Podzept - The Bigger Picture

Latest Episodes:

Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation Jan 23, 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 key topics surrounding the path forward for the Fed, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sheet and QT.

Making Sense of Space – Visit to the Wormhole Jan 22, 2024

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In our series Making Sense of Space, we discuss the rocket launch market, taking a visit to the “Wormhole” in Long Beach, California. Tim Ellis from Relativity Space joins us.

Demographics: The market impact to 2030 Dec 27, 2023

Show notes

Luke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this, they discuss why some Western countries have an underappreciated demographic advantage and why short-term ageing concerns in China may be overdone.

Making Sense of Space – Spanish Rockets Dec 11, 2023

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In our series Making Sense of Space, we discuss the rocket launch market, mainly from the European perspective where the supply shortage is most acute. Jose Manuel Rodriguez from PLD Space joins us.

Making Sense of Space – Evolution of geospatial intelligence in govt Dec 11, 2023

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In our series Making Sense of Space, we discuss the evolution of geospatial intelligence in the government, focusing on the satellite imagery aspect. Robert Cardillo, Chief Strategist and Chairman of the Board - Planet Federal, joins us.

2024 US election insights: Preview of the economic & political landscape Nov 27, 2023

Show notes

With just under a year until the US elections, Pam Finelli, COO of Research and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the unfolding narrative and navigate the anticipated policy implications, shed light on key issues at stake, and unravel the historical market reactions that investors should brace for.

Where’s my AI revolution? Practical ways to get less chat, more action Nov 14, 2023

Show notes

Adrian Cox discusses the practical challenges of generative AI with Olga Cotaga. The thematic analysts address the three main hurdles for enterprises wanting to implement AI, how they fit into a well-worn historical pattern and how companies can begin to overcome them.

Macro MATTers: The outlook for the US economy and rates after the recent curve steepening Oct 25, 2023

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 key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more.

Making Sense of Space: Moving Around In-Orbit Aug 22, 2023

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In our series Making Sense of Space, we discuss the logistics of moving around after reaching orbit. Rockets do the heavy lifting off the ground but what happens after the payload is in space? Luca Rossettini from D-Orbit joins us.

Top thematic ideas for H2 Aug 02, 2023

Show notes

In this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.