The Bulletin with UBS
Monocle
Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.
Episodes
Mentioned books
Oct 5, 2025 • 15min
UBS Global Real Estate Bubble Index 2025
The 2025 edition analyses residential property prices in 21 major cities, providing insights into current global and regional real estate trends. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.See omnystudio.com/listener for privacy information.
Sep 28, 2025 • 26min
Towards a sustainable ocean economy: Part II
Key contributors to a UBS white paper on the blue economy discuss how the vital system of the global oceans can be supported and sustained in the long term.See omnystudio.com/listener for privacy information.
Sep 22, 2025 • 15min
What does the Fed’s much-anticipated rate cut mean for investors?
The much-anticipated quarter-point Federal Reserve rate cut might be the first of several this year. But what does this week’s move mean for investors?See omnystudio.com/listener for privacy information.
Sep 14, 2025 • 21min
Déjà vu? What’s next for France?
New French prime minister Sébastien Lecornu is the fifth premier in under two years. UBS CIO for France, Claudia Panseri, discusses whether the Macron loyalist can galvanise the National Assembly and curb French borrowing.See omnystudio.com/listener for privacy information.
Sep 8, 2025 • 15min
Could stablecoins challenge banks and payment-service providers?
The UBS Wealth Management CIO’s ‘Digital Assets 101’ series explores important developments in the digital-asset landscape. Michael Bolliger, UBS CIO for emerging markets, joins to discuss the potential of stablecoins.See omnystudio.com/listener for privacy information.
Aug 31, 2025 • 15min
Nobel perspectives: Crafting economic knowledge for the real world, part two
We conclude our season of insights from Nobel laureates in economics whose expertise informs UBS’s approach to answering complex questions. 2016 winner Bengt Holmström reflects on crafting economic knowledge for the real world.See omnystudio.com/listener for privacy information.
Aug 24, 2025 • 18min
Nobel perspectives: Crafting economic knowledge for the real world, part one
Our latest special edition features two Nobel laureates in economics whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card (pictured) and 2024 laureate Daron Acemoglu reflect on their experiences.See omnystudio.com/listener for privacy information.
Aug 17, 2025 • 13min
Nobel Perspectives: Market volatility, part two
The second instalment of our special edition featuring Nobel laureates in economics whose insights inform UBS’s approach to complex questions. 2016 laureate Bengt Holmström returns to discuss the uncertain times we live in.See omnystudio.com/listener for privacy information.
Aug 11, 2025 • 20min
Nobel Perspectives: Market volatility, part one
Special edition featuring Nobel laureates in economics, whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card and 2024 laureate Daron Acemoglu (pictured) discuss the uncertain times in which we live. See omnystudio.com/listener for privacy information.
5 snips
Aug 3, 2025 • 19min
Transformational innovation opportunities: AI, electrification and longevity
Ulrike Hoffmann-Burchardi, GWM Head of Global Equities, gives insights into UBS's forecast on market trends driven by AI, electrification, and longevity. She highlights how these transformational innovations will reshape investment landscapes. The discussion reveals the importance of adapting strategies to harness these emerging trends. Hoffmann-Burchardi also explores lucrative opportunities in the aging population sector, emphasizing the roles of AI in healthcare advancements and the need for infrastructure upgrades to accommodate electrification demands.
