Our conversation provides some background on the newly elected Speaker of the House, Mike Johnson, along with a look at his agenda priorities in the months ahead. We also update on the Israel-Hamas War and what the weeks ahead might have in store. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
Jul 11
Top of the Morning: The week in review and preview
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman to recap the trading week - including an update on the latest developments surrounding US trade policy, and thoughts on current US equity valuations. Plus, a preview of the upcomin ... Show More
10m 49s
Oct 2023
US House Speaker: Fourth time's the charm
Mike Johnson, a loyal ally of Donald Trump, has been elected Speaker of the House of Representatives. Plus, in the first instalment of our Investing In America series, we travel to the Port of Albany to look at how money outside the US is changing the country.
Mentioned in this ... Show More
12m 4s
Dec 2023
Haley's path & Biden's only move - with Mike Murphy
There are two storylines we have been following closely that are not necessarily shaped by the minute-to-minute developments in Israel, but their outcomes could have an outsized impact on U.S. policy on Israel, Gaza, and the broader Middle East. The first is the Republican contes ... Show More
43m 23s