Paul Hsiao
PersonHeard in 2 episodes across 1 show since Aug 2026
Paul Hsiao is an asset allocation strategist in UBS' Chief Investment Office, where he contributes to investment and macroeconomic analysis. He is associated with UBS research and commentary on global markets and asset allocation.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 0 |
| Oct 2026 | 1 |
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What Paul Hsiao has said on podcasts
9 statements
Rates, inflation, and narrow equity performance signal late-cycle conditions before recession
“these are generally signs of late cycle conditions right before a recession”
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 updateListen at 1:17
Current conditions resemble 1994, when Fed rate increases restrained inflation
“We think that it's more like the 1994 when the Fed was more primed during— to stymie inflation by raising rates.”
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 updateListen at 1:24
“Greenspan was able to do that without causing a recession.”
Open the episode · Top of the Morning: CEO Macro Briefing Book Q4 updateListen at 1:34
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.
Episodes
2 episodes featuring Paul Hsiao, newest first
