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Artwork for Research @ Citi

Research @ Citi

Citi
Tariffs
China
Artificial Intelligence
Inflation
United States
US Economy
Federal Reserve
U.S. Economy
Labor Market
Emerging Markets
Gold
Quantum Computing
Data Centers
Fiscal Policy
Oil
Consumer Spending
Earnings Growth
Citi
US Equity Market
S&P 500

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.

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Artwork for Research @ Citi

Latest Episodes

Erica Poon Werkun, Citi's Head of Research for JANA and Asia South, sits down with Head of Korea Research Peter Lee and Head of Taiwan Research Laura Chen to discuss AI's contributions to those countries' tech chains and stock markets. In their conve... more

Alex Saunders, Citi’s Head of Quant Macro Strategy, joins Adam Pickett, Head of Global Macro Strategy, to discuss investment strategies in the event of a de-escalation in Middle East tensions. They consider factors from inflation in different countri... more

YouTube

Beata Manthey, Citi's Head of European Equity Strategy, sits down with Senior Equity Strategist David Groman for a lively debate: the bull vs. bear case for global markets. Why should investors feel good right now? What are the reasons they might wan... more

YouTube

Elise Badoy, Citi's Head of UK, Europe, Middle East and Africa Equity Research, considers the trillion-dollar gold market with Max Layton, Head of Commodities Strategy. Discussion topics include gold pricing dynamics, geopolitical impacts, the diverg... more

YouTube

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Recent Guests

Ariel Rosa
Transportation and Logistics Analyst at Citi
Citi
Episode: Episode 78: Global Supply Chains' Shocks & Shifts
Kaseedit Choonnawat
APAC Transportation Analyst based in Bangkok
Citi
Episode: Episode 78: Global Supply Chains' Shocks & Shifts
Mike Ward
US automotive analyst at Citi Research
Citi Research
Episode: Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs
Pete Christiansen
US FinTech and Digital Assets Equity Analyst
Citi
Episode: Episode 77: FinTech Frontiers, Digital Dollars & Disruption
Mike Anderson
Head of Credit Strategy at Citi
Citi
Episode: Episode 76: Private Credit – What Goes Up, Must Come Down
David Groman
Senior Equity Strategist
Citi
Episode: Markets Edition: Geopolitics in the Driver’s Seat
Xiangrong Yu
Citi's Chief China Economist
Citi
Episode: Episode 74: China’s AI-Driven New Economy
Alicia Yap
Citi's Head of Pan-Asia Internet Research
Citi
Episode: Episode 74: China’s AI-Driven New Economy
Peter Lee
Head of semiconductor and IT hardware analysis at Citi Research
Citi Research
Episode: Episode 73: A Potential Solution for AI’s Memory Crunch?

Host

Rob Rowe
Host of Citi Research podcast and market commentator

Reviews

4.9 out of 5 stars from 54 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.

Engaging experts with practical market takes.
High-level discussions may skew toward finance professionals; accessible to motivated listeners.
Guests and topics stay/topics stay relevant to investment decisions.
Strong macro context with data-backed insights.

Chart Rankings

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

Apple Podcasts
#154
Hong Kong/Business
Apple Podcasts
#201
Brazil/Business
Apple Podcasts
#222
Switzerland/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 78: Global Supply Chains' Shocks & Shifts
Q: What are the most important changes in the industry since the pandemic?
Two major shifts stand out: companies becoming leaner with disciplined resource management, and government actions around freight capacity and tariffs prompting a rapid rethinking of trade lanes and sourcing.
Episode 79: What’s Next for the Trillion Dollar Gold Trade?
Q: Max, what in your experience is the best way to think about gold?
Gold pricing is best understood through a traditional supply-demand framework where demand, particularly dollar allocation to gold, is the most volatile and decisive factor. While other models like real rates or currency correlations exist, the demand-driven approach explains price movements more fully over long horizons, with prices responding to shifts in investor appetite and the stock of above-ground gold.
Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs
Q: What's the distinction between auto manufacturers and dealers in the current environment, and where do you see opportunities?
Manufacturers have become more cash-conscious and focused on conservative capital deployment, while dealers benefit from a wealthier base and favorable financing structures; the combined trend supports a durable auto ecosystem with ongoing appeal for long-term investors.
Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs
Q: How do demographics and AI intersect to shape spending patterns that affect auto stocks?
Gen Z and Millennials are entering peak earning and spending years, expanding demand for vehicles, while AI may boost productivity and reduce design-to-market timelines, potentially enabling more rapid product cycles and new mobility solutions.
Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs
Q: From your perch, as we wind through the Q1 reporting period, how are you seeing the auto industry setting up for the remainder of the year, and what key trends do you expect to unfold?
Oil-price dynamics will influence consumer sentiment and financing costs; even with higher rates, the supply-and-demand balance, coupled with lower costs of ownership from financing efficiencies, could stabilize the auto market. Demographic tailwinds from Millennials and Gen Z are likely to lift demand for new vehicles, especially hybrids and EVs, over the next decade.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Research @ Citi

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

A macro-focused, Citi Research-driven show that routinely examines markets, economics, and technology's impact on investing. Episodes cover AI's macro implications, tokenized finance, private credit dynamics, energy and geopolitics, and quantum tech, with guests drawn from Citi's global research teams and external experts. The show blends practical market analysis, policy context, and forward-looking scenarios, often tying macro drivers to earnings, asset allocation, and risk management. A standout thread is the integration of AI and digital finance into traditional market narratives, plus a consistent emphasis on geopolitical risks and energy markets as macro shocks. Listeners—professionals in investing, corporate strategy, and policy—tunn... more

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1. At Any Rate
2. Making Sense
3. Global Data Pod
4. The Markets
5. Macro Hive Conversations With Bilal Hafeez

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Research @ Citi launched 2 years ago and published 116 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. Ariel Rosa
2. Kaseedit Choonnawat
3. Mike Ward
4. Pete Christiansen
5. Mike Anderson
6. David Groman
7. Xiangrong Yu
8. Alicia Yap

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