{"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-3","published_at":"2026-07-17T13:05:00+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-3","show_page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243","url":"https://www.ubs.com/content/dam/podcasts/wma/260716%20-%20Top%20of%20the%20Morning_Equities.mp3","audio_url":"https://www.ubs.com/content/dam/podcasts/wma/260716%20-%20Top%20of%20the%20Morning_Equities.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 updates on the three bull market growth drivers, shares expectations for the Q2 corporate earnings season, reviews positioning preferences and risk considerations. Plus, a look at performance of non-US equity markets. 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":1059,"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-3/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-3.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}