The Bulletin with UBS

This week we’re joined by UBS's Emma Wheeler and Marianna Mamou to discuss their work on women’s wealth and supporting female entrepreneurs. Plus: Meet the 2025 UBS Female Founder Award winner, Databento's CEO, Christina Qi.See omnystudio.com/listener for privacy information.

Join Jonathan Pingel, Chief US Economist at UBS, who shares insights on US growth and the tensions affecting inflation. Anna Titareva, European and UK Economist, discusses Eurozone prospects and why she believes Germany will become a growth leader by 2027. Eleanor Amoroso, Rates Strategist, introduces an innovative AI tool that tracks central-bank language and sentiment. Together, they explore the interplay of fiscal policies and the nuanced communication of central banks, revealing new ways to interpret monetary direction.

Maximilian Kunkel, Chief Investment Officer at UBS Global Wealth Management, shares insights from the UBS Billionaire Ambitions Report. He discusses the three forces shaping billionaires today: new self-made talent, inheritance dynamics, and global mobility. Kunkel highlights how the next generation prioritizes impact, particularly in technology and healthcare. He emphasizes a shift towards strategic, lower-risk investment behaviors among inheritors, particularly women, and notes the growing focus on North America for investment opportunities.

Our series reviewing the latest UBS European Conference continues with Neil Hosie, UBS Head of Execution Services and host of the event’s first Heads of Trading track, discussing markets, trading and navigating complexity.See omnystudio.com/listener for privacy information.

Anastasia Deryagina, UBS’s head of global next-generation solutions, discusses the great wealth transfer, how best to ensure a smooth succession and the enduring value of the bank’s partnership with The Young Investors Organization.See omnystudio.com/listener for privacy information.

Our series reviewing the latest UBS European Conference begins with Raj Hindocha, UBS global research COO; Michel Lerner of UBS Holt; and Robert Donnenfeld of UBS Evidence Lab, discussing data as a differentiator.See omnystudio.com/listener for privacy information.

Kurt Reiman, Head of Fixed Income at UBS CIO Americas, dives into the Transcontinental Railroad's historical significance and its modern parallels, like AI infrastructure. He reveals how the railroad transformed travel and commerce, drastically reducing time and costs. Kurt also discusses standardized timekeeping and the creation of time zones sparked by railroads. He draws lessons from 19th-century capital expenditure cycles, analyzing their risks against today's AI spending, and highlights the importance of studying US innovation history for informed investing.

UBS celebrates inspirational individuals whose commitment to craft mirrors the values that drive it: dedication, expertise and passion. In this episode, we meet celebrated chef Nina Métayer (pictured) and renowned fashion designer Guo Pei. See omnystudio.com/listener for privacy information.

This year’s edition presents new findings on high-net-worth individuals in the art market. Featuring Art Basel CEO, Noah Horowitz, UBS Global Wealth Management chief economist, Paul Donovan, and report author Dr Clare McAndrew of Arts Economics.See omnystudio.com/listener for privacy information.

Banking is UBS’s craft. This is why UBS celebrates inspirational individuals whose commitment to mastery mirrors the values that drive UBS: dedication, expertise, passion. In this episode, we meet visionary conductor Long Yu.See omnystudio.com/listener for privacy information.