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Podzept - The Bigger Picture

Podzept - The Bigger Picture

Hosted by Deutsche Bank Research Institute

Episodes

189

Latest episode

Jun 2026

Language

EN-US

About the show

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

Listen to episodes

60 recent
June 3, 2026

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, 2026

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, 2026

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, 2026

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, 2026

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, 2026

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, 2026

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, 2026

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, 2026

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

February 18, 2026

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 Kevin Warsh’s nomination as Fed chair could mean for the Fed’s balance sheet.

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