UBS On-Air: Market Moves A Conversation with Solita Marcelli and Jeffrey Gundlach
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May 24, 2024 UBS On-Air: Market Moves presents a conversation with Solita Marcelli, CIO Americas of UBS, and Jeffrey Gundlach, CEO of DoubleLine. They discuss macroeconomic landscape, historical cycles, geopolitical dynamics in Ukraine and Israel, credit market landscape, navigating the tech bubble, and speculations on the upcoming elections and US role in global affairs.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Macroeconomic Landscape Amid Unprecedented Money Printing
03:10 • 15min
Exploring Historical Cycles and Societal Transformations
18:35 • 6min
Complex Geopolitical Dynamics in Ukraine and Israel
24:27 • 3min
Navigating the Credit Market Landscape
27:50 • 16min
Navigating the Tech Bubble: Lessons in Investing and Risk Management
43:59 • 6min
Speculations on the Elections and US Role in Global Affairs
49:46 • 3min