Podzept - The Bigger Picture
by Deutsche Bank Research Institute
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
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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...
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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.
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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.
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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.
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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...
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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...
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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.
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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…
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Global events matter, but don't, but do
Investors are not indifferent to global events, they're highly polarised about them
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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…
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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...
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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.
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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…
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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.
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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…
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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
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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.
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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…
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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...
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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.
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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...
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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...
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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...
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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…
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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…
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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.
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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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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...
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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 a bullish lending market
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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 markets in 2026, and discuss how their views differ.
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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 history of eVTOL industry in China, supply chain, major…
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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 investors, emphasising that volatility is the new normal...
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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 Chairman of the Federal Reserve Board of Governors, for a...
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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.
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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 geographies around the world. After delivering close to what has…
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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.
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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. The conference also featured in-depth conversations on...
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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, Lead Analyst of US Payments, Processors and IT Services.
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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 near-term policy path, the outlook for QT, and the...
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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.
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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 look at BETA Technologies, and broader industry topics...
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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 executives can catch up by focussing on the one thing that is...
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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 between Sanjay Raja (Chief UK Economist and Deputy Head of…
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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 of risk and the greatest return. We provide context on…
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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.
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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.
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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 what it tells us about the outlook for monetary policy into...
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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 Schaller, and Robert Grindle.
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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. The conference brought together over 900 investors and...
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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 Technology Conference in Dana Point. The conference cut…
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About this show
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.
Hosted by
Deutsche Bank Research Institute