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We Have The Receipts

1
Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36

13일 전1:00:36

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1:00:36

Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

Podzept from Deutsche Bank Research

시리즈 홈•Feed

Podzept is a podcast which addresses the current issues driving the world of economics and finance.

141 에피소드

#Trading #Business #Deutsche Bank Research #Deutsche Bank Research Economy Podzept

Podzept from Deutsche Bank Research

updated 약 1년 전

시리즈 홈•Feed

Podzept is a podcast which addresses the current issues driving the world of economics and finance.

141 에피소드

#Trading #Business #Deutsche Bank Research #Deutsche Bank Research Economy Podzept

All episodes

Podzept from Deutsche Bank Research

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The Great Tariff Shock: What's next for China and FX?

5 weeks 전

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The US has levied over 100% tariffs on Chinese goods after a week of upwardly escalating retaliation. Trade appears to be decoupling between the world’s first and second largest economies. Oliver Harvey, Head of EM Currency Research sits down with Yi Xiong, China Chief Economist and Mallika Sachdeva, Managing Director in Thematic Research to discuss the implications for China’s economy, global trade flows and strategic considerations for the currency.…

Podzept from Deutsche Bank Research

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Conference Insights: The future of media, internet and telecoms

7 weeks 전

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In our latest Podzept episode, we discuss key takeaways from Deutsche Bank’s 33rd annual Media, Internet and Telecommunications conference. US Head of Research, Matthew Barnard sits down with research analysts Ben Black, Lee Horowitz, Bryan Kraft, Matthew Niknam, and Ben Soff.

Podzept from Deutsche Bank Research

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US Economic Insights: An Early Look at the Trump Economy

15 weeks 전

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With the new Trump administration moving quickly in its early days, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist, and Matthew Luzzetti, Chief US Economist discuss the most important actions impacting markets and the global economy.

Podzept from Deutsche Bank Research

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Making Sense of Space – A true voyager

17 weeks 전

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In our series Making Sense of Space, we discuss the market opportunity for Defense Tech and aspirations for future space stations. Dylan Taylor, Chairman and CEO of Voyager Space joins us.

Podzept from Deutsche Bank Research

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Making Sense of Space: One web, but many networks

24 weeks 전

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In our series Making Sense of Space, we discuss the satellite communication (satcom) landscape, diving into areas such as growth drivers, regulatory framework, and competitive environment. Eva Berneke, CEO at Eutelsat joins us.

Podzept from Deutsche Bank Research

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2024 US Election Insights: Policy and Economic Priorities of the Trump Administration

25 weeks 전

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Following a decisive win for Republicans, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss what investors should expect from President Trump’s second term.

Podzept from Deutsche Bank Research

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Macro MATTers: Deutsche Bank’s Outlook for the Fed, Rates & the US Economy

32 weeks 전

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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 get their latest views on the US economy, the path forward for the Fed and the outlook for the US consumer.

Podzept from Deutsche Bank Research

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Making Sense of Space: Spicing it up with Rocket Lab

33 weeks 전

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In our series Making Sense of Space, we discuss the launch industry with Adam Spice, CFO at Rocket Lab. In addition, we talk about the latest developments at the company and what qualities separate it from other “new space” upstarts.

Podzept from Deutsche Bank Research

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Making Sense of Space: Role of AI in Space (Part 2)

39 weeks 전

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In our series Making Sense of Space, we discuss the prospects of using AI in the space industry, particularly for analyzing imagery taken from space (Earth Observation). Patrick O’Neil, CTO at BlackSky joins us.

Podzept from Deutsche Bank Research

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2024 US election insights: Takeaways from the GOP convention and economic implications

43 weeks 전

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With the Republican national convention underway, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the latest policy narrative, anticipated market reactions and how investors are positioning given an evolving political landscape.…

Podzept from Deutsche Bank Research

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Making Sense of Space: Role of AI in Space (Part 1)

45 weeks 전

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In our series Making Sense of Space, we discuss the prospects of using AI in space, particularly for data analytics that can fundamentally improve many existing capabilities. Peter Platzer, CEO at Spire Global joins us.

