It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This conversation, recorded at our live show at Wilton's Music Hall in London, is all about fundamentals: How Tarman, DB's vice chair of global macro, and Singhal, the firm’s head of EM trading across rates, FX and Credit, make sense of conflicting headlines, whether the rally in tech stocks is to be believed, the tug of war between fast money and central bankers, and how traders are evaluating the difference between the AI models coming out of the US and China.

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