Podcast
Podzept from Deutsche Bank Research
Hosted by Deutsche Bank Research · EN
Podzept is a podcast which addresses the current issues driving the world of economics and finance.
19episodes
Episodes
Newest firstAll episodes
Making Sense of Space: Spicing it up with Rocket Lab
Sep 22, 2024Tap to summarizeIn our series Making Sense of Space, we discuss the launch industry with Adam Spice, CFO at Rocket Lab. In addition, we talk about the latest developments at the company and what qualities separate it from other “new space” upstarts.
Transcribe →Making Sense of Space: Role of AI in Space (Part 2)
Aug 12, 2024Tap to summarizeIn our series Making Sense of Space, we discuss the prospects of using AI in the space industry, particularly for analyzing imagery taken from space (Earth Observation). Patrick O’Neil, CTO at BlackSky joins us.
Transcribe →2024 US election insights: Takeaways from the GOP convention and economic implications
Jul 17, 2024Tap to summarizeWith the Republican national convention underway, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the latest policy narrative, anticipated market reactions and how investors are positioning given an evolving political landscape.
Transcribe →Making Sense of Space: Role of AI in Space (Part 1)
Jul 1, 2024Tap to summarizeIn our series Making Sense of Space, we discuss the prospects of using AI in space, particularly for data analytics that can fundamentally improve many existing capabilities. Peter Platzer, CEO at Spire Global joins us.
Transcribe →Focus Europe: All you need to know five weeks ahead of the EU parliamentary election
May 7, 2024Tap to summarizeEU-policy experts Marion Mühlberger and Ursula Walther discuss with Chief Economist for Germany Robin Winkler what EU elections mean for policy priorities and the EU economy in the next 5-year legislative term. With less than five weeks to go until election day, the hot phase of the election campaign has begun. Policy priorities are likely to be centered around security and defense, competitiveness and enlargement. While there is consensus about priorities, financing remains the missing link.
Transcribe →The Wide Angle: The global credit cycle signals a still tricky economic path ahead
Apr 3, 2024Tap to summarizeSenior US Economist Brett Ryan and Senior International Economist Peter Sidorov discuss the latest trends in bank lending and financing conditions and their implications. In the past two years, central banks on both sides of the Atlantic have delivered their sharpest hiking cycles since the 1980s. But the economic impact of these has varied widely, opening the door for less synchronous policy as central banks contemplate cutting rates.
Transcribe →Making Sense of Space – Earth Observation
Mar 4, 2024Tap to summarizeIn our series Making Sense of Space, we discuss the prospects for Earth Observation (EO) live at our studio in NYC. Don Osborne, President and CEO at EarthDaily Analytics joins us.
Transcribe →Macro MATTers: The current outlook for the Fed, the US Economy & Inflation
Feb 25, 2024Tap to summarizeIn the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss DB’s revised US economic forecast, recent hotter than expected inflation data, current expectations and pricing, and DB’s view on R-Star.
Transcribe →Gen Z: Soft living, but financially prudent
Feb 14, 2024Tap to summarizeOlga Cotaga and Luke Templeman discuss Generation Z’s financial habits for spending and investing. This younger generation is different from Millennials and has embraced the trend of ‘soft living’. Yet, they combine this with hard finances. In short, Gen Z save, invest young, buy real estate quicker and appreciate risk.
Transcribe →Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation
Jan 22, 2024Tap to summarizeIn the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics surrounding the path forward for the Fed, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sheet and QT.
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