KWM Market Minute

UBS advisor podcasts · ubs.com

KWM Market Minute is a podcast series featuring UBS Managing Director and Private Wealth Advisor Jason Katz and his nationally recognized investment team (Katz Wealth Management). Based in New York City, KWM consists of 23 professionals each with a particular expertise (financial planning, portfolio construction, asset management, insurance planning, corporate retirement planning, and lending). KWM Market Minute will offer timely market perspectives along with guidance on money management, investing, and planning.

58 episodes

13d ago latest

weekly cadence

English language

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Episodes 59

Higher Yields and Higher Targets
6d ago
Today, Jason and Ryan explained why earnings remain the key driver for stocks, even as long-term interest rates move higher. They also discussed the bond market and what the market wants to see from the Fed.
AI Boom & the Next Wild Card for Markets
13d ago
Jason and Jordan discuss why they believe we are living in a golden age of AI, and how it is driving the market rally and broader economic growth. They also reviewed the upcoming midterm elections and how potential outcomes could influence market performance.
Positive Earnings Season
20d ago
Jason and Ryan discuss the market optimism giving the recent positive earnings season. They also review why Jason believes the jobs report will lead the Fed to hold and eventually cut rates.
The AI Trade
27d ago
Jason and Ryan discuss the AI trade and how it is "catching its breath." They also review why Jason believes leverage is responsible for volatility, not AI.
Will EPS Season Become Worry Season?
1mo ago
Jason and Jordan discuss how the AI debate has shifted from imagination to the application stage as investors focus on which companies can translate AI spending into earnings. They also discuss investor anxiousness due to several headwinds.
Tech Hiccup
1mo ago
Jason and Jordan discuss the recent tech cooldown after a strong run and why we are rotating into new opportunities across the market rather then taking money off the table.
Market Resilience & Earnings Validation
1mo ago
Jason and Jordan discuss how markets continue to look past geopolitical tensions, with investors viewing Iran-related volatility as manageable and unlikely to derail the broader outlook. They also discuss earnings season, where strong expected profit growth could validate elevated stock prices.
Goldilocks Setup
1mo ago
Jason and Jordan discuss the constructive backdrop and why Financials could be the next sector to look at.
Mag 7 Market Shift
2mo ago
The Mag 7 are no longer carrying the market, as massive AI spending raises questions about when returns will follow. Jason discusses why he believes a healthy rotation is underway. With gold pulling back and opportunity emerging, we break down what this shift means for investors right now.
Strong Earnings, Fed Messaging, and Diversification
2mo ago
Markets are surging on strong earnings and easing macro pressures, but inflation remains in focus. Investors with high tech concentration may need a Plan B; turning to industrials to stay in the growth story while adding diversification from AI. Jason also discusses the recent message from the Fed.
Market Success Creates New Challenges
2mo ago
Jason discusses a market at record highs with strong earnings, easing inflation pressures, and rising economic influence. He also outlines a “Plan B” for investors - diversifying beyond tech into industrials.
Market Rotation and Fed Decisions
2mo ago
Jason discusses whether he believes the rally will hold and how the Fed remains the wild card.
AI Optimism and Consumer Opportunity
2mo ago
Jason discusses how markets have been fueled by AI optimism and why a pause may be a sign of strength. He then explains why he believes there are opportunities in the Consumer Discretionary and Staples sectors.
Shot Clock is Ticking
3mo ago
Jason discusses how markets care less about the here and now and more about the future and how Trump has narrow runway between now and midterms.
Getting Long Bonds
3mo ago
Jason discusses why it may be time to get long bonds and the resilience of the economy in the face of inflation fears.
Chips & Dips: The Semiconductor Trade
3mo ago
Jason discusses how chips are on fire as the semiconductor trade sits at the epicenter of the AI boom, but investors shouldn’t ignore the dips that often follow these winning streaks. He also shares his view on the situation in Iran.
The "Two-Speed" Market
4mo ago
Jason discusses why the markets appear less sensitive to Iran headlines and what to expect heading into a big week of earnings.
Last Week’s Rally: Too Far, Too Fast?
4mo ago
Jason discusses the market recovery last week, whether this happened too fast. He also shares his views on the recent drop in oil.
Low End Territory
4mo ago
Jason discusses whether he think the lows are in and why he expects pronounced headline volatility. He also shares his expectations for corporate earnings.
Still in this Binary Market
5mo ago
Jason discusses the variables that can impact the market currently and why he believes a change is coming sooner than we think.
Navigating Volatility
5mo ago
Jason discusses how he is advising clients to navigate periods of heightened volatility and why now is a good entry point for gold.
Oil Futures and Midterm Elections
5mo ago
Jason shares how the fate of the market in short run hinges on one simple thing - oil. He also discusses how midterms may create a sense of urgency to end conflict.
Fate of the Market Hinges on Oil
5mo ago
Jason touches on whether stocks are down now and not for long or if this will be a longer term issue.
Front‑Page Risk vs. Bottom‑Line Risk
6mo ago
Jason discusses how geopolitical conflicts are impacting markets and whether the recent selloff is temporary.
Economic Fog is Thickening
6mo ago
Jason shares his thoughts on the global tariff ruling and near term volatility. He also discusses why he is long cybersecurity.