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Podzept from Deutsche Bank Research

Latest episodes

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Mar 4, 2024 • 0sec

Making Sense of Space – Earth Observation

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.
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Feb 25, 2024 • 0sec

Macro MATTers: The current outlook for the Fed, the US Economy & Inflation

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.
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Feb 14, 2024 • 0sec

Gen Z: Soft living, but financially prudent

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.
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Jan 22, 2024 • 0sec

Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation

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.
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Jan 21, 2024 • 0sec

Making Sense of Space – Visit to the Wormhole

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.
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Dec 26, 2023 • 0sec

Demographics: The market impact to 2030

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.
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Dec 11, 2023 • 0sec

Making Sense of Space – Spanish Rockets

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.
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Dec 10, 2023 • 0sec

Making Sense of Space – Evolution of geospatial intelligence in govt

In our series Making Sense of Space, we discuss the evolution of geospatial intelligence in the government, focusing on the satellite imagery aspect. Robert Cardillo, Chief Strategist and Chairman of the Board - Planet Federal, joins us.
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Nov 26, 2023 • 0sec

2024 US election insights: Preview of the economic & political landscape

With just under a year until the US elections, Pam Finelli, COO of Research and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the unfolding narrative and navigate the anticipated policy implications, shed light on key issues at stake, and unravel the historical market reactions that investors should brace for.
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Nov 13, 2023 • 0sec

Where’s my AI revolution? Practical ways to get less chat, more action

Adrian Cox discusses the practical challenges of generative AI with Olga Cotaga. The thematic analysts address the three main hurdles for enterprises wanting to implement AI, how they fit into a well-worn historical pattern and how companies can begin to overcome them.

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