UBS On-Air: House View
House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office.
Episodes
House View Daily | Consider broad commodity exposure in portfolios
Despite the recent decline in commodity prices, we believe fundamentals should provide support in the coming months. We also believe broad commodity exposure offers diversification, inflation hedging, and downside protection in a portfolio context.
House View Daily | Warsh’s focus on price stability does not point to rate hikes
Markets are looking to June’s payrolls today for clues on the Fed’s interest rate path after Chair Kevin Warsh offered little indication. We maintain the view that current market conviction around Fed rate hikes is too aggressive and see an opportunity to add to short- and medium-maturity quality bonds.
House View Daily | Stock outlook remains positive after a strong 2Q
Global equities delivered a strong performance in the second quarter, and we think the momentum can continue in the coming months. The next phase of the rally should, in our view, see a broadening of market leadership.
House View Daily | Why the rotation into health care may have room to run
Investors have shifted some capital back into health care amid tech sector volatility, seeking both stability and growth. Recent policy changes around GLP-1s and breakthrough therapies are fueling new optimism for the sector’s outlook in the coming months.
House View Daily | Monitoring AI risks amid volatility
We continue to like the semiconductor complex of the AI story, but recent market volatility has pointed to certain risks worth monitoring. The key for investors remains diversification, both within and beyond AI.
House View Daily | Oil’s path is not a one-way Strait
While oil may stay under pressure in the near term, we expect prices to recover over the coming months, as the normalization of traffic through the Strait of Hormuz and the recovery of shut-in production may prove slower than expected. We continue to see value in broad commodity exposure in a portfolio context.
House View Daily | Why gold could stage a rebound
Gold has fallen to its lowest level in nearly eight months, but we think this offers an opportunity for underallocated investors to build strategic exposure. We believe the investment case for gold remains positive, as we believe the Fed is unlikely to raise rates in the near term, and the US dollar should weaken as the year progresses. Gold has also historically provided diversification benefits
House View Daily | Equities can move higher despite tech sell-off
Risk sentiment weakened amid pressure on semiconductor stocks, but we believe the recent correction should be seen in the context of the strong rally in recent months. While we remain confident in the AI growth story, we also expect that the next phase of stock gains will come from a broader range of opportunities.
House View Daily | Why we think a Fed hike remains unlikely
We view current market expectations that the Federal Reserve will raise rates in the near term as too aggressive, as inflation should moderate in the coming months, growth may soften, and broader changes at the Fed could slow down policy reaction. We continue to see an attractive risk-return profile for short- and medium-duration quality bonds.
House View Daily | Record equity issuance shouldn't be a headwind for equity markets
The window has swung back open for new IPOs and secondary offerings, with share issuance likely to reach a record high in dollar terms this year. But we do not think this will be challenging to absorb given the growth of the overall equity market.
House View Daily | Why we believe equities can still move higher
The AI rally has been one of the defining features of markets in the first half of the year. While we think it can drive further gains, we also believe the rally will continue to broaden across the rest of the market. We think investors should stay invested, while keeping diversification at the center of portfolio construction
House View Daily | Warsh era starts on a hawkish note
The FOMC held the policy rate unchanged at 3.5-3.75%, but the combination of higher inflation projections, a hawkish distribution of rate forecasts, and the removal of forward guidance points to a restrictive-for-longer policy stance.
House View Daily | Markets on Warsh watch
The Federal Reserve is expected to keep rates steady today, but markets will be watching Kevin Warsh's debut press conference as chair and his outlook on inflation and rates. We maintain the view that the Fed should resume easing next year, benefiting short- and medium-duration quality bonds.
House View Daily | What tighter US frontier model rules could mean for the AI trade
An unexpected US intervention shows how quickly AI policy can shift from theory to tangible risk. With this year’s equity rally directly linked to AI demand expectations, we examine how a tighter US regulatory approach could impact AI spending, talent, and model leadership.
