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Podzept is a podcast which addresses the current issues driving the world of economics and finance.
Listen to top Deutsche Bank analysts and thinkers discuss their findings.

69 Documents
July 28, 2020
(14:15 min)

The $3.5 Trillion Tech Cold War Fallout

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?

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

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.
June 26, 2020
(14:37 min)

What does machine learning have in common with cooking feijoda?

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 a tool that can be used to enhance humans’ abilities to solve problems and make informed inferences on a wide range of problems, much wider than financial services for example helping diagnose diseases to coming up with solutions for global climate change.
May 21, 2020
(08:58 min)

Football: The divide between clubs will grow wider

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 shareholders with deep pockets and so there is likely to be a widening of inequality between the big and small clubs.
 
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