For this week, Shane previews the highly anticipated debate between President Biden, and former-President Trump, including a review of the rules and conditions. We also spend time reviewing likely areas of focus and the issues on the minds of the American voter. Plus, examine what the latest national and swing-state polling is pointing to. Featured is Sha ... Show More
Nov 6
Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown
Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emer ... Show More
9m 44s
Oct 15
Washington Weekly Podcast: Government shutdown update, US-China trade talks
Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental ... Show More
9m 52s
Oct 1
Washington Weekly Podcast: Government shutdown, U.S. Drug Pricing
As the U.S. government has entered a shutdown, Shane drops by to explain the scope of impact, along with next steps with respect to negotiations. Plus, thoughts on yesterday’s Oval Office announcement related to drug pricing. Featured is Shane Lieberman, Senior Governmental Affai ... Show More
9m 29s
Jan 2025
Top of the Morning: CIO Strategy Snapshot - Better Than Expected, Eh?
Despite markets reacting favorably to week one of Trump 2.0, Jason explains why expectations should be managed when it comes to market price action. We also preview this week’s round of Q4 earnings, along with the FOMC meeting. Plus, thoughts on developments surrounding DeepSeek, ... Show More
21m 21s
May 2023
Top of the Morning: CIO Strategy Snapshot - Level set
In the wake of the Fed’s policy decision, the April employment report and the bulk of 1Q23 corporate earnings reporting, we examine what this all means for the investment outlook from here and how to position your portfolio accordingly. Featured is Jason Draho, Head of Asset Allo ... Show More
19m 6s
Jul 2025
Top of the Morning: CIO Strategy Snapshot - The Great Risk Transfer
Jason drops by the studio to preview a busy week that includes an abundance of Q2 earnings results, the July FOMC meeting, and the July employment report. We also reflect on recent trade news involving the EU and Japan, and what it all means for tariffs going forward. Plus, a loo ... Show More
19m 18s
Nov 2024
Top of the Morning: CIO Strategy Snapshot - Reacting, fast and slow
In the wake of the US election outcome, Jason breaks down what a second Trump term means for the markets, the US economy, and monetary policy. Plus, thoughts on the recent market momentum, and whether it can last, along with a look at CIO’s investment outlook and positioning reco ... Show More
19m 16s
Jul 2024
Top of the Morning: UBS CEO Macro Briefing Book - Quarterly update
We spotlight the latest edition of the quarterly UBS CEO Macro Briefing book as we explore how a shifting macro environment and unprecedented election cycle has impacted the outlook for business owners. Featured are Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, ... Show More
17m 10s
Jul 2025
Top of the Morning: CIO Strategy Snapshot - Don’t call it a comeback
Jason weighs in on range of top-of-mind topics to begin the week, including the resurgence of tariff and Fed independence concerns, along with a preview of the upcoming earnings season and June inflation data. We also touch on why the “Roaring 20s” regime is still in play, and re ... Show More
24m 33s
Feb 2025
Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers
Paul rejoins us in-studio to answer some of the most commonly asked questions our business-owner clients have regarding the M&A, Private Equity, Venture Capital, and IPO space in 2025. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host ... Show More
11m 16s