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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.
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Jason and Jordan discuss the recent news about Jensen Huang, AI spending, and the overall market volatility.
Jason and Jordan discuss whether midterms will be a clearing event and how they expect the market to react to different outcomes.
Jason and Jordan discuss what is top of mind for investors: AI spending, fixed income challenges, and early adopters to AI.
Jason and Jordan discuss why it is important not to confuse anxiety around AI debt concerns with demand issues. They also discuss what other sectors we are looking
Jason and Jordan discuss the upcoming earnings seasons and how a stabilization of rates can impact companies that have underperformed.
Jason and Jordan discuss the generational opportunity in fixed income. They also discuss where the fixed income market will pass the baton when rates stabilize.
Jason and Jordan discuss how equities and fixed income are not acting like we would normally expect, almost as if it is opposite day. They also discuss their view on bond yields.
Jason and Jordan discuss how AI spending is the fuel, and productivity is the payoff. They also discuss why oil may be the biggest swing vote and EPS growth.
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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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KWM Market Minute publishes weekly. Our AI generates a summary within hours of each new episode.
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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