The Petika Wealth Management Group Podcast

On this episode of the Petika Wealth Management Group Podcast, we dive into the real estate sector and break down key market trends, interest rate impacts, and investment opportunities that could shape the future of real estate equities. Joining us on the episode is Jonathan Woloshin, Real Estate & Lodging Analyst, UBS Global Wealth Management Chief Investment Office.

On this episode of the Petika Wealth Management Group Podcast, we dive into the key trends, challenges, and opportunities shaping the stock market and economy in the year ahead. From interest rate policies and inflation to global economic shifts and sector-specific outlooks, we break down what investors and business should anticipate. Joining us to discuss these topics is David Lefkowitz, CFA, Head of US Equities in CIO Global Wealth Management.

On this episode of the Petika Wealth Management Group Podcast, we hosted Sebastian Mainegra who is an Executive Director with UBS Asset Management. He leads a team of investment strategists focused on a variety of topics ranging from asset allocation, multi-asset investing, portfolio construction, and most relevant for this discussion, tax management and direct indexing. On this episode, we discuss what direct indexing is and why it has become so popular in our industry today.

On this episode of the Petika Wealth Management Group Podcast, we hosted Sunny Mehra, UBS CIO Equity Strategist - US Consumer. During our discussion, we covered several topics including: the health of the consumer and how their buying habits have changed, global supply chain challenges, advances in technology that are shaping the future of the consumer staples sector, and where long term investors should be focusing their attention.

On this episode of the Petika Wealth Management Group Podcast, we hosted Anthony Liotti, Managing Director and Head of Fixed Income Sales for UBS. During our discussion, we covered several topics including: How should we be positioned within fixed income? How has fixed income performed this year? What would be the impact of interest rate cuts? Should we be repositioning cash and money market holdings?

On this episode, we welcome Kevin Dennean, CFA, Technology & Communications Analyst Americas, UBS Global Wealth Management for a discussion on artificial intelligence (AI). AI may become one of the most profound innovations and largest investment opportunities in human history. On this episode, we cover a range of topics including: Are we in an AI bubble? How will AI be monetized? What are the key risks to the AI narrative? What does AI mean for the economy and labor? How do we best position ourselves to invest in AI?

On this episode, we provide an update on the US energy grid. We are joined by Jay Dobson, Energy & Utilities Analyst for UBS, to discuss several topics including: How will we handle the massive energy demand from the development of artificial intelligence? What is the current state of the energy grid? What are the investment opportunities within the sector? How will the upcoming election affect developments in the grid?

On this episode, we provide an update on the current developments within the healthcare sector as John Petika Sr. has a conversation with Eric Potoker, Healthcare Sector Strategist, UBS Global Wealth Management Chief Investment Office. During this conversation, we share recent developments and advancements within healthcare, which healthcare sub-sectors are most intriguing, and why the UBS CIO has upgraded the sector from Neutral to Most Preferred.

In this episode, we are joined by Jonathan Woloshin, CFA, Real Estate & Lodging Analyst Americas, UBS Global Wealth Management Chief Investment Office. During our discussion, we answer several burning questions in the real estate market including: What is the impact of affordability concerns with mortgage rates at multi-decade highs? Will supply and demand dynamics in housing balance out anytime soon? Will home prices head higher or lower in 2024? Is the worst yet to come for commercial real estate? Where could we see the best opportunities in real estate right now?

On this episode, we provide an economic and market update as John Petika Sr. has a discussion with our guest speaker, Mike Ryan, Divisional Vice Chairman for UBS Global Wealth Management. Mike has led over 50 US-based investment professionals as Chief Investment Officer Americas for UBS Global Wealth Management and served on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management Investment House View. With more than 35 years of experience in the financial industry, he is widely recognized as a leading market expert.

On this call, we welcomed, Joseph Cavatoni, Market Strategist for the World Gold Council, who joined us for a discussion on gold and precious metals. Gold and silver have been monetary standards for thousands of years and in times of market uncertainty, gold may act as a hedge against traditional investment products. In this call, we discussed the history of gold and how precious metals can be a hedge against inflation, play a stabilizing role in a portfolio and protect against US dollar weakness.

