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Artwork for PERSPECTIVES Weekly: The Investment podcast

PERSPECTIVES Weekly: The Investment podcast

Deutsche Bank
China
S&P 500
Inflation
Deutsche Bank
European Central Bank
Federal Reserve
COP28
Growth
Artificial Intelligence
Earnings Season
Paris Agreement
Consumption
Personal Consumption Expenditure Price Index
U.S. Federal Reserve
Japan
Oil Prices
Equity Market
Equities
U.S. Labor Market Data
Magnificent 7 Tech Companies

Direct from the Chief Investment Office (CIO) of Deutsche Bank's Private Bank, this Weekly Investment Outlook is designed to brief you on our views about the week ahead. Each week, a senior member of our CIO team will summarise the most significant events we expect to take place over the coming days, how these might affect the markets and what the broader implications might be for the global econo... more

PublishesWeeklyEpisodes79Founded5 years ago
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InvestingBusiness

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Artwork for PERSPECTIVES Weekly: The Investment podcast

Latest Episodes

Energy prices have continued to jump, but that might not be a lasting effect of the Middle East conflict – if the fighting doesn’t spread, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. ... more

Markets remain focused on the Middle East, and there are risks that the dislocations in energy prices could linger even if the fighting soon cools, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “The oil disruption ac... more

The week ahead will include a wealth of economic data, though most of that could be drowned out by the escalating conflict in the Middle East, says Dr. Jacky Tang, the Private Bank's emerging markets CIO.

"The Middle East will remain the dominant n... more

Strong results from major technology hyperscalers recently did not make much of an impression on stock markets, says Dr. Jacky Tang, the Private Bank's emerging markets CIO. "We believe there's still long-term confidence in the big technology platfor... more

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Recent Guests

Dr. Jacky Tang
Chief Investment Officer for Emerging Markets
Deutsche Bank Private Bank
Episode: Finding the risk premium for war in Iran
Jacky Tang
Chief Investment Officer for Emerging Markets
Deutsche Bank
Episode: Mixed tech earnings, and a dollar slump
Deepak Puri
Chief Investment Officer for the Americas at Deutsche Bank's Private Bank
Deutsche Bank
Episode: Tariff delay, and discord at the Fed
Markus Müller
Chief Investment Officer for Sustainability at Deutsche Bank's Private Bank
Deutsche Bank
Episode: A moment of calm after the tariff storm
Dr. Dirk Steffen
Private Bank's Chief Investment Officer for Europe, Middle East and Africa
Deutsche Bank
Episode: Third-quarter earnings, bond moves, and an ECB decision
Christian Nolting
Global Chief Investment Officer
Deutsche Bank
Episode: (Un)eventful week ahead?

Host

Jim Wilhite
Host of PERSPECTIVES podcast; Senior investment professional aligned with Deutsche Bank Private Bank.

Reviews

4.7 out of 5 stars from 61 ratings
  • Really Insightful podcast!

    I always appreciate when there is a mini explanation of general expectations due to certain economic factors, with following analysis on what’s actually happening. Great podcast - very helpful to understand the economic landscape with context

    Apple Podcasts
    5
    BeMichaelAngelo
    United Kingdoma year ago
  • Outstanding Content

    Very well presented ideas in a succinct and clear format. An easy and fully informed way to keep up to date with the industry’s leading market commentators.

    Thank you

    Apple Podcasts
    5
    SpiritualBillionaire13
    United Kingdom5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Clear, well-structured discussions that are easy to apply to portfolios.
High-quality market color and forward-looking analysis.
Great depth on both geopolitics and macro data for investors.
Engaging, concise macro insights with contextual explanations.

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Talking Points

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Mixed tech earnings, and a dollar slump
Q: What are you thinking might be particularly interesting to the market watchers this week?
Market watchers will pay attention to upcoming US employment data, Eurozone inflation, and decisions from the Indian Central Bank, indicating critical economic indicators.
Mixed tech earnings, and a dollar slump
Q: What have those results told us so far about the state of the economy and how businesses are faring?
Earnings have shown a mixed trend, with strong AI-driven capital expenditure from some firms, yet disappointing revenue from others, suggesting stability in the economy.
Mixed tech earnings, and a dollar slump
Q: What do you see as some of the most important effects of a weak dollar, and what's your outlook on its trajectory?
A weak US dollar favors Asian equities and uplifts gold prices, but the US macro picture and corporate earnings remain robust, which provides support for the dollar.
Positioning for the New Year
Q: What's on your watch list in terms of data before the holidays?
Nolting highlights the non-farm payrolls and European Central Bank meetings, along with significant macroeconomic data from Germany as key indicators to monitor.
Positioning for the New Year
Q: How are you thinking about the outlook for Fed policy and what that might mean?
Nolting discusses a divided Fed showing signs of multiple opinions on rate cuts and outlines expectations for a potential new Fed Chair, hinting at a dovish stance.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show offers weekly, CIO-level market briefings focused on macro trends, geopolitics, and inflation, with a strong emphasis on risk premia, energy, and central bank policy. Guests are senior investment professionals who provide data-driven views on emerging markets, global economies, and investment implications across equities, rates, and currencies. Noteworthy is the blend of macroeconomics, geopolitics, and climate/energy topics, plus a clear emphasis on practical implications for portfolio construction and risk management. This mix makes it useful for listeners who want concise, data-backed guidance on the week ahead and for sponsors seeking a business audience of finance professionals and institutional investors.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Exchanges
2. The Memo by Howard Marks
3. FT News Briefing
4. Behind the Money
5. In Good Company with Nicolai Tangen

How many episodes of this podcast are there?

this podcast launched 5 years ago and published 79 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Dr. Jacky Tang
2. Jacky Tang
3. Deepak Puri
4. Markus Müller
5. Dr. Dirk Steffen
6. Christian Nolting

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