Podzept - The Bigger Picture

Latest Episodes:

The steps required to promote digital currencies Dec 14, 2020

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As the pandemic has accelerated the digital cash revolution, there are several things companies and policymakers need to do to respond.

US political developments and implications for the economic outlook Dec 02, 2020

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We look at what to expect from the Biden administration and discuss the implications for the US economic outlook for 2021.

The fundamental right to connectivity Nov 16, 2020

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The pandemic has shown how the ‘haves’ are more resilient than the ‘have-nots’. Much of this is based on the gap between the two groups based on their access to technology. The divide in the US runs deepest along race and location (urban versus rural). To narrow this gap, we lay out our vision to develop an initiative that covers the more than half of households without proper broadband connection and a computer.

Election could bring sweeping changes to the economic outlook Oct 28, 2020

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The 2020 election is now less than a week away. While all elections have implications for the economic outlook, the two candidates for this year’s contest have historically divergent views on essentially all important aspects of economic policy. In this podcast, we consider the implications for the economic outlook of the possible combinations of president and Senate.

America's Racial Gap & Big Tech's Closing Window Sep 30, 2020

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The exponential growth of the digital economy is going to leave large chunks of minorities with little or no access to jobs. We conduct a bottom up societal study and it shows that 76% of Blacks and 62% of Hispanics could get shut out or be under-prepared for 86% of jobs in the US by 2045. If this digital racial gap is not addressed, in one generation alone, digitization could render the country’s minorities into an unemployment abyss.

Intergenerational Conflict: The Next Dividing Line Sep 18, 2020

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The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines.

How the virus could reduce inequality Jul 29, 2020

Show notes

As long as they are covered by salary protection schemes, those on low incomes have seen their paycheque relatively more insulated than those on higher incomes. Other redistributionist measures also mean the rich are likely to face a higher burden, thus reducing inequality.

The $3.5 Trillion Tech Cold War Fallout Jul 28, 2020

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The US-China Tech Cold War remains one of the biggest tail risks of the current market rally. We have conducted a top-down analysis to quantify the impact of a complete decoupling. Our study on stock price correlations with the DB Tech Cold War Index yields a surprising and counter-intuitive finding, Semiconductors. Listen to a new podcast with Apjit Walia Tech Strategist and Matthew Barnard, Head of Company Research US.

The future of work from home Jul 20, 2020

Show notes

Children, interruptions, loneliness, and an unsuitable workplace has left many frustrated as they attempt to work from home. We do the sums to see if businesses should subsidise their employees’ housing costs so they can save on expensive office space.

How can you build a framework for market neutral portfolios across asset classes? Jul 15, 2020

Show notes

We are going through a tremendous volatile market with investors looking for stable returns. According to a few news outlets some of the quant funds have performed less well. Caio Natividade, Head of QIS Research and Sorin Ionescu, Head of QIS Structuring share their insights on common misconceptions.

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