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Podzept - Deutsche Bank Research

Deutsche Bank Research
Artificial Intelligence
Credit Cycles
Interest Rates
Inflation
US Economy
Central Bank Policy
Lending Conditions
Systematic Strategies
Generative AI
Geospatial Intelligence
Technology Adoption
Employee Resistance
Demographics
Earth Observation
European Economy
Fiscal Policy
Federal Reserve
US Equities
Regulation
Data Privacy

Podzept is a podcast which addresses the current issues driving the world of economics and finance.

PublishesTwice weeklyEpisodes166Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Latest Episodes

Fixing the crisis of European corporate underperformance is all the more urgent as two headwinds are set to hurt the continent’s companies more than their US peers in the coming years. This paper aims to address how European chief executives can catc... more

The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanja... more

In our new Securitized Markets podcast, Deutsche Bank research strategists discuss relevant themes across the US securitized markets. In this episode we discuss residuals, the first loss tranche that offers investors both the highest level of risk an... more

In this edition, Jonathan Jayarajan, Head of European Equity Product and Sanjay Raja, Chief UK Economist take a deep dive into the upcoming UK Budget and discuss the potential policy outcomes.

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Recent Guests

Sanjay Raja
Chief UK economist at Deutsche Bank
Deutsche Bank
Episode: The 2026 UK Budget Preview
Mitch Collett
Consumer staples and beverages analyst
Deutsche Bank
Episode: How AI is shaping the future of Consumer Staples
Vivek Anand
Director of Cross-Asset Quantitative Research at Deutsche Bank in London
Deutsche Bank
Episode: Stochastic conversations
Chien Nguyen
CIO of VinFast
VinFast
Episode: In the fast lane with: VinFast
Amanda Baey
VP of Investor Relations at VinFast
VinFast
Episode: In the fast lane with: VinFast
Stuart Simpson
CEO of Vertical Aerospace
Vertical Aerospace
Episode: Flight Deck - Agent 001
Dylan Taylor
Business leader, investor, astronaut, and philanthropist, known for his deep involvement in the space exploration industry and the founder of Space for Humanity.
Voyager Space
Episode: Making Sense of Space – A true voyager
Eva Berneke
CEO of Eutelsat
Eutelsat
Episode: Making Sense of Space: One web, but many networks
Patrick O'Neil
CTO at BlackSky, an Earth Observation company
BlackSky
Episode: Making Sense of Space: Role of AI in Space (Part 2)

Hosts

Matt Luzzetti
Chief US Economist with expertise in economic research, particularly regarding monetary policy and macroeconomic trends.
Matt Raskin
US Head of Rates Research, specializing in fixed income markets and interest rates.

Reviews

4.8 out of 5 stars from 92 ratings
  • Quick, informative

    High quality podcast full of lots of content.

    Apple Podcasts
    5
    Rob33339968
    United States6 years ago

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The discussions are praised for being informative and engaging, with relevant insights into economic trends.
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Talking Points

Recent interactions between the hosts and their guests.

The 2026 UK Budget Preview
Q: What measures can be utilized to help drive up productivity?
Lowers trade costs, deregulation, and increased public sector investment are key areas where the government can promote higher productivity.
The 2026 UK Budget Preview
Q: What are your thoughts on what we're likely to see in the budget?
Expect significant tax rises and measures to fill the fiscal hole of 25 to 30 billion pounds, with potential cuts in areas like corporation tax and national insurance contributions.
Conference Insights: Thoughts from DB’s Technology Conference
Q: What stood out to you amongst your coverage?
The demand trends in semi-cap equipment remain mixed, with strong growth in leading edge Foundry Logic spend, while other areas like NAND Flash memory are struggling.
Conference Insights: Thoughts from DB’s Technology Conference
Q: What were some of the key highlights that jumped out to you from your meetings at the conference?
We took away three main themes: cyclical business recovery, the force of AI demand, and geopolitical impacts on the semiconductor industry.
Mapping the world’s prices
Q: What's the one takeaway for listeners considering an international move?
Switzerland has a very good track record of maintaining purchasing power and high salaries.

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Frequently Asked Questions About Podzept

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

Focusing on the pressing developments in economics and finance, this production provides insights into key trends and events shaping global markets. With episodes typically featuring expert guests and industry practitioners, discussions cover a range of topics from monetary policy and inflation to technology advancements and industry-specific analyses, providing listeners with a comprehensive understanding of financial dynamics. Notably, it often brings in influential voices from Deutsche Bank, offering distinctive viewpoints and rigorous economic analyses that are both accessible and informative for professionals and enthusiasts eager to stay updated on financial trends.

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Which podcasts are similar to Podzept?

These podcasts share a similar audience with Podzept:

1. At Any Rate
2. Global Data Pod
3. Making Sense
4. The Markets
5. UBS On-Air: Market Moves

How many episodes of Podzept are there?

Podzept launched 7 years ago and published 166 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Podzept?

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What guests have appeared on Podzept?

Recent guests on Podzept include:

1. Sanjay Raja
2. Mitch Collett
3. Vivek Anand
4. Chien Nguyen
5. Amanda Baey
6. Stuart Simpson
7. Dylan Taylor
8. Eva Berneke

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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