Constantin Bolz
CIO FX Strategist. Specializes in foreign exchange strategy and advises on currency diversification.
Top 3 podcasts with Constantin Bolz
Ranked by the Snipd community
6 snips
Aug 4, 2025 • 26min
Across the Pond: What a weaker greenback means for global investors
Dominic Schnider, Head of CIO Global FX & Commodity at UBS, and Constantin Bolz, CIO FX Strategist, dive into the recent sharp decline of the US dollar. They discuss its impact on global investors' strategies and the implications for portfolio diversification. The duo highlights factors such as tariffs and fiscal deficits affecting currency values. They emphasize the rise of alternative currencies like the euro and the potential investments in European markets. It's a timely conversation urging investors to reconsider their currency exposures.
Feb 10, 2026 • 37min
FX Moment: Assessing Narratives That Take the Euro Past $1.20
Constantin Bolz, Head of G-10 FX at UBS CIO, brings macro-driven FX strategy expertise. He discusses narratives that could push the euro past $1.20. Short, sharp takes cover euro fiscal easing, ECB reactions, dollar weakness vs euro strength, pro-cyclical carry trades like NOK and AUD, and outlooks for the franc and yen.
Jul 23, 2024 • 29min
CIO Global Livestream: What is driving markets - Elections or earnings?
Global experts Kiran Ganesh, Tom McLoughlin, Nadia Lovell, & Constantin Bolz discuss US election impact on markets, Harris's role, earnings vs elections, small cap performance, trade relationships, interest rates, and investment strategies.
