Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)

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Recorded23 Apr 2025

Publishersecure.ubs.com

Handlerec:4542793

Show notes

How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper downturn). We also check in on the status of the global rotation trade, and gold.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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