https://www.spreaker.com/podcast/the-flip-side--3081955
By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues.]]>enSociety & CultureCopyright Barclays Investment Bankhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/609d8b03eff9fa72b50214dbac830e7b.jpghttps://www.spreaker.com/podcast/the-flip-side--3081955Thu, 09 Jul 2026 17:20:51 +0000Barclays Investment BankBarclays Investment Bankfeeds@spreaker.comThis podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe. By hearing arguments and insights on both sides, we hope...
By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues.]]>falseepisodichttps://www.spreaker.com/episode/if-the-fed-goes-quiet-do-markets-make-more-noise--72894094

Flip Side ep. 80: Is US equities exceptionalism finally cracking?​

Barclays Brief ep.34: The Fed’s next move​

Clients of Barclays Investment Bank can read our latest reports by logging in to Barclays Live:​

• United States: Interest Rates: Returning to the old normal​
• Macrocast - US in Focus: Warshspeak​

Important Content Disclosures​]]>7c5748bf-dca0-41e4-a0bf-48ea46d69b13Thu, 09 Jul 2026 17:00:00 +0000Barclays Investment BankFor over three decades, the US Federal Reserve has moved towards greater transparency, introducing new ways of communicating its outlook to markets. Weeks into his tenure, Fed Chair Kevin Warsh is reversing that trend. He scrapped forward guidance and...

Flip Side ep. 80: Is US equities exceptionalism finally cracking?​

Barclays Brief ep.34: The Fed’s next move​

Clients of Barclays Investment Bank can read our latest reports by logging in to Barclays Live:​

• United States: Interest Rates: Returning to the old normal​
• Macrocast - US in Focus: Warshspeak​

Important Content Disclosures​]]>1156false85fullhttps://www.spreaker.com/episode/welcome-to-the-flip-side-podcast--72837782Find out moreImportant Content Disclosures]]>6674bae3-1f3b-43c4-af5e-65032b7d4bd4Mon, 06 Jul 2026 08:55:00 +0000Barclays Investment BankThere are two sides to every story, including in markets. On The Flip Side podcast, two Barclays Research analysts offer perspectives from different angles as they debate the economic and market themes that matter most to investors and business...Find out moreImportant Content Disclosures]]>40falsetrailerhttps://www.spreaker.com/episode/physical-ai-wealth-creation-or-economic-displacement--72349623humanoid robots, increasingly taking on physical tasks, from driving and cleaning to providing healthcare, the question isn’t just how much productivity improves. It’s who benefits, how quickly economies adjust, and what gets disrupted along the way.In Episode 84 of The Flip Side, Global Head of Research Brad Rogoff and Head of FX & EM Macro Strategy Themos Fiotakis dig into that tension. On the one hand, history suggests that major technological shifts ultimately create wealth, expand output and spawn new industries. On the other, those transitions can be slow, uneven, and politically and economically destabilising, especially if labour displacement outpaces the ability of economies to adjust.The conversation moves from theory to markets. What does stronger productivity mean for equity returns? Could capital-intensive AI investment push up yields and debt issuance? And if adoption is uneven, which currencies benefit first?What emerges is a familiar “flip side” dynamic: the long-term story may be compelling, but the path to get there could be far more volatile than expected.Clients of the Investment Bank can read further analysis of these themes in ‘Embodied AI: Wealth creation or economic displacement?’ on Barclays Live.]]>63e62d38-00e7-46f0-99f2-887cadad819aThu, 04 Jun 2026 17:59:00 +0000Barclays Investment BankArtificial intelligence is moving off the screen and into the real economy. For investors, that shifts the focus from software productivity to how labour, capital and markets themselves could be repriced.With machines, such as...humanoid robots, increasingly taking on physical tasks, from driving and cleaning to providing healthcare, the question isn’t just how much productivity improves. It’s who benefits, how quickly economies adjust, and what gets disrupted along the way.In Episode 84 of The Flip Side, Global Head of Research Brad Rogoff and Head of FX & EM Macro Strategy Themos Fiotakis dig into that tension. On the one hand, history suggests that major technological shifts ultimately create wealth, expand output and spawn new industries. On the other, those transitions can be slow, uneven, and politically and economically destabilising, especially if labour displacement outpaces the ability of economies to adjust.The conversation moves from theory to markets. What does stronger productivity mean for equity returns? Could capital-intensive AI investment push up yields and debt issuance? And if adoption is uneven, which currencies benefit first?What emerges is a familiar “flip side” dynamic: the long-term story may be compelling, but the path to get there could be far more volatile than expected.Clients of the Investment Bank can read further analysis of these themes in ‘Embodied AI: Wealth creation or economic displacement?’ on Barclays Live.]]>1166false84fullhttps://www.spreaker.com/episode/do-high-gas-prices-change-how-americans-buy-cars--71811822

