Podzept - The Bigger Picture

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The World at Mid-Year: The 2026 Geopolitical Playbook

Tuesday, July 14, 2026 • Duration

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 impact markets.

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Macro MATTers: A conversation with Bill English on Fed communications

Sunday, July 12, 2026 • Duration

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 English, Professor at Yale School of Management and formerly Director of the Division of Monetary Affairs at the Fed Board and Secretary to the Federal Open Market Committee (FOMC).

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Macro MATTers: What we heard at Warsh’s first FOMC meeting

Wednesday, June 17, 2026 • Duration

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 for new Fed chair Kevin Warsh

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From Pricing Power to Precision: An Evolution for Consumer Companies

Tuesday, June 16, 2026 • Duration

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

Monday, June 15, 2026 • Duration

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 and surface key takeaways from the first half of the year, and what drivers are set to impact the market in the second half.

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Conference Insights: Thoughts from our Global Financials Conference

Wednesday, June 3, 2026 • Duration

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 brought together leading executives and investors to discuss key trends and developments in the financial services industry.

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Conference Insights: Thoughts from our dbAccess European Champions Conference

Monday, June 1, 2026 • Duration

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.

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Macro MATTers: Could the Fed hike rates in 2026?

Thursday, May 21, 2026 • Duration

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 of Fed rate hikes. They debate both the fundamental conditions that could lead to this outcome as well as how to think about current market pricing and the rise in long-term yields

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Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing

Sunday, April 19, 2026 • Duration

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 recent oil price shock, as well as what to watch out for at Kevin Warsh’s hearing for Fed chair.

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Power Play: Investing in Energy Infrastructure for the AI Era

Thursday, April 2, 2026 • Duration

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) Nicole DeBlase(Lead Analyst, Multi-Industry)Corinne Blanchard(Lead Analyst, Clean Tech & Solar)James Mulholland (Analyst, US Autos)Brett Ryan (US Economist)

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Podzept - The Bigger Picture – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Podzept - The Bigger Picture – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify