Podzept - The Bigger Picture

Latest Episodes:

Mind the Plumbing: Tokenisation, Money and Future of Markets Oct 27, 2026

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A deep dive into how the rapid rise of asset tokenization is reshaping global markets, and the critical payment, liquidity, and regulatory shifts required to unlock its full potential.

Best of British: UK Budget Preview Oct 23, 2026

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Jonathan Jayarajan, Head of European Equity Research Product, hosts Sanjay Raja, Chief UK Economist and Shreyas Gopal, Senior FX strategist to preview the UK budget.

Conference Insights: Thoughts from our 2026 Leveraged Finance Conference Oct 08, 2026

Show notes

Andrew Casella, Head of US High Yield Credit Research, is joined by Aaron Watts (Media & Telecom) and Miles Highsmith (Healthcare) to recap Deutsche Bank's 2026 Leveraged Finance Conference, held September 28–30 in Scottsdale. The conference brought together more than 550 investors, over 250 issuers and 27 sponsors across more than 850 meetings. The team shares what investors were asking and the key themes from management meetings across Building Products/Industrials, Media/Telecom and Healthcare.

Macro MATTers: A conversation with David Wilcox on the Fed’s data task force Sep 25, 2026

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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 upcoming Fed task force on data with David Wilcox, senior fellow at the Peterson Institute for International Economics, director of US economic research at Bloomberg Economics, and former director of the Division of Research and Statistics at the Federal Reserve Board.

Best of British: UK Growth on the rise & The potential Russian Risk Sep 16, 2026

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Jonathan Jayarajan, Head of European Equity Research Product, is joined by Sanjay Raja, Chief UK Economist, and Helen Belopolsky, Global Head of Geopolitical Research, for a timely discussion on the UK's improving economic prospects and the growing potential disruption risk from Russia.

Conference Insights: Thoughts from our 2026 Tech Conference Sep 10, 2026

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In our latest Conference Insights, Matt Barnard, Head of US Company Research, sat down with analysts Gianmarco Conti, Nate Svensson, Melissa Weathers and Brad Zelnick to highlight takeaways from Deutsche Bank’s 2026 Technology Conference in Dana Point, CA. The conference showcased presentations and meetings with leading tech companies discussing current trends around AI, Emerging Technologies, IT Services, Agentic Commerce and much more.

Global events matter, but don't, but do Sep 04, 2026

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Investors are not indifferent to global events, they're highly polarised about them

Macro MATTers: A conversation with Loretta Mester on the Fed’s inflation frameworks Aug 31, 2026

Show notes

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 upcoming Fed task force on inflation frameworks with Loretta Mester, former President and Chief Executive Officer of the Federal Reserve Bank of Cleveland.

Macro MATTers: A conversation with Patricia Zobel on the Fed’s balance sheet Aug 12, 2026

Show notes

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 upcoming Fed task force on the balance sheet with Patricia Zobel, Head of Macroeconomic Research and Market Strategy at Guggenheim Investments and formerly Deputy Manager and Manager pro tem of SOMA at the Federal Reserve Bank of New York.

Best of British: The Burnham Project Aug 04, 2026

Show notes

Listen in as Jonathan Jayarajan (Head of European Equity Research Product) is in conversation with Sanjay Raja (Chief UK Economist) and Shreyas Gopal (Senior FX strategist) discuss some of the key issues facing the UK at a pivotal time.

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