Podzept - The Bigger Picture
By Deutsche Bank Research Institute
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Category: Investing
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Subscribers: 49
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Episodes: 189
Description
Podzept is a podcast which addresses the current issues driving the world of economics and finance.
| Episode | Date |
|---|---|
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Conference Insights: Thoughts from our Global Financials Conference
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Jun 03, 2026 |
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Conference Insights: Thoughts from our dbAccess European Champions Conference
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Jun 01, 2026 |
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Macro MATTers: Could the Fed hike rates in 2026?
|
May 21, 2026 |
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Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing
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Apr 19, 2026 |
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Power Play: Investing in Energy Infrastructure for the AI Era
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Apr 02, 2026 |
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In the Fast Lane with: Lucid
|
Mar 31, 2026 |
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Geoeconomics is the new key to world affairs
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Mar 18, 2026 |
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Macro MATTers: Oil’s impact on the economy, markets, and the Fed
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Mar 11, 2026 |
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Making Sense of Space: Drones, PNT, and Spectrum
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Mar 05, 2026 |
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Macro MATTers: AI/the labor market and the Fed’s balance sheet
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Feb 18, 2026 |
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Structured Thoughts: Commercial Real Estate Refinancing Landscape
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Feb 15, 2026 |
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Macro MATTers: Key US macro themes for 2026
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Jan 14, 2026 |
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Flight Deck: China eVTOL deep dive with Xin Gou
|
Jan 13, 2026 |
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Geopolitical Realignment: Investing Beyond Volatility
|
Jan 11, 2026 |
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Macro MATTers: A conversation with Richard Clarida
|
Dec 17, 2025 |
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The Outlook for European Banks
|
Dec 11, 2025 |
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Let's talk thEMes - 2026 Outlook: Get Involved
|
Dec 08, 2025 |
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Structured Thoughts: 2026 Year Ahead
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Nov 23, 2025 |
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AI’s impact on the economy: A conversation with Tyler Cowen
|
Nov 05, 2025 |
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Payments & FinTech: The Stablecoin Effect
|
Oct 28, 2025 |
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Macro MATTers: Recent Fed communications and the coming end of QT
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Oct 20, 2025 |
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The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis
|
Oct 16, 2025 |
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Flight Deck: eVTOL reality check
|
Oct 15, 2025 |
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How will European companies ever catch their US peers?
|
Oct 12, 2025 |
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The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?
|
Oct 05, 2025 |
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Securitized Markets: Structured Thoughts
|
Sep 30, 2025 |
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The 2026 UK Budget Preview
|
Sep 24, 2025 |
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How AI is shaping the future of Consumer Staples
|
Sep 23, 2025 |
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Macro MATTers: FOMC recap and Fed outlook into year-end
|
Sep 18, 2025 |
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Conference Insights: Thoughts from our annual TMT conference
|
Sep 14, 2025 |
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Conference Insights: Thoughts from Deutsche Bank's Aviation Forum
|
Sep 09, 2025 |
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Conference Insights: Thoughts from DB’s Technology Conference
|
Sep 07, 2025 |
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Macro MATTers: Jackson Hole and Fed leadership changes
|
Sep 03, 2025 |
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Stochastic conversations
|
Sep 01, 2025 |
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Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession
|
Aug 14, 2025 |
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In the fast lane with: VinFast
|
Aug 10, 2025 |
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Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell
|
Jul 23, 2025 |
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The Brilliant World of FX (Episode 1): The big Japan debate
|
Jul 14, 2025 |
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Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics
|
Jul 06, 2025 |
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Mapping the world’s prices
|
Jun 29, 2025 |
|
Flight Deck - Agent 001
|
Jun 22, 2025 |
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Conference Insights: Thoughts from our Global Auto Industry Conference
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Jun 19, 2025 |
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Conference Insights: Thoughts from our annual Consumer Conference – Paris
|
Jun 15, 2025 |
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Macro MATTers: Jobs and CPI data, r-star, and who will be the next Fed chair
|
Jun 12, 2025 |
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Conference Insights: Thoughts from our annual Global Industrials, Materials & Building Products Conference
|
Jun 10, 2025 |
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Conference Insights: Thoughts from our Global Financials Conference
|
Jun 03, 2025 |
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Macro MATTers: The Fed’s framework review and fiscal fears
|
May 29, 2025 |
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Macro MATTers: Trade de-escalation and notes from the road
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May 15, 2025 |
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The Great Tariff Shock: What's next for China and FX?
