What podcasts say about Jason Draho

Every statement, with the speaker, the exact quote and the moment it was said.

What Jason Draho has said on podcasts

10 statements · 8 positive · 1 negative · 1 mixed

on U.S. economyPositiveOct 5, 2026· UBS On-Air: Market Moves
The U.S. economy is performing well without overheating.
“the U.S. economy is doing quite well, but it's also a relatively benign kind of picture”
Listen at 1:06
Open the episode · Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat
on Core PCE inflationPositiveOct 5, 2026· UBS On-Air: Market Moves
Core PCE inflation fell to 3% year over year after methodological revisions.
“the year-over-year inflation measure for Core PC fell to 3%”
Listen at 1:45
Open the episode · Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat
on U.S. economic growthPositiveOct 5, 2026· UBS On-Air: Market Moves
Second-quarter U.S. economic growth was revised upward to 2.2%.
“the economy grew 2.2% in the second quarter versus 1.5% prior to that”
Listen at 2:26
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on U.S. unemployment rateNegativeOct 5, 2026· UBS On-Air: Market Moves
The U.S. unemployment rate increased from 4.1% to 4.2%.
“The unemployment rate did tick up from 4.1% to 4.2%”
Listen at 3:17
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on U.S. economyPositiveOct 5, 2026· UBS On-Air: Market Moves
The U.S. economy entered the fourth quarter with strong momentum.
“It means we began the fourth quarter with good momentum”
Listen at 3:35
Open the episode · Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat
on U.S. GDP growthPositiveOct 5, 2026· UBS On-Air: Market Moves
Most tracking estimates put third-quarter U.S. GDP growth above 3%.
“most tracking estimates for third quarter GDP are at over 3%”
Listen at 3:38
Open the episode · Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat
on U.S. economic momentumPositiveOct 5, 2026· UBS On-Air: Market Moves
Underlying U.S. economic momentum is probably stronger than investors assume.
“the underlying economic momentum is... probably stronger than most investors are assuming”
Listen at 3:48
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on Artificial IntelligencePositiveOct 5, 2026· UBS On-Air: Market Moves
AI is materially contributing to current U.S. economic growth.
“AI is a big factor in driving it”
Listen at 3:55
Open the episode · Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat
on Artificial IntelligenceMixedOct 5, 2026· UBS On-Air: Market Moves
AI may be contributing more to growth and less to inflation than investors assumed.
“it's also contributing maybe more to growth and less inflation than most investors had been assuming based on the data”
Listen at 3:57
Open the episode · Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat
on U.S. economyPositiveOct 5, 2026· UBS On-Air: Market Moves
Recent data likely indicates the economy’s direction over the next couple quarters.
“but also likely where it is headed in the next couple of quarters”
Listen at 4:09
Open the episode · Top of the Morning: CIO Strategy Snapshot - Wash, rinse, repeat

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.