Sean Simonds
Equity strategist at UBS specializing in quantitative equity research and market breadth, discussing earnings, sector rotations, and factor exposures.
Best podcasts with Sean Simonds
Ranked by the Snipd community
14 snips
Feb 6, 2026 • 38min
The Outlook for a Kevin Warsh-Led Fed
Priya Misra, Core Plus Bond ETF manager at J.P. Morgan, on credit positioning and yield-curve signals. Sean Simonds, UBS equity strategist, on earnings breadth, sector rotations and AI capex worries. Claudia Sahm, Chief Economist at New Century Advisors and former Fed researcher, on labor market quirks and reactions to a Kevin Warsh-led Fed. Short, topical conversations about markets, policy and risk.
