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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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23 episodes
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Wednesday · 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.
May 21 · length unknown
Macro MATTers: Could the Fed hike rates in 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 discuss the recent sharp repricing in markets towards expectations of Fed rate hikes. They debate both the fundamental conditions that could lead to this outcome as well as how to think about current market pricing and the rise in long-term yields
April 19 · length unknown
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.
April 2 · length unknown
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)
March 31 · length unknown
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.
March 18 · length unknown
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
March 11 · length unknown
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.
March 5 · length unknown
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

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