On this week’s episode of Viewpoints, Burkhard outlines potential scenarios as to how developments in the Middle East involving Israel and Iran could evolve, and how to prepare your portfolio accordingly. We also touch on what has been a busy week for the Fed, and other global central banks.
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
May 2021
Rocky Roads: Geopolitics, Crypto & the Future of Electric Vehicles
DB-May21,2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to make sense of an action-packed week. They interpret the bullish PMIs coming from Europe and the U.S., the latest news from the credit markets, and a crypto market t ... Show More
49m 35s
Jun 2025
What's Happening In Financial Markets Right Now (Fed, BoE & Geopolitics)
Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of ... Show More
37m 51s
Aug 2024
Tensions escalate between Iran and Israel
<p>An interest rate cut could be on the table for the Federal Reserve’s next meeting, conflict in the Middle East is intensifying, and the Nasdaq composite jumped 2.7% on Wednesday. Plus, the FT’s Barney Jopson explains the recent wave of backlash against tourists. </p><br>< ... Show More
11m 19s