Paul Schau

Person

Heard in 1 episode across 1 show since Aug 2026

Paul Schau is a senior asset allocation strategist at UBS, specializing in investment strategy, macroeconomic analysis, and portfolio allocation.

Episodes

across 1 show

First heard

Aug 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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9 statements

on AI computation demandPositiveAug 25, 2026· UBS On-Air: Market Moves
Rising AI computation demand would increase competition for tokens.
“if we think that demand for overall AI computation is rising, we'd see more competition of these tokens.”
Listen at 4:46
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on AI tokensPositiveAug 25, 2026· UBS On-Air: Market Moves
Dollar spending per AI token has risen over roughly two years.
“the dollar amount per token usage has been steadily rising”
Listen at 5:00
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI
on large language modelsPositiveAug 25, 2026· UBS On-Air: Market Moves
Large language models have become more efficient at processing tokens.
“LLMs, large language models, have become much more efficient at processing these tokens.”
Listen at 5:08
Open the episode · Top of the Morning: CEO Macro Briefing Book - Insights on AI

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.

1 episode featuring Paul Schau, newest first