{"podcast":{"title":"UBS On-Air: House View","slug":"ubs-on-air-house-view-2992249","podcast_index_feed_id":2992249,"rss_url":"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","website_url":"https://www.ubs.com/us/en/wealth-management/insights/podcasts.html","image_url":"https://www.ubs.com/content/dam/assets/wma/us/ubs-studios/channel.png","author":"Podcast owner","episode_count":56,"summary":"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","last_synced_at":"2026-07-28T20:18:02.854486+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-house-view-2992249"},"episode":{"title":"House View Daily | Navigate AI volatility with diversification and selectivity","slug":"house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity","published_at":"2026-07-06T11:02:00+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity","show_page_url":"https://stenobird.com/podcast/ubs-on-air-house-view-2992249","url":"https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%206%20July%202026.mp3","audio_url":"https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%206%20July%202026.mp3","summary":"We remain constructive on the AI theme, but the market narrative is gradually shifting from strong near-term growth to the durability of spending beyond 2027. Investors should ensure diversification and selectivity in their exposure.","meta_description":"We remain constructive on the AI theme, but the market narrative is gradually shifting from strong near-term growth to the durability of spending beyond 2…","key_points":[],"chapters":[],"topics":[],"duration_seconds":490,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-navigate-ai-volatility-with-diversification-and-selectivity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}