# UBS On-Air: House View Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249 Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249.md RSS feed: https://www.ubs.com/us/en/wealth-management/insights/podcasts/_jcr_content/root/contentarea/mainpar/toplevelgrid_1112494256/col_1/tabteaser/tabteasersplit_1791896752/innergrid_208717120/col_1/responsivepodcast_co.itunes.xml Official site: https://www.ubs.com/us/en/wealth-management/insights/podcasts.html Author: Podcast owner Episodes: 56 ## Resource House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249 Markdown: https://stenobird.com/podcast/ubs-on-air-house-view-2992249.md ## Episodes - [House View Daily | Semis sell-off highlights broader equity opportunities](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-semis-sell-off-highlights-broader-equity-opportunities) — 2026-07-28T09:58:11+00:00 - [CIO Live Global | Ensure portfolio resilience to navigate uncertainty](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/cio-live-global-ensure-portfolio-resilience-to-navigate-uncertainty) — 2026-07-24T10:29:06+00:00 - [CIO Live Global | Testing the rally](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/cio-live-global-testing-the-rally) — 2026-07-23T13:51:59+00:00 - [House View Daily | Add quality bonds as yields should fall](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-add-quality-bonds-as-yields-should-fall) — 2026-07-23T09:50:54+00:00 - [House View Daily | Big tech earnings to test the AI trade](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-big-tech-earnings-to-test-the-ai-trade) — 2026-07-22T10:18:31+00:00 - [House View Daily | Stocks have room to move up despite risks](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-stocks-have-room-to-move-up-despite-risks) — 2026-07-20T10:24:00+00:00 - [House View Daily | Stocks have room to move up despite risks](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-stocks-have-room-to-move-up-despite-risks-2) — 2026-07-20T10:23:45+00:00 - [House View Daily | Broad global earnings strength should support equities](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-broad-global-earnings-strength-should-support-equities) — 2026-07-17T10:25:39+00:00 - [House View Daily | Understanding semis volatility](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-understanding-semis-volatility) — 2026-07-16T10:50:01+00:00 - [House View Daily | Strong earnings should drive US equities higher](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-strong-earnings-should-drive-us-equities-higher) — 2026-07-15T11:15:36+00:00 - [House View Daily | Inflation data and Warsh in focus as yields rise](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-inflation-data-and-warsh-in-focus-as-yields-rise) — 2026-07-14T10:21:58+00:00 - [House View Daily | US-Iran tensions reinforce the case for portfolio resilience](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-us-iran-tensions-reinforce-the-case-for-portfolio-resilience) — 2026-07-13T15:58:31+00:00 - [House View Daily | Maintain diversification amid renewed US-Iran tensions](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-maintain-diversification-amid-renewed-us-iran-tensions) — 2026-07-08T13:37:12+00:00 - [House View Daily | Diversify equity exposure as market leadership broadens](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-diversify-equity-exposure-as-market-leadership-broadens-2) — 2026-07-07T11:16:34+00:00 - [House View Daily | Diversify equity exposure as market leadership broadens](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-diversify-equity-exposure-as-market-leadership-broadens) — 2026-07-07T11:16:00+00:00 - [House View Daily | Navigate AI volatility with diversification and selectivity](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity-2) — 2026-07-06T11:02:09+00:00 - [House View Daily | Navigate AI volatility with diversification and selectivity](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity) — 2026-07-06T11:02:00+00:00 - [House View Daily | Consider broad commodity exposure in portfolios](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-consider-broad-commodity-exposure-in-portfolios-2) — 2026-07-03T10:13:35+00:00 - [House View Daily | Consider broad commodity exposure in portfolios](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-consider-broad-commodity-exposure-in-portfolios) — 2026-07-03T10:13:00+00:00 - [House View Daily | Warsh’s focus on price stability does not point to rate hikes](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-warsh-s-focus-on-price-stability-does-not-point-to-rate-hikes-2) — 2026-07-02T12:54:59+00:00 - [House View Daily | Warsh’s focus on price stability does not point to rate hikes](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-warsh-s-focus-on-price-stability-does-not-point-to-rate-hikes) — 2026-07-02T12:54:00+00:00 - [House View Daily | Stock outlook remains positive after a strong 2Q](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-stock-outlook-remains-positive-after-a-strong-2q-2) — 2026-07-01T09:47:37+00:00 - [House View Daily | Stock outlook remains positive after a strong 2Q](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-stock-outlook-remains-positive-after-a-strong-2q) — 2026-07-01T09:47:00+00:00 - [House View Daily | Why the rotation into health care may have room to run](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-why-the-rotation-into-health-care-may-have-room-to-run-2) — 2026-06-30T09:23:00+00:00 - [House View Daily | Why the rotation into health care may have room to run](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-why-the-rotation-into-health-care-may-have-room-to-run) — 2026-06-30T09:22:00+00:00 - [House View Daily | Monitoring AI risks amid volatility](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-monitoring-ai-risks-amid-volatility-2) — 2026-06-29T11:35:02+00:00 - [House View Daily | Monitoring AI risks amid volatility](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-monitoring-ai-risks-amid-volatility) — 2026-06-29T11:34:00+00:00 - [House View Daily | Oil’s path is not a one-way Strait](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-oil-s-path-is-not-a-one-way-strait-2) — 2026-06-26T11:07:08+00:00 - [House View Daily | Oil’s path is not a one-way Strait](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-oil-s-path-is-not-a-one-way-strait) — 2026-06-26T11:06:00+00:00 - [House View Daily | Why gold could stage a