Podzept from Deutsche Bank Research
133 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 17 ratingsPodzept is a podcast which addresses the current issues driving the world of economics and finance.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Making Sense of Space – Earth Observation
March 04, 2024 23:00 - 18.2 MBIn our series Making Sense of Space, we discuss the prospects for Earth Observation (EO) live at our studio in NYC. Don Osborne, President and CEO at EarthDaily Analytics joins us.
Macro MATTers: The current outlook for the Fed, the US Economy & Inflation
February 25, 2024 23:00 - 25.9 MBIn the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss DB’s revised US economic forecast, recent hotter than expected inflation data, current expectations and pricing, and DB’s view on R-Star.
Gen Z: Soft living, but financially prudent
February 14, 2024 23:00 - 25.1 MBOlga Cotaga and Luke Templeman discuss Generation Z’s financial habits for spending and investing. This younger generation is different from Millennials and has embraced the trend of ‘soft living’. Yet, they combine this with hard finances. In short, Gen Z save, invest young, buy real estate quicker and appreciate risk.
Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation
January 22, 2024 23:00 - 22.8 MBIn the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics surrounding the path forward for the Fed, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sheet and QT.
Making Sense of Space – Visit to the Wormhole
January 21, 2024 23:00 - 16 MBIn our series Making Sense of Space, we discuss the rocket launch market, taking a visit to the “Wormhole” in Long Beach, California. Tim Ellis from Relativity Space joins us.
Demographics: The market impact to 2030
December 26, 2023 23:00 - 14.3 MBLuke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this, they discuss why some Western countries have an underappreciated demographic advantage and why short-term ageing concerns in China may be overdone.
Making Sense of Space – Spanish Rockets
December 11, 2023 14:00 - 50.5 MBIn our series Making Sense of Space, we discuss the rocket launch market, mainly from the European perspective where the supply shortage is most acute. Jose Manuel Rodriguez from PLD Space joins us.
Making Sense of Space – Evolution of geospatial intelligence in govt
December 10, 2023 23:00 - 46.6 MBIn our series Making Sense of Space, we discuss the evolution of geospatial intelligence in the government, focusing on the satellite imagery aspect. Robert Cardillo, Chief Strategist and Chairman of the Board - Planet Federal, joins us.
2024 US election insights: Preview of the economic & political landscape
November 26, 2023 23:00 - 12.6 MBWith just under a year until the US elections, Pam Finelli, COO of Research and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the unfolding narrative and navigate the anticipated policy implications, shed light on key issues at stake, and unravel the historical market reactions that investors should brace for.
Where’s my AI revolution? Practical ways to get less chat, more action
November 13, 2023 23:00 - 29 MBAdrian Cox discusses the practical challenges of generative AI with Olga Cotaga. The thematic analysts address the three main hurdles for enterprises wanting to implement AI, how they fit into a well-worn historical pattern and how companies can begin to overcome them.
Macro MATTers: The outlook for the US economy and rates after the recent curve steepening
October 24, 2023 22:00 - 22.3 MBIn the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more.
Making Sense of Space: Moving Around In-Orbit
August 21, 2023 22:00 - 43.6 MBIn our series Making Sense of Space, we discuss the logistics of moving around after reaching orbit. Rockets do the heavy lifting off the ground but what happens after the payload is in space? Luca Rossettini from D-Orbit joins us.
Top thematic ideas for H2
August 01, 2023 22:00 - 14.2 MBIn this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.
World outlook: The waiting game...
June 12, 2023 22:00 - 31.9 MBDeutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospe...
AI in action: where is the smart money going?
June 06, 2023 22:00 - 21.6 MBArtificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps.
Can AI help high-labour firms to boost returns?
May 29, 2023 22:00 - 21.4 MBArtificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return ...
Making Sense of Space: Having Ears in the Sky
April 25, 2023 22:00 - 80.2 MBIn our series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. This episode will focus on Earth Observation (EO) which involves gathering information about the planet’s physical, chemical and biological systems to deliver actionable insights. In particular, we go over how radio frequency data can be used to analyze marine, aviation, and weather patterns.
AI & The Five Ws: Why, What, Who, When, Where?
April 10, 2023 22:00 - 10.8 MBArtificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery to many. In this podcast, Dr Marion Laboure, Adrian Cox and Cassidy Ainsworth-Grace look at today’s artificial intelligence landscape, its rapid growth and the new capabilities of ChatGPT and its competitors.
Reshoring's impact on markets and economies
March 20, 2023 23:00 - 23.7 MBWhat happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think...
16 themes driving markets and economies
February 23, 2023 23:00 - 13.3 MBHow do we identify the key themes that are driving markets and economies, and also incorporate their impact into investment and corporate decisions? Adrian Cox asks Luke Templeman about his latest report ’16 themes driving markets and economies’. It highlights the top themes and explains how applying a common framework across different themes is necessary to assess how those themes can affect each other. “You can read something written by intelligent people on theme A and then theme B, and th...
