Jeremy Zirin
Senior Portfolio Manager and Head of the Private Client U.S. Equity Team at UBS Asset Management, providing the episode's market outlook and equity commentary based on his House View responsibilities.
Top 5 podcasts with Jeremy Zirin
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Nov 3, 2025 • 20min
House Call: Talking Equity Markets with UBS Asset Management
In this episode, Jeremy Zirin, a Senior Portfolio Manager at UBS Asset Management, offers keen insights into the evolving equity markets. He discusses how AI adoption is reshaping tech earnings and highlights key focus areas for Q3 earnings, including consumer sentiment and industrial CapEx. Jeremy also analyzes the impact of Fed policy on market leadership and compares current tech valuations to the dot-com bubble. He advocates for a balanced portfolio approach, blending growth and value stocks to navigate potential market shifts.
Aug 8, 2025 • 23min
House Call: Talking Equity Markets with UBS Asset Management
Jeremy Zirin, a Senior Portfolio Manager at UBS Asset Management, provides valuable insights on the performance and outlook for US equities. He discusses the recent rebound of the equity markets driven by strong economic data, despite consumer sentiment fluctuations. The conversation dives into the resilient consumer spending and the bullish view on artificial intelligence’s impact on the economy. Zirin also emphasizes the importance of diversifying investment strategies, particularly within the financial sector, amidst current economic uncertainties.
Dec 3, 2025 • 21min
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, a Senior Portfolio Manager at UBS Asset Management, as he dives into the intriguing world of U.S. equities. He discusses recent market volatility stemming from tariff uncertainties and a data vacuum due to the government shutdown. Jeremy highlights strong Q3 earnings, particularly in tech and financials, while addressing the pending Fed meeting's impact on rate cuts. He forecasts modest GDP growth and offers insights on portfolio positioning, emphasizing opportunities in AI and defensives like pharma.
Jan 22, 2025 • 15min
House Call: Talking Equity Markets with UBS Asset Management
In this engaging discussion, Jeremy Zirin, a Senior Portfolio Manager at UBS Asset Management, shares insights on the performance of the US equity markets, highlighting impressive gains of over 25% for the S&P 500. He delves into the challenges posed by rising interest rates and their impact on sensitive sectors, while also discussing the risks of market concentration among top stocks. Additionally, Zirin evaluates how the upcoming administration's policies could shape market dynamics, balancing growth initiatives with potential trade and fiscal concerns.
Apr 30, 2024 • 17min
House Call: Talking Equity Markets with UBS Asset Management
Jeremy Zirin and Dominic Schagar from UBS Asset Management discuss recent equity market performance, rise in oil prices, impact of geopolitical tensions, analysis of earnings beat rates, market opportunities for long-term investors, stock positioning strategies, and UBS's balanced investment strategy