Podzept from Deutsche Bank Research

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Focus Europe: All you need to know five weeks ahead of the EU parliamentary election

1 year 전

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EU-policy experts Marion Mühlberger and Ursula Walther discuss with Chief Economist for Germany Robin Winkler what EU elections mean for policy priorities and the EU economy in the next 5-year legislative term. With less than five weeks to go until election day, the hot phase of the election campaign has begun. Policy priorities are likely to be centered around security and defense, competitiveness and enlargement. While there is consensus about priorities, financing remains the missing link.…

Podzept from Deutsche Bank Research

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The Wide Angle: The global credit cycle signals a still tricky economic path ahead

1 year 전

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Senior US Economist Brett Ryan and Senior International Economist Peter Sidorov discuss the latest trends in bank lending and financing conditions and their implications. In the past two years, central banks on both sides of the Atlantic have delivered their sharpest hiking cycles since the 1980s. But the economic impact of these has varied widely, opening the door for less synchronous policy as central banks contemplate cutting rates.…

Podzept from Deutsche Bank Research

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Making Sense of Space – Earth Observation

1 year 전

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In our series Making Sense of Space, we discuss the prospects for Earth Observation (EO) live at our studio in NYC. Don Osborne, President and CEO at EarthDaily Analytics joins us.

Podzept from Deutsche Bank Research

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Macro MATTers: The current outlook for the Fed, the US Economy & Inflation

1 year 전

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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 DB’s revised US economic forecast, recent hotter than expected inflation data, current expectations and pricing, and DB’s view on R-Star.…

Podzept from Deutsche Bank Research

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Gen Z: Soft living, but financially prudent

1 year 전

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Olga Cotaga and Luke Templeman discuss Generation Z’s financial habits for spending and investing. This younger generation is different from Millennials and has embraced the trend of ‘soft living’. Yet, they combine this with hard finances. In short, Gen Z save, invest young, buy real estate quicker and appreciate risk.…

Podzept from Deutsche Bank Research

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Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation

1 year 전

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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 surrounding the path forward for the Fed, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sheet and QT.…

Podzept from Deutsche Bank Research

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Making Sense of Space – Visit to the Wormhole

1 year 전

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In our series Making Sense of Space, we discuss the rocket launch market, taking a visit to the “Wormhole” in Long Beach, California. Tim Ellis from Relativity Space joins us.

Podzept from Deutsche Bank Research

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Demographics: The market impact to 2030

1 year 전

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Luke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this, they discuss why some Western countries have an underappreciated demographic advantage and why short-term ageing concerns in China may be overdone.…

Podzept from Deutsche Bank Research

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Making Sense of Space – Spanish Rockets

1 year 전

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In our series Making Sense of Space, we discuss the rocket launch market, mainly from the European perspective where the supply shortage is most acute. Jose Manuel Rodriguez from PLD Space joins us.

Podzept from Deutsche Bank Research

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Making Sense of Space – Evolution of geospatial intelligence in govt

1 year 전

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In our series Making Sense of Space, we discuss the evolution of geospatial intelligence in the government, focusing on the satellite imagery aspect. Robert Cardillo, Chief Strategist and Chairman of the Board - Planet Federal, joins us.

Podzept from Deutsche Bank Research

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

1 year 전

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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.…

Podzept from Deutsche Bank Research

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Where’s my AI revolution? Practical ways to get less chat, more action

1 year 전

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Adrian Cox discusses the practical challenges of generative AI with Olga Cotaga. The thematic analysts address the three main hurdles for enterprises wanting to implement AI, how they fit into a well-worn historical pattern and how companies can begin to overcome them.

Podzept from Deutsche Bank Research

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

2 years 전

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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.…

Podzept from Deutsche Bank Research

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Making Sense of Space: Moving Around In-Orbit

2 years 전

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In our series Making Sense of Space, we discuss the logistics of moving around after reaching orbit. Rockets do the heavy lifting off the ground but what happens after the payload is in space? Luca Rossettini from D-Orbit joins us.

Podzept from Deutsche Bank Research

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Top thematic ideas for H2

2 years 전

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In this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.

Podzept from Deutsche Bank Research

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World outlook: The waiting game...

2 years 전

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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.…

Podzept from Deutsche Bank Research

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AI in action: where is the smart money going?

2 years 전

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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.…

Podzept from Deutsche Bank Research

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Can AI help high-labour firms to boost returns?

2 years 전

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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.…

Podzept from Deutsche Bank Research

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Making Sense of Space: Having Ears in the Sky

2 years 전

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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.…

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