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    Business

    Podzept – The Bigger Picture

    Podzept is a podcast which addresses the current issues driving the world of economics and finance.

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    Latest Episodes:
    Conference Insights: Thoughts from our annual Global Industrials, Materials & Building Products Conference Jun 11, 2025
    Show notes

    In our latest Conference Insights, David Begleiter, Nicole DeBlase, Andrew Krill and Collin Verron highlight takeaways from Deutsche Bank’s Global Industrials, Materials & Building Products Conference. The conference brought together leading executives and investors to discuss current trends and developments within key global industrial sectors. Discussions focused on current economic activity, the potential impact from tariffs and consumer demand trends.

    Conference Insights: Thoughts from our Global Financials Conference Jun 04, 2025
    Show notes

    In our latest Conference Insights, Faiza Alwy, Brian Bedell, Mark DeVries, Ben Goy, Cave Montazeri, Matt O’Connor and Bernie von-Gizycki detail key takeaways from Deutsche Bank’s Global Financial Services Conference. The conference brought together leading executives and investors to discuss key trends and developments in the financial services industry. Discussions centered on the changing regulatory landscape, macroeconomic risks, the impact of AI and the health of the consumer.

    Macro MATTers: The Fed’s framework review and fiscal fears May 30, 2025
    Show notes

    In the latest Macro MATTers podcast, Chief US Economist Matthew Luzzetti and Head of US Rates Research Matthew Raskin discuss recent events moving markets. Their discussion focuses on how the Fed’s framework could be tweaked and pressure on the long end of the US yield curve as fiscal fears are renewed. (Note: This podcast was recorded on May 28 ahead of the release of the May FOMC minutes.)

    Macro MATTers: Trade de-escalation and notes from the road May 16, 2025
    Show notes

    In our latest Podzept episode, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss the implications of the recent de-escalation of the trade war with China and highlight key themes from a recent client trip, particularly views on US dollar asset allocations.

    The Great Tariff Shock: What's next for China and FX? Apr 10, 2025
    Show notes

    The US has levied over 100% tariffs on Chinese goods after a week of upwardly escalating retaliation. Trade appears to be decoupling between the world’s first and second largest economies. Oliver Harvey, Head of EM Currency Research sits down with Yi Xiong, China Chief Economist and Mallika Sachdeva, Managing Director in Thematic Research to discuss the implications for China’s economy, global trade flows and strategic considerations for the currency.

    Conference Insights: The future of media, internet and telecoms Mar 25, 2025
    Show notes

    In our latest Podzept episode, we discuss key takeaways from Deutsche Bank’s 33rd annual Media, Internet and Telecommunications conference. US Head of Research, Matthew Barnard sits down with research analysts Ben Black, Lee Horowitz, Bryan Kraft, Matthew Niknam, and Ben Soff.

    US Economic Insights: An Early Look at the Trump Economy Jan 30, 2025
    Show notes

    With the new Trump administration moving quickly in its early days, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist, and Matthew Luzzetti, Chief US Economist discuss the most important actions impacting markets and the global economy.

    Making Sense of Space – A true voyager Jan 13, 2025
    Show notes

    In our series Making Sense of Space, we discuss the market opportunity for Defense Tech and aspirations for future space stations. Dylan Taylor, Chairman and CEO of Voyager Space joins us.

    Making Sense of Space: One web, but many networks Nov 27, 2024
    Show notes

    In our series Making Sense of Space, we discuss the satellite communication (satcom) landscape, diving into areas such as growth drivers, regulatory framework, and competitive environment. Eva Berneke, CEO at Eutelsat joins us.

    2024 US Election Insights: Policy and Economic Priorities of the Trump Administration Nov 20, 2024
    Show notes

    Following a decisive win for Republicans, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss what investors should expect from President Trump’s second term.

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