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Podzept is a podcast which addresses the current issues driving the world of economics and finance.
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Mind the Plumbing: Tokenisation, Money and Future of Markets
A deep dive into how the rapid rise of asset tokenization is reshaping global markets, and the critical payment, liquidity, and regulatory shifts required to unlock its full potential.
Best of British: UK Budget Preview
Jonathan Jayarajan, Head of European Equity Research Product, hosts Sanjay Raja, Chief UK Economist and Shreyas Gopal, Senior FX strategist to preview the UK budget.
Conference Insights: Thoughts from our 2026 Leveraged Finance Conference
Andrew Casella, Head of US High Yield Credit Research, is joined by Aaron Watts (Media & Telecom) and Miles Highsmith (Healthcare) to recap Deutsche Bank's 2026 Leveraged Finance Conference, held September 28–30 in Scottsdale. The conferenc
Macro MATTers: A conversation with David Wilcox on the Fed’s data task force
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 upcoming Fed task force on data with David Wilcox, sen
Best of British: UK Growth on the rise & The potential Russian Risk
Jonathan Jayarajan, Head of European Equity Research Product, is joined by Sanjay Raja, Chief UK Economist, and Helen Belopolsky, Global Head of Geopolitical Research, for a timely discussion on the UK's improving economic prospects and the
Conference Insights: Thoughts from our 2026 Tech Conference
In our latest Conference Insights, Matt Barnard, Head of US Company Research, sat down with analysts Gianmarco Conti, Nate Svensson, Melissa Weathers and Brad Zelnick to highlight takeaways from Deutsche Bank’s 2026 Technology Conference in
Global events matter, but don't, but do
Investors are not indifferent to global events, they're highly polarised about them
Macro MATTers: A conversation with Loretta Mester on the Fed’s inflation frameworks
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 upcoming Fed task force on inflation frameworks with L
Macro MATTers: A conversation with Patricia Zobel on the Fed’s balance sheet
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 upcoming Fed task force on the balance sheet with Patr
Best of British: The Burnham Project
Listen in as Jonathan Jayarajan (Head of European Equity Research Product) is in conversation with Sanjay Raja (Chief UK Economist) and Shreyas Gopal (Senior FX strategist) discuss some of the key issues facing the UK at a pivotal time.
Stochastic conversations
Stochastic conversations is a new series from Deutsche Bank's QIS Research Team, featuring team members' journeys from their background to their current roles. The series will also discuss recent market drivers, and themes related to the ex
The World at Mid-Year: The 2026 Geopolitical Playbook
Our Mid-year geopolitical outlook looks at major themes for the second half of 2026 and beyond. It decodes Trump 2.0, China-US relations, Middle East shifts, and Europe's pivotal path, revealing risks, growth, and critical events that will
Macro MATTers: A conversation with Bill English on Fed communications
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 upcoming Fed task force on communications with Bill En
Macro MATTers: What we heard at Warsh’s first FOMC meeting
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 key takeaways from the June FOMC meeting, the first f
From Pricing Power to Precision: An Evolution for Consumer Companies
Jonathan Jayarajan, Steve Powers, Tom Sykes and Mitch Collett discuss the key challenges and opportunities facing the Consumer Staples industry.
Structured Thoughts: US Securitized Markets Midyear Outlook
In the “Securitized Markets: Structured Thoughts” podcast series, Deutsche Bank research strategists discuss relevant themes across the US securitized and structured credit markets. In this episode the team discusses their mid-year outlook
Conference Insights: Thoughts from our Global Financials Conference
In our latest Conference Insights podcast hosted by Matt Barnard, Faiza Alwy, Brian Bedell, Mark DeVries, Ben Goy, Matt O’Connor and Nathan Stein detail key takeaways from Deutsche Bank’s Global Financial Services Conference. The conference
Conference Insights: Thoughts from our dbAccess European Champions Conference
Host Jonathan Jayarajan speaks with Tim Rokossa on the European Champions Conference insights, where corporates discussed economic challenges, AI, and Germany’s stimulus – revealing some surprising conclusions.
Macro MATTers: Could the Fed hike rates in 2026?
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 recent sharp repricing in markets towards expectations
Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing
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 how their forecasts have changed in response to the recen
Power Play: Investing in Energy Infrastructure for the AI Era
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:Ross Seymore (Lead Analyst, Semiconductors) Nico
In the Fast Lane with: Lucid
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 developme
Geoeconomics is the new key to world affairs
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
Macro MATTers: Oil’s impact on the economy, markets, and the Fed
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 eco
Making Sense of Space: Drones, PNT, and Spectrum
In this installment of Making Sense of Space, we take a deeper dive into satcom discussing the evolution of the industry, market dynamics, emergence of LEO mega constellations, MSS spectrum, D2D/DTC, and future growth areas with Matt Desch,
Macro MATTers: AI/the labor market and the Fed’s balance sheet
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 potential impact of AI on the labor market and what K
Structured Thoughts: Commercial Real Estate Refinancing Landscape
In our latest Structured Thoughts podcast, Ed Reardon, Head of Securitization Research is joined by Michael Cohen, Managing Partner and Founder of Brighton Capital Advisors for a discussion on the challenges for maturing CRE loans even in a
Macro MATTers: Key US macro themes for 2026
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 present the key consensus views for the US economy, Fed and rates
Flight Deck: China eVTOL deep dive with Xin Gou
In our podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For this episode, Xin Gou, editor-in-chief of Flying China magazine, joins us. Notably, we take a closer look at the histo
Geopolitical Realignment: Investing Beyond Volatility
Dr Helen Belopolsky, Global Head of Geopolitical Research, Miha Hribernik, Chief Geopolitical Strategist, Asia, and Adrian Cox, Thematic Strategist, discuss how geopolitics in 2026 are reshaping the operating environment for corporates and
