Podzept - The Bigger Picture

Latest Episodes:

The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget? Oct 06, 2025

Show notes

The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanjay Raja (Chief UK Economist and Deputy Head of UKI Research) and Shreyas Gopal (Senior FX Strategist). The trio explore the economic and fiscal backdrop ahead of this year’s key UK market event: the Autumn Budget. They debate the importance of the UK’s fiscal rules for the currency and rates market outlook, where the UK is and isn’t a global outlier, and offer some longer-term predictions and forecasts.

Securitized Markets: Structured Thoughts Oct 01, 2025

Show notes

In our new Securitized Markets podcast, Deutsche Bank research strategists discuss relevant themes across the US securitized markets. In this episode we discuss residuals, the first loss tranche that offers investors both the highest level of risk and the greatest return. We provide context on the current state of the market, and a look forward over the next few quarters.

The 2026 UK Budget Preview Sep 25, 2025

Show notes

In this edition, Jonathan Jayarajan, Head of European Equity Product and Sanjay Raja, Chief UK Economist take a deep dive into the upcoming UK Budget and discuss the potential policy outcomes.

How AI is shaping the future of Consumer Staples Sep 24, 2025

Show notes

In this edition, Jonathan Jayarajan, Head of European Equity Product and Mitch Collett, Head of European Beverages Research discuss how AI is re-shaping the Consumer Staples industry.

Macro MATTers: FOMC recap and Fed outlook into year-end Sep 19, 2025

Show notes

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the key takeaways from the September FOMC meeting and what it tells us about the outlook for monetary policy into year-end.

Conference Insights: Thoughts from our annual TMT conference Sep 15, 2025

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Post our 29th Annual TMT Conference, where we hosted 70 companies and several hundred investors, Jonathan Jayarajan, Deputy Head of EMEA Equity Research, discusses some of the key themes and issues with Rob Sanders, Gareth Davies, Johannes Schaller, and Robert Grindle.

Conference Insights: Thoughts from Deutsche Bank's Aviation Forum Sep 10, 2025

Show notes

In our latest Conference Insights, Matt Barnard, Head of US Company Research, sits down with research analysts: Doug Runte, Mike Linenberg, and Hillary Cacanando, to discuss key takeaways from our 15th Annual Aviation Forum in New York. The conference brought together over 900 investors and executives from the industry's leading carriers and aircraft leasing companies.

Conference Insights: Thoughts from DB’s Technology Conference Sep 08, 2025

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In our latest Conference Insights, Josh Ray, Associate Director of US Company Research, sat down with analysts Ross Seymore, Brad Zelnick, Brian Bedell, Nate Svensson and Melissa Weathers to highlight takeaways from Deutsche Bank’s 2025 Technology Conference in Dana Point. The conference cut across some of the most cutting edge and exciting technologies and applications that are dominating markets and mindshare today. Discussion topics included GenAI, crypto, FinTech, upstarts vs incumbants and much more.

Macro MATTers: Jackson Hole and Fed leadership changes Sep 04, 2025

Show notes

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss Chair Powell’s speech at Jackson Hole and recent changes to our Fed view. In addition, they discuss what upcoming changes on the Fed Board could mean for monetary policy.

Stochastic conversations Sep 02, 2025

Show notes

Stochastic conversations is a new series from Deutsche Bank's QIS Research Team, featuring team members' journeys from their background to their current roles. The series will also discuss recent market drivers and the performance of "Portfolio 365". In the first episode, Caio Natividade, Global Head of QIS Research introduces Vivek Anand, Head of Portfolio Construction Research from the QIS team.

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