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Podzept - The Bigger Picture

Deutsche Bank Research Institute

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

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30 episodes
English

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Monday · length unknown
Macro MATTers: A conversation with OpenAI Chief Economist Ronnie Chatterji
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 economic impact of AI with Ronnie Chatterji, Open AI Chief Economist and the Mark Burgess & Lisa Benson-Burgess Distinguished Professor at Duke University.
November 8 · length unknown
Germany’s strategic dependence on critical raw materials
This episode of Podzept explores Germany’s reliance on critical raw materials, the risks for its industrial base, and how policy could help strengthen supply resilience.
October 26 · length unknown
Mind the Plumbing: Tokenisation, Money and Future of Markets
A deep dive into how the rapid rise of asset tokenization is reshaping global markets, and the critical payment, liquidity, and regulatory shifts required to unlock its full potential.
October 22 · length unknown
Best of British: UK Budget Preview
Jonathan Jayarajan, Head of European Equity Research Product, hosts Sanjay Raja, Chief UK Economist and Shreyas Gopal, Senior FX strategist to preview the UK budget.
October 7 · length unknown
Conference Insights: Thoughts from our 2026 Leveraged Finance Conference
Andrew Casella, Head of US High Yield Credit Research, is joined by Aaron Watts (Media & Telecom) and Miles Highsmith (Healthcare) to recap Deutsche Bank's 2026 Leveraged Finance Conference, held September 28–30 in Scottsdale. The conference brought together more than 550 investors, over 250 issuers and 27 sponsors across more than 850 meetings. The team shares what investors were asking and the key themes from management meetings across Building Products/Industrials, Media/Telecom and Healthcare.
September 24 · length unknown
Macro MATTers: A conversation with David Wilcox on the Fed’s data task force
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 upcoming Fed task force on data with David Wilcox, senior fellow at the Peterson Institute for International Economics, director of US economic research at Bloomberg Economics, and former director of the Division of Research and Statistics at the Federal Reserve Board.
September 15 · length unknown
Best of British: UK Growth on the rise & The potential Russian Risk
Jonathan Jayarajan, Head of European Equity Research Product, is joined by Sanjay Raja, Chief UK Economist, and Helen Belopolsky, Global Head of Geopolitical Research, for a timely discussion on the UK's improving economic prospects and the growing potential disruption risk from Russia.
September 9 · length unknown
Conference Insights: Thoughts from our 2026 Tech Conference
In our latest Conference Insights, Matt Barnard, Head of US Company Research, sat down with analysts Gianmarco Conti, Nate Svensson, Melissa Weathers and Brad Zelnick to highlight takeaways from Deutsche Bank’s 2026 Technology Conference in Dana Point, CA. The conference showcased presentations and meetings with leading tech companies discussing current trends around AI, Emerging Technologies, IT Services, Agentic Commerce and much more.
September 3 · length unknown
Global events matter, but don't, but do
Investors are not indifferent to global events, they're highly polarised about them
August 30 · length unknown
Macro MATTers: A conversation with Loretta Mester on the Fed’s inflation frameworks
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 upcoming Fed task force on inflation frameworks with Loretta Mester, former President and Chief Executive Officer of the Federal Reserve Bank of Cleveland.
August 11 · length unknown
Macro MATTers: A conversation with Patricia Zobel on 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 upcoming Fed task force on the balance sheet with Patricia Zobel, Head of Macroeconomic Research and Market Strategy at Guggenheim Investments and formerly Deputy Manager and Manager pro tem of SOMA at the Federal Reserve Bank of New York.
August 3 · length unknown
Best of British: The Burnham Project
Listen in as Jonathan Jayarajan (Head of European Equity Research Product) is in conversation with Sanjay Raja (Chief UK Economist) and Shreyas Gopal (Senior FX strategist) discuss some of the key issues facing the UK at a pivotal time.
July 21 · length unknown
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 themes related to the expertise of each individual analyst. In the second episode, Caio Natividade, Global Head of QIS Research introduces Gianpaolo Tomasi, Head of Quant Equity Research from the QIS team.
July 14 · length unknown
The World at Mid-Year: The 2026 Geopolitical Playbook
Our Mid-year geopolitical outlook looks at major themes for the second half of 2026 and beyond. It decodes Trump 2.0, China-US relations, Middle East shifts, and Europe's pivotal path, revealing risks, growth, and critical events that will impact markets.
July 12 · length unknown
Macro MATTers: A conversation with Bill English on Fed communications
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 upcoming Fed task force on communications with Bill English, Professor at Yale School of Management and formerly Director of the Division of Monetary Affairs at the Fed Board and Secretary to the Federal Open Market Committee (FOMC).
June 17 · length unknown
Macro MATTers: What we heard at Warsh’s first FOMC meeting
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 June FOMC meeting, the first for new Fed chair Kevin Warsh
June 16 · length unknown
From Pricing Power to Precision: An Evolution for Consumer Companies
Jonathan Jayarajan, Steve Powers, Tom Sykes and Mitch Collett discuss the key challenges and opportunities facing the Consumer Staples industry.
June 15 · length unknown
Structured Thoughts: US Securitized Markets Midyear Outlook
In the “Securitized Markets: Structured Thoughts” podcast series, Deutsche Bank research strategists discuss relevant themes across the US securitized and structured credit markets. In this episode the team discusses their mid-year outlook and surface key takeaways from the first half of the year, and what drivers are set to impact the market in the second half.
June 3 · length unknown
Conference Insights: Thoughts from our Global Financials Conference
In our latest Conference Insights podcast hosted by Matt Barnard, Faiza Alwy, Brian Bedell, Mark DeVries, Ben Goy, Matt O’Connor and Nathan Stein detail key takeaways from Deutsche Bank’s Global Financial Services Conference. The conference brought together leading executives and investors to discuss key trends and developments in the financial services industry.
June 1 · length unknown
Conference Insights: Thoughts from our dbAccess European Champions Conference
Host Jonathan Jayarajan speaks with Tim Rokossa on the European Champions Conference insights, where corporates discussed economic challenges, AI, and Germany’s stimulus – revealing some surprising conclusions.

Showing 1–20 of 30 episodes