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UBS On-Air: Market Moves

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)

28 Oct 2025

Description

On this week’s episode of Viewpoints, Burkhard reflects on the current upward equity market momentum and answers the age-old question: “Are we in a bubble?”. Burkhard also compares the current environment to the TMT-bubble of the late 90s, and offers guidance on how to position in the current environment.

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