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Podzept - The Bigger Picture

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

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

PublishesWeeklyEpisodes186Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Podzept

Latest Episodes

The world is facing an energy deficit exacerbated by AI. US Deutsche Bank analysts discuss how today’s investments are shaping the future of energy infrastructure.DB Moderator:Laura Daniels (Deputy Associate Director, US Equity Research)DB Speakers:R... more

In our podcast, “In the Fast Lane,” we discuss topics across vehicle autonomy, electrification, infotainment and more. In this episode, we sit down with Lucid, following its Analyst Day, to explore its production outlook, robotaxi development, Uber p... more

Geoeconomics has suddenly become central to world affairs. Foreign exchange and energy research strategists Oliver Harvey, Mallika Sachdeva and Michael Hsueh dip into history, geography and energy to explain why this is – and what it means for global... more

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they discuss the implications of the recent oil price shock for the economy, rate... more

Key Facts

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Number of Listeners
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Recent Guests

Ross Seymour
Lead analyst on the semiconductor sector
Deutsche Bank Research
Episode: Power Play: Investing in Energy Infrastructure for the AI Era
Brett Ryan
Senior US economist
Deutsche Bank Research
Episode: Power Play: Investing in Energy Infrastructure for the AI Era
James Mulholland
Autos and space tech分析
Deutsche Bank Research
Episode: Power Play: Investing in Energy Infrastructure for the AI Era
Nicole deBlaise
Lead on multi‑industry and electrical equipment
Deutsche Bank Research
Episode: Power Play: Investing in Energy Infrastructure for the AI Era
Corinne Blanchard
Clean tech expert
Deutsche Bank Research
Episode: Power Play: Investing in Energy Infrastructure for the AI Era
Oliver Harvey
FX team member, London
Deutsche Bank FX
Episode: Geoeconomics is the new key to world affairs
Mallika Sachdeva
FX team member, Singapore
Deutsche Bank FX
Episode: Geoeconomics is the new key to world affairs
Michael Hsueh
FX team member, energy and precious metals
Deutsche Bank FX
Episode: Geoeconomics is the new key to world affairs
Matt Caesar
Guest on Macro Matters, assists with tech and AV capabilities
Deutsche Bank Research
Episode: Macro MATTers: Oil’s impact on the economy, markets, and the Fed

Hosts

Matt Luzzetti
Chief US Economist; host with a focus on monetary policy, inflation, and Fed policy.
Jonathan Jayarajan
Head of European Equity Product; frequent discussions on European banks, markets, and policy.
Luke Templeman
Host of Podzept; covers Deutsche Bank research and market perspectives.
Sameer Goyal
Head of emerging markets research; discusses EM outlooks and policy.

Reviews

4.8 out of 5 stars from 95 ratings
  • Quick, informative

    High quality podcast full of lots of content.

    Apple Podcasts
    5
    Rob33339968
    United States7 years ago

Listeners Say

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

Guests bring deep expertise and practical market relevance.
High-quality content with a clear focus on macro and policy insights.
Consistently data-driven and useful for investors seeking actionable takeaways.
Strong industry focus may be dense for casual listeners.

Chart Rankings

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

Apple Podcasts
#71
Italy/Business/Investing
Apple Podcasts
#212
Italy/Business
Apple Podcasts
#212
Germany/Business/Investing
Apple Podcasts
#85
Singapore/Business/Investing
Apple Podcasts
#133
Taiwan/Business/Investing
Apple Podcasts
#163
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Power Play: Investing in Energy Infrastructure for the AI Era
Q: How might energy policy and price paths affect AI infrastructure investments?
Policy and price dynamics will influence consumer energy burdens and inflation expectations, which in turn affect central bank policy and the pace of capital expenditure in data center and grid-scale projects.
Making Sense of Space: Drones, PNT, and Spectrum
Q: What were the major ups and downs when you joined Iridium, and how did the company move from a challenging position to a thriving, cash-generating business?
He highlights the need to replace an aging first-generation network, raise financing for a second-generation system, navigate a downturn during the financial crisis, and eventually build a large ecosystem and strong EBITDA growth.
Making Sense of Space: Drones, PNT, and Spectrum
Q: To kick off, what drew you to the telecom and satcom industry, and was it a long-standing interest or a new turn for you?
Matt describes a long career in technology beginning at AT&T Bell Labs, moving from hardware/software to global service delivery, and recognizing the growth potential in space-based communications despite early industry skepticism.
Geopolitical Realignment: Investing Beyond Volatility
Q: So Miha, Helen obviously talked about the efforts in the Western Hemisphere, but what about the state of US-China relations?
Miha outlines a two-timeframe view: short-term stability ahead of key summits and a longer-term trajectory toward continued competition in technology, defense, and strategic sectors, with both sides unlikely to resolve the core tensions soon.
Macro MATTers: A conversation with Richard Clarida
Q: What are you seeing in markets that's most interesting at the moment?
The 10-year Treasury yield has been trading in a tight range, suggesting a need for higher real rates to clear the Treasury market as inflation expectations are well-behaved.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Podzept

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

A data-driven, finance-forward program that blends macroeconomics, monetary policy, and financial markets with a clear emphasis on actionable insights for investors and professionals. Episodes frequently feature Deutsche Bank researchers and economists discussing US and European policy, AI's impact on growth and productivity, bank profitability in rising-rate environments, securitization trends, and regional developments in the UK, Europe, and emerging markets. The show often pairs rigorous analysis with practical implications for portfolios, markets, and policy expectations, making it a strong fit for pros who want timely, opinionated perspectives grounded in research. Noteworthy strengths include a steady stream of guest economists, a foc... more

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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. Odd Lots
4. Exchanges
5. Macro Hive Conversations With Bilal Hafeez

How many episodes of Podzept are there?

Podzept launched 7 years ago and published 186 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 Podzept?

Recent guests on Podzept include:

1. Ross Seymour
2. Brett Ryan
3. James Mulholland
4. Nicole deBlaise
5. Corinne Blanchard
6. Oliver Harvey
7. Mallika Sachdeva
8. Michael Hsueh

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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