House View Daily | US-Iran deal raises market optimism
The US and Iran have reached an agreement to reopen the Strait of Hormuz, with official signing scheduled later this week. Volatility may persist in the near term as markets assess the implementation and durability of the deal, but we maintain our view that resilient growth and robust earnings should continue to drive stocks higher. We continue to recommend investors hold a diversified portfolio a
House View Daily | Volatility in AI and tech do not derail the investment thesis
Market swings may persist as geopolitics, rates, and funding questions collide, but the underlying buildout driving AI-linked equities remains intact, in our view. Investors should stay invested in the AI opportunity, while rotating exposure toward areas with clearer demand visibility and stronger earnings support.
House View Daily | Markets should overcome near-term headwinds
US stocks fell to their lowest level in over a month as a tech-led sell-off deepened, the war in Iran showed little signs of ending, and accelerating inflation intensified Federal Reserve hike worries. But we think near-term Fed hikes remain unlikely, AI fundamentals are still strong, and a path toward reopening the Strait of Hormuz should become clearer. Investors should stay positioned for equit
House View Daily | Renewed tech selling leads markets lower
US stocks fell on Tuesday after an earlier rise on optimism about an imminent US-Iran deal. While the path toward a resolution is likely to be uneven, our base case is that diplomacy ultimately prevails, allowing investors to refocus on resilient economic fundamentals and robust earnings growth in both the US and Europe.
House View Daily | Health care offers more than a defensive role in portfolios
Health care has traditionally been viewed as a defensive sector, but investors should not ignore the innovative growth opportunities it offers. Supported by technological advances and a structural shift in demographics, we favor global health care and hold a positive outlook on the Longevity theme.
House View Daily | Equities fall on tech pressures
US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI revenue outlook, and a reversal in semiconductor stocks weighed on markets. However, after the recent rally, a pullback was expected. Despite renewed worries, we expect the rally to resume.
Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown
Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a parti
Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading
As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel
Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda
Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown
Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affai
Washington Weekly Podcast: Government shutdown update, US-China trade talks
Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Government shutdown, U.S. Drug Pricing
As the U.S. government has entered a shutdown, Shane drops by to explain the scope of impact, along with next steps with respect to negotiations. Plus, thoughts on yesterday’s Oval Office announcement related to drug pricing. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Government Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Russia-Ukraine, DC crime reduction, Congressional fall preview
Shane drops by for a late-summer update with thoughts on recent and ongoing efforts to end the Russia-Ukraine War, actions taken by the Trump administration to reduce crime in Washington DC, and to preview the legislative agenda and tasks ahead for Congress upon their return to Capitol Hill in September. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. H
Washington Weekly Podcast: Trade deals, Congressional redistricting, Early recess
Shane drops by to share the latest developments on trade, spanning Japan to the European Union. We also touch on efforts by both sides of the isle to redraw Congressional districts in states such as Texas, California, and New York. Plus, a look at why the August recess for Congress has commenced early, and what to watch out for when lawmakers return to Capitol Hill in September. Featured is Sha
Washington Weekly Podcast: Crypto week, Tariffs, Russia-Ukraine
Shane drops by to highlight the legislative focuses of Congress post One Big Beautiful Bill, including a look into “Crypto Week” which is currently taking place up on Capitol Hill. We also touch on the latest with respect to US trade policy and negotiations with the EU and Mexico. Plus, thoughts on the latest US involvement in the Russia-Ukraine War. Featured is Shane Lieberman, Senior Governme
Washington Weekly Podcast: Middle East, NATO, Reconciliation package, Genuis Bill
Shane drops by with the latest developments out of the Middle East, as we continue to monitor the US, Israel, Iran ceasefire, and assess last weekend’s US strikes on Iran’s nuclear sites. Plus, takeaways from this week’s NATO summit in the Netherlands, and a status update on the Reconciliation package being worked through Congress. We also touch on Congressional efforts to establish a regulatory
Washington Weekly Podcast: Middle East, Capitol Hill, US-China trade & more
Shane drops by to share the latest developments out of the Middle East involving Israel and Iran, along with notable domestic developments spanning progress on the One Big Beautiful Bill, and Federal response to recent occurrences of civil unrest. Plus, thoughts on the outcome of this week’s round of US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governme
Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?
