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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
Magnificent 7 Tech Companies
Earnings Reports

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
Number of ListenersCategories
BusinessInvesting

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Artwork for PERSPECTIVES Weekly: The Investment podcast

Latest Episodes

The dollar has been trading around multi-year lows against its peers, but the downward trend may not last, says Dr. Jacky Tang, the Private Bank's emerging markets CIO, in his first appearance on the Perspectives podcast. "While a weak US dollar favo... more

Markets have exhibited some sensitivity to geopolitical concerns amid debates over the status of Greenland, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas, though he also notes that those concerns can be somewhat trans... more

S&P 500 earnings season for the 4th quarter has just gotten started, but early results have been strong, says Christian Nolting, the Private Bank’s Global Chief Investment Officer. “The market is expecting roughly 7% growth this year, which seems a l... more

Markets started the year from a position of strength despite some geopolitical instability, says Christian Nolting, the Private Bank’s Global Chief Investment Officer. Oil prices shuddered after the US military operation in Venezuela, but “one of our... more

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Recent Guests

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
Christian Nolting
Global Chief Investment Officer
Deutsche Bank's Private Bank
Episode: An important jobs report, and the return of volatility
Dr. Dirk Steffen
Chief Investment Officer for Europe, Middle East, and Africa at Deutsche Bank
Deutsche Bank
Episode: Price pressures, economic growth, and Jackson Hole

Host

Jim Wilhite
Host of the PERSPECTIVES Weekly podcast with a focus on investment strategies and economic implications. Wilhite has extensive experience in financial markets, bringing valuable insights from Deutsche Bank's Chief Investment Office.

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.

The content is often praised for its clarity and relevance, making complex topics accessible to a broader audience.
Listeners appreciate the insightful economic analyses and forecasts that enhance their understanding of investment dynamics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#55
Hong Kong/Business/Investing
Apple Podcasts
#145
Hong Kong/Business
Apple Podcasts
#215
Argentina/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

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

The content focuses on the latest developments in global finance, particularly as they relate to investment strategies and economic forecasts. Each episode features insights from senior members of the Chief Investment Office at Deutsche Bank's Private Bank, providing listeners with a deep understanding of factors influencing stock markets, central bank policies, inflation, and economic indicators. A notable aspect is the emphasis on how these elements affect investment decisions, with a broader look at the implications for the global economy. The show uniquely blends technical analysis with accessible commentary on current events, catering to both seasoned investors and those newer to the finance world.

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These podcasts share a similar audience with this podcast:

1. At Any Rate
2. UBS On-Air: Market Moves
3. Making Sense
4. Thoughts on the Market
5. The Markets

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

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