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Podzept - Deutsche Bank Research
Deutsche Bank Research
170 episodes
21 hours ago
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.
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Investing
Business
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All content for Podzept - Deutsche Bank Research is the property of Deutsche Bank Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (20/170)
Podzept - Deutsche Bank Research
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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1 week ago

Podzept - Deutsche Bank Research
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 potential for the Fed over time to transition to a new policy rate.
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2 weeks ago

Podzept - Deutsche Bank Research
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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2 weeks ago

Podzept - Deutsche Bank Research
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 regarding defense applications, type certification, and more.
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3 weeks ago

Podzept - Deutsche Bank Research
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 well-and-truly within their control.
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3 weeks ago

Podzept - Deutsche Bank Research
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 UKI Research) and Shreyas Gopal (Senior FX Strategist). The trio explore the economic and fiscal backdrop ahead of this year’s key UK market event: the Autumn Budget. They debate the importance of the UK’s fiscal rules for the currency and rates market outlook, where the UK is and isn’t a global outlier, and offer some longer-term predictions and forecasts.
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1 month ago

Podzept - Deutsche Bank Research
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 the current state of the market, and a look forward over the next few quarters.
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1 month ago

Podzept - Deutsche Bank Research
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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1 month ago

Podzept - Deutsche Bank Research
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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1 month ago

Podzept - Deutsche Bank Research
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 year-end.
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1 month ago

Podzept - Deutsche Bank Research
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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1 month ago

Podzept - Deutsche Bank Research
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 executives from the industry's leading carriers and aircraft leasing companies.
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1 month ago

Podzept - Deutsche Bank Research
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 across some of the most cutting edge and exciting technologies and applications that are dominating markets and mindshare today. Discussion topics included GenAI, crypto, FinTech, upstarts vs incumbants and much more.
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1 month ago

Podzept - Deutsche Bank Research
Macro MATTers: Jackson Hole and Fed leadership changes
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 Chair Powell’s speech at Jackson Hole and recent changes to our Fed view. In addition, they discuss what upcoming changes on the Fed Board could mean for monetary policy.
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2 months ago

Podzept - Deutsche Bank Research
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 the performance of "Portfolio 365". In the first episode, Caio Natividade, Global Head of QIS Research introduces Vivek Anand, Head of Portfolio Construction Research from the QIS team.
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2 months ago

Podzept - Deutsche Bank Research
Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession
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 what the disappointing July jobs report, continued evidence of elevated inflation, and recent developments on the administration’s succession plans at the Fed mean for near-term monetary policy.
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2 months ago

Podzept - Deutsche Bank Research
In the fast lane with: VinFast
Introducing our new podcast series, “In the fast lane” where we discuss topics across vehicle autonomy, electrification, infotainment, and much more. In this episode, we sit down with VinFast, Vietnam’s largest EV manufacturer having sold nearly 100k units last year, to discuss how they're navigating the dynamic environment. Chien Nguyen, CIO and Amandae Baey, VP, Investor Relations join us.
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2 months ago

Podzept - Deutsche Bank Research
Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell
In the latest 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 evidence of tariff effects in the June inflation data, the implications of recent trade deals for the outlook, the market response to news reports that President Trump could remove Chair Powell, Governor Waller’s case for a rate cut, and the upcoming Treasury Quarterly Refunding Announcement. (Note: This podcast was recorded on July 23rd after a trade deal with Japan was announced but before any other deals were made.)
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3 months ago

Podzept - Deutsche Bank Research
The Brilliant World of FX (Episode 1): The big Japan debate
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 first episode, George Saravelos (Global Head of FX Research) moderates a discussion between Mallika Sachdeva (Thematic FX Strategist) and Tim Baker (Head of FX Research – Americas). They dive into one of the most fascinating stories in global markets: the political and policy choices facing Japan and the impact on the yen. Japan is a country of striking economic paradoxes that holds valuable lessons for anyone following markets
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3 months ago

Podzept - Deutsche Bank Research
Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics
In the latest 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 June jobs report, takeaways from the June FOMC meeting and subsequent Fedspeak, and a variety of other topics including SLR reform, foreign purchases of US Treasuries, and developments related to trade and fiscal policy. (Note: This podcast was recorded on July 3rd just after the release of the June employment report.)
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4 months ago

Podzept - Deutsche Bank Research
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.