Podzept - The Bigger Picture

Latest Episodes:

Tough race to the top of the European Commission Mar 05, 2019

Show notes

Kevin Körner, Senior Economist, discusses how the outcome of the EU elections and the composition of the new Parliament will significantly influence the nomination and election of the next President of the European Commission (EC). The election of the Commission President will be particularly challenging this year for three reasons.

Dreaming of Streaming Feb 25, 2019

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So how will we consume music in the years to come? How will streaming develop across the world? And what will happen to the major music labels? Listen to Laurie Davison, European Media & Online Analyst, Han Joon Kim, APAC Internet Analyst and Lloyd Walmsley, US Internet Analyst discussing the next evolution of streaming.

If the crosscurrents strengthen, how far could global growth fall? Feb 20, 2019

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Peter Hooper, Global Head of Economic Research, analyses the three biggest risks on the minds of both policy makers and investors: escalating trade conflict, Brexit and a China slowdown.

What the history of populism can teach us today Feb 04, 2019

Show notes

Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research, explores how unique events, waves of populism and social unrest have often occurred through history. As far back as the French Revolution, such episodes were regularly associated with economic crisis, concerns over national identity, and fundamental dissatisfaction at the governing class.

The trade war and China’s foreign policies Jan 17, 2019

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Zhiwei Zhang, Chief Economist & Head of Equity Strategy, China discusses trade talks between the US and China, meanwhile China has begun to invest considerable resources into its relationship with Europe, Japan, and other countries.

Germany in the post-Merkel era Jan 17, 2019

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Kevin Koerner, Senior Economist explores how Germany’s post-millennials will struggle to remember a time before Angela Merkel was Chancellor. Following her announcement she will not contest the next election, we examine what Merkel’s period in office has meant for Germany and the implications moving forward.

Q&A on US politics Jan 17, 2019

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Peter Hooper, Global Head of Economic Research interviews Frank Kelly, Managing Director and Head of Governement & Public Affairs Americas to assess the implications with the US facing a period of divided government following the mid-term elections.

Quantify geopolitical risk with alpha-DIG Jan 17, 2019

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Andy Moniz, Chief Data Scientist, dbDIG discusses how artificial intelligence has now grown to the point that it can forecast some market effects of political events. Deutsche Bank’s Alpha-DIG platform uses machine learning to identify the extent of various political risks and then quantify their intensity.

Infrastructure Bypasses Around Geopolitical Choke Points Jan 16, 2019

Show notes

Peter Garber, Senior Advisor to Deutsche Bank Research, discusses how ever since the advent of steam power, grand infrastructure projects have dramatically reduced the cost of transportation, fostering the internal development of many countries.

The House View Snapshot: Outlook for 2019 Dec 20, 2018

Show notes

Himanshu Porwal, Macro Strategist, and Quinn Brody, Macro Strategist review recent market moves and outlines Deutsche Bank Research's outlook for 2019.