rebound](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-why-gold-could-stage-a-rebound-2) — 2026-06-25T11:37:18+00:00 - [House View Daily | Why gold could stage a rebound](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-why-gold-could-stage-a-rebound) — 2026-06-25T11:37:00+00:00 - [House View Daily | Equities can move higher despite tech sell-off](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-equities-can-move-higher-despite-tech-sell-off-2) — 2026-06-24T11:57:24+00:00 - [House View Daily | Equities can move higher despite tech sell-off](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-equities-can-move-higher-despite-tech-sell-off) — 2026-06-24T11:57:00+00:00 - [House View Daily | Why we think a Fed hike remains unlikely](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-why-we-think-a-fed-hike-remains-unlikely) — 2026-06-23T10:32:15+00:00 - [House View Daily | Record equity issuance shouldn't be a headwind for equity markets](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-record-equity-issuance-shouldn-t-be-a-headwind-for-equity-markets) — 2026-06-22T09:20:25+00:00 - [House View Daily | Why we believe equities can still move higher](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-why-we-believe-equities-can-still-move-higher) — 2026-06-19T09:41:07+00:00 - [House View Daily | Warsh era starts on a hawkish note](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-warsh-era-starts-on-a-hawkish-note) — 2026-06-18T10:01:00+00:00 - [House View Daily | Markets on Warsh watch](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-markets-on-warsh-watch) — 2026-06-17T10:11:00+00:00 - [House View Daily | What tighter US frontier model rules could mean for the AI trade](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-what-tighter-us-frontier-model-rules-could-mean-for-the-ai-trade) — 2026-06-16T11:28:00+00:00 - [House View Daily | US-Iran deal raises market optimism](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-us-iran-deal-raises-market-optimism) — 2026-06-15T10:59:00+00:00 - [House View Daily | Volatility in AI and tech do not derail the investment thesis](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-volatility-in-ai-and-tech-do-not-derail-the-investment-thesis) — 2026-06-12T10:38:00+00:00 - [House View Daily | Markets should overcome near-term headwinds](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-markets-should-overcome-near-term-headwinds) — 2026-06-11T09:35:00+00:00 - [House View Daily | Renewed tech selling leads markets lower](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-renewed-tech-selling-leads-markets-lower) — 2026-06-10T09:48:00+00:00 - [House View Daily | Health care offers more than a defensive role in portfolios](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-health-care-offers-more-than-a-defensive-role-in-portfolios) — 2026-06-09T10:47:00+00:00 - [House View Daily | Equities fall on tech pressures](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-equities-fall-on-tech-pressures) — 2026-06-08T13:52:00+00:00 - [Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-davos-takeaways-greenland-government-shutdown) — 2026-01-23T19:17:01+00:00 - [Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-healthcare-defense-congressional-stock-trading) — 2025-12-12T15:31:42+00:00 - [Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-russia-ukraine-venezuela-congressional-agenda) — 2025-12-02T14:44:43+00:00 - [Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-election-day-ieepa-hearing-government-shutdown) — 2025-11-06T19:19:19+00:00 - [Washington Weekly Podcast: Government shutdown update, US-China trade talks](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-government-shutdown-update-us-china-trade-talks) — 2025-10-15T15:08:39+00:00 - [Washington Weekly Podcast: Government shutdown, U.S. Drug Pricing](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-government-shutdown-u-s-drug-pricing) — 2025-10-01T15:14:08+00:00 - [Washington Weekly Podcast: Russia-Ukraine, DC crime reduction, Congressional fall preview](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-russia-ukraine-dc-crime-reduction-congressional-fall-preview) — 2025-08-27T16:32:04+00:00 - [Washington Weekly Podcast: Trade deals, Congressional redistricting, Early recess](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-trade-deals-congressional-redistricting-early-recess) — 2025-07-24T18:20:20+00:00 - [Washington Weekly Podcast: Crypto week, Tariffs, Russia-Ukraine](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-crypto-week-tariffs-russia-ukraine) — 2025-07-16T13:47:27+00:00 - [Washington Weekly Podcast: Middle East, NATO, Reconciliation package, Genuis Bill](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-middle-east-nato-reconciliation-package-genuis-bill) — 2025-06-26T19:42:46+00:00 - [Washington Weekly Podcast: Middle East, Capitol Hill, US-China trade & more](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-middle-east-capitol-hill-us-china-trade-more) — 2025-06-13T17:38:22+00:00 - [Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/top-of-the-morning-potus-47-has-the-worst-of-the-tariff-threat-passed) — 2025-06-05T17:23:54+00:00 - [Washington Weekly Podcast: Trade update, Russia-Ukraine, Capitol Hill roundup](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-trade-update-russia-ukraine-capitol-hill-roundup) — 2025-05-29T19:08:14+00:00 - [Washington Weekly Podcast: Middle East trip, China trade, Tax legislation](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-middle-east-trip-china-trade-tax-legislation) — 2025-05-12T17:53:18+00:00 - [Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-first-100-days-reconciliation-bill-russia-ukraine) — 2025-05-02T15:33:09+00:00 - [Washington Weekly Podcast: Tariff developments, Budget resolution & more](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-tariff-developments-budget-resolution-more) — 2025-04-10T18:16:46+00:00 - [Washington Weekly Podcast: Latest on tariffs, Signal, Geopolitics roundup](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-latest-on-tariffs-signal-geopolitics-roundup) — 2025-03-31T14:38:55+00:00 - [Washington Weekly Podcast: Latest on Gov’t funding, Tariffs, Ukraine, CHIPS Act](https://stenobird.com/podcast/ubs-on-air-house-view-2992249/washington-weekly-podcast-latest-on-gov-t-funding-tariffs-ukraine-chips-act) — 2025-03-13T19:32:29+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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