Episode

Market Success Creates New Challenges

Podcast
KWM Market Minute
Published
Jun 16, 2026
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Canonical source
https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/market-success-creates-new-challenges.mp3
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https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/market-success-creates-new-challenges.mp3
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/v1/public/podcasts/kwm-market-minute-7621832/episodes/market-success-creates-new-challenges
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/podcast/kwm-market-minute-7621832/market-success-creates-new-challenges.md

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Summary

Jason discusses a market at record highs with strong earnings, easing inflation pressures, and rising economic influence. He also outlines a “Plan B” for investors - diversifying beyond tech into industrials.