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KWM Market Minute: Daily Summaries Delivered
by UBS advisor podcasts
KWM Market Minute is a podcast series featuring UBS Managing Director and Private Wealth Advisor Jason Katz and his nationally recognized investment team (Katz Wealth Management). Based in New York City, KWM consists of 23 professionals each with a particular expertise (financial planning, portfolio construction, asset management, insurance planning, corporate retirement planning, and lending). KWM Market Minute will offer timely market perspectives along with guidance on money management, investing, and planning.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago0
Headwinds versus Tailwinds
Jason and Jordan discuss the opposing sides of the market right now: the war, oil, fed, and the other side being strong earnings.
- 3 weeks ago0
Fed Communication and UBS Targets
Today, Jason and Jordan discuss how Kevin Warsh's decision to say less may actually be saying more, especially after years of Fed overcommunication. They also break down UBS's S&P 500 targets for this year and next year, along with the market outlook behind those forecasts.
- 4 weeks ago0
Higher Yields and Higher Targets
Today, Jason and Ryan explained why earnings remain the key driver for stocks, even as long-term interest rates move higher. They also discussed the bond market and what the market wants to see from the Fed.
- Aug 17, 20260
AI Boom & the Next Wild Card for Markets
Jason and Jordan discuss why they believe we are living in a golden age of AI, and how it is driving the market rally and broader economic growth. They also reviewed the upcoming midterm elections and how potential outcomes could influence market performance.
- Aug 10, 20260
KWM Market Minute- Positive Earnings Season
Jason and Ryan discuss the market optimism giving the recent positive earnings season. They also review why Jason believes the jobs report will lead the Fed to hold and eventually cut rates.
- Aug 3, 20260
The AI Trade
Jason and Ryan discuss the AI trade and how it is "catching its breath." They also review why Jason believes leverage is responsible for volatility, not AI.
- Jul 27, 20260
Will EPS Season Become Worry Season?
Jason and Jordan discuss how the AI debate has shifted from imagination to the application stage as investors focus on which companies can translate AI spending into earnings. They also discuss investor anxiousness due to several headwinds.
- Jul 20, 20260
Tech Hiccup
Jason and Jordan discuss the recent tech cooldown after a strong run and why we are rotating into new opportunities across the market rather then taking money off the table.
About KWM Market Minute
KWM Market Minute is a podcast series featuring UBS Managing Director and Private Wealth Advisor Jason Katz and his nationally recognized investment team (Katz Wealth Management). Based in New York City, KWM consists of 23 professionals each with a particular expertise (financial planning, portfolio construction, asset management, insurance planning, corporate retirement planning, and lending). KWM Market Minute will offer timely market perspectives along with guidance on money management, investing, and planning.
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Frequently Asked Questions
What is Podzilla's KWM Market Minute daily summary?
It's a free AI-powered email that summarizes new episodes of KWM Market Minute as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the KWM Market Minute podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official KWM Market Minute product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by UBS advisor podcasts.
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How often does KWM Market Minute release new episodes?
KWM Market Minute publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does KWM Market Minute cover?
KWM Market Minute covers topics including News, Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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