
How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
Comparing Economic Indicators: Past and Present
Exploration of parallels between historical events like the breakdown of the Bretton Woods agreement and current geopolitical issues such as Russia's sanctions. Analysis of market actions, gold prices, central bank behavior, and potential shifts in the global financial structure. Examination of capital allocation in equities and bonds, emphasizing the impact of fiscal policies and the valuation disparities between U.S. and international equities.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.