Podzept - The Bigger Picture

Deutsche Bank Research Institute
  • 4.9 (18)
  • INVESTING
  • UPDATED DAILY

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

  1. APR 19

    Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing

    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 discuss how their forecasts have changed in response to the recent oil price shock, as well as what to watch out for at Kevin Warsh’s hearing for Fed chair.

  2. APR 2

    Power Play: Investing in Energy Infrastructure for the AI Era

    US Deutsche Bank analysts discuss how today’s investments are shaping the future of energy infrastructure.DB Moderator:Laura Daniels (Deputy Associate Director, US Equity Research)DB Speakers:Ross Seymore (Lead Analyst, Semiconductors) Nicole DeBlase(Lead Analyst, Multi-Industry)Corinne Blanchard(Lead Analyst, Clean Tech & Solar)James Mulholland (Analyst, US Autos)Brett Ryan (US Economist)

  3. MAR 31

    In the Fast Lane with: Lucid

    In our podcast, “In the Fast Lane,” we discuss topics across vehicle autonomy, electrification, infotainment and more. In this episode, we sit down with Lucid, following its Analyst Day, to explore its production outlook, robotaxi development, Uber partnership, consumer autonomy and the drivers of the material cost reductions over the next few years. Marc Winterhoff, Interim CEO, and Taoufiq Boussaid, CFO join us to discuss.

  4. MAR 18

    Geoeconomics is the new key to world affairs

    Geoeconomics has suddenly become central to world affairs. Foreign exchange and energy research strategists Oliver Harvey, Mallika Sachdeva and Michael Hsueh dip into history, geography and energy to explain why this is – and what it means for global power in the future. The discussion is hosted by Thematic Strategist Adrian Cox.Featuring:Adrian Cox, Thematic StrategistOliver Harvey, Head of CEEMEA & LatAm Currency ResearchMichael Hsueh, Precious Metals and Oil StrategistMallika Sachdeva, Head of FX Thematics

  5. MAR 11

    Macro MATTers: Oil’s impact on the economy, markets, and the Fed

    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 discuss the implications of the recent oil price shock for the economy, rates markets, and monetary policy in the US.

  6. MAR 5

    Making Sense of Space: Drones, PNT, and Spectrum

    In this installment of Making Sense of Space, we take a deeper dive into satcom discussing the evolution of the industry, market dynamics, emergence of LEO mega constellations, MSS spectrum, D2D/DTC, and future growth areas with Matt Desch, CEO of Iridium

  7. FEB 18

    Macro MATTers: AI/the labor market and the Fed’s balance sheet

    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 discuss the potential impact of AI on the labor market and what Kevin Warsh’s nomination as Fed chair could mean for the Fed’s balance sheet.

  8. FEB 15

    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

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Ratings & Reviews

4.9
out of 5
18 Ratings

About

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

Information

  • Creator
    Deutsche Bank Research Institute
  • Years Active
    2019 - 2026
  • Episodes
    187
  • Rating
    Clean
  • Copyright
    © Copyright 2003-2026, Deutsche Bank Research, Deutsche Bank AG
  • Show Website
    Podzept - The Bigger Picture

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