In this episode, we have a conversation with John Savercool, Senior Lobbyist and Managing Director of UBS Americas, who will be providing an update on major public policy and political developments in Washington including the debt ceiling discussions and the recent developments in the 2024 presidential election.

In this episode, we discuss the recent events affecting the banking sector and the market as John Petika Sr. has a conversation with Bradley Ball, UBS CIO Equity Strategist US Financials. During this call, we will provide clarity on the events that transpired and what the ramifications are moving forward within the banking sector.

In this episode, we have a discussion with Anthony Liotti, Head of Fixed Income Advisory Specialist and Managing Director, as we discuss his thoughts on the fixed income market. With rising interest rates and increased market volatility, fixed income investments have become increasing relevant and we will discuss how to position your portfolio with these fixed income investments.

In this episode, John Petika Sr., Senior Portfolio Manager & Senior Vice President of Wealth Management discusses his thoughts on the markets and economy for the year ahead and how to position your portfolio for success in the new year.

On this episode we welcome, Steven Fisher from UBS Investment Research who specializes in Manufacturing, Engineering, Construction and Industrials as we discuss the current state of the U.S. power grid and how it is developing for the future. Some key topics we will discuss are: What are the challenges facing our national power grid? Is our grid at risk from outside threats (cyber, environmental, etc.)? How is the U.S. working to modernize the grid? What are the potential future opportunities regarding the grid?

In this episode, we speak with John Savercool, Senior Lobbyist and Managing Director of UBS Americas, who will be providing an update on major public policy and political developments in Washington including the mid-term elections. We will also discuss legislative issues and debates that are shaping Washington with a focus on financial services, tax, and regulatory measures which impact UBS and our clients.

Senior Portfolio Manager, John Petika Sr., shares our outlook on the market and thoughts as we head into the second half of the year.

We welcome our guest speaker, Michael Ryan, CFA, Divisional Vice Chairman for UBS Global Wealth Management, who has more than 35 years of experience in the financial industry and is widely recognized as a leading market expert. In his role as vice chairman, Mike focuses on engaging with UBS clients to help deepen their understanding of the macroeconomic, social, geopolitical and policy trends and how they impact both the short- and long-term investment outlook.

As a Senior Strategist with Family Advisory and Philanthropy Services Americas, Liam works with families helping them understand their relationship with money, values and philanthropic intent. Focus is placed on the intersection of the five types of capital; human, intellectual, social, foundational and financial. Family Advisory and Philanthropy Services is a thought partner to Financial Advisors and exceptional client families supporting wealth transition, family governance, and philanthropy as families seek guidance in developing cohesive strategies to bridge generations and build legacy.

We welcome James (Jay) Dobson, Energy and Utilities Analyst Americas, UBS Global Wealth Management to provide an update on the energy sector with geo-political tensions on the rise. We discuss what is really happening within the sector and what to expect as we move ahead.

Congressman Hensarling joins us and shares his perspectives on the current consensus thinking on inflation, expectations for rising interest rates and how they could impact markets, and how the political climate and the composition of the Fed board could shape monetary policy going forward.

John Petika Sr, Senior Portfolio Manager & Senior Vice President of Wealth Management, shares his views of the markets and the economy for the year ahead.

Jonathan W. Greenert is a retired four-star admiral and the former Chief of Naval Operations, the senior military position within the Department of the Navy. In our discussion, we cover a wide range of topics including national security, geopolitics and US foreign policy, military affairs and cybersecurity Biography: In his role as Chief of Naval Operations, which he held from 2011 – 2015, Admiral Greenert was responsible for the command, utilization of resources and operating efficiency of the Navy. He also served as a member of the Joint Chiefs of Staff and as the principal naval advisor to the President and Secretary of the Navy. Admiral Greenert centered his efforts on improving the deployment and capabilities of U.S. operations technology around the world, as well as sharpening the Navy's ability to operate in an increasingly contested maritime environment. He is a renowned expert on budgetary and financial management issues, cybersecurity and the Asia-Pacific region. He is a recipient of many awards including the Distinguished Service Medal, Defense Superior Service Medal and Legion of Merit.

