How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves · Podcast owner
July 25, 202435m 18s
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Show Notes
Jason Thomas rejoins Jason Draho for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Jason Thomas, Head of Global Research & Investment Strategy at The Carlyle Group. Host: Daniel Cassidy