The US has been at the vanguard of the global AI revolution, having been responsible for the bulk of innovation, capital spending, and adoption. But there are plenty of underappreciated investment opportunities in the rest of the world. In this podcast, CIO tech guru Sundeep Gantori explains how to gain exposure to AI innovation in Asia, Europe, and the Midd ... 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
Sep 2025
Headwinds in Europe, tailwinds in big tech – and momentum building in Asia
European markets have recently underperformed compared to their US counterparts, with German automakers weighing heavily on broader indices yesterday. Meanwhile, US technology stocks continue to power ahead, buoyed by another significant development in the AI space—the announceme ... Show More
14m 50s
Oct 2025
The AI Bubble Is Real — Here’s How to Prepare for the Pop
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes do ... Show More
1h 14m
Aug 2025
Next top model: GPT-5 and its AI rivals
A look at progress in generative AI shows that OpenAI’s latest, greatest model sits on a neat curve of growing utility over time. But what other firms are on that curve, and where is it taking humanity? After a long, wary time, Japanese savers are getting into investing—with gust ... Show More
21m 42s
Nov 2025
Smart ways to invest in AI beyond Nvidia, Palantir, and Meta
AI isn’t just transforming tech, it’s reshaping the entire investing playbook. In this episode of Stocks in Translation, Hennion & Walsh Chief Investment Officer Kevin Mahn joins host Allie Canal and Senior Reporter Brooke DiPalma to discuss the AI ecosystem and how artificial in ... Show More
24m 33s
Dec 2024
AI investors look beyond chips
<p>Japan’s SoftBank unveils $100bn US investment plans, fervour around Nvidia cools as investors look to AI’s next winners, and Europe launches its most ambitious space programme in a decade. Plus, in Syria, Kurdish groups fear they may be worse off under a rebel-led government.< ... Show More
11m 10s