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PODCAST

UBS Global Research Pod Hub

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

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All Episodes

29:07

What Is The Magnitude Of Europe’s Natgas Problem?

UBS Global Research Pod Hub ·

2022/08/04

Europe’s main stagflationary risk is closer to becoming a reality. In this podcast, we dive deep into the magnitude of Europe’s Natgas problem and assess its impact on European growth, inflation, and policy. *(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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12:33

What Type Of Companies Are Exposed In A Recession?

UBS Global Research Pod Hub ·

2022/07/28

Companies aren’t equally impacted by a recession. So how can you identify which type of companies might be fundamentally more exposed than others? Our latest podcast unpacks what signals and identifiers are important to pay attention to. *(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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08:32

Is the US Housing Market Headed For A Recession?

UBS Global Research Pod Hub ·

2022/07/12

Mortgage rates are rising and mortgage applications are declining. Is the US housing market headed for a recession? Could it drive the overall economy into a recession? Our US Chief Economist provides insights to these questions and more. *(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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08:20

What Is The Future Of Shopping Malls?

UBS Global Research Pod Hub ·

2022/07/07

For years, shopping malls have been coveted destinations for browsing, shopping, and socializing. Are those days behind us? Our podcast explores how shopping malls reflect the everchanging habits of consumers and how malls have been impacted by COVID-19. *(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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12:04

Introduction to Valuing Disruptive Companies

UBS Global Research Pod Hub ·

2022/06/29

How can you value disruption? Our fundamental analytics team provides a framework to valuing disruptive companies by testing the plausibility of what’s implied in the stock price. Listen to our latest podcast for an overview and walkthrough. *(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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05:53

Global Travel Update: Consumer Travel Trends in...

UBS Global Research Pod Hub ·

2022/06/24

With inflation continuing to surge, COVID-19 restrictions being lifted, and with ongoing supply and demand hurdles, how are consumers engaging with airlines and hotels? And how are current market conditions impacting pricing dynamics? *(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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07:24

Inflation Bites: Who Has The (Pricing) Power?

UBS Global Research Pod Hub ·

2022/04/28

With inflation pressures surging, why do some companies have stronger pricing power than others? What factors contribute to strong pricing power versus weak pricing power? Tune in to our latest podcast to hear answers to these questions and more. *(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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00:00

Rise of the Machines: Why should we care about the...

UBS Global Research Pod Hub ·

2022/04/26

Want to get up to speed on Internet of Things (IoT)? Hear from our APAC experts for an introduction to IoT, why we expect China’s IoT software market to accelerate strongly in the next five years, key technology drivers and more. *(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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00:00

What Is Driving Korea’s eCommerce Growth?

UBS Global Research Pod Hub ·

2022/04/13

What is driving Korea eCommerce penetration higher? What is the impact on traditional retailers? Listen to our experts address these questions and discuss why we expect fast fulfilment to become more important with rising online grocery. *(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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18:28

Introduction to Payments

UBS Global Research Pod Hub ·

2022/04/12

Our EMEA payments analyst gives an introduction to payments. What are the latest trends in the sector and how has the pandemic changed them? Listen for more candid insights. *(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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17:19

My Experience As A Rideshare Driver

UBS Global Research Pod Hub ·

2022/03/30

Our US internet analyst recounts his experience driving for some of the leading rideshare and food delivery companies. Was the sign up process arduous? How were the tips? Was the small talk awkward? Listen for more candid insights. *(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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25:31

How is the war in Ukraine impacting global economies?

UBS Global Research Pod Hub ·

2022/03/24

Our global strategy and economics team look at how the war in Ukraine is impacting global economies and markets. Listen to hear their perspectives on oil bans, sanctions, the Federal Reserve, market volatility, and more. *(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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11:56

Do Oil Prices Impact Inflation?

UBS Global Research Pod Hub ·

2022/03/21

Oil prices remain very volatile. Our Senior Economists walk through what role oil plays in the US economy, whether it poses a risk to economic growth, and how it might impact inflation. *(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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17:06

Celebrating Women’s History Month

UBS Global Research Pod Hub ·

2022/03/18

In honor of Women’s History Month, we hear from research colleagues about what celebrating women means to them, what message they would send to young women, and which inspirational women they would most like to have dinner with. *(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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10:42

How are WFH trends impacting how businesses think of...

UBS Global Research Pod Hub ·

2022/02/02

In 2022, global office markets continue to be disrupted by WFH trends. Listen to UBS real estate analysts Charles Boissier & Mark Leung discuss the major themes they are seeing in the transformation of the conventional office space. *(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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19:22

How Are People Traveling in the US?

UBS Global Research Pod Hub ·

2022/01/31

Are travel numbers back to pre-COVID-19 levels? Are people still staying in hotels, flying in planes and taking cruises for vacation? Tune in to hear our experts talk about the travel landscape and the pace at which it’s recovering. *(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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09:02

Introduction to Carbon Investing

UBS Global Research Pod Hub ·

2021/12/06

How should investors think about carbon investing? What is your approach to identifying stocks with strong potential? Tune into our latest podcast to learn about the influence sustainability has on quantitative investing. *(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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27:45

What Do We Expect In 2022 For The US Economy?

UBS Global Research Pod Hub ·

2021/11/26

Our US Economics team has a lot to say about their outlook on the 2022 economy. Tune into our latest podcast to hear them discuss inflation, job growth, the Fed and the implications recent fiscal packages may have on the deficit. (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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07:54

Thoughts After COP26

UBS Global Research Pod Hub ·

2021/11/19

How did the 2021 COP summit differ from previous years? Why is there growing attention on nature-based solutions for climate change? UBS ESG Research experts Julie Hudson & Vicki Kalb discuss these questions and other key takeaways from COP26. + *(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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17:51

Inflation in 15 Minutes

UBS Global Research Pod Hub ·

2021/11/03

How should we think about the current state of inflation? Is high inflation already destroying demand? Will it turn the ECB & the Fed more hawkish? Listen to UBS Chief Strategist talk with global economists on everything inflation related. *(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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132 results

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