In a Bloomberg Markets podcast recorded at Wilton's Music Hall in London, Deutsche Bank's Ozan Tarman and Aditya Singhal discuss the challenge of staying current in a markets conversation that turns stale within minutes. The pair, who oversee global macro and EM trading respectively, argue that fundamentals still matter more than headlines.

Tarman, the firm's vice chair of global macro, and Singhal, head of EM trading across rates, FX and credit, dig into the tech rally and question whether it reflects real earnings or speculative enthusiasm. Their exchange covers how traders filter noise from signal when news cycles move at breakneck speed.

The conversation is described as "basically evergreen," meaning its core themes of parsing conflicting narratives should hold up well past the current moment. For portfolio managers under pressure to react quickly, this podcast offers a reminder that fundamentals remain the more reliable guide to market direction.