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)

2024/12/17
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

Torsten rejoins Jason in the New York podcast studio to exchange 2024 reflections, and 2025 expectations - spanning market returns, monetary policy, and the macro environment for the US, and around the world. We also spend time addressing investment themes, and allocation preferences as we head into a new year. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Torsten Slok, Partner and Chief Economist with Apollo Global Management. Host: Daniel Cassidy