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Episodes
Can an annuity be right for me? Video 28.05.2025 1:45
More than two-thirds of survey respondents say that annuities can provide peace of mind and help protect against equity risk. But why do only 1 in 7 investors actually own them? Read the latest report - “Three reasons to seek annuity income.”
The rising burden of US debt Video 28.05.2025
Sovereign credit ratings have declined globally over 15 years. Amid fiscal challenges, the $27T US Treasury market remains the world’s benchmark—proof that “in the land of the blind, the one-eyed man is king.”
Is It time to move cash off the sidelines? Video 26.05.2025 10:07
With over $7 trillion in cash on the sidelines and rates near their peak, what’s the smart move for investors? We’ll look at the Fed’s charts, past cycles, as well as potential risks and rewards.
Summer of Mortgage-backed securities? Video 23.05.2025
As 30-year mortgage rates near 7% and home prices climb, we explore the risks and opportunities in mortgage-backed securities. Why do you think these assets are so sought after?
Reshaping trade, taxes, and markets Video 14.05.2025
As the White House promotes its “one, big, beautiful” tax bill and while federal deficits could be approaching 7% of GDP, markets are constantly recalibrating. How are these policy shifts reshaping trade, taxes, and market fundamentals?
Policymakers risk falling behind the curve? Video 12.05.2025
After a period of underperformance, fixed income has staged a remarkable comeback—regaining more than half of losses since early April. What’s behind this sharp reversal, and is it the start of a lasting trend or just a temporary bounce?
POTUS 47 - Tracking the post-tariff trade Video 05.05.2025
We are almost a month out post ‘Liberation Day.’ As we pass the 100 days of the second Trump administration, C-suite leaders and investors seem to be even more uncertain about the direction of policy and the economy than ever before.
Tariffs impact on international economies Video 30.04.2025 10:11
Just about everyone is in shock and tried to digest this regime change at the IMF World Bank meeting last week. Views were all over the place, and Alejo Czerwonko, UBS’s CIO Emerging Markets was there on the front lines to capture it all.
The era of AI: Digitalization of portfolios Video 22.04.2025
In this episode, Sandy Kaul, Head of Innovation at Franklin Templeton, discusses AI and its relationship to client portfolios. What happens when they merge and what impact will that have on the role of the financial advisor?
Is market turbulence just the beginning? Video 11.04.2025 15:03
The market's verdict so far has been harsh. Two critical questions emerge: Will they trigger a recession? And can the Federal Reserve respond effectively if inflation remains elevated?
Bare down or bear "down" market? Video 08.04.2025 1:08
Bear market headlines are back in the spotlight following the latest tariff developments. While bear markets can be painful for investors with the S&P 500 declining, forward returns have historically been strong after a bear market. Find our latest insights on ubs.com/potus47.
Current trade war through an EM lens Video 08.04.2025 11:38
With US tariffs surging from 2.5% to 25%, global trade and investment flows face a historic restructuring. Through an Emerging Markets lens, how are these times affecting places around the world?
Tariffs go into effect…what’s next for fixed income? Video 04.04.2025
The word 'uncertainty' appeared 16 times in the Fed Chair's latest press conference - a fitting soundtrack for today's economic landscape. Will the Fed pivot or will they stick to their path to rate cuts?
Are megatrends rewiring global markets? Video 02.04.2025 12:52
AI, climate adaptation, and supply chain security aren't just buzzwords - they're reshaping how capital flows across borders and sectors. Why waiting for perfect clarity might mean missing the opportunity?
Tariffs - The questions no one is asking Video 28.03.2025 11:48
April 2nd marks a key date for global trade policy. As nations prepare for new potential tariff measures, financial markets continue to adjust. How could these developments impact different sectors and investment strategies?
See what's inside the 2025 Entrepreneurs report Video 26.03.2025
We’re at the midpoint of a decade that has brought solid economic growth and technological breakthroughs, but which also gave us a global pandemic and ongoing geopolitical conflicts. So what are entrepreneurs thinking about today?
Women's wealth transfer could be the "perfect storm" Video 25.03.2025 14:02
5 years from now, women will control 38% of investable assets – that’s $30 trillion in financial power. Is this the time for the SHEconomy?
The US economy and the market’s reactions Video 24.03.2025 10:35
With government debt projected to reach 160% of GDP and interest rates expected to bottom out at 4% vs. 2% - has the market misjudged the economic impact of the new administration's agenda?
Economic tides are turning — who's vulnerable? Video 21.03.2025 11:56
Today's markets might be experiencing their own slack tide — caught between strong fourth quarter growth and the potential headwinds of Trump's policies. While investors remain optimistic, tariffs, immigration restrictions, and spending cuts could be about to change the economic current.
Big shift in energy production and export Video 19.03.2025
Think of energy infrastructure as the circulatory system of the modern economy - invisible to most. As artificial intelligence accelerates electricity demand, what does it take for the nation to go from energy dependent to global leader.
Will tariffs reshape the US economy? Video 17.03.2025 11:33
While headlines focus on tariffs and trade tensions, there is another aspect to the story... reshoring. US companies are now looking to rebuild on American soil. How could this reshape portfolios and potentially redefine America's economic future?
Is the foundation of the US economy shifting? Video 14.03.2025 11:52
Credit stress is rising among younger Americans, tariff proposals could cost households over $2,000 annually and middle-income shoppers are showing new price sensitivity. How might this consumer transformation reshape markets?
Special Report: The era of AI Video 12.03.2025 15:29
In this 7th episode of “The era of AI”, we have a conversation with Ankur Crawford, Executive VP and Portfolio Manager at Alger about DeepSeek. What is the cost of AI now that other AI machine are starting to emerge?
Professor Siegel on the state of the US Markets Video 10.03.2025 12:45
From the rise of DeepSeek to the uncertain impact of tariffs, 2025's market landscape is challenging historical patterns. Are we witnessing a fundamental shift in market dynamics or just another chapter in a familiar story?
What's next with hedge funds in 2025? Video 10.03.2025 11:36
After a decade of being overshadowed by passive investing, hedge funds are showing signs of a renaissance. They provided better diversification than bonds and institutional sentiment is bullish. Is smart money rediscovering active management?
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