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KWM Market Minute

UBS advisor podcasts

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.

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23 episodes
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English

Episodes 23

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September 9 · length unknown
Headwinds versus Tailwinds
Jason and Jordan discuss the opposing sides of the market right now: the war, oil, fed, and the other side being strong earnings.
August 31 · length unknown
Fed Communication and UBS Targets
Today, Jason and Jordan discuss how Kevin Warsh's decision to say less may actually be saying more, especially after years of Fed overcommunication. They also break down UBS's S&P 500 targets for this year and next year, along with the market outlook behind those forecasts.
August 24 · length unknown
Higher Yields and Higher Targets
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.
August 17 · length unknown
AI Boom & the Next Wild Card for Markets
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.
August 10 · length unknown
Positive Earnings Season
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.
August 3 · length unknown
The AI Trade
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.
July 27 · length unknown
Will EPS Season Become Worry Season?
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.
July 20 · length unknown
Tech Hiccup
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.
July 13 · length unknown
Market Resilience & Earnings Validation
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.
July 6 · length unknown
Goldilocks Setup
Jason and Jordan discuss the constructive backdrop and why Financials could be the next sector to look at.
June 29 · length unknown
Mag 7 Market Shift
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.
June 22 · length unknown
Strong Earnings, Fed Messaging, and Diversification
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.
June 16 · length unknown
Market Success Creates New Challenges
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.
June 8 · length unknown
Market Rotation and Fed Decisions
Jason discusses whether he believes the rally will hold and how the Fed remains the wild card.
June 3 · length unknown
AI Optimism and Consumer Opportunity
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.
May 27 · length unknown
Shot Clock is Ticking
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.
May 21 · length unknown
Getting Long Bonds
Jason discusses why it may be time to get long bonds and the resilience of the economy in the face of inflation fears.
May 13 · length unknown
Chips & Dips: The Semiconductor Trade
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.
April 27 · length unknown
The "Two-Speed" Market
Jason discusses why the markets appear less sensitive to Iran headlines and what to expect heading into a big week of earnings.
April 20 · length unknown
Last Week’s Rally: Too Far, Too Fast?
Jason discusses the market recovery last week, whether this happened too fast. He also shares his views on the recent drop in oil.

Showing 1–20 of 23 episodes