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UBS Global Research Pod Hub

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Latest episodes

  • Has the era of cheap food come to an end?

    September 25, 2026 · 14 min

    From climate shocks, including the effects of El Niño, and rising labour costs to changing welfare standards and technological innovation, food prices may be entering a new structural regime. In this episode, Heidi Richardson and Sreedhar…

  • The cost curve of AI: How efficiency is reshaping the AI race

    September 2, 2026 · 14 min

    As organizations move beyond AI experimentation and focus on measurable returns, cost efficiency is becoming an increasingly important factor in deployment decisions. UBS Research's Caroline Li and Wei Xiong explore AI adoption trends…

  • Beyond the final whistle: Turning sporting moments into lasting growth

    August 6, 2026 · 11 min

    What turns a sporting moment into long-term brand value? UBS analysts Jay Sole and Michael Lasser explore how consumer companies are tapping into fan passion, cultural moments and shifting participation trends to create lasting growth…

  • Quantum computing and AI: how close are we to real-world impact?

    July 22, 2026 · 9 min

    Quantum computing has long promised to transform how we solve complex problems - but how close are we today? In this episode, Paul Winter, UBS Head of Quant Research, sits down with Professor Elena Ynduráin to explore where the…

  • Powering the grid: How battery storage is reshaping energy markets

    July 2, 2026 · 15 min

    After understanding what’s inside the battery, the next question is how it’s used. This episode shifts the focus to battery energy storage - where falling costs, policy support, and grid dynamics are combining to drive rapid deployment…

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  • Under the Hood of the Electric Vehicle Revolution: Are We There Yet?

    June 16, 2026 · 17 min

    What really powers the electric vehicle (EV) revolution? Autos Analyst Patrick Hummel speaks with Sascha Vogelsang from automotive benchmarking and engineering firm A2MAC1. Together, they unpack the latest battery teardown - literally…

  • A‑Shares vs H‑Shares: The essential guide to China’s equity markets

    May 29, 2026 · 16 min

    Sunil Tirumalai, Head of Emerging Markets and Asia Equity Strategy, sits down with Lei Meng, China Equity Strategist, for a high-level introduction to China’s onshore A‑share market - and how it differs from offshore H‑shares. They break…

  • Time tested investment lessons: What 100 years of market data teaches us

    May 18, 2026 · 18 min

    Andrew Garthwaite, UBS Chief Global Equity Strategist, and Elroy Dimson, Professor of Finance at Cambridge Business School and co‑author of the UBS Global Investment Returns Yearbook, distil over 100 years of market history into the…

  • Analyst playbook: How is machine learning reshaping equity research?

    May 5, 2026 · 19 min

    Equity research isn’t just spreadsheets and models. Paul Schneider speaks with Tommaso Aquilante and Jamie Dorricott from UBS’s Empirical Scientific Approaches team about how parameters, prompts, and the scientific method are changing what…

  • AI in banking: Benefits, barriers and breakthroughs

    April 16, 2026 · 21 min

    As banks invest in AI capabilities, the focus is shifting from hype to delivery. This episode examines where AI is already improving operations, why trust remains banking’s core strength, and why execution will select the winners. With…

  • Making sense of China’s Outlook

    April 9, 2026 · 14 min

    Reflecting on China’s recent National People’s Congress (NPC), Robin Xu, Head of China Research at UBS, sits down with Yu Song, Chief China Economist to break down the key takeaways from the congress, the growth trajectory, and what this…

  • Food by 2040: The personalised Nutrition Revolution

    March 25, 2026 · 14 min

    Charles Eden, European Chemicals Analyst at UBS Investment Bank, joins Paul Schneider, Head of Markets Focus, to unpack the forces transforming the global food system and the shift toward personalised nutrition. (This information is…

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About the show

Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS