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    124 Podcasts
        
    November 27, 2023
    (13:42 min)

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

    Analyst:
    Brett Ryan, Mike Moran, Pam Finelli
    Download audio file (12MB)
    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.
    October 25, 2023
    (16:12 min)

    Macro MATTers: The outlook for the US economy and rates after the recent curve steepening

    Analyst:
    Matthew Barnard, Matthew Luzzetti, Matthew Raskin
    Download audio file (22MB)
    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 key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more.
    June 13, 2023
    (17:22 min)

    World outlook: The waiting game...

    Analyst:
    Jim Reid, Mark Wall, Matthew Luzzetti
    Download audio file (31MB)
    Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade.
    June 7, 2023
    (11:44 min)

    AI in action: where is the smart money going?

    Analyst:
    Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
    Download audio file (21MB)
    Artificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps.
    May 30, 2023
    (11:41 min)

    Can AI help high-labour firms to boost returns?

    Analyst:
    Adrian Cox, Luke Templeman, Olga Cotaga
    Download audio file (21MB)
    Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.

    In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return on equity and potentially catalyse equity market returns in the years to come.
    April 26, 2023
    (35:07 min)

    Making Sense of Space: Having Ears in the Sky

    Analyst:
    Edison Yu
    Download audio file (80MB)
    In our series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. This episode will focus on Earth Observation (EO) which involves gathering information about the planet’s physical, chemical and biological systems to deliver actionable insights. In particular, we go over how radio frequency data can be used to analyze marine, aviation, and weather patterns.
    April 11, 2023
    (11:41 min)

    AI & The Five Ws: Why, What, Who, When, Where?

    Analyst:
    Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
    Download audio file (10MB)
    Artificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery to many. In this podcast, Dr Marion Laboure, Adrian Cox and Cassidy Ainsworth-Grace look at today’s artificial intelligence landscape, its rapid growth and the new capabilities of ChatGPT and its competitors.
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