Episodes

How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.

PIMCO’s Libby Cantrill breaks down geopolitics, policy pressure, consumer impact, and what it means for markets and the midterm elections outlook.

Corporate America delivered a championship-level Q1, with profit growth topping 17%—the fastest in four years. AI led the way, but strength was broad-based, boosting confidence for US equities even as market volatility persists.

A look at rates, the Fed, credit spreads and where fixed income opportunities may be emerging now.

From energy prices to Fed policy and inflation fears, Invesco’s Brian Levitt breaks down key risks and what they mean for investors.

UBS Economist Andrew Dubinsky examines whether AI will cut jobs or boost growth, exploring labor risk, productivity gains, and lessons from past tech revolutions.

How can families build trust, share values, and prepare for the future? UBS's Judy Spalthoff reveals the importance of open conversations amongst family members and why they matter to its legacy.

Venezuela’s new leadership, debt talks, and US cooperation are reshaping the country—and maybe the region. Alejo Czerwonko explains what’s changed, what’s next, and what it means for investors.

From the Strait of Hormuz to battery metals, resource risks and opportunities are changing fast. Paul Baiocchi breaks down what every investors need to know about real assets, scarcity, and the hidden themes shaping the future.

Tune into this timely discussion on the 2026 US midterm elections to explore what’s at stake, how policy shifts could affect markets, and what investors should watch. Learn more at ubs.com/ElectionWatch.

With $83 trillion on the move, families face new challenges and opportunities. Libby Stantial with UBS reveals why the next generation is focused on stewardship, not just inheritance.

Iran War is still in uncertainty while markets are moving aggressively—what’s driving the action? Paul Hsiao, Senior Asset Allocation, CIO at UBS breaks down the data for the latest trends and where he sees opportunity for investors.

Strait of Hormuz tensions, fertilizer supply, and spring uncertainty—discover how these forces could impact energy, agriculture, and investment opportunities this season.

Direct indexing is changing the game for after-tax investing. We break down why taxes matter, how direct indexing works, and who can benefit most—plus the latest data and strategies for investors.

UBS Head of Fixed Income, CIO Leslie Falconio joins Anthony Pastore to break down the latest on rates, spreads, quality in credit, and what a new Fed chair could mean for volatility. Where should investors be positioned in fixed income now?

How much are tax cuts boosting household cash—and are higher gas prices taking it right back? UBS CIO Economist, Andrew Dubinsky breaks down the numbers, the impact on spending, and what to watch next for the US economy.

Private markets are still top of mind—even if they’re not in the headlines. Three experts join Anthony Pastore to break down the latest CIO report, address key questions, and share what investors need to know now.

UBS’s Matt Tormey delivers your earnings season “weather report”—from blue skies to possible storms, here’s what investors need to know now.

Emerging markets are defying old stereotypes. Alejo Czerwonko from UBS CIO explains why EM volatility may be falling, how fundamentals are shifting, and what it means for portfolios in a world of geopolitical and technological upheaval.

Markets are moving on headlines, but what do the fundamentals say? Brian Mulberry explains how to cut through the noise, where to find opportunity in the AI capex boom, and how to position for what’s next.

US housing markets are shifting fast. Angel Oak Capital breaks down the latest data, from home prices to mortgage rates and supply trends. Are we headed for a slowdown—or is resilience stronger than expected?

Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can adapt as the macro landscape evolves.

Volatility is back in municipal bonds. PIMCO’s David Hammer joins us to drive us through the trending headlines. Are munis a safe haven or a risk for investors in 2026?

The headlines say AI is coming for software jobs and companies—but some people aren’t buying it. Are small-cap software firms at risk, or are they driving the next wave of innovation?