Podzept - The Bigger Picture
Business & Finance
About
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.
Episodes
- Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing
Matthew Luzzetti and Matthew Raskin discuss a weaker economic outlook, the Federal Reserve's current stance, and key points regarding Kevin Warsh's hearing for Fed chair.
- Power Play: Investing in Energy Infrastructure for the AI Era
Deutsche Bank analysts, including specialists in semiconductors, multi-industry, clean tech, solar, autos, and economics, discuss how present investments are setting the stage for the future of energy infrastructure.
- In the Fast Lane with: Lucid
This episode of Podzept features a discussion with Lucid representatives following their Analyst Day. Topics covered include the company's production outlook, robotaxi development, collaboration with Uber, consumer autonomy, and anticipate…
- Geoeconomics is the new key to world affairs
Geoeconomics has become central to world affairs. Strategists Oliver Harvey, Mallika Sachdeva, and Michael Hsueh discuss the historical, geographical, and energy factors driving this shift and its implications for future global power.
- Macro MATTers: Oil’s impact on the economy, markets, and the Fed
In this episode of Macro MATTers, Matthew Luzzetti and Matthew Raskin discuss the recent oil price shock and its implications for the US economy, interest rates, and the Federal Reserve.
- 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…
- 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…
- 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…
- 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…
- 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 hist…
- 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…
- 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…
- 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.
- 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 geographie…
- 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.
- AI’s impact on the economy: A conversation with Tyler Cowen
Several weeks ago on October 7th, we hosted our 4th annual Fall Macro Conference at our Columbus Circle office in NYC. This year, the event brought together nearly 500 global investors to discuss some of the top macro topics of the day. Th…
- Payments & FinTech: The Stablecoin Effect
In our latest Podzept podcast, Jonathan Jayarajan, Head of European Equity Product discusses how stablecoins have sparked market reactions globally with Nooshin Nejati, Lead Analyst of European Payments and IT Services and Nate Svensson, L…
- Macro MATTers: Recent Fed communications and the coming end of QT
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 recent communications from the Fed, particularly around…
- The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis
In this podcast George Saravelos discusses the macro outlook with two of the world's foremost experts on global trade, capital flows and China.The conversation took place during this year's Deutsche Bank Macro conference in New York.
- Flight Deck: eVTOL reality check
In our podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For this episode, Mark Moore, CEO of Whisper Aero and co-founder of Uber Elevate, joins us. Notably, we take a closer loo…
- How will European companies ever catch their US peers?
Fixing the crisis of European corporate underperformance is all the more urgent as two headwinds are set to hurt the continent’s companies more than their US peers in the coming years. This paper aims to address how European chief executiv…
- The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?
The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion be…
- Securitized Markets: Structured Thoughts
In our new Securitized Markets podcast, Deutsche Bank research strategists discuss relevant themes across the US securitized markets. In this episode we discuss residuals, the first loss tranche that offers investors both the highest level…
- The 2026 UK Budget Preview
In this edition, Jonathan Jayarajan, Head of European Equity Product and Sanjay Raja, Chief UK Economist take a deep dive into the upcoming UK Budget and discuss the potential policy outcomes.
- How AI is shaping the future of Consumer Staples
In this edition, Jonathan Jayarajan, Head of European Equity Product and Mitch Collett, Head of European Beverages Research discuss how AI is re-shaping the Consumer Staples industry.
