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Description
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.
34 Episodes
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After a rocky week, Jason touches on why the markets were due for a reset and the importance of diversification. He also discusses how the everyday consumer is about to take the driver?s seat.
Jason discusses what is standing in between where we are and the S&P reaching 7700.
This episode features Ryan Serhant?Founder and CEO of SERHANT, a globally recognized real estate brokerage. Ryan shared his insights on the current NYC real estate market, while Jason provided his perspective on the broader market and what to expect in 2026.
Jason shares his thoughts on precious metals and the equity market and why the economy is ?running hot."
Jason touches on the market reaction to Powell. He then shares why he believes the real opportunity may be beyond the Mag 7.
Jason discusses the impacts the recent events in Venezuela will have on the markets - specifically Gold and Bitcoin.
Jason shares his outlook on commodities as we head into 2026. He also discusses where he sees AI and the Mag 7 going.
Jason discusses how the administration prioritizes growth and their clear incentives heading into midterms. He also shares how the macro environment continues to support the market.
Jason discusses market pricing, anticipated rate cuts, and the factors contributing to the market rebound.
Jason discusses crypto being down again and how it affects the market. He also explains how this is a year of v-shaped recoveries due to a variety of factors.
Jason shares why UBS raised their S&P 500 price target and his thoughts on Crypto as a risk asset.
Jason shares how the results from NVDA will influence big tech's future. He also discusses why investors should look at the equal weight S&P.
Jason discusses today?s rally in the context of the government shutdown settlement. He also comments on the outcome of the NYC mayoral race and developments in the municipal market.
Jason shares why this AI bubble is NOT the tech wreck 2.0. He also touches on the rise in S&P targets for mid-year 2026.
Jason discusses why this is the most hated rally of our time. He also shares what to expect from Big Tech earnings this week and his outlook on silver.
Jason shares his thoughts on the market pullback and why it may have been needed. He also discusses why now is the time to go long healthcare.
Jason discusses the upcoming earnings season, the new wave of AI, and when/if the government shutdown will impact the markets.
Jason shares his thoughts on the resilient economy and why the Fed should still cut rates. He also touches on changes to investment opportunities in 401(k)s.
Jason shares his thoughts on cash and the importance of time in the market.
Jason shares his thoughts leading up to the Fed announcement today as well as how this will impact the amount of cash on the sidelines.
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