Podzept and Behind the Headlines with Jim Reid - with Deutsche Bank Research show

Podzept and Behind the Headlines with Jim Reid - with Deutsche Bank Research

Summary: Podzept is a podcast, which addresses the fundamental issues driving the world of economics and finance: it provides a platform for Deutsche Bank analysts to share their findings with clients and the wider world. Behind the Headlines: In-depth conversations with decision makers. Jim Reid digs deep for insights.

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  • Artist: Deutsche Bank Research
  • Copyright: Copyright 2003-2019, Deutsche Bank Research, Deutsche Bank AG

Podcasts:

 Biden after 100 days | File Type: audio/mpeg | Duration: Unknown

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 Washington looks forward to mid-term elections next year?

 When digital currencies become mainstream | File Type: audio/mpeg | Duration: Unknown

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 to expect in terms of regulatory framework looking ahead. Katharina Paust-Bokrezion, Head of payments policy, Political Affairs, joins the conversation.

 How Assets-as-a-Service can save a balance sheet blow out | File Type: audio/mpeg | Duration: Unknown

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 returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?

 Do markets believe the Fed? Possibly | File Type: audio/mpeg | Duration: Unknown

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.

 An updated world outlook | File Type: audio/mpeg | Duration: Unknown

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 conversation is very different as we contemplate if growth will run too hot, how high will inflation get and could the Fed fall behind the curve.

 dbSustainability: Insights from the db ESG conference | File Type: audio/mpeg | Duration: Unknown

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 presentations.

 National People's Congress Preview | File Type: audio/mpeg | Duration: Unknown

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 expect the government will set a floor growth target at 7-7.5% for 2021, leaving sufficient room to pursue its longer-term policy priorities. The 2021 budget will likely roll back about 60% of Covid-19 related stimulus measures. Nevertheless, government spending will likely increase 7% over last year, thanks to a strong fiscal revenue outlook.

 Post Covid-19: What executives are thinking and doing | File Type: audio/mpeg | Duration: Unknown

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 total cash in global locations; determine cash requirements in the short and medium term; and assess current exposures. Astrid Poussel, Global Corporate Coverage, Corporate Bank, joins the conversation.

 BtH 4: Nigel Wilson, Legal & General - A bright future if we seize the opportunities | File Type: audio/mpeg | Duration: Unknown

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 overcome many of the secular negative forces we are all familiar with (debt, demographics, low productivity etc.). However Nigel believes we need to shed our old fashion attitude to the type of assets we invest long-term money into and urges Governments to provide the infrastructure and regulatory regime to make the future as bright as he thinks it can be.

 Biden’s first 100 days | File Type: audio/mpeg | Duration: Unknown

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 until inauguration, we discuss how we think Biden’s initial 100-day+ plan might look like.

 The delivery dilemma | File Type: audio/mpeg | Duration: Unknown

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 unsustainable delivery levels? We propose a system to bring all parties in the delivery value chain to the table, and suggest an incentive system that grades rewards with the intention of sending non-urgent deliveries to specific areas on specific days.

 The steps required to promote digital currencies | File Type: audio/mpeg | Duration: Unknown

As the pandemic has accelerated the digital cash revolution, there are several things companies and policymakers need to do to respond.

 BtH 3: Euan Munro, CEO, Aviva Investors - The future of Fund Management and Markets? | File Type: audio/mpeg | Duration: Unknown

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.

 US political developments and implications for the economic outlook | File Type: audio/mpeg | Duration: Unknown

We look at what to expect from the Biden administration and discuss the implications for the US economic outlook for 2021.

 The fundamental right to connectivity | File Type: audio/mpeg | Duration: Unknown

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 runs deepest along race and location (urban versus rural). To narrow this gap, we lay out our vision to develop an initiative that covers the more than half of households without proper broadband connection and a computer.

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