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.
Latest episodes
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AI Adoption and Fixed Income
Jason and Jordan discuss what is top of mind for investors: AI spending, fixed income challenges, and early adopters to AI.
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AI Wall of Worry
Jason and Jordan discuss why it is important not to confuse anxiety around AI debt concerns with demand issues. They also discuss what other sectors we are looking
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What is in Store for Earnings
Jason and Jordan discuss the upcoming earnings seasons and how a stabilization of rates can impact companies that have underperformed.
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The Fixed Income Opportunity
Jason and Jordan discuss the generational opportunity in fixed income. They also discuss where the fixed income market will pass the baton when rates stabilize.
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Opposite Day: Equities & Fixed Income
Jason and Jordan discuss how equities and fixed income are not acting like we would normally expect, almost as if it is opposite day. They also discuss their view on bond yields.
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AI Spend, Oil & Valuations
Jason and Jordan discuss how AI spending is the fuel, and productivity is the payoff. They also discuss why oil may be the biggest swing vote and EPS growth.
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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.
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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…
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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…
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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 m…
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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…
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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.
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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…
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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.
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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 ou…
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Goldilocks Setup
Jason and Jordan discuss the constructive backdrop and why Financials could be the next sector to look at.
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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.…
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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…
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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 b…
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Market Rotation and Fed Decisions
Jason discusses whether he believes the rally will hold and how the Fed remains the wild card.