- Macro MATTers: FOMC recap and Fed outlook into year-end
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 key takeaways from the September FOMC meeting and wh…
- Conference Insights: Thoughts from our annual TMT conference
Post our 29th Annual TMT Conference, where we hosted 70 companies and several hundred investors, Jonathan Jayarajan, Deputy Head of EMEA Equity Research, discusses some of the key themes and issues with Rob Sanders, Gareth Davies, Johannes…
- Conference Insights: Thoughts from Deutsche Bank's Aviation Forum
In our latest Conference Insights, Matt Barnard, Head of US Company Research, sits down with research analysts: Doug Runte, Mike Linenberg, and Hillary Cacanando, to discuss key takeaways from our 15th Annual Aviation Forum in New York. Th…
- Conference Insights: Thoughts from DB’s Technology Conference
In our latest Conference Insights, Josh Ray, Associate Director of US Company Research, sat down with analysts Ross Seymore, Brad Zelnick, Brian Bedell, Nate Svensson and Melissa Weathers to highlight takeaways from Deutsche Bank’s 2025 Te…
- Macro MATTers: Jackson Hole and Fed leadership changes
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 Chair Powell’s speech at Jackson Hole and recent changes…
- Stochastic conversations
Stochastic conversations is a new series from Deutsche Bank's QIS Research Team, featuring team members' journeys from their background to their current roles. The series will also discuss recent market drivers and the performance of "Port…
- Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession
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 what the disappointing July jobs report, continued eviden…
- In the fast lane with: VinFast
Introducing our new podcast series, “In the fast lane” where we discuss topics across vehicle autonomy, electrification, infotainment, and much more. In this episode, we sit down with VinFast, Vietnam’s largest EV manufacturer having sold…
- Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell
In the latest 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 evidence of tariff effects in the June inflation…
- The Brilliant World of FX (Episode 1): The big Japan debate
The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this first episode, George Saravelos (Global Head of FX Research) moderates a discussion bet…
- Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics
In the latest 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 June jobs report, takeaways from the June FOM…
- Mapping the world’s prices
Jim Reid, Head of Macro and Thematic Research, discusses the latest edition of the "Mapping the World's Prices" report from the Deutsche Bank Research Institute with thematic strategist Adrian Cox. The report looks at the world's cheapest…
- Flight Deck - Agent 001
In our new podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For the first episode, we discuss the eVTOL landscape, sometimes also referred to as AAM (advanced air mobility). Stu…
- Conference Insights: Thoughts from our Global Auto Industry Conference
In our latest Conference Insights, Tim Rokossa, Bin Wang, and Edison Yu highlight takeaways from Deutsche Bank’s Global Auto Industry Conference in New York. Discussions focused on the current sentiment of automotive companies, OEMs and su…
- Conference Insights: Thoughts from our annual Consumer Conference – Paris
In our latest Conference Insights, Jonathan Jayarajan, Head of European Equity Product and Deputy Head of EMEA Equity Research, sits down with 8 of our research analysts to discuss key takeaways from Deutsche Bank’s 22nd annual Consumer Co…
- Macro MATTers: Jobs and CPI data, r-star, and who will be the next Fed chair
In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, their discussion focuses on takeaways from recent data, eviden…
- Conference Insights: Thoughts from our annual Global Industrials, Materials & Building Products Conference
In our latest Conference Insights, David Begleiter, Nicole DeBlase, Andrew Krill and Collin Verron highlight takeaways from Deutsche Bank’s Global Industrials, Materials & Building Products Conference. The conference brought together leadi…
- Conference Insights: Thoughts from our Global Financials Conference
In our latest Conference Insights, Faiza Alwy, Brian Bedell, Mark DeVries, Ben Goy, Cave Montazeri, Matt O’Connor and Bernie von-Gizycki detail key takeaways from Deutsche Bank’s Global Financial Services Conference. The conference brought…
- Macro MATTers: The Fed’s framework review and fiscal fears
In the latest Macro MATTers podcast, Chief US Economist Matthew Luzzetti and Head of US Rates Research Matthew Raskin discuss recent events moving markets. Their discussion focuses on how the Fed’s framework could be tweaked and pressure o…
- Macro MATTers: Trade de-escalation and notes from the road
In our latest Podzept episode, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss the implications of the recent de-escalation of the trade war with China and highlight key themes from a recent cli…
- The Great Tariff Shock: What's next for China and FX?
The US has levied over 100% tariffs on Chinese goods after a week of upwardly escalating retaliation. Trade appears to be decoupling between the world’s first and second largest economies. Oliver Harvey, Head of EM Currency Research sits d…
- Conference Insights: The future of media, internet and telecoms
In our latest Podzept episode, we discuss key takeaways from Deutsche Bank’s 33rd annual Media, Internet and Telecommunications conference. US Head of Research, Matthew Barnard sits down with research analysts Ben Black, Lee Horowitz, Brya…
- US Economic Insights: An Early Look at the Trump Economy
With the new Trump administration moving quickly in its early days, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist, and Matthew Luzzetti, Chief US Economist discuss the most important actions impacting…
- Making Sense of Space – A true voyager
In our series Making Sense of Space, we discuss the market opportunity for Defense Tech and aspirations for future space stations. Dylan Taylor, Chairman and CEO of Voyager Space joins us.
- Making Sense of Space: One web, but many networks
In our series Making Sense of Space, we discuss the satellite communication (satcom) landscape, diving into areas such as growth drivers, regulatory framework, and competitive environment. Eva Berneke, CEO at Eutelsat joins us.