UBS On-Air: Market Moves

podcast.email@ubs.com

For verified host and producer emails, sign up to view.

Washington Weekly Podcast: Housing bill, Primary elections, US-Iran update

June 26, 2026

Shane drops by to reflect on this week’s primary election results and highlight implications to the midterms in November. We also discuss whether the US and Iran can finalize a deal over the next 60 days to end the conflict. Plus, a look at this week’s legislative developments and gridlock around a housing and voting bill.

UBS On-Air: Paul Donovan Daily Audio 'Tech vibes'

June 26, 2026

Technology stocks have had another episode of weakness, with trading in the South Korean market suspended after an 8% decline. This is still not enough to change perceptions of consumer spending —yesterday’s US data was a reminder that monthly cash savings have provided the resources to support consumer spending. However, a moderation of real world investment in tech does have economic implications, not least because tech investment has cannibalized non-tech investment.

Landscape for Net-lease Investing with Gary Rozier (Blue Owl) & Jon Woloshin (UBS CIO)

June 25, 2026

Gary Rozier, Senior Managing Director and member of the Real Assets Management Team at Blue Owl Capital is hosted by Jon Woloshin, UBS CIO Americas Real Estate & Lodging Equity Strategist, at the 1285 podcast studio in New York for a wide-ranging conversation on the landscape for net-lease Investing. Gary and Jon discuss key considerations for net-lease investors, the types of properties best suited for a triple net-lease structure, among other timely topics in this space.