# Daniel Cassidy

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Washington Weekly Podcast: SCOTUS cases, U.S. midterm election update

As the U.S. midterm elections are quickly approaching, Shane identifies the Senate races that he is closely watching, and what polling is currently pointing to. With the U.S. Supreme Court now back in session, we also review some notable cases on the docket. Plus, a look at how U.S. officials hav…

Talking Markets Podcast Series (Private Credit) with Marc Lipschultz (Blue Owl Capital)

Marc Lipschultz is Co-Chief Executive Officer of Blue Owl Capital and a member of the firm’s board of directors. Marc drops by the 1285 podcast studio to share his perspective on how the landscape for private credit has evolved throughout the course of 2026. We also discuss where Blue Owl is find…

Top of the Morning: CIO Strategy Snapshot - Q3 earnings, oil prices, inflation data

Following what was a relatively quiet week for investors, the weeks ahead promise to deliver much for investors to digest - spanning Q3 corporate earnings, September inflation and retail sales data, and more. All of this while risk factors such as higher rates and oil prices remain top of mind for…

Top of the Morning: Election Watch - Foreign capitals, state capitols

This edition of UBS Election Watch looks beyond Washington precisely because that is usually where most of the attention is focused during midterm elections. Often overlooked is the impact of US elections on other countries and the impact of state and local elections on US policy. Kurt Reiman, Hea…

How should I be positioned? with Steve Chiavarone (Federated Hermes) and Jason Draho (UBS CIO)

Steve joins Jason for a wide-ranging conversation which spans the US macroeconomic environment, equity market performance, the AI capex cycle, Fed monetary policy, and market risk considerations. Plus, an exchange of views on portfolio positioning. Steve Chiavarone is Chief Investment Officer for…

Top of the Morning: Fixed Income Strategist - Optics and opportunities

Following what was a challenging quarter for fixed income investors, Leslie Falconio, Head of Taxable Fixed Income Strategy Americas from the UBS Chief Investment Office, reflects on Q3 performance drivers, and shares a performance outlook. We also discuss CIO’s current positioning recommendations…

Top of the Morning: CIO Strategy Snapshot - Sustainability of the AI trade

Despite Q3 corporate earnings results rolling in, investors over the past week have seemed more focused on the sustainability of the AI trade and cost of funding. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, weighs in on the factors that are driving investor…

Top of the Morning: CEO Macro Briefing Book Q4 update

A quarterly check-up on the US macroeconomic environment, including consumer spending trends, the condition of the labor market, the road ahead for monetary policy, and the current landscape for deal-making. Featured is Paul Hsiao, Senior Asset Allocation Strategist Americas, UBS Chief Investment …

Fixed Income Conversation Corner with Lindsay Rosner (GSAM) and Leslie Falconio (UBS CIO)

A wide-ranging conversation on the implications of the current macro environment and higher yields to fixed income return and positioning, including thoughts around where pockets of opportunity and concern exist. Featured are Lindsay Rosner, Managing Director and Head of Multi-Sector Investing wit…

Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook

Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House …