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Podzept - The Bigger Picture, 205 episodes. Page 1 of 3.

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Macro MATTers: A conversation with OpenAI Chief Economist Ronnie Chatterji

2

Germany’s strategic dependence on critical raw materials

3

Mind the Plumbing: Tokenisation, Money and Future of Markets

4

Best of British: UK Budget Preview

5

Conference Insights: Thoughts from our 2026 Leveraged Finance Conference

6

Macro MATTers: A conversation with David Wilcox on the Fed’s data task force

7

Best of British: UK Growth on the rise & The potential Russian Risk

8

Conference Insights: Thoughts from our 2026 Tech Conference

9

Global events matter, but don't, but do

10

Macro MATTers: A conversation with Loretta Mester on the Fed’s inflation frameworks

11

Macro MATTers: A conversation with Patricia Zobel on the Fed’s balance sheet

12

Best of British: The Burnham Project

13

Stochastic conversations

14

The World at Mid-Year: The 2026 Geopolitical Playbook

15

Macro MATTers: A conversation with Bill English on Fed communications

16

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

17

From Pricing Power to Precision: An Evolution for Consumer Companies

18

Structured Thoughts: US Securitized Markets Midyear Outlook

19

Conference Insights: Thoughts from our Global Financials Conference

20

Conference Insights: Thoughts from our dbAccess European Champions Conference

21

Macro MATTers: Could the Fed hike rates in 2026?

22

Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing

23

Power Play: Investing in Energy Infrastructure for the AI Era

24

In the Fast Lane with: Lucid

25

Geoeconomics is the new key to world affairs

26

Macro MATTers: Oil’s impact on the economy, markets, and the Fed

27

Making Sense of Space: Drones, PNT, and Spectrum

28

Macro MATTers: AI/the labor market and the Fed’s balance sheet

29

Structured Thoughts: Commercial Real Estate Refinancing Landscape

30

Macro MATTers: Key US macro themes for 2026

31

Flight Deck: China eVTOL deep dive with Xin Gou

32

Geopolitical Realignment: Investing Beyond Volatility

33

Macro MATTers: A conversation with Richard Clarida

34

The Outlook for European Banks

35

Let's talk thEMes - 2026 Outlook: Get Involved

36

Structured Thoughts: 2026 Year Ahead

37

AI’s impact on the economy: A conversation with Tyler Cowen

38

Payments & FinTech: The Stablecoin Effect

39

Macro MATTers: Recent Fed communications and the coming end of QT

40

The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis

41

Flight Deck: eVTOL reality check

42

How will European companies ever catch their US peers?

43

The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?

44

Securitized Markets: Structured Thoughts

45

The 2026 UK Budget Preview

46

How AI is shaping the future of Consumer Staples

47

Macro MATTers: FOMC recap and Fed outlook into year-end

48

Conference Insights: Thoughts from our annual TMT conference

49

Conference Insights: Thoughts from Deutsche Bank's Aviation Forum

50

Conference Insights: Thoughts from DB’s Technology Conference

51

Macro MATTers: Jackson Hole and Fed leadership changes

52

Stochastic conversations

53

Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession

54

In the fast lane with: VinFast

55

Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell

56

The Brilliant World of FX (Episode 1): The big Japan debate

57

Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics

58

Mapping the world’s prices

59

Flight Deck - Agent 001

60

Conference Insights: Thoughts from our Global Auto Industry Conference

61

Conference Insights: Thoughts from our annual Consumer Conference – Paris

62

Macro MATTers: Jobs and CPI data, r-star, and who will be the next Fed chair

63

Conference Insights: Thoughts from our annual Global Industrials, Materials & Building Products Conference

64

Conference Insights: Thoughts from our Global Financials Conference

65

Macro MATTers: The Fed’s framework review and fiscal fears

66

Macro MATTers: Trade de-escalation and notes from the road

67

The Great Tariff Shock: What's next for China and FX?

68

Conference Insights: The future of media, internet and telecoms

69

US Economic Insights: An Early Look at the Trump Economy

70

Making Sense of Space – A true voyager

71

Making Sense of Space: One web, but many networks

72

2024 US Election Insights: Policy and Economic Priorities of the Trump Administration

73

Macro MATTers: Deutsche Bank’s Outlook for the Fed, Rates & the US Economy

74

Making Sense of Space: Spicing it up with Rocket Lab

75

Making Sense of Space: Role of AI in Space (Part 2)

76

2024 US election insights: Takeaways from the GOP convention and economic implications

77

Making Sense of Space: Role of AI in Space (Part 1)

78

Focus Europe: All you need to know five weeks ahead of the EU parliamentary election

79

The Wide Angle: The global credit cycle signals a still tricky economic path ahead

80

Making Sense of Space – Earth Observation

81

Macro MATTers: The current outlook for the Fed, the US Economy & Inflation

82

Gen Z: Soft living, but financially prudent

83

Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation

84

Making Sense of Space – Visit to the Wormhole

85

Demographics: The market impact to 2030

86

Making Sense of Space – Spanish Rockets

87

Making Sense of Space – Evolution of geospatial intelligence in govt

88

2024 US election insights: Preview of the economic & political landscape

89

Where’s my AI revolution? Practical ways to get less chat, more action

90

Macro MATTers: The outlook for the US economy and rates after the recent curve steepening

91

Making Sense of Space: Moving Around In-Orbit

92

Top thematic ideas for H2

93

World outlook: The waiting game...

94

AI in action: where is the smart money going?

95

Can AI help high-labour firms to boost returns?

96

Making Sense of Space: Having Ears in the Sky

97

AI & The Five Ws: Why, What, Who, When, Where?

98

Reshoring's impact on markets and economies

99

16 themes driving markets and economies

100

Outlook for global house prices