent guests on UBS Trending include:

1. Libby Cantrill
2. Andrew Dubinsky
3. Judy Spalthoff
4. Kurt Reiman
5. Libby Stantial
6. Brian Smith
7. Leslie Falconio
8. Alejo Czerwonko

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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