Podzept - The Bigger Picture

Corrine Blanchard, cleantech analyst on solar and batteries. James Mulholland, auto and space tech strategist explaining modular power solutions. Brett Ryan, senior economist on macro impacts of energy shocks. They discuss AI-driven data center demand, modular bridge power like turbocells, rapid cloud CapEx growth, grid build-out needs, and renewables plus storage scaling to meet 24/7 loads.

In our podcast, “In the Fast Lane,” we discuss topics across vehicle autonomy, electrification, infotainment and more. In this episode, we sit down with Lucid, following its Analyst Day, to explore its production outlook, robotaxi development, Uber partnership, consumer autonomy and the drivers of the material cost reductions over the next few years. Marc Winterhoff, Interim CEO, and Taoufiq Boussaid, CFO join us to discuss.

Geoeconomics has suddenly become central to world affairs. Foreign exchange and energy research strategists Oliver Harvey, Mallika Sachdeva and Michael Hsueh dip into history, geography and energy to explain why this is – and what it means for global power in the future. The discussion is hosted by Thematic Strategist Adrian Cox.Featuring:Adrian Cox, Thematic StrategistOliver Harvey, Head of CEEMEA & LatAm Currency ResearchMichael Hsueh, Precious Metals and Oil StrategistMallika Sachdeva, Head of FX Thematics

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they discuss the implications of the recent oil price shock for the economy, rates markets, and monetary policy in the US.

In this installment of Making Sense of Space, we take a deeper dive into satcom discussing the evolution of the industry, market dynamics, emergence of LEO mega constellations, MSS spectrum, D2D/DTC, and future growth areas with Matt Desch, CEO of Iridium

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the potential impact of AI on the labor market and what Kevin Warsh’s nomination as Fed chair could mean for the Fed’s balance sheet.

In our latest Structured Thoughts podcast, Ed Reardon, Head of Securitization Research is joined by Michael Cohen, Managing Partner and Founder of Brighton Capital Advisors for a discussion on the challenges for maturing CRE loans even in a bullish lending market

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they present the key consensus views for the US economy, Fed and rates markets in 2026, and discuss how their views differ.

Xin Gou, Editor-in-chief of Flying China and co-founder of the eFlight Forum, explores the dynamic eVTOL industry in China. He shares insights on the roots of eVTOL in model aircraft and drones, and the impact of Uber’s Elevate on market hype. Xin discusses regulatory challenges, emphasizing the stringent certification process and workforce shortages at CAC. He highlights various applications for eVTOL, including firefighting and cargo transport, while addressing how China's robust public transport might influence urban air mobility demand.

Dr Helen Belopolsky, Global Head of Geopolitical Research, Miha Hribernik, Chief Geopolitical Strategist, Asia, and Adrian Cox, Thematic Strategist, discuss how geopolitics in 2026 are reshaping the operating environment for corporates and investors, emphasising that volatility is the new normal and anticipating developments is crucial. The discussion covers the evolving international landscape, including the unravelling of the post-1945 order and the implications of President Trump's "America First" policies for areas of focus such as Venezuela and US-China relations.