# Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 67)

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/viewpoints-with-burkhard-varnholt-a-global-markets-podcast-ep-67
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/viewpoints-with-burkhard-varnholt-a-global-markets-podcast-ep-67.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-07-23T15:56:30+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260723-Viewpoints_podcast.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260723-Viewpoints_podcast.mp3
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Duration seconds: 753

## Resource

As the summer season continues, Burkhard shares his thoughts on recent trends across global equity markets by outlining the factors behind volatility and what might support a recovery. Plus, some takeaways from a recent visit to Qatar as the US-Iran conflict persists and oil is once again on the rise. We conclude with some final thoughts on the World Cup and the tournament’s outcome this past weekend.

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## Transcript

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