Jason explains the factors that have been behind the notable market rotations over the past month, and for how much longer these moves may continue. We also preview a busy week ahead of Q2 earnings reports and macro data, including the July Jobs Report. Plus, provide thoughts around portfolio positioning. Featured is Jason Draho, Head of Asset Allocation ... Show More
Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
Apr 2025
SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25
<p>New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains ... Show More
43m 30s
Feb 2025
Nvidia, Apple, and Eli Lilly: Manufacturing the Future
The great buildout for AI and GLP-1 drugs continues.
(00:21) Jason Moser and Matt Argersinger discuss:
- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start ... Show More
40m 31s
Aug 6
Talking Heads – Setting a course for investing in the rest of 2025
With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ... Show More
8m 59s
May 2025
Market Close: Stocks Higher, JP Morgan CEO Allows Bitcoin Investing For Clients, CBS News CEO Steps Down 5/19/25
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
3m 48s