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Michael Kass

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

UBS On-Air: Market Moves

Episode Appearances

UBS On-Air: Market Moves

UBS On-Air: Market Moves · Apr 23, 2026

Talking Markets Podcast (Emerging Markets) with Michael Kass of Baron Capital

“Guest discussing EM investment thesis, deglobalization catalysts, and portfolio positioning recommendations for institutional investors”

Emerging Markets Equity Valuations and Relative PerformanceDeglobalization and Geopolitical Risk Impact on Capital AllocationAI Semiconductor Supply Chain and EM Technology Companies