Podcasts by Podzept and Behind the Headlines with Jim Reid - Deutsche Bank Research
Podzept is a podcast which addresses the current issues driving the world of economics and finance. Behind the Headlines: In-depth conversations with decision makers. Jim Reid digs deep for insights.
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Industrials - constructive or destructive in 2022? from 2022-01-25T00:00
Nicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be...
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Automotive Outlook 2022 - stronger pricing for longer? from 2022-01-07T00:00
Tim Rokossa, Global Head of Automotive Research, and Luke Templeman, Thematic Analyst discuss the 2022 outlook for global automotive.
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World Outlook 2022-23: Dodging the Tempests from 2021-12-17T00:00
Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two year...
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How big will the China housing shock be? from 2021-11-25T00:00
In a new podcast our China Chief Economist Yi Xiong and Luke Templeman from our Thematic Research team discuss China's housing activity, which remains weak, and help to explain the implications for...
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Curious side effect to pandemic? from 2021-09-20T00:00
Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect....
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dbSustainability: Glencore and net zero by 2050 from 2021-09-07T00:00
Liam Fitzpatrick, European Head of Metals and Mining Research interviews Anna Krutikov, Glencore's Head of Sustainability. Climate ambition is increasing rapidly at a global level and investors are...
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dbSustainability: Biodiversity - From insects to corporate giants from 2021-06-24T00:00
In this episode we discuss the corporate response to growing biodiversity concerns, which has been slow. The problem is that companies with higher biodiversity risks can find their stock prices und...
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dbSustainability: How can corporates hit their sustainability goals? from 2021-05-25T00:00
We interview Daianna Karaian, Founder and CEO of Today Do This, a firm that works with Blue Chip global corporates to help them achieve specific sustainability goals. We address several big questio...
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Biden after 100 days from 2021-05-05T00:00
We discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washin...
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When digital currencies become mainstream from 2021-04-20T00:00
We discuss the key trends of digital currencies; which central banks are leading and lagging the race; the different sets of opportunities, or hurdles even, faced by different countries; and what t...
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How Assets-as-a-Service can save a balance sheet blow out from 2021-04-12T00:00
Being ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market re...
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Do markets believe the Fed? Possibly from 2021-04-01T00:00
A deep dive into what we are expecting from the Fed and why the market is pricing in a different path than the Fed's guidance.
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An updated world outlook from 2021-03-24T00:00
A year ago, markets were in freefall. The Covid pandemic was still largely in its infancy, but investors were quickly realizing that a massive recession was looming. Fast forward to today and the ...
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dbSustainability: Insights from the db ESG conference from 2021-03-08T00:00
Listen to a podcast episode where we discuss the highlights from a recent ESG conference where sustainability leaders and asset managers discussed key ESG topics as part of focused panels and prese...
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National People's Congress Preview from 2021-03-01T00:00
This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. In this podcast we provide a preview of the key policy issues for the NPC where we expec...
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Post Covid-19: What executives are thinking and doing from 2021-01-28T00:00
Covid-19 disruption to business has reshuffled priorities for CFOs and treasurers. They must address how to: maintain access to liquidity/credit; implement back-up procedures; create visibility to ...
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BtH 4: Nigel Wilson, Legal & General - A bright future if we seize the opportunities from 2021-01-20T00:00
Nigel Wilson, CEO, Legal & General and Jim discuss how the future is in our own hands and that there are huge opportunities out there in new technologies and strategic investments that can overcom...
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Biden’s first 100 days from 2021-01-14T00:00
Back in early December most thought the chance of Republicans losing both Georgia Senate run-off seats was pretty low. That has now happened, with a so-called blue sweep upon us. About a week unti...
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The delivery dilemma from 2021-01-04T00:00
Even prior to the pandemic, there was an inevitable shift to online purchasing. But how do we ensure this widening acceptance of online buying does not backfire on the planet in the form of unsusta...
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The steps required to promote digital currencies from 2020-12-14T00:00
As the pandemic has accelerated the digital cash revolution, there are several things companies and policymakers need to do to respond.