Kurt rejoins the conversation in studio to reflect on the latest developments surrounding US trade policy, along with how markets have reacted - plus, thoughts on how the progression of trade negotiations (most notably with China) may progress in the weeks and months ahead. We also discuss investor concern stemming from the US fiscal outlook, and the path forward for the US budgetary situation.
Washington Weekly Podcast: Trade update, Russia-Ukraine, Capitol Hill roundup
With the US Senate set to shortly weigh in on the “Big, Beautiful Bill”, Shane roadmaps the potential next-steps, along with the potential timing of arrival on President Trump’s desk. We also cover progress being made towards a Congressional stock trading ban, update on Russia-Ukraine talks, and weigh in on Wednesday’s notable trade developments. Featured is Shane Lieberman, Senior Governmental
Washington Weekly Podcast: Middle East trip, China trade, Tax legislation
Shane drops by on a Monday to preview a busy week ahead, accounting for President Trump’s highly anticipated Middle East visit. We also spend time recapping the outcome of this past weekend’s trade negotiations in Switzerland between the US and China, along with other notable progress made recently on the trade front. Plus, and update as to where progress on Capitol Hill stands with respect to t
Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine
Shane reflects on the first 100 days of the Trump administration, along with updates on where efforts and negotiations stand on Capitol Hill surrounding a substantial reconciliation bill. Plus, a look at current US-Ukraine relations and where efforts stand with Russia peace talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Tariff developments, Budget resolution & more
As US trade policy continues to evolve quickly, Shane drops by to update us on the latest, and what the near-term may consist of with respect to negotiations. We also discuss progress around the budget resolution up on Capitol Hill, and recap Israeli Prime Minister Netanyahu’s White House visit earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affa
Washington Weekly Podcast: Latest on tariffs, Signal, Geopolitics roundup
Shane recaps this week’s developments surrounding auto tariffs and previews potential additional tariff-related announcements set for next week. We also discuss the aftermath of this week’s Signal leak, and provide updates on the Russia-Ukraine war, and the Israel-Hamas war. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Latest on Gov’t funding, Tariffs, Ukraine, CHIPS Act
With the government funding deadline just hours away, Shane outlines what the proposed continuing resolution consists of, and updates on where negotiations stand. Plus, an inventory of US imposed tariffs, along with retaliatory measures by trading partners. We also check in on progress of a Russia-Ukraine ceasefire agreement and speak to the likelihood of a CHIPS Act reversal. Featured is Shane
Washington Weekly Podcast: Trade policy, Ukraine, Government funding
We cover a wide range of timely topics, including tariffs and US trade policy, efforts for a Russia-Ukraine peace agreement, along with US government funding and budgetary efforts. Plus, a preview of President Trump’s address to Congress. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Capitol Hill & Geopolitics roundup
Against the backdrop of a potential shutdown of the US government next month, Shane updates us on a range of priorities being addressed by Congress. We also update on the status of remaining cabinet-level confirmation hearings, along with ongoing negotiations for a Russia-Ukraine war resolution. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Da
Washington Weekly Podcast: Tarriff timetable, Cabinet hearings, Week one recap
Following what has been a busy first week in office for President Trump, Shane recaps some of the notable executive actions, developments, and travel. Plus, we update on the progress of cabinet hearings and confirmations, along with preview what a timeline for tariffs could like in the coming days and weeks. Featured is Shane Lieberman, Senior Government Affairs Advisor, Governmental Affairs US.
