{"podcast":{"title":"UBS On-Air: Market Moves","slug":"ubs-on-air-market-moves-2992243","podcast_index_feed_id":2992243,"rss_url":"https://www.ubs.com/us/en/wealth-management/insights/podcasts/_jcr_content/root/contentarea/mainpar/toplevelgrid_1112494256/col_1/tabteaser/tabteasersplit/innergrid/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/podcasts/wma/Image/UBS_On-Air_Podcast_Logo-2.png","author":"Podcast owner","episode_count":300,"summary":"UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior","last_synced_at":"2026-07-28T08:17:13.858505+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243"},"episode":{"title":"Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook","slug":"top-of-the-morning-cio-equity-pulse-monthly-performance-update-outlook-2","published_at":"2026-06-19T18:23:00+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-equity-pulse-monthly-performance-update-outlook-2","show_page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243","url":"https://www.ubs.com/content/dam/podcasts/wma/260618%20-%20Top%20of%20the%20Morning_Equity%20pulse.mp3","audio_url":"https://www.ubs.com/content/dam/podcasts/wma/260618%20-%20Top%20of%20the%20Morning_Equity%20pulse.mp3","summary":"Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David discusses how much new equity issuance there could be this year from both IPOs and existing companies, explains CIO’s continued positive outlook for US equities, and how he’s thinking about monetary policy under Fed Chairman Kevin Warsh. Host: Daniel Cassidy","meta_description":"Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk…","key_points":[],"chapters":[],"topics":[],"duration_seconds":991,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/ubs-on-air-market-moves-2992243/episodes/top-of-the-morning-cio-equity-pulse-monthly-performance-update-outlook-2/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-market-moves-2992243/top-of-the-morning-cio-equity-pulse-monthly-performance-update-outlook-2.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}