Burkhard Varnholt
Senior UBS investment strategist who advocates the 'Roaring Twenties' higher-for-longer market scenario and provides macro and market positioning guidance.
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Oct 28, 2025 • 11min
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)
Burkhard Varnholt, a Senior UBS investment strategist, discusses the current upward momentum in the equity markets and the controversial notion of whether we're in a bubble. He compares today's market to the late 90s TMT bubble, emphasizing that today's infrastructure mitigates systemic risks. Burkhard explains how market mechanics, like earnings and interest rates, reflect stability, and advises listeners to ignore media noise, stay invested, and seize potential near-term buying opportunities.
