Podzept - The Bigger Picture

Hosted by Deutsche Bank Research Institute

Business Investing

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Episodes

197

Latest episode

Aug 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

August 11, 2026

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, 2026

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, 2026

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, 2026

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, 2026

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, 2026

Macro MATTers: What we heard at Warsh’s first FOMC meeting

June 16, 2026

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, 2026

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, 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.