Podzept - The Bigger Picture

Latest Episodes:

Macro MATTers: Deutsche Bank’s Outlook for the Fed, Rates & the US Economy Oct 02, 2024

Show notes

In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to get their latest views on the US economy, the path forward for the Fed and the outlook for the US consumer.

Making Sense of Space: Spicing it up with Rocket Lab Sep 23, 2024

Show notes

In our series Making Sense of Space, we discuss the launch industry with Adam Spice, CFO at Rocket Lab. In addition, we talk about the latest developments at the company and what qualities separate it from other “new space” upstarts.

Making Sense of Space: Role of AI in Space (Part 2) Aug 13, 2024

Show notes

In our series Making Sense of Space, we discuss the prospects of using AI in the space industry, particularly for analyzing imagery taken from space (Earth Observation). Patrick O’Neil, CTO at BlackSky joins us.

2024 US election insights: Takeaways from the GOP convention and economic implications Jul 18, 2024

Show notes

With the Republican national convention underway, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the latest policy narrative, anticipated market reactions and how investors are positioning given an evolving political landscape.

Making Sense of Space: Role of AI in Space (Part 1) Jul 02, 2024

Show notes

In our series Making Sense of Space, we discuss the prospects of using AI in space, particularly for data analytics that can fundamentally improve many existing capabilities. Peter Platzer, CEO at Spire Global joins us.

Focus Europe: All you need to know five weeks ahead of the EU parliamentary election May 08, 2024

Show notes

EU-policy experts Marion Mühlberger and Ursula Walther discuss with Chief Economist for Germany Robin Winkler what EU elections mean for policy priorities and the EU economy in the next 5-year legislative term. With less than five weeks to go until election day, the hot phase of the election campaign has begun. Policy priorities are likely to be centered around security and defense, competitiveness and enlargement. While there is consensus about priorities, financing remains the missing link.

The Wide Angle: The global credit cycle signals a still tricky economic path ahead Apr 04, 2024

Show notes

Senior US Economist Brett Ryan and Senior International Economist Peter Sidorov discuss the latest trends in bank lending and financing conditions and their implications. In the past two years, central banks on both sides of the Atlantic have delivered their sharpest hiking cycles since the 1980s. But the economic impact of these has varied widely, opening the door for less synchronous policy as central banks contemplate cutting rates.

Making Sense of Space – Earth Observation Mar 05, 2024

Show notes

In our series Making Sense of Space, we discuss the prospects for Earth Observation (EO) live at our studio in NYC. Don Osborne, President and CEO at EarthDaily Analytics joins us.

Macro MATTers: The current outlook for the Fed, the US Economy & Inflation Feb 26, 2024

Show notes

In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss DB’s revised US economic forecast, recent hotter than expected inflation data, current expectations and pricing, and DB’s view on R-Star.

Gen Z: Soft living, but financially prudent Feb 15, 2024

Show notes

Olga Cotaga and Luke Templeman discuss Generation Z’s financial habits for spending and investing. This younger generation is different from Millennials and has embraced the trend of ‘soft living’. Yet, they combine this with hard finances. In short, Gen Z save, invest young, buy real estate quicker and appreciate risk.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Podzept – The Bigger Picture

Related Podcasts

Links

Stay Connected