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

Dec 2023

Top of the Morning: Year Ahead - Equities edition

Our series of year ahead conversations continues as we focus on an outlook for equities and where opportunity can be found. Featured is David Lefkowitz, Head of Equities Americas, UBS Chief Investment Office. Host: Daniel Cassidy

17m 36s

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

Feb 2025

Looming Trump Tariffs Rattle Asian Markets

On today's episode, we examine how impending tariffs from the Trump administration in the US are sending shock waves through global markets. Bloomberg's Stephen Engle has analysis on what the response from Beijing may look like. Jun Bei Liu, Founder and Portfolio Manager at Ten C ... Show More

18m 14s

Jan 2025

Global Markets Gear Up for Trump's Inauguration

On today's episode, a look at the state of global markets on the eve of Donald Trump's inauguration in the US. Hua Cheng, Director of Asia Credit Research at AllianceBernstein joins the program from Hong Kong. We also speak with Shana Sissel, President and CEO at Banrion Capital ... Show More

21m 20s

Feb 2025

Examining China's Recent Tech Rally

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ... Show More

21m 40s

Jan 2025

Intertwined markets and upcoming earnings

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ... Show More

13m 48s

Jan 2025

Daybreak Weekend: Trump Inauguration, Davos preview, Tariff Threat

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of what comes next for the U.S economy when Donald Trump takes office, and Netflix earnings. In the UK – a preview of the World Economic Forum ... Show More

39m 16s

Jan 2025

US Markets Wrap: What impact will Trump's presidency have on crude oil? And will gold prices retest all-time highs in the near future?

Dilin Wu, Research Strategist at Pepperstone shares her insights on whether the positivity in the markets right now is just but a short-term bounce, risk of possible tariffs impacting the bottom line of corporates, potential impact that Trump’s presidency might have on crude oil ... Show More

8m 20s

Nov 2024

Trump’s Admin Taking Shape… And What To Expect Out Of Tomorrow’s CPI Report 11/12/24

<p>Stocks taking a breather from its post-election rally as President-elect Donald Trump begins shaping his administration’s leadership team. The names taking key roles, and the impact it could have on foreign relations. Plus All eyes on tomorrow’s CPI data, as investors await th ... Show More

43m 42s

Jan 2025

PODCAST: How Trump Tariffs Could Shape US-LATAM Energy Trades In 2025?

<p>Exploring the evolving dynamics of US-LATAM energy trade, experts debate the potential impacts of Trump tariffs on key players like Venezuela and Mexico, and the rising influence of China in the region. Listen in to this panel session which unpacks the strategic shifts, energy ... Show More

31m 7s

Top of the Morning: Asian markets and ec...