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Artwork for Research @ Citi

Research @ Citi

Citi
China
Africa
U.S. Housing Market
Citi Research
Artificial Intelligence
Nigeria
Inflation
United States
India
Generative AI
U.S. Restaurant Industry
Mortgage Rates
Japan
Power Grid
Eurobond Market
Covid-19
Oil
Post-Pandemic Consumer Behavior
Sustainable Investment
Defense Spending

Join Citi Research as they offer a lens into the financial markets. Listen in as they unpack the most relevant and timely topics, delving into why they matter and how they impact investors and consumers.

PublishesTwice weeklyEpisodes101Founded2 years ago
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Artwork for Research @ Citi

Latest Episodes

Rob Rowe, Citi's U.S. Region Director of Research, sits down with Head of G10 FX Strategy Dan Tobon to discuss wild cards for 2026. They explore a range of scenarios, from the direction of the Middle East conflict and European growth to asset bubbles... more

Beata Manthey, Citi's Head of European Equity Strategy, is joined by Senior Equity Strategist David Groman to discuss the Middle East conflict, explore how it's shifted the equity-markets landscape, and map out scenarios that investors should be thin... more

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Rob Rowe, Citi’s U.S. Director of Research, sits down with Infleqtion CEO Matthew Kinsella to discuss the latest advances in quantum computing, progress toward technological milestones, and the timeline for commercially viable applications.

This p... more

YouTube

Alex Saunders, Citi's Head of Global Quant Macro Strategy, welcomes Giammarco Miani of the Global Macro Strategy Team to discuss the potential for stagflation due to oil supply concerns related to the Middle East conflict, including the reactions fro... more

YouTube

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Recent Guests

Tony Yuen
Head of Energy Strategy at Citi Research
Citi Research
Episode: Markets Edition: Energy – Independence or Interdependent?
Nick Joseph
Global Head of Real Estate at Citi Research
Citi Research
Episode: Episode 69: The Reality of Real Estate
Adam Pickett
Citi's London macro head
Citi
Episode: Markets Edition: The Iran Playbook
Filippo Falorni
Beverages, Household Product, and Personal Care Analyst at Citi
Citi
Episode: Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer
Max Layton
Global Head of Commodities Research at Citi
Citi
Episode: Markets Edition: Geopolitics on Edge – What Middle East Risks mean for Oil and Markets
Vikram Bagri
Senior Analyst in Charge and Oversight of Renewables
Citi Research
Episode: Episode 67: Megawatts & Megatrends – Nuclear’s Second Act
Paul Lejuez
Heads up retail work covering various segments.
Citi Research
Episode: Markets Edition: What About the Consumer?
Andy Kaplowitz
Sector Head for Industrials at Citi
Citi
Episode: Episode 65: You Can’t Spell Industrials Without “AI”
Noelle Ibrahim
Quantum physicist and senior sales professional for quantum computing at IBM
IBM
Episode: Episode 60: What’s Next for Quantum Computing with Noelle Ibrahim from IBM

Hosts

Anne Malone
North America Head of Equity Research at Citi
Dirk Willer
Host of Research at Citi, Markets Edition

Reviews

4.9 out of 5 stars from 51 ratings
  • Very insightful first episode

    Very insightful first episode, top of mind topic.

    Apple Podcasts
    5
    acm484772
    Brazil2 years ago

Listeners Say

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

Many find the discussions timely and relevant to their professional interests in finance and investment.
Listeners appreciate the depth of analysis and the insights into emerging market trends.
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Chart Rankings

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Apple Podcasts
#190
Brazil/Business
Apple Podcasts
#239
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

Markets Edition: The Iran Playbook
Q: Now, sifting through the wreckage, what do you make of all the moves we've seen in the first week of the conflict?
Adam explains that there is a dominant VAR shock signal across assets, with energy dynamics driving much of the initial moves but potential shift toward a terms‑of‑trade effect if the shock persists. He notes gold and equities' behavior, calls out the NASDAQ's relative strength and Asia's weakness, and emphasizes that front‑end rates have repriced while USD and Treasuries react to inflation and growth risks.
Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer
Q: Are stocks reflecting this shift, and what should investors watch for next?
Stocks have re-rated since 2023 but have climbed in 2026; further downside risk is possible if consumption data weakens or if the shift accelerates, with particular risk to packaged foods and US-centric beverage categories; watch for new product formats and potential M&A activity.
Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer
Q: What does it mean for consumer sectors and how should companies respond?
Companies should rethink product formats and portfolios, focusing on protein-forward offerings and meaningful innovation or M&A to align with shifting demand, especially in snacks and beverages, while evaluating exposure in packaged foods and alcoholic/non-alcoholic beverages.
Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer
Q: What's new and what are the numbers we're talking about in the US population?
The adoption is at a tipping point with the pill format and lower costs expanding the user base from about 5 million recurring users to potentially over 35-37.5 million by 2035, driven by US focus and gradual international expansion.
Episode 67: Megawatts & Megatrends – Nuclear’s Second Act
Q: How does China compare to the US and Europe in terms of nuclear progress?
China is ahead in certain aspects due to vertical integration across the value chain, including enrichment capacity, rapid deployment of small modular reactors, and faster installation timelines, though the US is rebuilding its fuel supply chain and pursuing advanced reactor designs with DOE support.

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Frequently Asked Questions About Research @ Citi

What is Research @ Citi about and what kind of topics does it cover?

This podcast explores the financial landscape with a focus on current market trends and economic developments. Episodes feature expert discussions that highlight the impacts of technology, geopolitical factors, and regulatory shifts on industries and investment strategies. Topics frequently include the influence of artificial intelligence, market volatility, and projections for global economies, making it a valuable resource for professionals looking to stay informed on financial news and investment insights. The insightful analysis and industry expertise cater particularly to listeners engaged in finance and economic research.

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Which podcasts are similar to Research @ Citi?

These podcasts share a similar audience with Research @ Citi:

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

How many episodes of Research @ Citi are there?

Research @ Citi launched 2 years ago and published 101 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 Research @ Citi?

Recent guests on Research @ Citi include:

1. Tony Yuen
2. Nick Joseph
3. Adam Pickett
4. Filippo Falorni
5. Max Layton
6. Vikram Bagri
7. Paul Lejuez
8. Andy Kaplowitz

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