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BtH 3: Euan Munro, CEO, Aviva Investors - The future of Fund Management and Markets? from 2020-12-08T00:00
Euan Munro, CEO, Aviva Investors, and Jim discuss what it’s like to run an asset management business and provide returns to clients in a pandemic.
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US political developments and implications for the economic outlook from 2020-12-02T00:00
We look at what to expect from the Biden administration and discuss the implications for the US economic outlook for 2021.
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The fundamental right to connectivity from 2020-11-16T00:00
The pandemic has shown how the ‘haves’ are more resilient than the ‘have-nots’. Much of this is based on the gap between the two groups based on their access to technology. The divide in the US run...
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Election could bring sweeping changes to the economic outlook from 2020-10-28T00:00
The 2020 election is now less than a week away. While all elections have implications for the economic outlook, the two candidates for this year’s contest have historically divergent views on essen...
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America's Racial Gap & Big Tech's Closing Window from 2020-09-30T00:00
The exponential growth of the digital economy is going to leave large chunks of minorities with little or no access to jobs. We conduct a bottom up societal study and it shows that 76% of Blacks an...
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BtH 2: Henrik Hänche, Deutsche Post DHL Group - From globalisation to low interest rates from 2020-09-22T00:00
Henrik and Jim discuss a wide range of issues, from globalisation to low interest rates, and then point out some of the nuances of working from home since the pandemic, and how communication within...
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BtH 1: Stefan Scholz, Continental AG - WfH to Tesla to ESG from 2020-09-21T00:00
Stefan and Jim discuss how Continental has been impacted by COVID 19; within the organisation and with external stakeholders across themes like working from home, where the company is now with ESG ...
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Intergenerational Conflict: The Next Dividing Line from 2020-09-18T00:00
The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housi...
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How the virus could reduce inequality from 2020-07-29T00:00
As long as they are covered by salary protection schemes, those on low incomes have seen their paycheque relatively more insulated than those on higher incomes. Other redistributionist measures als...
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The $3.5 Trillion Tech Cold War Fallout from 2020-07-28T00:00
The US-China Tech Cold War remains one of the biggest tail risks of the current market rally. We have conducted a top-down analysis to quantify the impact of a complete decoupling. Our study on sto...
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The future of work from home from 2020-07-20T00:00
Children, interruptions, loneliness, and an unsuitable workplace has left many frustrated as they attempt to work from home. We do the sums to see if businesses should subsidise their employees’ ho...
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How can you build a framework for market neutral portfolios across asset classes? from 2020-07-15T00:00
We are going through a tremendous volatile market with investors looking for stable returns. According to a few news outlets some of the quant funds have performed less well. Caio Natividade, Head ...
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Higher e-duc@tion and the future of homework from 2020-07-02T00:00
A confluence of factors - a pandemic, high education costs, environmental concerns, and new instructional technology - could rapidly increase the popularity of online education. Moreover, because o...
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Asset Allocation: Throw Away The Playbook: 10 Surprises from 2020-06-30T00:00
The unique nature of the pandemic shock and the wide uncertainty surrounding it, meant there was no one historical playbook that fit easily. So inevitably there were going to be some surprises. In ...
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What does machine learning have in common with cooking feijoda? from 2020-06-26T00:00
Machine learning, with all of their processing power, they’re able to more quickly highlight or find patterns in big data that would have otherwise been missed by human beings. Machine learning is ...
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Online grocery: fad or fate? from 2020-06-18T00:00
Online food ordering (both grocery delivery and meal kits) was already seeing steady growth before covid-19. Since the outbreak, it has taken off. While some people may revert back to their old hab...
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How our flying habits will change from 2020-06-04T00:00
While history shows us that it can take over two years for an aviation demand shock to return to normal, many people now forecast a permanent drop in travel, particularly for business. We argue bus...
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Football: The divide between clubs will grow wider from 2020-05-21T00:00
With European football leagues on hold, clubs are facing severe losses that will likely continue over into next season. The transfer market has also been highly disrupted. Not all clubs have shareh...
