# Top of the Morning: The AI Economy - A roadmap

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-the-ai-economy-a-roadmap-2
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-the-ai-economy-a-roadmap-2.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-07-20T15:36:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260720 - Top of the Morning.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260720 - Top of the Morning.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-market-moves-2992243/episodes/top-of-the-morning-the-ai-economy-a-roadmap-2
Duration seconds: 910

## Resource

As investors now operate within the AI economy, Jason Draho, Head of Asset Allocation Americas and Paul Hsiao, Senior Asset Allocation Strategist Americas, from the UBS Chief Investment Office, join to share a framework on how to navigate it. We also discuss how to assess the economic impacts of AI, along with a look at portfolio construction through an AI lens. Host: Daniel Cassidy

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/ubs-on-air-market-moves-2992243/episodes/top-of-the-morning-the-ai-economy-a-roadmap-2/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-the-ai-economy-a-roadmap-2.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.