Outlook for global house prices
January 11, 2023 23:00 - 8.38 MBHouse prices are cooling off around the world after the boom years of historically low interest rates and a pandemic race for space. Countries like Sweden, Canada and Australia, which had the biggest gains, heaviest household debt and highest proportion of variable rate mortgages, are most exposed. In the latest episode of Podzept, Michael Hsueh, FX Strategist and author of the G10 Housing Monitor, Jon Bell, Head of the European Construction and House Building Research, and Adrian Cox, Themat...
Making Sense of Space: Home Above the Earth
January 03, 2023 23:00 - 51.2 MBIn our new series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. The third episode dives into the future of space stations and habitats. Edison Yu, lead on research coverage of Space & Aerial Mobility, speaks with Amir Blachman, Chief Investment Officer of Axiom Space.
World Outlook 2023: The Looming Recession
December 06, 2022 23:00 - 17.2 MBPeter Hooper, Global Head of Economics Research, Matt Luzzetti, Chief US Economist and Mark Wall, Chief European Economist, discuss the world outlook 2023 as we find ourselves at a defining moment for the global economy. Inflation is running at multi-decade highs, central banks are pursuing their most aggressive tightening cycle in a couple generations, and a recession is now increasingly expected in the US and Europe. As 2023 nears, there is a growing consensus that it is shaping up will be...
Making Sense of Space: Connectivity and Lasers
November 14, 2022 23:00 - 28.6 MBIn our new series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. The second episode dives into connectivity constellations and how optical/laser terminals could boost performance. Edison Yu, lead on research coverage of Space & Aerial Mobility, speaks with Bulent Altan, CEO of Mynaric and also an early SpaceX employee.
EM Currency and Local Markets Handbook
November 01, 2022 23:00 - 14.5 MBPerry Kojodjojo and Oliver Harvey from Deutsche Bank Emerging Market Research discuss the recently published EM Currency and Local Markets Handbook. The new and revitalised handbook covers over 30 local EM markets in detail, covering liquidity, market structure and regulations in FX, local bonds and IRS, as well as targeted descriptions of monetary policy and market participants. The Handbook is designed to be an essential tool for institutional and corporate clients in navigating an increasi...
Outlook for Fed Policy and the US Yield Curve
October 20, 2022 22:00 - 13.5 MBIn recent weeks, markets have been very volatile as they digest announcements from global policymakers and central bank responses to persistently elevated inflation. In the latest episode of Podzept, Matthew Luzzetti, Chief US Economist, and Matthew Raskin, Head of US Rates Research, discuss their views on the outlook for Fed policy and the US yield curve.
Europe’s energy crisis
October 12, 2022 22:00 - 10.7 MBEurope is in the middle of an energy crisis. It’s grappling with two big challenges at the moment – urgently weaning itself off Russian energy, particularly gas, and moving to a cleaner energy economy. At times, those two goals seem to be in opposition to each other.
Making Sense of Space: Understanding rockets with Edison Yu
September 19, 2022 22:00 - 25.8 MBIn our new series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. The first episode kicks off with the rocket launch market. Edison Yu, lead on research coverage of Space & Aerial Mobility, speaks with Peter Beck, Founder and CEO of Rocket Lab, one of the leading launch companies in the world.
Alternative proteins – the renewables of food?
September 08, 2022 22:00 - 12.5 MBNew Podzept Podcast. The big bust in share prices of Alternative Food stocks has echoes of the dot.com boom & bust in 2000. Yet, just as the bursting of the tech bubble did not stop the inevitable development and adoption of technology, Deutsche Bank Research see the Food Tech revolution as likely continuing despite the cooling of last year’s market euphoria. Olga Cotaga and Luke Templeman, both Thematic Research Analysts, discuss the growth potential in the industry as it continues to simmer...
Is the US already in a recession?
July 14, 2022 22:00 - 11.9 MBAssessing the state of the US economy has become very tricky recently with various datapoints sending conflicting signals about the underlying strength. While 2.7 million new jobs were added in the first half of 2022 with the unemployment rate staying at 3.6%, consumer sentiment is plumbing historical lows and forward-looking growth indicators have weakened. Matthew Barnard, Head of Company Research, US speaks to Matthew Luzzetti, Chief US Economist, to shed light on what is going on.
Why a recession by end-2023 should be the base case
May 10, 2022 22:00 - 14.2 MBPeter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year.
How is the war in Ukraine likely to impact Asian markets?
April 03, 2022 22:00 - 13.7 MBSameer Goel, Global Head of Emerging Markets Research, discusses the impact of the war in Ukraine on Asian markets, including the complex trade relationships that have knock-on effects on the rest of the world.
