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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.
- 1 weeks ago17 min
Demographics is not destiny: Adapting to an ageing world
Fertility is falling, workforces are ageing and some populations are heading into decline. UBS Research’s Reinhard Cluse and Cora Neumann discuss what this means for growth, public finances and the political choices ahead, and whether productivity, immigration and the emerging silver economy can change the equation. *(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).
- Sep 25, 202613 min
Has the era of cheap food come to an end?
From climate shocks, including the effects of El Niño, and rising labour costs to changing welfare standards and technological innovation, food prices may be entering a new structural regime. In this episode, Heidi Richardson and Sreedhar Mahamkali from UBS Research discuss the forces driving this shift, the potential role of technology as a counterbalance, and what a structurally higher food inflation environment could mean for consumers, businesses and markets. *(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).
- Sep 23, 202613 min
Has the era of cheap food come to an end?
From climate shocks, including the effects of El Niño, and rising labour costs to changing welfare standards and technological innovation, food prices may be entering a new structural regime. In this episode, Heidi Richardson and Sreedhar Mahamkali from UBS Research discuss the forces driving this shift, the potential role of technology as a counterbalance, and what a structurally higher food inflation environment could mean for consumers, businesses and markets. *(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).
- Sep 2, 202613 min
The cost curve of AI: How efficiency is reshaping the AI race
As organizations move beyond AI experimentation and focus on measurable returns, cost efficiency is becoming an increasingly important factor in deployment decisions. UBS Research's Caroline Li and Wei Xiong explore AI adoption trends, declining inference costs, and what China's AI ecosystem may reveal about the next phase of AI competition. *(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).
- Aug 6, 202611 min
Beyond the final whistle: Turning sporting moments into lasting growth
What turns a sporting moment into long-term brand value? UBS analysts Jay Sole and Michael Lasser explore how consumer companies are tapping into fan passion, cultural moments and shifting participation trends to create lasting growth opportunities. From the business impact of major sporting events to the strategies brands use to stay relevant long after the final whistle, they unpack the forces shaping consumer engagement today.
- Jul 22, 20268 min
Quantum computing and AI: how close are we to real-world impact?
Quantum computing has long promised to transform how we solve complex problems - but how close are we today? In this episode, Paul Winter, UBS Head of Quant Research, sits down with Professor Elena Ynduráin to explore where the technology stands, what “quantum advantage” really means, and how its convergence with AI could shape the future of innovation. While quantum computing is still primarily in testing phases today, the conversation highlights how advances in AI may help unlock its potential 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).
- Jul 2, 202615 min
Powering the grid: How battery storage is reshaping energy markets
After understanding what’s inside the battery, the next question is how it’s used. This episode shifts the focus to battery energy storage - where falling costs, policy support, and grid dynamics are combining to drive rapid deployment. UBS analysts Jon Windham and Tim Bush discuss why storage is becoming critical to energy systems and where the biggest opportunities are emerging. *(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).
- Jun 16, 202617 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).
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Frequently Asked Questions
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