|
Apr 09, 2025 |
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Conference Insights: The future of media, internet and telecoms
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Mar 24, 2025 |
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US Economic Insights: An Early Look at the Trump Economy
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Jan 29, 2025 |
|
Making Sense of Space – A true voyager
|
Jan 12, 2025 |
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Making Sense of Space: One web, but many networks
|
Nov 26, 2024 |
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2024 US Election Insights: Policy and Economic Priorities of the Trump Administration
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Nov 19, 2024 |
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Macro MATTers: Deutsche Bank’s Outlook for the Fed, Rates & the US Economy
|
Oct 01, 2024 |
|
Making Sense of Space: Spicing it up with Rocket Lab
|
Sep 22, 2024 |
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Making Sense of Space: Role of AI in Space (Part 2)
|
Aug 12, 2024 |
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2024 US election insights: Takeaways from the GOP convention and economic implications
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Jul 17, 2024 |
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Making Sense of Space: Role of AI in Space (Part 1)
|
Jul 01, 2024 |
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Focus Europe: All you need to know five weeks ahead of the EU parliamentary election
|
May 07, 2024 |
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The Wide Angle: The global credit cycle signals a still tricky economic path ahead
|
Apr 03, 2024 |
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Making Sense of Space – Earth Observation
|
Mar 04, 2024 |
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Macro MATTers: The current outlook for the Fed, the US Economy & Inflation
|
Feb 25, 2024 |
|
Gen Z: Soft living, but financially prudent
|
Feb 14, 2024 |
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Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation
|
Jan 22, 2024 |
|
Making Sense of Space – Visit to the Wormhole
|
Jan 21, 2024 |
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Demographics: The market impact to 2030
|
Dec 26, 2023 |
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Making Sense of Space – Spanish Rockets
|
Dec 11, 2023 |
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Making Sense of Space – Evolution of geospatial intelligence in govt
|
Dec 10, 2023 |
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2024 US election insights: Preview of the economic & political landscape
|
Nov 26, 2023 |
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Where’s my AI revolution? Practical ways to get less chat, more action
|
Nov 13, 2023 |
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Macro MATTers: The outlook for the US economy and rates after the recent curve steepening
|
Oct 24, 2023 |
|
Making Sense of Space: Moving Around In-Orbit
|
Aug 21, 2023 |
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Top thematic ideas for H2
|
Aug 01, 2023 |
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World outlook: The waiting game...
|
Jun 12, 2023 |
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AI in action: where is the smart money going?
|
Jun 06, 2023 |
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Can AI help high-labour firms to boost returns?
|
May 29, 2023 |
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Making Sense of Space: Having Ears in the Sky
|
Apr 25, 2023 |
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AI & The Five Ws: Why, What, Who, When, Where?
|
Apr 10, 2023 |
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Reshoring's impact on markets and economies
|
Mar 20, 2023 |
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16 themes driving markets and economies
|
Feb 23, 2023 |
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Outlook for global house prices
|
Jan 11, 2023 |
|
Making Sense of Space: Home Above the Earth
|
Jan 03, 2023 |
|
World Outlook 2023: The Looming Recession
|
Dec 06, 2022 |
|
Making Sense of Space: Connectivity and Lasers
|
Nov 14, 2022 |
|
EM Currency and Local Markets Handbook
|
Nov 01, 2022 |
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Outlook for Fed Policy and the US Yield Curve
|
Oct 20, 2022 |
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Europe’s energy crisis
|
Oct 12, 2022 |
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Making Sense of Space: Understanding rockets with Edison Yu
|
Sep 19, 2022 |
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Alternative proteins – the renewables of food?
