HeyJaredKWM Market Minute
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).
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Opposite Day: Equities & Fixed Income (opens the original)
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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.
AI Spend, Oil & Valuations (opens the original)
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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.
Headwinds versus Tailwinds (opens the original)
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Jason and Jordan discuss the opposing sides of the market right now: the war, oil, fed, and the other side being strong earnings.
Fed Communication and UBS Targets (opens the original)
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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 500 targets for this year and next year, along with the market outlook behind those forecasts.
Higher Yields and Higher Targets (opens the original)
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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 wants to see from the Fed.
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