How should I be positioned? with Dr. David Kelly (JPMorgan Asset Management) and Jason Draho (UBS CIO)

UBS On-Air: Market Moves
06/11/2025 23 min

Listen "How should I be positioned? with Dr. David Kelly (JPMorgan Asset Management) and Jason Draho (UBS CIO)"

Descargar episodio

Episode Synopsis

Jason is joined in studio by Dr. David Kelly for an engaging conversation about the potential path forward for monetary policy, the state of the U.S. economy, equity market valuations, and asset allocation considerations. Featured are Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team at JPMorgan Asset Management, and Jason Draho, Head of Asset Allocation Americas at the UBS Chief Investment Office. Host: Daniel Cassidy

More episodes of the podcast UBS On-Air: Market Moves

Across the Pond: Bubble fears meet FOMO 07/11/2025
UBS On-Air: Paul Donovan Daily Audio 'Trade trends?' 07/11/2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 50) 06/11/2025
UBS On-Air: Paul Donovan Daily Audio 'The Supremes' 06/11/2025
Top of the Morning: Year-end planning priorities - Retirement and tax strategies 05/11/2025
UBS On-Air: Paul Donovan Daily Audio 'Talk and taxes' 05/11/2025
Top of the Morning: POTUS 47 - IEEPA hearing, Election Day, Government shutdown 04/11/2025
UBS On-Air: Paul Donovan Daily Audio 'Credit where credit’s due?' 04/11/2025
House Call: Talking Equity Markets with UBS Asset Management 03/11/2025
Top of the Morning: CEO Macro Briefing Book - 4Q25 update 03/11/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA