All Episodes
Podzept - Deutsche Bank Research — 195 episodes
Stochastic conversations
The World at Mid-Year: The 2026 Geopolitical Playbook
Macro MATTers: A conversation with Bill English on Fed communications
Macro MATTers: What we heard at Warsh’s first FOMC meeting
From Pricing Power to Precision: An Evolution for Consumer Companies
Structured Thoughts: US Securitized Markets Midyear Outlook
Conference Insights: Thoughts from our Global Financials Conference
Conference Insights: Thoughts from our dbAccess European Champions Conference
Macro MATTers: Could the Fed hike rates in 2026?
Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing
Power Play: Investing in Energy Infrastructure for the AI Era
In the Fast Lane with: Lucid
Geoeconomics is the new key to world affairs
Macro MATTers: Oil’s impact on the economy, markets, and the Fed
Making Sense of Space: Drones, PNT, and Spectrum
Macro MATTers: AI/the labor market and the Fed’s balance sheet
Structured Thoughts: Commercial Real Estate Refinancing Landscape
Macro MATTers: Key US macro themes for 2026
Flight Deck: China eVTOL deep dive with Xin Gou
Geopolitical Realignment: Investing Beyond Volatility
Macro MATTers: A conversation with Richard Clarida
The Outlook for European Banks
Let's talk thEMes - 2026 Outlook: Get Involved
Structured Thoughts: 2026 Year Ahead
AI’s impact on the economy: A conversation with Tyler Cowen
Payments & FinTech: The Stablecoin Effect
Macro MATTers: Recent Fed communications and the coming end of QT
The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis
Flight Deck: eVTOL reality check
How will European companies ever catch their US peers?
The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?
Securitized Markets: Structured Thoughts
The 2026 UK Budget Preview
How AI is shaping the future of Consumer Staples
Macro MATTers: FOMC recap and Fed outlook into year-end
Conference Insights: Thoughts from our annual TMT conference
Conference Insights: Thoughts from Deutsche Bank's Aviation Forum
Conference Insights: Thoughts from DB’s Technology Conference
Macro MATTers: Jackson Hole and Fed leadership changes
Stochastic conversations
Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession
In the fast lane with: VinFast
Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell
The Brilliant World of FX (Episode 1): The big Japan debate
Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics
Mapping the world’s prices
Flight Deck - Agent 001
Conference Insights: Thoughts from our Global Auto Industry Conference
Conference Insights: Thoughts from our annual Consumer Conference – Paris
Macro MATTers: Jobs and CPI data, r-star, and who will be the next Fed chair
Conference Insights: Thoughts from our annual Global Industrials, Materials & Building Products Conference
Conference Insights: Thoughts from our Global Financials Conference
Macro MATTers: The Fed’s framework review and fiscal fears
Macro MATTers: Trade de-escalation and notes from the road
The Great Tariff Shock: What's next for China and FX?
Conference Insights: The future of media, internet and telecoms
US Economic Insights: An Early Look at the Trump Economy
Making Sense of Space – A true voyager
Making Sense of Space: One web, but many networks
2024 US Election Insights: Policy and Economic Priorities of the Trump Administration
Macro MATTers: Deutsche Bank’s Outlook for the Fed, Rates & the US Economy
Making Sense of Space: Spicing it up with Rocket Lab
Making Sense of Space: Role of AI in Space (Part 2)
2024 US election insights: Takeaways from the GOP convention and economic implications
Making Sense of Space: Role of AI in Space (Part 1)
Focus Europe: All you need to know five weeks ahead of the EU parliamentary election
The Wide Angle: The global credit cycle signals a still tricky economic path ahead
Making Sense of Space – Earth Observation
Macro MATTers: The current outlook for the Fed, the US Economy & Inflation
Gen Z: Soft living, but financially prudent
Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation
Making Sense of Space – Visit to the Wormhole
Demographics: The market impact to 2030
Making Sense of Space – Spanish Rockets
Making Sense of Space – Evolution of geospatial intelligence in govt
2024 US election insights: Preview of the economic & political landscape
Where’s my AI revolution? Practical ways to get less chat, more action
Macro MATTers: The outlook for the US economy and rates after the recent curve steepening
Making Sense of Space: Moving Around In-Orbit
Top thematic ideas for H2
World outlook: The waiting game...
AI in action: where is the smart money going?
Can AI help high-labour firms to boost returns?
Making Sense of Space: Having Ears in the Sky
AI & The Five Ws: Why, What, Who, When, Where?
Reshoring's impact on markets and economies
16 themes driving markets and economies
Outlook for global house prices
Making Sense of Space: Home Above the Earth
World Outlook 2023: The Looming Recession
Making Sense of Space: Connectivity and Lasers
EM Currency and Local Markets Handbook
Outlook for Fed Policy and the US Yield Curve
Europe’s energy crisis
Making Sense of Space: Understanding rockets with Edison Yu
Alternative proteins – the renewables of food?
Is the US already in a recession?
Why a recession by end-2023 should be the base case
How is the war in Ukraine likely to impact Asian markets?
The Fed’s many challenges
Russia & SWIFT: The end of the messaging system hegemony?
Germany at the forefront of the energy transition
Industrials - constructive or destructive in 2022?
Automotive Outlook 2022 - stronger pricing for longer?
World Outlook 2022-23: Dodging the Tempests
How big will the China housing shock be?
Curious side effect to pandemic?
dbSustainability: Glencore and net zero by 2050
dbSustainability: Biodiversity - From insects to corporate giants
dbSustainability: How can corporates hit their sustainability goals?
Biden after 100 days
When digital currencies become mainstream
How Assets-as-a-Service can save a balance sheet blow out
Do markets believe the Fed? Possibly
An updated world outlook
dbSustainability: Insights from the db ESG conference
National People's Congress Preview
Post Covid-19: What executives are thinking and doing
Biden’s first 100 days
The delivery dilemma
The steps required to promote digital currencies
US political developments and implications for the economic outlook
The fundamental right to connectivity
Election could bring sweeping changes to the economic outlook
America's Racial Gap & Big Tech's Closing Window
Intergenerational Conflict: The Next Dividing Line
How the virus could reduce inequality
The $3.5 Trillion Tech Cold War Fallout
The future of work from home
How can you build a framework for market neutral portfolios across asset classes?
Higher e-duc@tion and the future of homework
Asset Allocation: Throw Away The Playbook: 10 Surprises
What does machine learning have in common with cooking feijoda?
Online grocery: fad or fate?
How our flying habits will change
Football: The divide between clubs will grow wider
Is covid-19 inflationary or deflationary?
COVID-19 and the Impact of US Jobs – episode 3
A less than grand reopening – episode 2
Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper, would you?
Higher debt is a necessary price to pay – episode 1
The end of the free market: impact on currencies and beyond
Impact of Covid-19 on the global economy: Beyond the abyss
Global Economic Update with Torsten Slok, March 2020
Luxury Goods: What consumers want
Green Bonds – Increasingly Relevant in the Corporate Bond Market
Global Economic Update with Torsten Slok, February 2020
Brexit update: a short guide to the next stage in talks
The House View: 2020 Outlook – Gaining Speed
Cryptocurrencies: the 21st century cash
Global Economic Update with Torsten Slok, December 2019
China's consumer decade
Green shoots or false down?
Decarbonising Heating: An Electric Century?
Global Economic Update with Torsten Slok, November 2019
Global Economic Update with Torsten Slok, October 2019
The History and Future of Debt
Climate change and corporates: Past the tipping point with customers and stockmarkets
Global Economic Update with Torsten Slok, September 2019
Brexit update: constitutional warfare
The future of news
Who wants to live in a Smart City?
Huawei: is it business or personal?
What are you having for dinner?
The 12 'Fed Listens'
Low inflation presents challenges for the economy
Global Economic Update with Torsten Slok, June 2019
Factor investing in corporate credit
Global Wealth Managers: Out of the pit stop – into the fast lane
Mapping the world's prices 2019
Who pays the tariff ?
De-mystifying the HK / China Index Landscape
Global Economic Update with Torsten Slok, May 2019
Wind in the Sales
Global Sporting Goods: Portland trailblazer
RMB bond index inclusion and its impact
Global Economic Update with Torsten Slok, April 2019
Is the Phillips Curve Dead or is It Just Hibernating?
How to fix European banking … and why it matters
Global Economic Update with Torsten Slok, March 2019
Tough race to the top of the European Commission
Dreaming of Streaming
If the crosscurrents strengthen, how far could global growth fall?
What the history of populism can teach us today
Germany in the post-Merkel era
The trade war and China’s foreign policies
Quantify geopolitical risk with alpha-DIG
Q&A on US politics
Infrastructure Bypasses Around Geopolitical Choke Points
The House View Snapshot: Outlook for 2019
ESG with one eye on the macro
Scope three emissions – Sorting the mickle from the muckle
Equities – How fund managers can use ESG to assess fair value
Climate change – The automated shift to clean energy
Industrial internet of things – Data over design