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UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579

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Manage episode 476394633 series 2394058
Content provided by The Idea Farm. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Idea Farm or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management.

In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending on experiences rather than goods, and the role of AI in enhancing productivity.

(0:00) Starts

(2:37) Economic uncertainty, tariffs, and inflation

(12:41) Consumer behavior & spending trends, and perceptions

(18:22) Japan's economic shifts and demographic challenges

(21:38) Reliability issues in economic data and surveys

(31:44) Bad economic policies

(38:36) The role of the dollar in the global financial system

(44:41) Investment perspectives

Recorded April 2, 2025

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For detailed show notes, click here

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Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Their latest white paper compares four different rebalancing strategies covering 29 years of data. Download here.

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

647 episodes

Artwork
iconShare
 
Manage episode 476394633 series 2394058
Content provided by The Idea Farm. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Idea Farm or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management.

In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending on experiences rather than goods, and the role of AI in enhancing productivity.

(0:00) Starts

(2:37) Economic uncertainty, tariffs, and inflation

(12:41) Consumer behavior & spending trends, and perceptions

(18:22) Japan's economic shifts and demographic challenges

(21:38) Reliability issues in economic data and surveys

(31:44) Bad economic policies

(38:36) The role of the dollar in the global financial system

(44:41) Investment perspectives

Recorded April 2, 2025

-----

Follow Meb on X, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

-----

Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Their latest white paper compares four different rebalancing strategies covering 29 years of data. Download here.

-----

Follow The Idea Farm: X | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at [email protected]

-----

Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

-----

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

647 episodes

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