The Bulletin With UBS podcast

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Black Mirror Season 7 28:30

12 päivää sitten28:30

Toista Myöhemmin

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28:30

We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…

The Bulletin with UBS

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Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.

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The Bulletin with UBS

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updated 2 päivää sitten

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The Bulletin with UBS

1
What makes a reserve currency? 19:43

2 päivää sitten19:43

19:43

While the US dollar has been the dominant – but not the only – reserve currency since 1947, its role has been eroded as other currencies have gained market share. UBS’s Paul Donovan explains what might happen next. See omnystudio.com/listener for privacy information.

The Bulletin with UBS

1
The Art Basel and UBS Global Art Market Report 2025 27:25

10 päivää sitten27:25

27:25

The ninth annual Art Basel and UBS Global Art Market Report, compiled by Dr Clare McAndrew of Arts Economics, provides a comprehensive, macroeconomic analysis of the state of the global art market in the past year. It examines the industry’s various segments, including galleries, dealers, auction houses and art fairs, and assesses their performance against the backdrop of changes in global economics and wealth. We hear from McAndrew, Art Basel CEO, Noah Horowitz, and Paul Donovan of UBS. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
Trump’s trade war 21:55

17 päivää sitten21:55

21:55

Donald Trump’s tariffs amount to a generational shift in US economic policy, with the measures bringing the effective tariff rate on imports into the US to its highest level in at least 100 years. Markets have since been digesting the fallout, with equities dropping sharply, bonds and gold rallying, and the US dollar depreciating against most major currencies. We’re joined by Kurt Reiman, head of fixed income at UBS in New York, to consider the outlook from here, discuss the effects on economies and markets, and ponder – as ever – what smart investors should do. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
Gender-lens investment special 21:47

24 päivää sitten21:47

21:47

We are joined by the authors of a new UBS report that takes a detailed look at the state of women in the world, gauging gender-equality progress thus far and seeking to understand the remaining barriers. “Gender-Lens Investment: The State of Women in 2025” explores how investors can continue to intentionally align their capital in ways that dislodge the barriers that women face and promote the realisation of their full potential. Amantia Muhedini and Antonia Sariyska of the UBS Global Wealth Management CIO join to discuss. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
Can gold shine brighter still? 10:49

4 weeks sitten10:49

10:49

Gold prices soared to another all-time high this week, breaking through the $3,000 per ounce barrier. With the price having reached UBS Global Wealth Management CIO’s long-held target, can it continue to rally? Wayne Gordon, managing director in the UBS CIO in Singapore, joins us to discuss what’s next. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
‘Global Investment Returns Yearbook 2025’ 26:19

5 weeks sitten26:19

26:19

This annual guide to historical long-run returns is put together by UBS Investment Bank and UBS Global Wealth Management’s Chief Investment Office, in partnership with Professor Paul Marsh and Dr Mike Staunton of the London Business School and Professor Elroy Dimson of the University of Cambridge. The latest edition explores how 125 years of historical data can provide crucial insights for the future. Featuring Marsh, Kiran Ganesh and Tim Ramskill. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
What’s next for Germany? 16:21

6 weeks sitten16:21

16:21

With the post-election direction of political travel more clear, and with chancellor-elect Friedrich Merz having already outlined plans for a major boost in defence and infrastructure spending, what will this mean for investor confidence? Featuring Maximilian Kunkel, strategist at UBS Switzerland; and Sam Adams, economist for UBS in London. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
International Women’s Day edition 26:46

7 weeks sitten26:46

26:46

To mark International Women’s Day, we hear from four inspirational female leaders in finance. They discuss gender-lens investing, the rise of female-controlled wealth and its effects on broader economics, and the challenges facing female founders seeking to raise capital. Featuring (above left to right) Anouk Hilti-Zingg of Assarée; Julia Rees Toader of independent portfolio advisory firm Princes Capital; Lu Zhang, founder and managing partner of Fusion Fund; and Ana Mahony, CEO of Addition Wealth. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
Longer-term investments: security and safety 18:50

8 weeks sitten18:50

18:50

A focus on long-term structural developments influenced by technological advancement, resource scarcity and societal changes. We discuss the topics of security and safety with UBS Global Wealth Management equity analyst Achille Monnet, and head of longer-term investment themes, Alexander Stiehler. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
Tariffs, trade and China’s ‘disappearing’ exports 17:46

9 weeks sitten17:46

17:46

When looking at trade between two countries, the value of exports should be lower than the value of imports. In recent years the value of China’s exports to the US has exceeded the value of US imports from China. Why is this happening? As UBS Global Wealth Management chief economist Paul Donovan explains, this doesn’t necessarily mean that there’s a ‘Bermuda Triangle’ affecting US-bound Chinese cargo vessels. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
The UBS ‘Global Entrepreneur Report’ 15:21

10 weeks sitten15:21

15:21

Exploring the findings of the new ‘Global Entrepreneur Report’ with Kiran Ganesh, head of investment communications in UBS Global Wealth Management. This is the first UBS report which has actively surveyed the opinions of entrepreneurs in the bank’s client base and its Industry Leader Network. The solicited views cover a wide range of key developments that might shape the growth of both industries and personal wealth. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
The future of women’s wealth 16:02

11 weeks sitten16:02

16:02

Insights on the future of women’s wealth from the Equality Lounge at The World Economic Forum’s annual meeting in Davos. Emma Wheeler, head of the Women’s Wealth programme at UBS Global Wealth Management, joins the show to discuss how to better unlock investment potential for female founders and to consider the role of women within the unprecedented transfer of wealth currently happening across genders and generations. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
The threat of ‘scapegoat economics’ 14:36

12 weeks sitten14:36

14:36

The theme of The World Economic Forum annual meeting this year was “Collaboration for the Intelligent Age”. UBS Global Wealth Management chief economist Paul Donovan joins us to look back on the week and to discuss the threat posed by “scapegoat economics”. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
The UBS Billionaire Ambitions Report 16:41

13 weeks sitten16:41

16:41

We explore the latest edition of the longest-running and most comprehensive study of billionaire wealth. The 10th iteration tracks the wealth of more than 2,500 billionaires across the Americas, EMEA and APAC. As part of its research, UBS also conducted an online survey of the views of a sample of billionaire clients across the world. So what are some of the key discoveries? We discuss the report with Maximilian Kunkel, chief investment officer for global family and institutional wealth at UBS Global Wealth Management. See omnystudio.com/listener for privacy information.…

The Bulletin with UBS

1
Mark Haefele on ‘The New Rules of Investing’ 16:41

14 weeks sitten16:41

16:41

In this special edition, UBS global wealth management chief investment officer Mark Haefele discusses his new book, ‘The New Rules of Investing: Essential Wealth Strategies for Turbulent Times’. Co-written with Richard C Morais, the volume outlines Haefele’s view that new developments in everything from global affairs to demographics and technology mean that we need to change the way we think about investing. See omnystudio.com/listener for privacy information.…

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