cover of episode How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)

How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)

2023/4/5
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

Frequently requested episodes will be transcribed first

Shownotes Transcript

Our conversation examines the macroeconomic environment in the wake of the banking crisis and how conditions might evolve over the course of 2023, including the path forward for monetary policy. We also discuss the investment implications of recent developments and how to consider positioning your portfolio. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Torsten Slok, Chief Economist with Apollo Global Management. Host: Daniel Cassidy