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Is covid-19 inflationary or deflationary? from 2020-05-13T00:00
One of the lead features in the latest Konzept edition concerns whether the Coronavirus will end up being deflationary or inflationary. We have Robin Winkler, FX Strategist in the red corner fighti...
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COVID-19 and the Impact of US Jobs – episode 3 from 2020-05-12T00:00
After shrugging off a historic plunge in April employment, market participants will likely need to digest further record-setting monthly declines in core CPI inflation as well as April retail sales...
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A less than grand reopening – episode 2 from 2020-05-04T00:00
It is now evident that the US economy is in the midst of the most severe contraction in the post-World War II era, one which could produce a record quarterly contraction in output in the second qua...
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Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper, would you? from 2020-04-30T00:00
Even with the best strikers in the world on your team, you wouldn’t play without a goalkeeper – so why run a risk asset portfolio without an effective defensive overlay? Caio Natividade, Head of QI...
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Higher debt is a necessary price to pay – episode 1 from 2020-04-24T00:00
The US economy is experiencing unprecedented disruptions that have led to a sudden stop in activity. The result will be the most dramatic decline in GDP and sharpest rise in unemployment in the pos...
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The end of the free market: impact on currencies and beyond from 2020-04-17T00:00
There is no such thing as a free market anymore. All developed central banks have cut rates to zero and buying trillions of assets. Inflation is very low. A global liquidity trap may be in the maki...
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Impact of Covid-19 on the global economy: Beyond the abyss from 2020-04-06T00:00
We’ve witnessed an immense human tragedy as the covid-19 virus has spread around the globe. Amidst the awful numbers of people who have succumbed to the disease, we’re also now witnessing an incred...
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Global Economic Update with Torsten Slok, March 2020 from 2020-03-24T00:00
Torsten Slok, Chief Economist, DBSI, provides his view on the latest US and global forecast, along with his insights on the monetary responses from the Federal Reserve.
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Luxury Goods: What consumers want from 2020-03-03T00:00
Growth in luxury has been primarily driven by brand heat and newness, however millennials and Gen Z are increasingly demanding more quality and sustainability. No brand has yet achieved real sustai...
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Green Bonds – Increasingly Relevant in the Corporate Bond Market from 2020-02-18T00:00
There were few asset classes that saw quite the stratospheric growth in 2019 like the green bond market. How is 2020 shaping up? Craig Nicol, Credit Research Analyst, shares his insights.
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Global Economic Update with Torsten Slok, February 2020 from 2020-02-11T00:00
Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Brexit update: a short guide to the next stage in talks from 2020-02-03T00:00
Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next...
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The House View: 2020 Outlook – Gaining Speed from 2020-01-21T00:00
Marion Laboure, analyst in the Thematic Research team, discusses the 2020 Outlook in this latest Podzept episode. With some major downside risks to the global economy having been avoided, and marke...
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Cryptocurrencies: the 21st century cash from 2020-01-09T00:00
Until now, cryptocurrencies have been additions, rather than substitutes, to the global inventory of money. Over the next decade, this may change. Overcoming regulatory hurdles will broaden their a...
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Global Economic Update with Torsten Slok, December 2019 from 2019-12-16T00:00
Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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China's consumer decade from 2019-12-04T00:00
Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the cons...
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Green shoots or false down? from 2019-12-03T00:00
The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions ne...
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Decarbonising Heating: An Electric Century? from 2019-11-20T00:00
Heating and cooling represents around half of all EU energy use and almost a quarter of all EU emissions. If European countries are serious about substantially reducing emissions, emissions from he...
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Global Economic Update with Torsten Slok, November 2019 from 2019-11-06T00:00
Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Global Economic Update with Torsten Slok, October 2019 from 2019-10-11T00:00
Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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The History and Future of Debt from 2019-10-09T00:00
With many countries today above the recommended prudent upper threshold for debt, there is a risk that growth will slow, creating an unsustainable and negative debt/GDP cycle. That is what Jim Reid...
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Climate change and corporates: Past the tipping point with customers and stockmarkets from 2019-09-20T00:00
Companies drag their heels on climate change because many managers believe that for the planet to win, profits must fall. Luke Templeman, analyst on the new Corporate Bank Focus Research team argue...
