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UBS On-Air: Market Moves

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UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

PublishesDailyEpisodes1062Founded7 years ago
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Artwork for UBS On-Air: Market Moves

Latest Episodes

Tune in for a timely year-end and yeah-ahead conversation on the municipal bond market, which include 2025 performance reflections and 2026 performance expectations. Featured are Daniel Close, Head of Municipals at Nuveen, and Doug Vissicchio, Head o... more

Germany’s October trade surplus was larger than expected, principally because of a steeper fall in import demand. Globally, trade away from the US remains robust and (more or less) normal.

We preview this week’s economic data releases, along with the December FOMC meeting. Plus, a look at some potential market-moving events to watch out for through year-end, and thoughts on what factors are supporting the equity rally as indexes once a... more

China’s trade surplus exceeded one trillion US dollars in the 11 months to November. Round numbers do not matter in economics, but trends do. This surplus will help China meet its official growth target, compensating for somewhat lackluster domestic ... more

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Recent Guests

Richard Bernstein
Founder, Chief Executive Officer, and Chief Investment Officer of Richard Bernstein Advisors (RBA)
Richard Bernstein Advisors
Episode: How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
Clayton Triick
Head of Portfolio Management of Public Strategies for Angel Oak Capital Advisors
Angel Oak Capital Advisors
Episode: Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)
Alberto Rojas
Senior Emerging Markets Strategist for the Americas
UBS Chief Investment Office
Episode: Top of the Morning: Emerging Markets - Where luck meets skill
Phil Orlando
Chief Market Strategist and Global Head of Investment Directors
Federated Hermes
Episode: Talking Markets Podcast with Phil Orlando of Federated Hermes
Rohit Chopra
Portfolio Manager and Analyst on the Emerging Markets Equity and Emerging Markets Core Equity Team with a focus on Consumer and Telecommunications Research and Analysis.
Lazard Asset Management
Episode: Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Nick Galakatos
Senior Managing Director and Global Head of Life Sciences at Blackstone
Blackstone
Episode: Life Sciences: Industry trends & investment considerations with Nick Galakatos, Blackstone
Kiran Ganesh
Global Head of Investment Communications
UBS
Episode: Across the Pond: Bubble fears meet FOMO
Dr. David Kelly
Chief Global Strategist and Head of the Global Market Insights Strategy Team
JPMorgan Asset Management
Episode: How should I be positioned? with Dr. David Kelly (JPMorgan Asset Management) and Jason Draho (UBS CIO)
Paula Campbell Roberts
Chief Investment Strategist for Wealth at KKR
KKR
Episode: How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)

Hosts

Dan Cassidy
Host of various financial podcasts including Washington Weekly and Top of the Morning, Dan brings a wealth of knowledge about current financial trends and political dynamics that affect markets.
Paul Donovan
Chief Economist at UBS Global Wealth Management, known for his incisive analysis of economic trends and market behavior. His episodes provide key insights into global economic conditions and their implications.

Reviews

4.4 out of 5 stars from 409 ratings
  • Insights from the world’s largest wealth manager

    UBS insights, particularly when coming from CIO office are indispensable. Forward looking and big picture insight that help see through the market fog.

    Apple Podcasts
    5
    Nicky Namenly
    Brazil4 months ago
  • Rare institutional type quality investment podcasts

    Podcasts of this quality are rare. Thank you for the thoughtful analysis on topical issues

    Apple Podcasts
    5
    Insto investor
    Australia5 months ago
  • Just a bunch of noise

    Paul’s ignorant takes and unfunny jabs at anything regarding the US are unintelligent. After two years of listening to this every morning; it is now time for me to find another global morning news podcast.

    Apple Podcasts
    2
    AgVFS 50677
    United States5 months ago
  • Updated Review

    Probably one of the best financial podcasts.

    PD is top as his sarcasm.

    The idea to have him reading the boring disclaimer at the end of the podcast it’s actually funny!

    Apple Podcasts
    5
    AF1108
    United Kingdom9 months ago
  • Tendentious Tedious

    Donovan’s discourses are tendentious, tedious and useless. Information value is zero, even for Donovan’s fellow globalists.

    Apple Podcasts
    1
    RichardRaphael
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The educational value and relevance of topics discussed are often recognized, making it a sought-after resource for professionals in finance.
Listener reviews highlight the podcast's depth of analysis and expert insights, particularly praising the clarity and depth provided by Paul Donovan.
Several reviews express frustration with audio quality issues, suggesting a need for improvement despite the quality of content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Municipal Brief: New York City - Looking ahead
Q: Can you explain why you think New York City's credit quality won't materially weaken under Mamdani's watch?
The city's long-standing financial oversight mechanisms established post-bankruptcy help ensure that bold policies proposed by Mamdani do not jeopardize financial stability.
Talking Markets Podcast with Phil Orlando of Federated Hermes
Q: What are your views over at Federated, Phil, in terms of what the Fed may do in December and even into 2026?
Phil indicates that there is a strong expectation for a quarter-point rate cut from the Federal Reserve in December, followed by three more cuts in the following year.
Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Q: What are some thoughts when it comes to approach and risk considerations for US investors considering an allocation into China?
Investors should focus on diversification across emerging markets and have managers who thoroughly understand the companies and market conditions.
Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Q: What kind of companies do you look for in managing bottom-up portfolios?
The focus is on companies with strong fundamentals and financial productivity, including compounders with competitive advantages and those with mispriced market multiples.
Talking Markets Podcast with Rohit Chopra of Lazard Asset Management
Q: What would need to happen for emerging markets to enter a sustained period of outperformance versus developed markets?
Investors should consider the current growth potential and opportunities in emerging markets, which represent over 80% of global populations despite being less than 10% of global capitalization.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About UBS On-Air: Market Moves

What is UBS On-Air: Market Moves about and what kind of topics does it cover?

Engaging in the intricacies of financial markets, the episodes feature expert insights on current economic conditions, investment strategies, and industry trends. The hosts engage with a variety of guests, from economists to industry strategists, discussing topics such as U.S. trade policy, fixed income strategies, and emerging market opportunities. Notable episodes offer thorough analyses of economic indicators and the impacts of political decisions on markets, making it a valuable resource for professionals looking to navigate and understand market movements effectively. The focus on real-time issues paired with expert commentary sets this podcast apart in the realm of financial media.

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Which podcasts are similar to UBS On-Air: Market Moves?

These podcasts share a similar audience with UBS On-Air: Market Moves:

1. Thoughts on the Market
2. The Markets
3. At Any Rate
4. Making Sense
5. Exchanges

How many episodes of UBS On-Air: Market Moves are there?

UBS On-Air: Market Moves launched 7 years ago and published 1062 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact UBS On-Air: Market Moves?

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What guests have appeared on UBS On-Air: Market Moves?

Recent guests on UBS On-Air: Market Moves include:

1. Richard Bernstein
2. Clayton Triick
3. Alberto Rojas
4. Phil Orlando
5. Rohit Chopra
6. Nick Galakatos
7. Kiran Ganesh
8. Dr. David Kelly

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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