1. Research
    2. Products & Topics
    3. Special
    4. Podzept & Behind the Headlines (Podcast series)


    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.

    74 Podcasts
        
    October 28, 2020
    (15:17 min)

    Election could bring sweeping changes to the economic outlook

    Analyst:
    Matthew Barnard, Matthew Luzzetti
    Download audio file
    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 essentially all important aspects of economic policy. In this podcast, we consider the implications for the economic outlook of the possible combinations of president and Senate.
    September 30, 2020
    (12:18 min)

    America's Racial Gap & Big Tech's Closing Window

    Analyst:
    Apjit Walia, Paul Trussell
    Download audio file
    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 and 62% of Hispanics could get shut out or be under-prepared for 86% of jobs in the US by 2045. If this digital racial gap is not addressed, in one generation alone, digitization could render the country’s minorities into an unemployment abyss.
    September 21, 2020
    (28:09 min)

    BtH 1: Stefan Scholz, Continental AG - WfH to Tesla to ESG

    Analyst:
    Jim Reid
    View episode
    Download audio file
    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 – the hottest topic pre pandemic ESG – supply chain issues, the relationship between the US and China and how is Tesla disrupting the market.
    September 18, 2020
    (13:28 min)

    Intergenerational Conflict: The Next Dividing Line

    Analyst:
    Henry Allen, Luke Templeman
    Download audio file
    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 housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines.
    July 28, 2020
    (14:15 min)

    The $3.5 Trillion Tech Cold War Fallout

    Analyst:
    Apjit Walia, Matthew Barnard
    Download audio file
    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 stock price correlations with the DB Tech Cold War Index yields a surprising and counter-intuitive finding, Semiconductors. Listen to a new podcast with Apjit Walia Tech Strategist and Matthew Barnard, Head of Company Research US.
    July 15, 2020
    (12:52 min)

    How can you build a framework for market neutral portfolios across asset classes?

    Analyst:
    Caio Natividade, Luke Templeman, Sorin Ionescu
    Download audio file
    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 of QIS Research and Sorin Ionescu, Head of QIS Structuring share their insights on common misconceptions.
    July 2, 2020
    12:52 min)

    Higher e-duc@tion and the future of homework

    Analyst:
    Marion Laboure
    Download audio file
    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 online platforms transcend political boundaries, top universities could gain more market share on a global level, leading to the disappearance of many lesser-known schools.
    12345678
     
    12.0.3