Managing director, wealth management, UBS
7 dated public stances tracked since 2021-06-28, most recently 2026-10-19. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jason Katz's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jason Katz is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
2026-10-19
long AMZN
pair
Fox Business (uncut) · uncut_tv
Hyperscalers own the profit levers from AI spend and will see earnings lift, while AI infrastructure/hardware suppliers face earnings pressure once capex peaks — prefer the former over the latter as the cycle matures
“hyperscalers are the ones that are going to have the profit levers from making all that investment”
Varney & Company — 2026-10-19 (Fox Business, full episode, ads cut)
2026-10-19
Big Tech
bullish
Fox Business (uncut) · uncut_tv
Hyperscalers generate massive free cash flow and have profit levers from their AI infrastructure spending, so earnings will continue to beat despite macro concerns about deficit and AI capex
“you do not want to bet against the greatest tech super cycle of our time”
Varney & Company — 2026-10-19 (Fox Business, full episode, ads cut)
2025-10-27
SILVER
bullish
Fox Varney & Co · video
Silver shares gold's safe-haven attributes but also carries industrial demand from EV, electronics, and solar, making it a cheaper entry point into the metals complex with a near-term target of $55
“if you're looking to get long metals, a cheaper way to do that is silver”
90d +131.9% · 180d +61.2% · 1y +15.9%
Stocks get a boost amid US-China trade talks
2025-10-27
Big Tech
bullish
Fox Varney & Co · video
Big Tech earnings are likely to beat and raise, with capex reaffirmation supporting AI spend narratives, making any post-earnings sell-off a temporary reprieve rather than a trend reversal
“I think they're going to beat and I think they're going to raise”
90d -0.3% · 180d +6.0% · 1y +15.4%
Stocks get a boost amid US-China trade talks
2025-07-29
SPX
bullish
Fox Varney & Co · video
Rally is fundamentals-driven rather than euphoria-fueled, and institutional investors who missed the move may be forced to chase or cover shorts, extending the advance
“this is more supported by fundamentals... retail investors haven't missed this rally, it's the institutions that have”
90d +8.2% · 180d +9.7% · 1y +16.1%
This may be a 'justified slow melt-up,' says UBS managing director
2025-07-29
BANKS
bullish
Fox Varney & Co · video
Deregulation will loosen capital constraints on banks, freeing them to deploy more capital and drive earnings growth at the onset of the most business-friendly environment in a generation
“deregulations afford the banks the opportunity to loosen their pursestrings a little bit and have more capital start to flow”
90d +1.0% · 180d +11.2% · 1y +24.0%
This may be a 'justified slow melt-up,' says UBS managing director
2021-06-28
SPX
bullish
Fox Varney & Co · video
Fed is on hold for at least 18 months with no rate hike and taper not starting until late 2021/early 2022, while earnings growth runs at 40%+ with analysts still behind the curve raising estimates—conditions support 6-7% further upside to a 12-month target of…
“being bullish is not in vogue right now but you have to ask yourself whose the incremental buyer”
90d +3.9% · 180d +12.4% · 1y -9.7%
Jason Katz on why he is 'unapologetically optimistic' on stocks
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