Washington Weekly Podcast: First 100 days, Legislative agenda, President Carter
We kick-off 2025 by previewing President-elect Trump’s first 100 days in office, along with the legislative focuses and priorities of Congress in the months ahead. Plus, reflections on the life and legacy of late President Jimmy Carter. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Government funding, Syria, 2025 Congressional priorities
For the final episode of 2024, Shane shares the latest on government funding negotiations, along with other year-end legislative priorities of Congress. We also touch on recent developments within Syria, along with highlight some notable priorities of Congress in the new year. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Government Funding, Farm Bill, Cabinet picks, & more
In this episode, Shane updates on several key legislative priorities of Congress before year-end, including a government funding bill, a Farm bill, and the National Defense Authorization Act. We also take inventory of President-elect Trump’s cabinet nominees, and the prospects for confirmations in early 2025. Featured is Shane Lieberman, Senior Government Affairs Advisor, Governmental Affairs US
Washington Weekly Podcast: Cabinet nominations, DC visit, Congressional makeup
We recap President-elect Trump’s visit to Washington DC (including his White House meeting with President Biden), along with review the known staff picks and cabinet nominations of the incoming Trump administration. Plus, a look at incoming Congressional leadership, and a review of the Congressional agenda priorities between now and year end. Featured is Shane Lieberman, Senior Governmental Affa
Washington Weekly Podcast: A look at polling and the campaign trail
With Election Day just days away, Shane drops by to update on what swing state polling is pointing to, and how the Presidential candidates are spending their final days on the campaign trail. Plus, an update on developments as it relates to Israel and Iran. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Hurricane relief, Middle East tensions, Decision 2024
Our conversation updates on relief and recovery efforts for hurricane-impacted states, recent developments surrounding growing tensions across the Middle East, and what key swing state polling is pointing to with Election Day just a few weeks away. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: UN General Assembly, Government funding, Decision 2024
We close out a busy week by recapping the annual UN General Assembly in New York, how an agreement was reached to avoid a shutdown of the US government, along with a look at the latest developments on the Presidential campaign trail. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affair US. Host: Daniel Cassidy
Washington Weekly Podcast: Post-debate polling, China legislation, Government funding
We begin by updating on the second assassination attempt of former President Trump, and where that investigation stands. We also discuss where negotiations stand as it relates a government funding bill, bipartisan legislative initiatives aimed at China, along with a look at the polls a week out from the recent Presidential debate. Featured is Shane Lieberman, Senior Governmental Affairs Advisor,
Washington Weekly Podcast: Legislative agenda, Decision 2024 update
As Congress returns from summer recess, and the race for the White House heats up, Shane drops by to outline legislative priorities over the next few weeks, along with updates as to where polling for the White House and key Congressional races currently stands. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: SCOTUS reform, Fentanyl curbing, Geopolitics
On this week’s episode we examine President Biden’s proposed reforms from the US Supreme Court, along with an initiative from the White House the curb the flow of fentanyl into the US. We also spend time on the regional implications of recent escalations related to the Israel-Hamas War. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cass
Washington Weekly Podcast: What’s next for President Biden and the Democratic Party?
In the wake of Sunday’s announcement from President Biden, Shane outlines what comes next for the Democratic Party and the 2024 election cycle, including what the ticket could look like in the weeks ahead, and the role President Biden will play on the campaign trail. We also examine how the GOP has been responding to the events of the past week, and recap Monday’s Congressional testimony involvin
Washington Weekly Podcast: RNC takeaways, Assassination investigation, Sen. Menendez
After an eventful week in Milwaukee Wisconsin, Shane recaps the RNC events and speeches. We also spend time discussing what comes next in the investigation into the assassination attempt of former President Trump. Plus, thoughts on the conviction of NJ Senator Bob Menendez. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: RNC preview, Polling update, NATO Summit
With the Republican National Convention set to commence, we preview the themes that will be covered, along with a look at potential VP picks. We also take a pulse on swing state polling in the aftermath of the first Presidential debate, and touch on calls for President Biden to step down from the ticket. Plus, thoughts on this week’s NATO Summit in Washington DC. Featured is Shane Lieberman, Se
