Podzept from Deutsche Bank Research

Peter Platzer, CEO at Spire Global, discusses the role of AI in space, emphasizing data analytics for earth observation. Topics include AI's impact on the space and satellite industry, transformation of weather data analysis, future AI-driven insights through chat GPT interface, and the influence of AI on satellites and space hardware.

EU-policy experts Marion Mühlberger and Ursula Walther discuss with Chief Economist for Germany Robin Winkler what EU elections mean for policy priorities and the EU economy in the next 5-year legislative term. With less than five weeks to go until election day, the hot phase of the election campaign has begun. Policy priorities are likely to be centered around security and defense, competitiveness and enlargement. While there is consensus about priorities, financing remains the missing link.

Senior US Economist Brett Ryan and Senior International Economist Peter Sidorov discuss the latest trends in bank lending and financing conditions and their implications. In the past two years, central banks on both sides of the Atlantic have delivered their sharpest hiking cycles since the 1980s. But the economic impact of these has varied widely, opening the door for less synchronous policy as central banks contemplate cutting rates.

In our series Making Sense of Space, we discuss the prospects for Earth Observation (EO) live at our studio in NYC. Don Osborne, President and CEO at EarthDaily Analytics joins us.

In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss DB’s revised US economic forecast, recent hotter than expected inflation data, current expectations and pricing, and DB’s view on R-Star.

Olga Cotaga and Luke Templeman discuss Generation Z’s financial habits for spending and investing. This younger generation is different from Millennials and has embraced the trend of ‘soft living’. Yet, they combine this with hard finances. In short, Gen Z save, invest young, buy real estate quicker and appreciate risk.

Discussion on potential rate cuts, the Fed's balance sheet and QT. Analysis of recent inflation readings and implications for rate cuts. Triggers for rate cuts and scenarios for the labor market. Examining the outlook and process of quantitative tightening. Exploring the views on QT while interest rates are cut and discussing yield forecasts.

In our series Making Sense of Space, we discuss the rocket launch market, taking a visit to the “Wormhole” in Long Beach, California. Tim Ellis from Relativity Space joins us.

Luke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this, they discuss why some Western countries have an underappreciated demographic advantage and why short-term ageing concerns in China may be overdone.

Rocket launch market expert Jose Manuel Rodriguez from PLD Space discusses the shortage of rocket companies in Europe and the need for new players. They also talk about changing dynamics and the future of launch companies in Europe, along with the challenges of scaling operations within the space industry.