How should I be positioned? with Ken Caplan (Blackstone) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves · Podcast owner
October 9, 202435m 0s
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Show Notes
On this episode, Jason and Ken meet in-studio to discuss investment considerations and opportunities across Artificial Intelligence, private markets, and real estate. They also spend time exchanging thoughts on the health of the US economy, the road ahead or monetary policy, and more. Featured is Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Ken Caplan, Global Co-Chief Investment Officer with Blackstone. Host: Daniel Cassidy Recorded on Sep 26. Blackstone and portfolio company data discussed in this podcast (including portfolio revenue, default and other data) is as of Q2 2024, unless otherwise stated.