Washington Weekly Podcast: Presidential Debate preview, Latest polling
For this week, Shane previews the highly anticipated debate between President Biden, and former-President Trump, including a review of the rules and conditions. We also spend time reviewing likely areas of focus and the issues on the minds of the American voter. Plus, examine what the latest national and swing-state polling is pointing to. Featured is Shane Lieberman, Senior Governmental Affair
Washington Weekly Podcast: SCOTUS Rulings (continued), G7 Summit, Russia-North Korea pact
This week we follow-up on rulings issued by the Supreme Court, including US tax on foreign business income. Shane also provides some takeaways from the recent G7 Summit, and touches on this year’s focuses and themes. Plus, some background on the Russia-North Korea military pact and the global implications. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US
Washington Weekly Podcast: Presidential debates, FAA Bill, Ukraine update
We preview the current calendar for US Presidential debates, unpack the FAA Bill and the implications for consumers, and share takeaways from Secretary of State Blinken’s recent visit to Ukraine. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Israel-Hamas War, Capitol Hill roundup
Following a pause of arms shipments to Israel from the US, Shane outlines what the response has consisted of and what might come next. We also cover this week’s efforts to remove House Speaker Mike Johnson from his post, along with the testimonies on Capitol Hill surrounding antisemitism across US school campuses. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Af
Washington Weekly Podcast: US Southern border, Middle East tour, House Speaker Johnson
Our conversation covers recent developments and potential executive action surrounding the US-Mexico border, Secretary of State Blinken’s Middle East regional tour, and a motion to vacate House Speaker Mike Johnson. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Decision ’24 Polling, Agenda for Congress, US-China relations
This week we examine what national polling in currently pointing to for the race for the White House, including takeaways from this week’s Pennsylvania primary. Shane also outlines some upcoming agenda items and focuses for Congress, and shares his expectations for Secretary of State Blinken’s visit to China. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs
Washington Weekly Podcast: Geopolitics roundup, Congressional aid packages
In the wake of recent direct conflict between Israel and Iran, Shane recaps where the conflict stands and what the response has consisted of. We also preview a key weekend up on Capitol Hill where the House is slated to vote on legislation aimed at delivering several aid packages, with House Speaker Johnson’s future in question. Featured is Shane Lieberman, Senior Governmental Affairs Advisors,
Washington Weekly Podcast: Ukraine Aid, House Speaker Johnson, Technology export controls
Our conversation revisits ongoing debate up on Capitol Hill over aid packages for both Ukraine and Israel, and what this all could potentially mean for House Speaker Mike Johnson’s tenure. We also touch on renewed bi-partisan efforts within the US Senate to stem advanced technology sharing with US adversaries. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs
Washington Weekly Podcast: US-China meetings, Trade policy, Ukraine aid
Our conversation provides some takeaways from this week’s phone meeting between President’s Joe Biden and Xi Jinping, along with Treasury Secretary Yellen’s visit to Beijing. We also discuss where Congressional negotiations stand around an aid package for Ukraine. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Funding Bill, Decision 2024 Polling, Baltimore & more
Our conversation recaps the recently signed Government Funding Bill, and examines efforts from within the House of Representatives to remove House Speaker Mike Johnson. We also check in on what recent Presidential polls are pointing to, and discuss Federal support in response to the bridge collapse in Baltimore earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor,
Washington Weekly Podcast: Israel-Hamas War, Decision 2024, No Labels
Our conversation recaps the latest round of Primary results, along with a look at the prospects of a ‘No Labels’ Presidential campaign launch. We also update on recent developments surrounding the Israel-Hamas War, including Secretary of State Blinken’s visit to Israel. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: TikTok, Haiti, & Decision 2024
Shane drops by UBS Studios in New York to update us on Congressional action against TikTok, the unfolding developments within Haiti, and upcoming milestones on the 2024 campaign trail, including the potential entrance of No Labels into the race. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: State of the Union, GOP Response & Super Tuesday
We reflect on President Biden’s third State of the Union address, including a look at the key themes and messaging. We also update on Decision 2024 and the road ahead. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Government Shutdown, Ukraine aid, Governor’s Summit & more
