{"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: Fixed Income Strategist - The Lending Powering AI Investment","slug":"top-of-the-morning-fixed-income-strategist-the-lending-powering-ai-investment","published_at":"2026-06-14T14:09:00+00:00","page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-fixed-income-strategist-the-lending-powering-ai-investment","show_page_url":"https://stenobird.com/podcast/ubs-on-air-market-moves-2992243","url":"https://www.ubs.com/content/dam/podcasts/wma/260612%20-%20Top%20of%20the%20Morning.mp3","audio_url":"https://www.ubs.com/content/dam/podcasts/wma/260612%20-%20Top%20of%20the%20Morning.mp3","summary":"We discuss the factors that have led to a pronounced repricing of US interest rates, an outlook for monetary policy, and CIO’s current fixed income positioning recommendations. Plus, a look at the lending that is powering AI investment, and the implications to credit markets. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and Barry McAlinden, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy","meta_description":"We discuss the factors that have led to a pronounced repricing of US interest rates, an outlook for monetary policy, and CIO’s current fixed income positi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1140,"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-fixed-income-strategist-the-lending-powering-ai-investment/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-fixed-income-strategist-the-lending-powering-ai-investment.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}