Podzept - Deutsche Bank Research

Deutsche Bank Research
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Podzept is a podcast which addresses the current issues driving the world of economics and finance.

  1. 2D AGO

    Structured Thoughts: Commercial Real Estate Refinancing Landscape

    In our latest Structured Thoughts podcast, Ed Reardon, Head of Securitization Research is joined by Michael Cohen, Managing Partner and Founder of Brighton Capital Advisors for a discussion on the challenges for maturing CRE loans even in a bullish lending market

  2. JAN 14

    Macro MATTers: Key US macro themes for 2026

    In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they present the key consensus views for the US economy, Fed and rates markets in 2026, and discuss how their views differ.

  3. JAN 13

    Flight Deck: China eVTOL deep dive with Xin Gou

    In our podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For this episode, Xin Gou, editor-in-chief of Flying China magazine, joins us. Notably, we take a closer look at the history of eVTOL industry in China, supply chain, major players, regulation and certification process.

  4. JAN 11

    Geopolitical Realignment: Investing Beyond Volatility

    Dr Helen Belopolsky, Global Head of Geopolitical Research, Miha Hribernik, Chief Geopolitical Strategist, Asia, and Adrian Cox, Thematic Strategist, discuss how geopolitics in 2026 are reshaping the operating environment for corporates and investors, emphasising that volatility is the new normal and anticipating developments is crucial. The discussion covers the evolving international landscape, including the unravelling of the post-1945 order and the implications of President Trump's "America First" policies for areas of focus such as Venezuela and US-China relations.

  5. 12/17/2025

    Macro MATTers: A conversation with Richard Clarida

    In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they host Richard Clarida, Managing Director at PIMCO and former Vice Chairman of the Federal Reserve Board of Governors, for a wide-ranging discussion on the outlook for the US economy, monetary policy, and markets. Dr. Clarida is a managing director in the New York office and PIMCO's global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. He served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System from September 2018 to January 2022. Dr. Clarida is also the C. Lowell Harriss Professor of Economics and International Affairs at Columbia University. Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, in which he served as chief economic advisor to two U.S. Treasury Secretaries. Earlier in his career, he was with Credit Suisse and Grossman Asset Management. He has 26 years of investment experience and holds a Ph.D. and a master's degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois.

  6. 12/11/2025

    The Outlook for European Banks

    Jonathan Jayarajan (Head of European Equity Research Product) and Benjamin Goy (Head of European Financials research) discuss the likely trajectory of the banks sector following strong performance over recent years.

  7. 12/08/2025

    Let's talk thEMes - 2026 Outlook: Get Involved

    In the first episode of this new series ‘Let's talk thEMes’, Deutsche Bank’s Emerging Markets research team discusses key themes facing EM in 2026 – combining top-down views on the asset class with a bottom up look at various EM geographies around the world. After delivering close to what has been among the best annual performance since GFC, we argue for why EM has more room to go.Featuring:Sameer Goel, Global Head of Emerging Markets and APAC ResearchChristian Wietoska, Head of CEEMEA & LatAm ResearchOliver Harvey, Head of CEEMEA & LatAm Currency ResearchDanelee Masia, Chief Economist, CEEMEAFrancisco Campos, Chief Economist, Latin AmericaPerry Kojodjojo, Senior Asian Macro Strategist

  8. 11/23/2025

    Structured Thoughts: 2026 Year Ahead

    In this episode of “Structured Thoughts”, Deutsche Bank research strategists discuss their forecasts for the US securitized markets in the year ahead, surfacing themes that will be relevant for investors in 2026.

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Ratings & Reviews

4.9
out of 5
17 Ratings

About

Podzept is a podcast which addresses the current issues driving the world of economics and finance.

Information

  • Creator
    Deutsche Bank Research
  • Years Active
    2019 - 2026
  • Episodes
    180
  • Rating
    Clean
  • Copyright
    © Copyright 2003-2021, Deutsche Bank Research, Deutsche Bank AG
  • Show Website
    Podzept - Deutsche Bank Research

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