Ulrike Hoffman-Bocardi
Chief Investment Office global equities strategist at UBS who discusses AI, fiscal policy and market implications for global equities and macro outlook.
Best podcasts with Ulrike Hoffman-Bocardi
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Jan 21, 2026 • 27min
Live from Davos: Trump touches down and markets react to geopolitics
Join Marcus de Maier, Editor at Handelszeitung, for sharp insights on European reactions to Davos speeches. Ulrike Hoffman-Bocardi, a strategy expert from UBS, dives into AI's impact on global markets and fiscal policies. Ewan Potts from Bloomberg reveals how geopolitical tensions shape investor behavior. Lastly, Parag Khanna, founder of Alpha Geo, discusses Davos's role as a 'pop-up city' and the new multipolar world order emerging from these global conversations.
