How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves · Podcast owner
July 18, 202539m 42s
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Show Notes
Torsten rejoins Jason in the New York podcast studio to exchange thoughts on Fed independence (and the course for monetary policy), the direction of US trade policy (and economic implications), along with 2H25 market outlooks and portfolio positioning considerations. 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