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Global Economic Update with Torsten Slok, September 2019 from 2019-09-10T00:00
Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Brexit update: constitutional warfare from 2019-09-02T00:00
Listen to Oliver Harvey, Macro Strategist, discuss the latest on Brexit. The UK government intends to prorogue parliament from 10th September to 14th October when the government will hold a Queen's...
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The future of news from 2019-08-16T00:00
Two decades ago, newspaper editors were told the internet age meant they had to give away content for free, create click-bait, and support it all with any advertising they could find. It hasn’t tur...
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Who wants to live in a Smart City? from 2019-07-22T00:00
The antennae and boxes, about the size of a handbag, have become more visible in New York over the last few years. They sit atop street lights, buildings, and other convenient locations. They are p...
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Huawei: is it business or personal? from 2019-07-10T00:00
If we are to believe the prognostications about its future impact, 5G certainly occupies a crucial geopolitical dimension. The ability to control the Internet of Things via vastly reduced latency a...
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What are you having for dinner? from 2019-07-04T00:00
Tiffany Kanaga, US and Nizla Naizer, EMEA, two retail analysts, offer some food for thought around the rapidly evolving grocery industry. From click & collect to at home delivery to meal kits to o...
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The 12 'Fed Listens' from 2019-06-25T00:00
For the first time ever the Fed is undertaking a thorough academic review of its policy strategy, tools, and communication practices. The reviewers are some 30 academic experts on monetary policy a...
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Low inflation presents challenges for the economy from 2019-06-11T00:00
Chief US Economist Matthew Luzzetti shares insights on the current global interest rate environment and the challenge that low inflation plays in efforts to support the economy when needed.
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Global Economic Update with Torsten Slok, June 2019 from 2019-06-07T00:00
Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Factor investing in corporate credit from 2019-05-28T00:00
Factor investing has become popular across asset classes, but interestingly less so in Credit markets. Listen to Caio Natividade, Head of Cross Asset Quantitative Research, Jose Gonzales, Cross Ass...
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Global Wealth Managers: Out of the pit stop – into the fast lane from 2019-05-22T00:00
Global high-net worth wealth grew by 4 percent in 2018. This growth is far below past years as a more challenging market environment negatively affecting asset performance. Wealth Management busine...
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Mapping the world's prices 2019 from 2019-05-17T00:00
The 8th annual survey of global prices and living standards from various countries and cities around the world is out! In this podcast Jim Reid, Global Head of Fundamental Credit Strategy and Thema...
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Who pays the tariff ? from 2019-05-15T22:00
The US government raised tariffs on USD 200 bn of imports from China on May 10. Michael Spencer, Asia Pacific Chief Economist, discusses how much pain this, and the five tariff announcements last y...
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De-mystifying the HK / China Index Landscape from 2019-05-08T00:00
China's USD 12-trillion stock market is a vast and complicated panoply of different share types across a wide variety of markets, exchanges and share classes. With the rising role of A-shares amon...
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Global Economic Update with Torsten Slok, May 2019 from 2019-05-02T00:00
Torsten Slok, Chief Economist, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Wind in the Sales from 2019-05-01T00:01
The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five y...
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Global Sporting Goods: Portland trailblazer from 2019-04-09T00:00
Over the last 12 months sportswear brand shares have risen 30 per cent. Listen to Jaina Mistry, analyst on Deutsche Bank’s European Sporting Goods and Luxury team, and Paul Trussell, US Apparel & F...
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RMB bond index inclusion and its impact from 2019-04-04T00:00
April 1st marked an important milestone of China’s financial market as Chinese Yuan denominated bonds will be included in the Bloomberg Barclays Global Aggregate Bond Index. Linan Liu, Greater Chi...
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Global Economic Update with Torsten Slok, April 2019 from 2019-04-04T00:00
Torsten Slok, Chief Economist, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Is the Phillips Curve Dead or is It Just Hibernating? from 2019-03-25T00:00
Is the Phillips Curve Dead or is It Just Hibernating? Listen to Peter Hooper, Global Head of Economic Research, reviewing his paper presented at the 2019 US Monetary Policy Forum. The paper address...
