With continuing uncertainty and volatility prompted by Trump, trade, tariffs and more, Paul Donovan of UBS tracks the latest economic and geopolitical developments in order to help investors stay focused.See omnystudio.com/listener for privacy information.
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18:12
Trump’s first 100 days
US presidents are always in a hurry to advance their agenda but Trump’s actions so far suggest an even greater sense of urgency. UBS’s Kurt Reiman discusses the president’s first 100 days in office.See omnystudio.com/listener for privacy information.
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20:42
Artificial intelligence: Beyond the Big Four
Are artificial intelligence-industry fundamentals more resilient than recent market volatility might suggest? Sundeep Gantori, UBS CIO equity strategist, joins us from Singapore to discuss the opportunity.See omnystudio.com/listener for privacy information.
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14:09
What makes a reserve currency?
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.
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19:43
The Art Basel and UBS Global Art Market Report 2025
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.
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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