Podzept - The Bigger Picture

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The future of news Aug 16, 2019

Show notes

Two decades ago, newspaper editors were told the internet age meant they had to give away content for free, create click-bait, and support it all with any advertising they could find. It hasn’t turned out that way. Fears of fake news, the shift to quality, and the lack of patience for distraction has led to growing numbers of subscribers at some of the world’s best-known mastheads. Yet, the shift is not complete. Communications and 5G technology are likely to have five impacts on the news media: the return of regional reporting with new funding models, less focus on speed, a reduction in the number of news sources people read, the acceptance of automation, and the return of television news, in a curated format.

Who wants to live in a Smart City? Jul 22, 2019

Show notes

The antennae and boxes, about the size of a handbag, have become more visible in New York over the last few years. They sit atop street lights, buildings, and other convenient locations. They are part of the ShotSpotter system and they listen for gunshots. When a shot is fired, the sensors can triangulate its location to within 25 metres. It then immediately sends an audio file to a support team. A review takes place using both machine learning and human input to determine if the sound was a real gunshot or something else that sounds similar, such as a firework. If determined to be real, the police are notified. They can then arrive at the location already knowing how many shots were fired and whether the shooter is moving. Luke Templeman, Analyst on the Thematic Research team, explores what it would be like living in a ‘Smart City’.

Huawei: is it business or personal? Jul 10, 2019

Show notes

If we are to believe the prognostications about its future impact, 5G certainly occupies a crucial geopolitical dimension. The ability to control the Internet of Things via vastly reduced latency and higher speed is a serious weapon in the hands of an adversary. Peter Garber, Global Strategist, outlines three possible main objectives of the Trump administration.

What are you having for dinner? Jul 04, 2019

Show notes

Tiffany Kanaga, US and Nizla Naizer, EMEA, two retail analysts, offer some food for thought around the rapidly evolving grocery industry. From click & collect to at home delivery to meal kits to other very nascent options like autonomous vehicles, there’s an explosion of more convenient ways by which your supermarket is trying to sell you bananas.

The 12 'Fed Listens' Jun 25, 2019

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For the first time ever the Fed is undertaking a thorough academic review of its policy strategy, tools, and communication practices. The reviewers are some 30 academic experts on monetary policy and macroeconomics. Listen to Peter Hooper, Global Head of Economic Research, discussing the background to the review, the low-rate monetary policy and what a downturn could mean for financial stability.

Low inflation presents challenges for the economy Jun 11, 2019

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Chief US Economist Matthew Luzzetti shares insights on the current global interest rate environment and the challenge that low inflation plays in efforts to support the economy when needed.

Global Economic Update with Torsten Slok, June 2019 Jun 07, 2019

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Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.

Factor investing in corporate credit May 28, 2019

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Factor investing has become popular across asset classes, but interestingly less so in Credit markets. Listen to Caio Natividade, Head of Cross Asset Quantitative Research, Jose Gonzales, Cross Asset Quantitative Researcher and Richard Phelan, Head of European Credit Research, discuss why credit has fallen behind and how the team has developed a framework for factor investing in this particular asset class.

Global Wealth Managers: Out of the pit stop – into the fast lane May 22, 2019

Show notes

Global high-net worth wealth grew by 4 percent in 2018. This growth is far below past years as a more challenging market environment negatively affecting asset performance. Wealth Management business valuations decreased by more than 20% in 2018. Kai Upadek, Head of Wealth Management, Oliver Wyman and Kinner Lakhani, Head of European Equity Research & European Banks Strategist, Deutsche Bank discuss the outlook.

Mapping the world's prices 2019 May 17, 2019

Show notes

The 8th annual survey of global prices and living standards from various countries and cities around the world is out! In this podcast Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research, highlights the cities that have seen the biggest change not only over the last year but also over the last five years.

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