The Fed’s many challenges
March 10, 2022 23:00 - 13 MBWith the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle.
Russia & SWIFT: The end of the messaging system hegemony?
March 07, 2022 23:00 - 10.1 MBIn a new episode of the Podzept podcast Marion Laboure and Luke Templeman discuss the financial market implications of banning Russia from the SWIFT payment messaging system. Listen in to learn more about SWIFT, its history, previous bans and its alternatives.
Germany at the forefront of the energy transition
February 20, 2022 23:00 - 9.65 MBJames Brand, Head of European Utility Research discusses with Debbie Jones, Global Head of ESG Company Research the ambitious targets set by Germany's coalition government, arguably Europe's most ambitious decarbonisation targets. The targets aims to transform Germany's power market, reaching 80% renewable generation by 2030 while closing its remaining nuclear plants and phasing out coal. It could put Germany at the forefront of the energy transition.
Industrials - constructive or destructive in 2022?
January 24, 2022 23:00 - 11.8 MBNicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be a bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates?
Automotive Outlook 2022 - stronger pricing for longer?
January 06, 2022 23:00 - 14.9 MBTim Rokossa, Global Head of Automotive Research, and Luke Templeman, Thematic Analyst discuss the 2022 outlook for global automotive.
World Outlook 2022-23: Dodging the Tempests
December 16, 2021 23:00 - 14.5 MBMatthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. They base their ominous predictions on several factors: Inflation is pushing 6% or more in Europe and the US while central banks continue quantitative easing. A new and more infectious strain of Covid is spreading rapidly as vaccination rates lag. Supply chains remain clogged with delivery times ...
How big will the China housing shock be?
November 24, 2021 23:00 - 12.7 MBIn a new podcast our China Chief Economist Yi Xiong and Luke Templeman from our Thematic Research team discuss China's housing activity, which remains weak, and help to explain the implications for growth in China next year.
Curious side effect to pandemic?
September 19, 2021 22:00 - 13.1 MBMany corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then?
dbSustainability: Glencore and net zero by 2050
September 06, 2021 22:00 - 28.6 MBLiam Fitzpatrick, European Head of Metals and Mining Research interviews Anna Krutikov, Glencore's Head of Sustainability. Climate ambition is increasing rapidly at a global level and investors are demanding that large corporates, such as Glencore, align strategies with the goals of the Paris Agreement and take the necessary action on reducing emissions.
dbSustainability: Biodiversity - From insects to corporate giants
June 23, 2021 22:00 - 22 MBIn this episode we discuss the corporate response to growing biodiversity concerns, which has been slow. The problem is that companies with higher biodiversity risks can find their stock prices underperform. Customer and political scrutiny are amplifying the situation.
dbSustainability: How can corporates hit their sustainability goals?
May 24, 2021 22:00 - 30.8 MBWe interview Daianna Karaian, Founder and CEO of Today Do This, a firm that works with Blue Chip global corporates to help them achieve specific sustainability goals. We address several big questions that corporates have about exactly how to implement sustainability processes.
Biden after 100 days
May 04, 2021 22:00 - 14.9 MBWe discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year?
When digital currencies become mainstream
April 19, 2021 22:00 - 28.4 MBWe discuss the key trends of digital currencies; which central banks are leading and lagging the race; the different sets of opportunities, or hurdles even, faced by different countries; and what to expect in terms of regulatory framework looking ahead. Katharina Paust-Bokrezion, Head of payments policy, Political Affairs, joins the conversation.
How Assets-as-a-Service can save a balance sheet blow out
April 11, 2021 22:00 - 24.4 MBBeing ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?
Do markets believe the Fed? Possibly
March 31, 2021 22:00 - 27.2 MBA deep dive into what we are expecting from the Fed and why the market is pricing in a different path than the Fed's guidance.
An updated world outlook
March 23, 2021 23:00 - 13.9 MBA year ago, markets were in freefall. The Covid pandemic was still largely in its infancy, but investors were quickly realizing that a massive recession was looming. Fast forward to today and the conversation is very different as we contemplate if growth will run too hot, how high will inflation get and could the Fed fall behind the curve.
dbSustainability: Insights from the db ESG conference
March 07, 2021 23:00 - 22.4 MBListen to a podcast episode where we discuss the highlights from a recent ESG conference where sustainability leaders and asset managers discussed key ESG topics as part of focused panels and presentations.
National People's Congress Preview
February 28, 2021 23:00 - 28.2 MBThis year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. In this podcast we provide a preview of the key policy issues for the NPC where we expect the government will set a floor growth target at 7-7.5% for 2021, leaving sufficient room to pursue its longer-term policy priorities. The 2021 budget will likely roll back about 60% of Covid-19 related stimulus measures. Nevertheless, government spending will likely increase 7% over last year, th...