In this episode, we have a conversation with Bob Stein, Deputy Chief Economist for First Trust Portfolios, and discuss the current state of the market and what's ahead. Bob is responsible for forecasting and analyzing economic indicators as well as writing economic commentaries at First Trust. Prior to joining First Trust, Bob was Assistant Secretary for Economic Policy at the U.S. Treasury Department. While there, Bob was responsible for briefing the Secretary of the Treasury on U.S. macroeconomic developments and formulating policy proposals. Day to day, he was responsible for leading a team of twenty economists conducting in-depth economic analysis and research. Between 1996 and 2002, Bob was chief economist for the Senate Budget Committee on Capitol Hill and an economist for the Senate Banking Committee and Joint Economic Committee.

Featuring James (Jay) Dobson, MLP and Utilities Analyst Americas, UBS Global Wealth Management. In this call we will discuss what is really happening within the energy sector in America. Jay has over 25 years of investment experience, primarily as an equity research analyst in utilities and independent power producers (IPPs), downstream energy, energy infrastructure and master limited partnerships (MLPs). Jay is a member of the US Association for Energy Economics, and the Wall Street Utility Group as well as a former member of Department of Energy's Electricity Advisory Board to the Energy Secretary.

Dr. Elko is a motivational speaker and author of seven books, Nerves of Steel, The Pep Talk, True Greatness: Mastering the Inner game of Business Success, Touchdown: Achieving Your Greatness on the Playing Field of Business and Life, The Sender, Sender Companion Journal and Believing is Seeing. In Sports, he has consulted with various successful NFL teams including The Pittsburgh Steelers, The Dallas Cowboys, The Philadelphia Eagles, The Miami Dolphins and The New Orleans Saints. In college sports, Dr. Elko has worked with seven BCS National Championship Football Teams including The University of Miami, L.S.U., The University of Alabama and Florida State University.

John Petika Sr. , Senior Portfolio Manager, provides his quarterly update on the markets as well as a look ahead for what to expect moving forward.

There is so much more to keeping your brain in tip-top-shape and lowering your risk for dementia than crossword puzzles, brain games and Sudoku. Breakthrough research is uncovering the surprising, key actionable steps to boost your brain and keep it working better, longer. Hear the scoop on scientifically valid, actionable tips to optimize your brain health and what is just myth, hype and marketing. Utilize the latest science to empower you to keep your brain young. Dr. Marc Milstein is an internationally recognized speaker on optimizing brain health, lowering risk of dementia and boosting happiness and productivity. Dr. Milstein earned both his Ph.D. in Biological Chemistry and his Bachelor of Science in Molecular, Cellular, and Developmental Biology from UCLA.

How Fixed Income plays a part in today's market and with investors.

In this episode, we welcome our special guest speaker, John Tousley, Goldman Sachs. John is a senior strategist within Goldman Sachs Asset Management's Strategic Advisory Solutions where he heads the Global Market Strategy team focusing on global capital market insight, macro strategy, and implementation. John has been with the firm for 18 years and was named managing director in 2011. He has 27 years of industry experience as an investment professional and portfolio manager. In our conversation, we will be discussing our convictions and predictions for the year ahead.

Latest insights in the markets and political landscape with John Petika Sr., Senior Portfolio Manager for the Petika Wealth Management Group.

John Petika Jr. has a discussion with our special guest, Laura Kane, to cover long term investment themes, the upcoming election, and the future of humans. Laura is the Head of Thematic Research Americas for CIO Global Wealth Management. She is responsible for the development of thematic research content, including both shorter term and longer term thematic ideas. Laura is also a key partner in CIO's Sustainable Investment research efforts, with a focus on sustainable themes and gender lens research. Laura has appeared on CNBC and Bloomberg Television, and has been quoted in a number of financial publications, including Barrons, Bloomberg News, and Reuters.

In this episode, we sit down with the Chief Revenue Officer of Marine Max, Chuck Cashman, and take a peak behind the scenes of Marine Max and the boating industry as well as how they have navigated through the pandemic.

In this episode, we look beyond the Covid-19 pandemic and discuss several investment themes brought about by a rapidly changing economy.