Podzept - The Bigger Picture

Latest Episodes:

Higher e-duc@tion and the future of homework Jul 02, 2020

Show notes

A confluence of factors - a pandemic, high education costs, environmental concerns, and new instructional technology - could rapidly increase the popularity of online education. Moreover, because online platforms transcend political boundaries, top universities could gain more market share on a global level, leading to the disappearance of many lesser-known schools.

Asset Allocation: Throw Away The Playbook: 10 Surprises Jun 30, 2020

Show notes

The unique nature of the pandemic shock and the wide uncertainty surrounding it, meant there was no one historical playbook that fit easily. So inevitably there were going to be some surprises. In the event, there have been many.

What does machine learning have in common with cooking feijoda? Jun 26, 2020

Show notes

Machine learning, with all of their processing power, they’re able to more quickly highlight or find patterns in big data that would have otherwise been missed by human beings. Machine learning is a tool that can be used to enhance humans’ abilities to solve problems and make informed inferences on a wide range of problems, much wider than financial services for example helping diagnose diseases to coming up with solutions for global climate change.

Online grocery: fad or fate? Jun 18, 2020

Show notes

Online food ordering (both grocery delivery and meal kits) was already seeing steady growth before covid-19. Since the outbreak, it has taken off. While some people may revert back to their old habits when the pandemic recedes, many have been introduced to the concept and will continue to enjoy the benefits.

How our flying habits will change Jun 04, 2020

Show notes

While history shows us that it can take over two years for an aviation demand shock to return to normal, many people now forecast a permanent drop in travel, particularly for business. We argue business and personal travel will remain, however, the way people book will change the transport industry.

Football: The divide between clubs will grow wider May 21, 2020

Show notes

With European football leagues on hold, clubs are facing severe losses that will likely continue over into next season. The transfer market has also been highly disrupted. Not all clubs have shareholders with deep pockets and so there is likely to be a widening of inequality between the big and small clubs.

Is covid-19 inflationary or deflationary? May 13, 2020

Show notes

One of the lead features in the latest Konzept edition concerns whether the Coronavirus will end up being deflationary or inflationary. We have Robin Winkler, FX Strategist in the red corner fighting for his deflationary views and Oliver Harvey, Macro Strategist in the blue corner countering with his inflationary views. Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research moderates.

COVID-19 and the Impact of US Jobs – episode 3 May 12, 2020

Show notes

After shrugging off a historic plunge in April employment, market participants will likely need to digest further record-setting monthly declines in core CPI inflation as well as April retail sales and industrial production. However, with financial markets seemingly numb to the bad data news, Fed Chair Powell's appearance on Wednesday may overshadow what is likely to be epic weakness in this week's economic data. Matthew Luzzetti, Chief US Economist shares his insights.

A less than grand reopening – episode 2 May 04, 2020

Show notes

It is now evident that the US economy is in the midst of the most severe contraction in the post-World War II era, one which could produce a record quarterly contraction in output in the second quarter and an unemployment rate above 17% in April. The path beyond the Q2 contraction is, however, remarkably uncertain. Matthew Luzzetti, Chief Economist, US explains.

Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper, would you? Apr 30, 2020

Show notes

Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper – so why run a risk asset portfolio without an effective defensive overlay? Caio Natividade, Head of QIS Research and Sorin Ionescu, Head of QIS Structuring explain.