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How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)

How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)

UBS On-Air: Market Moves · Podcast owner

June 4, 202533m 43s

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Show Notes

Rich rejoins the conversation with Jason to exchange thoughts around the evolution of US trade policy, the current market environment, the health of the US economy, and portfolio positioning recommendations. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Richard Bernstein, Founder, Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors (RBA). Host: Daniel Cassidy