All Episodes
UBS Global Research Pod Hub — 144 episodes
Beyond the final whistle: Turning sporting moments into lasting growth
Quantum computing and AI: how close are we to real-world impact?
Powering the grid: How battery storage is reshaping energy markets
Under the Hood of the Electric Vehicle Revolution: Are We There Yet?
A‑Shares vs H‑Shares: The essential guide to China’s equity markets
Time tested investment lessons: What 100 years of market data teaches us
Analyst playbook: How is machine learning reshaping equity research?
AI in banking: Benefits, barriers and breakthroughs
Making sense of China’s Outlook
Food by 2040: The personalised Nutrition Revolution
Breaking down quantum computing – Building towards implementation
Breaking down quantum computing – bit by bit
What is driving the comeback story in biopharma?
More athletics, less alcohol: Key trends in health & wellness
Analyst Playbook: The evolving role of data and statistics in research
AI, Data Centres and the Energy Transition: What Investors Need to Know
Global Economics and Market Outlook 2026-2027
Uncovering China’s Healthcare Boom
From cowboys to civil rights: Essential reads from the UBS Head of Americas Research
No Driver Needed: China’s Robotaxi Boom
Private Markets: Are we witnessing an inflection point?
From AI to Shackleton: Essential summer reads from the UBS Head of EMEA Research
Making sense of China’s surging exports
One Billion Robots: When Science-fiction meets reality
APAC Data Centers: Understanding the current market and investment implications
Deep Speak: How can AI analyse the tone and sentiment of central banks?
Unlocking tomorrow: Highlights from the AIC 2025
One Month On: Assessing the Impact of Trump’s Tariffs
Global Investment Returns Yearbook 2025 – Now with 125 years of data
The World in 2035: Gen Alpha
How could global warming impact the travel industry?
Are we at the tipping point for software led payments in Europe?
2025/6 Global Outlook - Part Two: The Key Market Calls
How significant is China’s latest economic stimulus?
2025/6 Global Outlook - Part One: The Key Economics Calls
Lessons from the shift in the global manufacturing supply chain
Welcome to UBS Global Research Pod Hub
Votes, Bots & Buying
Will a Fed cut lead to an equity market rally?
Europe's Demographic Challenge
CIO Unfiltered: Sonja Laud, LGIM
The Future of Cities
Can we unlock the mind?
UK: What to watch ahead of the election
The eCommerce Migration
Deep Dive into Data Centers
How does the Middle East China relationship change the global energy sector?
State of the US Economy – Where to from here?
How similar is today's rally to the 1990s bull run?
Deep Dive: Is Inflation’s Decline Over – I: US
Will Trump 2.0 play out like Trump 1.0 did?
Our 2024 European Equities Outlook
Are there Hidden Risks in your Portfolio? A Machine Learning Approach
Which commodities win in the net zero transition?
2024 Global Outlook - Part Two: What are the Key Trades and Market Calls?
2024 Global Outlook - Part One: What are the Key Economics Calls?
Key implications for luxury brands from the recent China luxury trip
Why are real rates so high?
Why are we still forecasting a US recession?
Where things stand for ECB and the digital euro
US economy – Give up on the recession call?
UK’s economy – What to expect in the near future?
Who benefits from Asia's supply chain shifts?
Let's talk GEMs – China macro special edition
US Economy – Hard or Soft Landing?
How Can The International Maritime Organization Achieve Net Zero by 2050?
How Does Generative AI Impact ESG Considerations?
How Does Generative AI Impact Media Companies?
How Does Generative AI Impact Insurance Companies?
How Do Student Loans Impact Consumer Spending?
Recession Watch II: What Shakes the Credit Markets?
Recession Watch: How are US Consumers Spending Their Money?
Decarbonizing the shipping industry: what will it cost?
How sticky is global inflation?
Are Global Labor Markets Cooling Off?
China Reopening (Part II): EU/US – Where is it priced, and where is it not?
How Have US Bank Failures Impacted Credit Tightening?
Decoding Global Emerging Markets: US Economy Edition
EV Charging Infra a $60B Opportunity
Trending themes in APAC: Part One
China Reopening: APAC – Where is it priced, and where is it not?
Who holds all the 'extra' cash savings in Australia?
Will Chinese carmakers be a winner in the new software era?
Introduction to ChatGPT: Generative AI
Global Economics & Markets Outlook – The Big Calls
Australian Macro Update - Q3 GDP print
Equities Outlook in 2023
Is Inflation Moving Structurally Higher?
Simplifying the Inflation Reduction Act
What Is The Future Of Transport?
How To Navigate The Bond Market Now?
Unpacking the US Tech Meltdown
Where Will Inflation Finally Land?
What Is The Magnitude Of Europe’s Natgas Problem?
What Type Of Companies Are Exposed In A Recession?
Is the US Housing Market Headed For A Recession?
What Is The Future Of Shopping Malls?
Introduction to Valuing Disruptive Companies
Global Travel Update: Consumer Travel Trends in Europe and Asia
Inflation Bites: Who Has The (Pricing) Power?
Rise of the Machines: Why should we care about the Internet of Things?
What Is Driving Korea’s eCommerce Growth?
Introduction to Payments
My Experience As A Rideshare Driver
Do Oil Prices Impact Inflation?
Celebrating Women’s History Month
How are WFH trends impacting how businesses think of office space?
How Are People Traveling in the US?
Introduction to Carbon Investing
Thoughts After COP26
What Do We Expect In 2022 For The US Economy?
Inflation in 15 Minutes
The Pathway to Decarbonization for the Chemical Industry
Understanding the Intangibles on Balance Sheets and How they Impact Value
Introduction to Emerging Market Equity Investing
The Future of Low Carbon Hydrogen
How Are Females Impacting Consumption Trends in China?
How Can the Scientific Method Elevate Equity Research?
Introduction to Forecasting and Modeling Taxes
Introduction to the LatAm Commodity Market
What is the Future of Space Tourism?
How are Smart Wireless Headphones Evolving?
How has the Pandemic Impacted the Restaurant Industry?
The Future of Leisure and Travel
Alcohol - What and where are consumers drinking?
Introduction to the Credit Market
Why are ESG scores and ratings so widely used?
Could Buying Fewer Clothes Help Slow Climate Change?
An introduction to China 360 - Insights from the ground up
How Will $140tn be Spent on Achieving Net Zero Emissions?
The Three Pillars of Financial Modelling
Introduction to Millennials Purchasing Behaviors
Introduction to the Phillips Curve
Always Think of Valuations in Terms of Probability Distributions
Introduction to the Rise of Retail Investors
What is the Path to Decarbonized Transportation?
Three is a crowd - DCF, multiples or both?
Talking 5G - Where are we vs. the Hype?
How Could Supersonic Jets Transform the Travel Industry?
Bird's Eye View of the Global Airline Industry
Introduction to ESG Investing
Navigating the Current EV Landscape
Looking Ahead to the 2021 Global Economy
When Does a Balance Sheet Need to Balance?