|
Sep 08, 2022 |
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Is the US already in a recession?
|
Jul 14, 2022 |
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Why a recession by end-2023 should be the base case
|
May 10, 2022 |
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How is the war in Ukraine likely to impact Asian markets?
|
Apr 03, 2022 |
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The Fed’s many challenges
|
Mar 10, 2022 |
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Russia & SWIFT: The end of the messaging system hegemony?
|
Mar 07, 2022 |
|
Germany at the forefront of the energy transition
|
Feb 20, 2022 |
|
Industrials - constructive or destructive in 2022?
|
Jan 24, 2022 |
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Automotive Outlook 2022 - stronger pricing for longer?
|
Jan 06, 2022 |
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World Outlook 2022-23: Dodging the Tempests
|
Dec 16, 2021 |
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How big will the China housing shock be?
|
Nov 24, 2021 |
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Curious side effect to pandemic?
|
Sep 19, 2021 |
|
dbSustainability: Glencore and net zero by 2050
|
Sep 06, 2021 |
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dbSustainability: Biodiversity - From insects to corporate giants
|
Jun 23, 2021 |
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dbSustainability: How can corporates hit their sustainability goals?
|
May 24, 2021 |
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Biden after 100 days
|
May 04, 2021 |
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When digital currencies become mainstream
|
Apr 19, 2021 |
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How Assets-as-a-Service can save a balance sheet blow out
|
Apr 11, 2021 |
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Do markets believe the Fed? Possibly
|
Mar 31, 2021 |
|
An updated world outlook
|
Mar 23, 2021 |
|
dbSustainability: Insights from the db ESG conference
|
Mar 07, 2021 |
|
National People's Congress Preview
|
Feb 28, 2021 |
|
Post Covid-19: What executives are thinking and doing
|
Jan 27, 2021 |
|
Biden’s first 100 days
|
Jan 13, 2021 |
|
The delivery dilemma
|
Jan 03, 2021 |
|
The steps required to promote digital currencies
|
Dec 13, 2020 |
|
US political developments and implications for the economic outlook
|
Dec 01, 2020 |
|
The fundamental right to connectivity
|
Nov 15, 2020 |
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Election could bring sweeping changes to the economic outlook
|
Oct 27, 2020 |
|
America's Racial Gap & Big Tech's Closing Window
|
Sep 29, 2020 |
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Intergenerational Conflict: The Next Dividing Line
|
Sep 17, 2020 |
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How the virus could reduce inequality
|
Jul 28, 2020 |
|
The $3.5 Trillion Tech Cold War Fallout
|
Jul 27, 2020 |
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The future of work from home
|
Jul 19, 2020 |
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How can you build a framework for market neutral portfolios across asset classes?
|
Jul 14, 2020 |
|
Higher e-duc@tion and the future of homework
|
Jul 01, 2020 |
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Asset Allocation: Throw Away The Playbook: 10 Surprises
|
Jun 29, 2020 |
|
What does machine learning have in common with cooking feijoda?
|
Jun 25, 2020 |
|
Online grocery: fad or fate?
|
Jun 17, 2020 |
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How our flying habits will change
|
Jun 03, 2020 |
|
Football: The divide between clubs will grow wider
|
May 20, 2020 |
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Is covid-19 inflationary or deflationary?
|
May 12, 2020 |
|
COVID-19 and the Impact of US Jobs – episode 3
|
May 11, 2020 |
|
A less than grand reopening – episode 2
|
May 03, 2020 |
|
Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper, would you?
