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Artwork for PERSPECTIVES Weekly: The Investment podcast

PERSPECTIVES Weekly: The Investment podcast

Deutsche Bank
Inflation
Federal Reserve
European Central Bank
Tariffs
Earnings Season
China
S&P 500
Deutsche Bank
Artificial Intelligence
U.S. Economy
Corporate Earnings
US Economy
Bank Of Japan
Labor Market
Earnings Growth
Consumer Confidence
Central Banks
Bond Market
Japan
Interest Rates

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
InvestingBusiness

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Artwork for PERSPECTIVES Weekly: The Investment podcast

Latest Episodes

Record-topping IPOs in the technology sector do not necessarily mean it is time to radically alter portfolios, says Dr. Jacky Tang, the Private Bank’s CIO for emerging markets. "I would be a bit cautious about assuming a mechanical rotation out of ex... more

Markets are expecting the European Central Bank to lift interest rates this week, but rates may still have higher to go, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “The inflation pre... more

In this week's podcast, Christian Nolting, the Private Bank’s Global Chief Investment Officer, comments on how markets have endured a great deal of uncertainty around the Middle East conflict without becoming overly reactive. “I think the really good... more

Stock markets and bond markets are being swayed by different forces to a considerable degree, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “For equity markets, AI is the main story. For bond markets, it’s what’s hap... more

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Recent Guests

Dr. Jacky Tang
Chief Investment Officer for Emerging Markets, Deutsche Bank Private Bank
Deutsche Bank Private Bank
Episode: Markets look past earnings for the next catalyst
Jacky Tang
Chief Investment Officer for Emerging Markets
Deutsche Bank
Episode: Mixed tech earnings, and a dollar slump
Dr. Dirk Steffen
Private Bank's Chief Investment Officer for Europe, Middle East and Africa
Deutsche Bank's Private Bank
Episode: Earnings growth begins to diversify
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
Private Bank's ESG Chief Investment Officer
Deutsche Bank
Episode: Climate investment: the news from COP29
Christian Nolting
Global Chief Investment Officer
Deutsche Bank
Episode: (Un)eventful week ahead?

Host

Jim Wilhite
Host of PERSPECTIVES Podcasts and CIO-focused market outlooks, 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.

The show is praised for concise, data-driven insights from experienced macro professionals.
Listeners appreciate the clear explanation of how macro factors translate into market expectations.
Content is regarded as practical for understanding the week ahead and informing investment decisions.
Guests are consistently high-quality, bringing real-world, institutional perspectives.

Chart Rankings

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

Apple Podcasts
#218
France/Business/Investing
Apple Podcasts
#224
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Markets look past earnings for the next catalyst
Q: What are the main triggers that could keep or extend the current rally beyond tech leadership?
Sustained AI investment, clearer signs that growth is stabilizing rather than slowing, and softer inflation or clearer easing signals that would lower the hurdle rate and encourage broader participation in cyclicals.
Stocks and bonds are telling different stories
Q: What are you watching in the technology sector given high valuations and IPO activity?
Deepak Puri notes that, in the near term, technology leadership remains a dominant driver for both the S&P and broader growth, driven by AI-related capex and data-center demand, with earnings upgrades supporting a higher price target.
Earnings season kicks off in a time of conflict
Q: What's going to be important this week or are markets just going to keep watching for the earnings?
The discussion notes that earnings are a focus but that the broader context—Middle East tensions, inflation dynamics, and macro indicators like PMIs and consumer sentiment—will steer market narrative, with technology results and geopolitical developments being particularly influential.
Earnings season kicks off in a time of conflict
Q: Can you give us an update on your views?
The guest indicates that even with a potential peace solution, the economic consequences such as oil supply disruptions, gas price implications, and supply chains will linger for months, shaping policy and market expectations.
Markets fixed on Iran as earnings season approaches
Q: What about the upcoming earnings season?
Even though headline numbers look solid, investors will focus on what management says about margins, pricing power, demand, and the concrete role of AI in growth and productivity, with quality and execution expected to drive outperformance.

Audience Metrics

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Gender Skew
Location
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Frequently Asked Questions About This Podcast

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

This show combines macro-driven market outlooks with practical portfolio insights from Deutsche Bank's Private Bank CIO team. Episodes center on energy shocks, inflation dynamics, and geopolitical risk, particularly in the Middle East, and how these factors shape equities, bonds, and policy expectations. Guests typically include senior investment officers and EM specialists who translate global developments into asset-allocations and risk considerations. A notable strength is the consistent emphasis on data-driven analysis, central-bank signals, and sector connections (AI, energy, renewables) to help listeners navigate the week ahead and the broader investment landscape.

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These podcasts share a similar audience with this podcast:

1. At Any Rate
2. The Markets
3. Making Sense
4. Exchanges
5. Global Data Pod

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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. Dr. Dirk Steffen
4. Deepak Puri
5. Markus Müller
6. Christian Nolting

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