{"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 Strategy Snapshot - Midsummer market assessment","slug":"top-of-the-morning-cio-strategy-snapshot-midsummer-market-assessment","published_at":"2026-07-27T18:06:00+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-midsummer-market-assessment","show_page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243","url":"https://www.ubs.com/content/dam/podcasts/wma/260727 - Top of the Morning.mp3","audio_url":"https://www.ubs.com/content/dam/podcasts/wma/260727 - Top of the Morning.mp3","summary":"As we approach the middle of the summer, investors continue to deal with a number of pesky market risks, including the prospect of the Fed hiking rates, a resumption of hostilities between the US and Iran, a new wave of tariffs, and ongoing concerns about AI capex spending. Yet through all of that the S&P 500 has been relatively steady. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, joins to assess the current market environment, and shares CIO’s positioning recommendations. Host: Daniel Cassidy","meta_description":"As we approach the middle of the summer, investors continue to deal with a number of pesky market risks, including the prospect of the Fed hiking rates, a…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1130,"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-strategy-snapshot-midsummer-market-assessment/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-strategy-snapshot-midsummer-market-assessment.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}