The Petika Wealth Management Group Podcast

With the 2026 midterm elections approaching, we sit down with John Savercool, UBS's first full-time, senior lobbyist and Washington D.C. veteran in political and policy advocacy. In this episode, we discuss what to watch as the races unfold, how different outcomes could shape the balance of power in Washington, and some of the potential implications for policy, the economy, and financial markets.

In this episode, we talk with Kurt Reiman, Head of Fixed Income at UBS Financial Services to discuss the conclusion of the 250 years of US innovation series and the history lessons we can use today.

In this episode, we talk with Nathaniel Gabriel, CIO Equity Strategist - Industrials & Materials, at UBS Financial Services to discuss the last 250 years of innovation in the Industrials and Materials sectors. We discuss the build out of US transcontinental railroad, the history of aviation, and where we see innovation opportunities going forward.

In this episode, we talk with Sunny Mehra, CIO Equity Strategist - Consumer, at UBS Financial Services to discuss the last 250 years of innovation in the consumer sectors including the invention of the assembly line and where we see opportunities going forward.

In this episode, we talk with Jeff Harwood, CIO Equity Strategist - Financials, at UBS Financial Services. During our conversation, we discuss the last 250 years of innovation in the financial sector, what comes next, and where do we see opportunities going forward.

In this episode, we sit down with Jay Dobson, CIO Equity Strategist, US Energy & Utilities, UBS Financial Services, to breakdown how recent geopolitical tensions are reshaping the energy landscape - from crude oil price volatility and supply chain disruptions to shifting alliances and policy responses.

In this episode, we sit down with retired U.S. Navy Admiral, Jonathan Greenert, to break down today's geopolitical landscape and the forces shaping global security. Drawing on decades of military leadership and strategic experience, the Admiral offers clear insight into military strategy and rising geopolitical tensions involving China, Russia, the middle east, Greenland and NATO. We discuss current global flashpoints, the future of conflict, U.S. national security priorities, and what these developments mean for world affairs in the years ahead.

On this episode, we dive into the key trends, challenges, and opportunities shaping the stock market and economy for the year ahead in 2026. Joining us to discuss these topics is Kurt Reiman, Head of Fixed Income, CIO Americas, UBS Global Wealth Management.

On this episode, we are joined by Justin Waring, Head of UBS Wealth Way Strategy & Solutions, to discuss year end planning opportunities including: managing capital gains, revisiting retirement contribution strategies, year end giving, and developments that may shape the retirement planning landscape in 2026 and beyond.

On this episode, we are joined by Annalee Kruger, founder of Care Right Inc. Annalee brings over 30 years of experience guiding families through medical crises, senior care decisions, and the emotional and financial challenges of caregiving. During our discussion, we covered how to proactively plan for aging and avoid being blindsided by medical crises, the importance of an Aging Plan alongside your financial plan, and strategies for safeguarding caregivers, understanding dementia, and making informed care decisions.

On this episode, we are joined by James Mazeau, Economist for UBS Chief Investment Office, to discuss the recently released Global Wealth Report 2025. In an era marked by rapid economic shifts and unprecedented market developments, understanding trends and drivers of wealth creation is more crucial than ever. During our discussion, we breakdown these trends and the key drivers of wealth growth going forward.

On this episode, we provide an update on the current developments within the healthcare sector as we have 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 how tariffs may affect pharmaceuticals.

On this call, we dive into the latest market trends and key economic developments shaping the financial landscape. Joining us to discuss these topics is Mike Ryan, Vice Chair GWM, UBS Financial Services Inc.

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?