Free Daily Podcast Summary
UBS On-Air: Market Moves: Daily Summaries Delivered
by Client Strategy Office
UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today6 min
UBS On-Air: Paul Donovan Daily Audio 'A tale of two markets'
Equity markets seem focused on AI, but some of the details in yesterday’s stronger US consumer price inflation data matter. Groceries and electricity prices continue to rise noticeably, and have a strong influence over inflation perceptions and affordability. Affordability concerns have not noticeably changed consumer behavior so far, but they might in future. Rising electricity prices may bolster popular resistance to data centers.
- Yesterday15 min
Top of the Morning: Emerging Markets - Reflections on US and Brazil’s elections
The political implications of Brazil’s Presidential and the US midterm election outcomes are significant, however for investors, the bigger question is whether these results actually change the underlying economic and geopolitical forces driving markets. Alejo Czerwonko, Chief Investment Officer for Emerging Markets, discusses whether investors should be making changes to their portfolios following these two consequential elections. Host: Daniel Cassidy
- Yesterday5 min
UBS On-Air: Paul Donovan Daily Audio 'Inflation fantasies'
US October consumer price inflation is due. The element of guesswork in calculating inflation has risen recently. That is compounded by the absence of data from October 2025 to use in comparison (the legacy of the 2025 government shutdown is still felt). Consumers are likely to perceive inflation as being higher than reported, given the undue importance placed on high-frequency purchases.
- 2 days ago14 min
Top of the Morning: CIO Strategy Snapshot - Weeks when decades happen
The expression “there are decades where nothing happens and weeks when decades happen” has often been invoked in recent years, and it could easily apply to last week given the outcome of the US midterm elections. However, it was also a big week in financial markets, albeit for negative reasons, because investors grew increasingly nervous about the AI trade due to concerns about regulatory slowdowns to new data centers. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, weighs in on the recent market movement, what it means for the investment outlook, and how to position your portfolio. Host: Daniel Cassidy
- 2 days ago5 min
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty continues'
The weekend has demonstrated that US policy uncertainty is likely to continue. On immigration and Iran there were contradictory signals, and the confusion about the White House press secretary demonstrates a general assumption of few conventional boundaries to the administration’s decisions. This uncertainty matters to expectations about the oil price, and also to firms attempting to take strategic longer term decisions.
- 2 days ago6 min
Signal Over Noise: The three math problems AI still needs to solve
The scale of AI investment is raising three critical questions: how quickly revenues can justify the infrastructure build-out, whether those revenues can translate into sustainable profits, and who will ultimately capture them. This episode explores the constraints that could shape AI's growth trajectory, the economics of intelligence, and what the evolving competitive landscape could mean for investors.
- 5 days ago15 min
Top of the Morning: Preferred Securities - Performance & positioning
Following CIO’s recent upgrade of the Preferred Securities sector to Attractive, Frank Sileo, Senior Fixed Income Strategist Americas from the UBS Chief Investment Office, joins to explain the positioning rationale against the current rate environment. Host: Daniel Cassidy
- 5 days ago6 min
UBS On-Air: Paul Donovan Daily Audio 'Reassessing markets, not economics'
Markets have reassessed what the shifting US political landscape means for the shiny new toy of artificial intelligence. This does not mean much economically—households are not likely to change consumption patterns because the Nasdaq had a bad day. Data-center builders might have to offer more “inducements” to local communities, raising project costs. Such “inducements” are economically positive—building a school generates economic activity.
Get UBS On-Air: Market Moves summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Schwab Market Update Audio
Daily market news, stock highlights, and outlooks for investors.
Odd Lots
Two Bloomberg journalists examine intriguing topics in finance, markets, and economics with expert guests.
Thoughts on the Market
Analysis of current market events from Morgan Stanley experts.
The Markets
Goldman Sachs traders analyze recent market movements and identify potential investment opportunities.
Bloomberg Talks
Conversations with influential figures in finance, politics, technology, and culture from Bloomberg News.
Merryn Talks Money
A financial podcast exploring markets, investing, and personal finance through in-depth conversations with experts and thought leaders.
Exchanges
Experts from a firm discuss global economic trends, market shifts, and industry developments in each episode.
Stock Movers
Short conversations analyzing today's biggest gainers and losers in global stock markets across major sectors.
Squawk Pod
A daily digest of key moments, interviews, and debates from CNBC’s “Squawk Box,” with added context from a senior producer.
Wall Street Week
Wall Street Week explores global capitalism stories, hosted by David Westin in New York.
Bloomberg Money
iHeartPodcasts
BTC Sessions
Weekly Bitcoin news and panel discussions with global contributors exploring why they remain bullish on the cryptocurrency.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from UBS On-Air: Market Moves in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's UBS On-Air: Market Moves daily summary?
It's a free AI-powered email that summarizes new episodes of UBS On-Air: Market Moves as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the UBS On-Air: Market Moves 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 UBS On-Air: Market Moves product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Client Strategy Office.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does UBS On-Air: Market Moves release new episodes?
UBS On-Air: Market Moves publishes daily. Our AI generates a summary within hours of each new episode.
What topics does UBS On-Air: Market Moves cover?
UBS On-Air: Market Moves covers topics including News, Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting UBS On-Air: Market Moves summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.