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How to fix European banking … and why it matters from 2019-03-18T00:00
Jim Reid, Head of Thematic and Fundamental Credit Research and Kinner Lakhani, Head of EMEA Equity Research and Head of the European Bank Research analyses the weaknesses of Europe’s banking sector...
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Global Economic Update with Torsten Slok, March 2019 from 2019-03-06T00:00
Starting this month Torsten Slok, Chief International Economist, will share key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacti...
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Tough race to the top of the European Commission from 2019-03-05T00:00
Kevin Körner, Senior Economist, discusses how the outcome of the EU elections and the composition of the new Parliament will significantly influence the nomination and election of the next Presiden...
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Dreaming of Streaming from 2019-02-25T00:00
So how will we consume music in the years to come? How will streaming develop across the world? And what will happen to the major music labels? Listen to Laurie Davison, European Media & Online Ana...
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If the crosscurrents strengthen, how far could global growth fall? from 2019-02-20T00:00
Peter Hooper, Global Head of Economic Research, analyses the three biggest risks on the minds of both policy makers and investors: escalating trade conflict, Brexit and a China slowdown.
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What the history of populism can teach us today from 2019-02-04T00:00
Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research, explores how unique events, waves of populism and social unrest have often occurred through history. As far back as the F...
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Q&A on US politics from 2019-01-17T00:00
Peter Hooper, Global Head of Economic Research interviews Frank Kelly, Managing Director and Head of Governement & Public Affairs Americas to assess the implications with the US facing a period of ...
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Germany in the post-Merkel era from 2019-01-17T00:00
Kevin Koerner, Senior Economist explores how Germany’s post-millennials will struggle to remember a time before Angela Merkel was Chancellor. Following her announcement she will not contest the nex...
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Quantify geopolitical risk with alpha-DIG from 2019-01-17T00:00
Andy Moniz, Chief Data Scientist, dbDIG discusses how artificial intelligence has now grown to the point that it can forecast some market effects of political events. Deutsche Bank’s Alpha-DIG plat...
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The trade war and China’s foreign policies from 2019-01-17T00:00
Zhiwei Zhang, Chief Economist & Head of Equity Strategy, China discusses trade talks between the US and China, meanwhile China has begun to invest considerable resources into its relationship with ...
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Infrastructure Bypasses Around Geopolitical Choke Points from 2019-01-16T00:00
Peter Garber, Senior Advisor to Deutsche Bank Research, discusses how ever since the advent of steam power, grand infrastructure projects have dramatically reduced the cost of transportation, foste...
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The House View Snapshot: Outlook for 2019 from 2018-12-20T00:00
Himanshu Porwal, Macro Strategist, and Quinn Brody, Macro Strategist review recent market moves and outlines Deutsche Bank Research's outlook for 2019.
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ESG with one eye on the macro from 2018-10-04T18:00
Andreas Bruckner, Equity Strategist, on how ESG investing may be subject to a wider array of macro fluctuations than initially meets the eye.
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Scope three emissions – Sorting the mickle from the muckle from 2018-10-04T14:00
Should investors care that Samsung’s ‘scope one and two’ carbon emissions are 150 times higher than those of Apple even though the companies have similar revenue? Caroline Cook, Equity Analyst, say...
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Equities – How fund managers can use ESG to assess fair value from 2018-10-04T08:00
It seems odd that nine out of ten of the world’s largest fund managers claim to have a responsible investment mandate, yet only two-fifths admit they systematically consider ESG factors when assess...
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Industrial internet of things – Data over design from 2018-06-06T00:00
Investors tend to fawn over the automation-related efficiency gains achieved in the car industry. But it is easy to make the mistake of thinking this success story is easily replicable in other ind...
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Climate change – The automated shift to clean energy from 2018-06-06T00:00
Tim Rokossa, Autos Analyst, explains how automation lies at the heart of the drive away from fossil fuels, not just by helping technology in its own right, but as an accelerator of utilisation and ...
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