|
Apr 29, 2020 |
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Higher debt is a necessary price to pay – episode 1
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Apr 23, 2020 |
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The end of the free market: impact on currencies and beyond
|
Apr 16, 2020 |
|
Impact of Covid-19 on the global economy: Beyond the abyss
|
Apr 05, 2020 |
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Global Economic Update with Torsten Slok, March 2020
|
Mar 23, 2020 |
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Luxury Goods: What consumers want
|
Mar 02, 2020 |
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Green Bonds – Increasingly Relevant in the Corporate Bond Market
|
Feb 17, 2020 |
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Global Economic Update with Torsten Slok, February 2020
|
Feb 10, 2020 |
|
Brexit update: a short guide to the next stage in talks
|
Feb 02, 2020 |
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The House View: 2020 Outlook – Gaining Speed
|
Jan 20, 2020 |
|
Cryptocurrencies: the 21st century cash
|
Jan 08, 2020 |
|
Global Economic Update with Torsten Slok, December 2019
|
Dec 15, 2019 |
|
China's consumer decade
|
Dec 03, 2019 |
|
Green shoots or false down?
|
Dec 02, 2019 |
|
Decarbonising Heating: An Electric Century?
|
Nov 19, 2019 |
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Global Economic Update with Torsten Slok, November 2019
|
Nov 05, 2019 |
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Global Economic Update with Torsten Slok, October 2019
|
Oct 10, 2019 |
|
The History and Future of Debt
|
Oct 08, 2019 |
|
Climate change and corporates: Past the tipping point with customers and stockmarkets
|
Sep 19, 2019 |
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Global Economic Update with Torsten Slok, September 2019
|
Sep 09, 2019 |
|
Brexit update: constitutional warfare
|
Sep 01, 2019 |
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The future of news
|
Aug 15, 2019 |
|
Who wants to live in a Smart City?
|
Jul 21, 2019 |
|
Huawei: is it business or personal?
|
Jul 09, 2019 |
|
What are you having for dinner?
|
Jul 03, 2019 |
|
The 12 'Fed Listens'
|
Jun 24, 2019 |
|
Low inflation presents challenges for the economy
|
Jun 10, 2019 |
|
Global Economic Update with Torsten Slok, June 2019
|
Jun 06, 2019 |
|
Factor investing in corporate credit
|
May 27, 2019 |
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Global Wealth Managers: Out of the pit stop – into the fast lane
|
May 21, 2019 |
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Mapping the world's prices 2019
|
May 16, 2019 |
|
Who pays the tariff ?
|
May 15, 2019 |
|
De-mystifying the HK / China Index Landscape
|
May 07, 2019 |
|
Global Economic Update with Torsten Slok, May 2019
|
May 01, 2019 |
|
Wind in the Sales
|
Apr 30, 2019 |
|
Global Sporting Goods: Portland trailblazer
|
Apr 08, 2019 |
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RMB bond index inclusion and its impact
|
Apr 03, 2019 |
|
Global Economic Update with Torsten Slok, April 2019
|
Apr 03, 2019 |
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Is the Phillips Curve Dead or is It Just Hibernating?
|
Mar 24, 2019 |
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How to fix European banking … and why it matters
|
Mar 17, 2019 |
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Global Economic Update with Torsten Slok, March 2019
|
Mar 05, 2019 |
|
Tough race to the top of the European Commission
|
Mar 04, 2019 |
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Dreaming of Streaming
|
Feb 24, 2019 |
|
If the crosscurrents strengthen, how far could global growth fall?
|
Feb 19, 2019 |
|
What the history of populism can teach us today
|
Feb 03, 2019 |
|
The trade war and China’s foreign policies
|
Jan 16, 2019 |
|
Quantify geopolitical risk with alpha-DIG
|
Jan 16, 2019 |
|
Germany in the post-Merkel era
|
Jan 16, 2019 |
|
Q&A on US politics
|
Jan 16, 2019 |
|
Infrastructure Bypasses Around Geopolitical Choke Points
|
Jan 15, 2019 |
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The House View Snapshot: Outlook for 2019
|
Dec 19, 2018 |
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ESG with one eye on the macro
|
Oct 04, 2018 |
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Scope three emissions – Sorting the mickle from the muckle
|
Oct 04, 2018 |
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Equities – How fund managers can use ESG to assess fair value
|
Oct 04, 2018 |
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Climate change – The automated shift to clean energy
|
Jun 05, 2018 |
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Industrial internet of things – Data over design
|
Jun 05, 2018 |