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UBS Trending

UBS Studios
Investment Strategies
Inflation
Federal Reserve
Kamala Harris
Hedge Funds
Market Volatility
Equity Markets
Retirement Planning
Joe Biden
Portfolio Management
Diversification
Geopolitical Uncertainty
Glp-1
Tim Walz
Private Markets
Vice President Harris
Gold
Electionwatch
Family Office
Cryptocurrency

Tune in to UBS Trending for conversations with analysts, influencers and market experts

PublishesTwice weeklyEpisodes258Founded2 years ago
Categories
InvestingCareersBusiness

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Artwork for UBS Trending

Latest Episodes

How resilient is the US economy heading into 2026? With household debt near multi-year lows and equity markets near record highs, what does this mean for investors and what are the takeaways for making sense of today’s financial landscape?

As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to navigate challenges, and what lessons have they learned from the past?

The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do mortgage rates and home prices go from here?

With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the outlook for fixed income in the year ahead?

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Recent Guests

Brian Levitt
Global Market Strategist with Invesco
Invesco
Episode: Is market turbulence just the beginning?
Alejo Chirwanco
Chief Investment Officer of Emerging Markets
UBS
Episode: Current trade war through an EM lens
Leslie Falconeo
Head of Taxable Fixed Income Strategy for the Chief Investment Office at UBS
UBS
Episode: Tariffs go into effect…what’s next for fixed income?
Lauren Goodwin
Economist and chief market strategist
New York Life Investments
Episode: Are megatrends rewiring global markets?
Octavio Morenzi
CEO and founder of Oppimus
Oppimus
Episode: Tariffs - The questions no one is asking
Bri Williams
Global Head of Advisory Solutions and Wealth Intelligence at State Street Global Advisors
State Street Global Advisors
Episode: Women's wealth transfer could be the "perfect storm"
Torsten Slock
Chief economist at Apollo
Apollo
Episode: The US economy and the market’s reactions
Connor Fitzgerald
Fixed Income Portfolio Manager from Hartford Funds
Hartford Funds
Episode: Economic tides are turning — who's vulnerable?
Rob Thumel
Senior Portfolio Manager from Tortoise Capital
Tortoise Capital
Episode: Big shift in energy production and export

Host

Anthony Pastore
Host of UBS Trending, likely a finance professional who drives conversations with analysts and market experts, focusing on economic trends and investment strategies.

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Talking Points

Recent interactions between the hosts and their guests.

Is market turbulence just the beginning?
Q: When will we know if this is over?
Indicators such as investor surveys, VIX levels, and market breadth will help signal when stability returns.
Is market turbulence just the beginning?
Q: What do you think the bigger concern is? Is it lack of growth? Is it inflation? Are we talking stagflation or have you gone to recession?
In the near term, it's both demand destruction and rising prices due to consumer nervousness and confidence in markets.
Rick Rieder on the Fed, markets, and the economy
Q: What is your view on the Fed's potential actions regarding interest rates?
Rieder believes the Fed may want to adjust rates but is concerned about sticky inflation and strong economic indicators as obstacles.
Rick Rieder on the Fed, markets, and the economy
Q: What do you think about the current state of the economy and inflation?
Rieder notes that the error margins in predicting the economy and inflation are broad, but he remains optimistic about growth despite some moderation.
Possible shift in fixed income, inflation, and the Fed?
Q: Should investors be concerned about the significant allocation towards long-risk assets right now?
There's no question individuals are leaning towards long-risk assets, which can be seen through market correlations.

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Frequently Asked Questions About UBS Trending

What is UBS Trending about and what kind of topics does it cover?

Conversations often center around the implications of current economic trends, particularly related to tariffs, inflation, and market volatility. Expert guests share insights about investment strategies and the effects of government policies on global trade and emerging markets. Discussions also tackle long-term megatrends such as artificial intelligence, climate adaptation, and their influence on portfolio management and consumer behavior. Unique elements include a focus on women's wealth and financial literacy, thereby addressing not just market dynamics but also personal financial planning and wealth management strategies.

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Which podcasts are similar to UBS Trending?

These podcasts share a similar audience with UBS Trending:

1. UBS Global Research Pod Hub
2. UBS On-Air: Market Moves
3. UBS LatAm Access en español
4. Thoughts on the Market
5. The Long View

How many episodes of UBS Trending are there?

UBS Trending launched 2 years ago and published 258 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 Trending?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on UBS Trending?

Recent guests on UBS Trending include:

1. Brian Levitt
2. Alejo Chirwanco
3. Leslie Falconeo
4. Lauren Goodwin
5. Octavio Morenzi
6. Bri Williams
7. Torsten Slock
8. Connor Fitzgerald

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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