Jay Dobson
CIO Energy & Utilities Equity Strategist at UBS Chief Investment Office, providing analysis on energy demand drivers, generation mix, policy impacts, and infrastructure needs.
Best podcasts with Jay Dobson
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Mar 2, 2026 • 17min
Top of the Morning: Geopolitical update, Energy prices, & Market implications
Kurt Ryman, Head of Fixed Income Americas, gives portfolio and macro positioning color. Jay Dobson, Energy and Utilities Equity Strategist, breaks down oil market moves and supply-chain risks. Shane Lieberman, Senior Governmental Affairs Advisor, explains recent U.S.-Iran actions and regional political fallout. They discuss market reactions, oil price drivers, and implications for positioning in short, sharp takes.
Mar 11, 2026 • 32min
Sustainable Investing Perspectives: Renewable energy & Infrastructure trends
Chris Leslie, Senior MD at Macquarie Asset Management focused on energy transition, and Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, discuss renewable and infrastructure trends. They cover surging electricity demand, supply-chain and permitting pressures, shifting data center geography, grid modernization needs, and innovations from batteries to sustainable aviation fuels.
