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UBS Global Research Pod Hub: Daily Summaries Delivered
by UBS Global Research
Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday17 min
Under the Hood of the Electric Vehicle Revolution: Are We There Yet?
What really powers the electric vehicle (EV) revolution? Autos Analyst Patrick Hummel speaks with Sascha Vogelsang from automotive benchmarking and engineering firm A2MAC1. Together, they unpack the latest battery teardown - literally stripping EV batteries down to their core - to reveal the true costs, hidden innovations, and why “triple parity” could mark a tipping point for global EV adoption. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
- 2 weeks ago16 min
A‑Shares vs H‑Shares: The essential guide to China’s equity markets
Sunil Tirumalai, Head of Emerging Markets and Asia Equity Strategy, sits down with Lei Meng, China Equity Strategist, for a high-level introduction to China’s onshore A‑share market - and how it differs from offshore H‑shares. They break down why two equity markets exist, and why A‑shares have historically traded at a valuation premium versus H‑shares. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
- May 18, 202617 min
Time tested investment lessons: What 100 years of market data teaches us
Andrew Garthwaite, UBS Chief Global Equity Strategist, and Elroy Dimson, Professor of Finance at Cambridge Business School and co‑author of the UBS Global Investment Returns Yearbook, distil over 100 years of market history into the insights that matter most - and keep repeating. From how to think about market “bubbles”, to why diversification can surprise investors, and why staying invested has mattered so much over time. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
- May 5, 202618 min
Analyst playbook: How is machine learning reshaping equity research?
Equity research isn’t just spreadsheets and models. Paul Schneider speaks with Tommaso Aquilante and Jamie Dorricott from UBS’s Empirical Scientific Approaches team about how parameters, prompts, and the scientific method are changing what “good analysis” really looks like - and what skills aspiring analysts should focus on, in a machine‑assisted world. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
- Apr 16, 202621 min
AI in banking: Benefits, barriers and breakthroughs
As banks invest in AI capabilities, the focus is shifting from hype to delivery. This episode examines where AI is already improving operations, why trust remains banking’s core strength, and why execution will select the winners. With insights from Jason Napier, European Banks Analyst at UBS, and Paul Schneider, Head of Markets Focus. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
- Apr 7, 202614 min
Making sense of China’s Outlook
Reflecting on China’s recent National People’s Congress (NPC), Robin Xu, Head of China Research at UBS, sits down with Yu Song, Chief China Economist to break down the key takeaways from the congress, the growth trajectory, and what this ultimately mean for China's economic outlook. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
- Mar 17, 202611 min
Breaking down quantum computing – Building towards implementation
In part 2 of our series on Quantum Computing, Paul Schneider sits back down with Madeleine Jenkins to look ahead at what could be. They explain why investors have taken such an interest in this topic, and the practical road towards implementation which could potentially reshape technology, markets, and industries alike. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
- Mar 10, 202612 min
Breaking down quantum computing – bit by bit
In part one of this two-part series, Paul Schneider sits down with Madeleine Jenkins, Tech Hardware analyst, to discuss the mechanics of Quantum Computing and how it works. They explore the risks and opportunities, and why it's relatively low costs could mean the start of the next tech revolution. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
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