60 episodes

Podzept is a podcast, which addresses the fundamental issues driving the world of economics and finance: it provides a platform for Deutsche Bank analysts to share their findings with clients and the wider world.

Podzept - with Deutsche Bank Research Deutsche Bank Research

    • Investing

Podzept is a podcast, which addresses the fundamental issues driving the world of economics and finance: it provides a platform for Deutsche Bank analysts to share their findings with clients and the wider world.

    Football: The divide between clubs will grow wider

    Football: The divide between clubs will grow wider

    With European football leagues on hold, clubs are facing severe losses that will likely continue over into next season. The transfer market has also been highly disrupted. Not all clubs have shareholders with deep pockets and so there is likely to be a widening of inequality between the big and small clubs.

    Is covid-19 inflationary or deflationary?

    Is covid-19 inflationary or deflationary?

    One of the lead features in the latest Konzept edition concerns whether the Coronavirus will end up being deflationary or inflationary. We have Robin Winkler, FX Strategist in the red corner fighting for his deflationary views and Oliver Harvey, Macro Strategist in the blue corner countering with his inflationary views. Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research moderates.

    COVID-19 and the Impact of US Jobs – episode 3

    COVID-19 and the Impact of US Jobs – episode 3

    After shrugging off a historic plunge in April employment, market participants will likely need to digest further record-setting monthly declines in core CPI inflation as well as April retail sales and industrial production. However, with financial markets seemingly numb to the bad data news, Fed Chair Powell's appearance on Wednesday may overshadow what is likely to be epic weakness in this week's economic data. Matthew Luzzetti, Chief US Economist shares his insights.

    A less than grand reopening – episode 2

    A less than grand reopening – episode 2

    It is now evident that the US economy is in the midst of the most severe contraction in the post-World War II era, one which could produce a record quarterly contraction in output in the second quarter and an unemployment rate above 17% in April. The path beyond the Q2 contraction is, however, remarkably uncertain. Matthew Luzzetti, Chief Economist, US explains.

    Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper, would you?

    Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper, would you?

    Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper – so why run a risk asset portfolio without an effective defensive overlay? Caio Natividade, Head of QIS Research and Sorin Ionescu, Head of QIS Structuring explain.

    Higher debt is a necessary price to pay – episode 1

    Higher debt is a necessary price to pay – episode 1

    The US economy is experiencing unprecedented disruptions that have led to a sudden stop in activity. The result will be the most dramatic decline in GDP and sharpest rise in unemployment in the post-World War II period. Matthew Luzzetti, Chief US Economist shares his insights.

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