As officials in Washington DC meet to negotiate an aid package for Ukraine and avert a partial shutdown of the US government, Shane discusses what’s at stake and how negotiations might progress from here. We also recap the South Carolina primary and preview upcoming milestones on the campaign trail, along with recap last week’s Governor’s Summitt at the White House. Featured is Shane Lieberman,
Washington Weekly Podcast: Geopolitics roundup, Southern border, Tax legislation
Following this past weekend’s attacks in Jordan against US servicemembers, Shane discusses how and when the US will respond to Iran and what it all means for brewing tensions in the region. We also update on House GOP impeachment proceedings against Homeland Security Secretary Mayorkas, and bi-partisan Congressional legislative efforts aimed at tax breaks for businesses and children. Featured is
Washington Weekly Podcast: Decision 2024, Border negotiations, Geopolitics
With the 2024 campaign trail in full swing, Shane reflects on the results of the New Hampshire primary and previews what the next few weeks have in store. We also update on border negotiations within Congress and ongoing tensions in the Red Sea. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: New Hampshire preview, Taiwan, Shutdown negotiations & more
Our conversation covers a range of timely topics, including takeaways from President Biden’s White House meeting with Congressional leadership, a status as to where government shutdown negotiations stand, and an update on Decision 2024 ahead of next week’s New Hampshire primary. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Iowa preview, Capitol Hill roundup & more
With what promises to be an eventful 2024 now underway, Shane Lieberman updates us on a range of negotiations taking place within Congress as it relates to government funding, the US Southern border, and foreign aid packages. We also touch on the road to the White House by previewing Monday's Iowa caucuses and recapping President Biden's recent campaign appearances. Featured is Shane Lie
Washington Weekly Podcast: Year-Ahead for DC, Immigration policy, Geopolitics
As 2023 winds down, we look ahead to the policy and legislative priorities of Washington DC in the year ahead, along with update on developments surrounding potential changes to US immigration policy and the scope of recent sanctions announcements by the US government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Decision 2024, Capitol Hill roundup
We recap the final GOP debate ahead of the Iowa caucus in January and reflect on developments up on Capitol Hill as it relates to Congressional testimony of US Bank CEOs and aid for Ukraine. Featured is Shane Lieberman, Senior Governmental Affairs Advisor with Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Israel-Hamas War latest, Remembering Henry Kissinger
With the temporary ceasefire ended, we discuss how the Israel-Hamas War might evolve from here. We also cover some recent developments up on Capitol Hill and reflect on the legacy of late Secretary of State Henry Kissinger. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: APEC Summit, Shutdown averted, Israel-Hamas War
We discuss takeaways from the APEC Summit, namely as it relates to the mending of US-China relations, the deal reached which averted a shutdown of the US government, and an update on the Israel-Hamas War. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
Washington Weekly Podcast: UBS Veterans Network, Election Day, Government shutdown & more
We begin by spotlighting the UBS Veterans Network and how they support our veterans. Shane then reflects on Election Day and discusses the implications of the results, along with several Congressional retirement announcements, to Decision 2024. We also update on the status of talks to avert a shutdown of the US government and provide some takeaways from Secretary of State Blinken’s recent visit
Washington Weekly Podcast: Israel-Hamas War, AI, Chip design tech and Crime
We touch on Secretary of State Anthony Blinken’s visit to Israel and the region, along with efforts from the Biden Administration on crime prevention, limiting China’s access to new chip design technology, and an executive order aimed at cutting risk associated with artificial intelligence. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
Washington Weekly Podcast: House Speaker Mike Johnson, Geopolitics
Our conversation provides some background on the newly elected Speaker of the House, Mike Johnson, along with a look at his agenda priorities in the months ahead. We also update on the Israel-Hamas War and what the weeks ahead might have in store. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
Washington Weekly Podcast: Latest on Israel-Hamas War, House Speaker search
Our conversation updates you on the latest developments, including President Biden’s visit to Israel and takeaways from his Oval Office address to the nation. We also update on the House Speaker search and what the days ahead up on Capitol Hill might have in store. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
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