Podzept - The Bigger Picture

Latest Episodes:

Biden after 100 days May 05, 2021

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We discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year?

When digital currencies become mainstream Apr 20, 2021

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We discuss the key trends of digital currencies; which central banks are leading and lagging the race; the different sets of opportunities, or hurdles even, faced by different countries; and what to expect in terms of regulatory framework looking ahead. Katharina Paust-Bokrezion, Head of payments policy, Political Affairs, joins the conversation.

How Assets-as-a-Service can save a balance sheet blow out Apr 12, 2021

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Being ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?

Do markets believe the Fed? Possibly Apr 01, 2021

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A deep dive into what we are expecting from the Fed and why the market is pricing in a different path than the Fed's guidance.

An updated world outlook Mar 24, 2021

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A year ago, markets were in freefall. The Covid pandemic was still largely in its infancy, but investors were quickly realizing that a massive recession was looming. Fast forward to today and the conversation is very different as we contemplate if growth will run too hot, how high will inflation get and could the Fed fall behind the curve.

dbSustainability: Insights from the db ESG conference Mar 08, 2021

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Listen to a podcast episode where we discuss the highlights from a recent ESG conference where sustainability leaders and asset managers discussed key ESG topics as part of focused panels and presentations.

National People's Congress Preview Mar 01, 2021

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This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. In this podcast we provide a preview of the key policy issues for the NPC where we expect the government will set a floor growth target at 7-7.5% for 2021, leaving sufficient room to pursue its longer-term policy priorities. The 2021 budget will likely roll back about 60% of Covid-19 related stimulus measures. Nevertheless, government spending will likely increase 7% over last year, thanks to a strong fiscal revenue outlook.

Post Covid-19: What executives are thinking and doing Jan 28, 2021

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Covid-19 disruption to business has reshuffled priorities for CFOs and treasurers. They must address how to: maintain access to liquidity/credit; implement back-up procedures; create visibility to total cash in global locations; determine cash requirements in the short and medium term; and assess current exposures. Astrid Poussel, Global Corporate Coverage, Corporate Bank, joins the conversation.

Biden’s first 100 days Jan 14, 2021

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Back in early December most thought the chance of Republicans losing both Georgia Senate run-off seats was pretty low. That has now happened, with a so-called blue sweep upon us. About a week until inauguration, we discuss how we think Biden’s initial 100-day+ plan might look like.

The delivery dilemma Jan 04, 2021

Show notes

Even prior to the pandemic, there was an inevitable shift to online purchasing. But how do we ensure this widening acceptance of online buying does not backfire on the planet in the form of unsustainable delivery levels? We propose a system to bring all parties in the delivery value chain to the table, and suggest an incentive system that grades rewards with the intention of sending non-urgent deliveries to specific areas on specific days.