Flip Side ep.79: Will the US consumer hold up in 2026? ​

Barclays Brief ep.12: Robotaxis: The future of mobility​

Clients of Barclays Investment Bank can read our latest reports by logging in to Barclays Live:​

• Gauging the impact on autos from higher oil prices - questions on mix, inflation ​
• EV Report Card: A closer look at the Chinese EV mix shift

]]>748eb9ad-b08a-40f8-aa65-df99773c8327Fri, 01 May 2026 10:45:00 +0000Barclays Investment BankGasoline prices in the United States have risen to over $4 per gallon since the Iran war began in February. When combined with higher car prices, higher interest rates and rising auto loan delinquencies – not to mention other affordability concerns...

Flip Side ep.79: Will the US consumer hold up in 2026? ​

Barclays Brief ep.12: Robotaxis: The future of mobility​

Clients of Barclays Investment Bank can read our latest reports by logging in to Barclays Live:​

• Gauging the impact on autos from higher oil prices - questions on mix, inflation ​
• EV Report Card: A closer look at the Chinese EV mix shift

]]>1002false83fullhttps://www.spreaker.com/episode/1-trillion-ai-capex-by-2028-justified-or-inflated--71210191

Barclays Brief Ep 25: The cusp of a capex super cycle

AI gets physical: Innovation meets opportunity

Clients of Barclays Investment Bank can read our latest reports by logging in to Barclays Live:

• Framework for Modeling AI Demand & Supply – Capex 'Peak' Likely in 2028
• Powering AI: Gas Turbines Could Make or Break AI Ambitions

Important Content Disclosures]]>c88e69ac-0c74-469a-87b5-74c0dbb09e81Thu, 09 Apr 2026 13:00:00 +0000Barclays Investment BankSince 2022, AI capital investment has skyrocketed. But can AI capex reach $1 trillion by 2028, as our Equity Research analysts forecast? Labs are reporting rapid growth, and signs show AI demand spreading beyond the hyperscalers to sovereigns and...

Barclays Brief Ep 25: The cusp of a capex super cycle

AI gets physical: Innovation meets opportunity

Clients of Barclays Investment Bank can read our latest reports by logging in to Barclays Live:

• Framework for Modeling AI Demand & Supply – Capex 'Peak' Likely in 2028
• Powering AI: Gas Turbines Could Make or Break AI Ambitions

Important Content Disclosures]]>931false82fullhttps://www.spreaker.com/episode/should-alternative-asset-managers-be-trading-like-software--70547066

Software: In the AI storm

Clients of Barclays Investment Bank can read more on our view on equities with our latest reports on Barclays Live, including:

1. Barclays HY Software Agentic AI Disruption Risk in Focus
2. Software Is Not Dead, Just Changing
3. Widespread Exposure to Software Creates Uncertainty

Important Content Disclosures]]>64976d62-03f7-46f2-bc8d-5200699ef454Mon, 09 Mar 2026 12:04:00 +0000Barclays Investment BankPrivate credit has been a powerful growth engine for alternative asset managers, with business development corporations (BDCs) playing a central role. As AI adoption accelerates and software business models come under pressure, investors are concerned...

Software: In the AI storm

Clients of Barclays Investment Bank can read more on our view on equities with our latest reports on Barclays Live, including:

1. Barclays HY Software Agentic AI Disruption Risk in Focus
2. Software Is Not Dead, Just Changing
3. Widespread Exposure to Software Creates Uncertainty

Important Content Disclosures]]>710false81fullhttps://www.spreaker.com/episode/is-us-equities-exceptionalism-finally-cracking--69886237

Chaotic, but resilient – February Chart Pack

Buy/Sell American

Important content disclosures]]>37e6edab-2a8f-4238-9579-b7baa8b69a49Mon, 09 Feb 2026 13:00:00 +0000Barclays Investment BankAfter more than a decade of US equity dominance, international markets made a rare comeback in 2025. Europe, Japan, Emerging Markets and the UK outperformed, the majority of global equity flows went outside the US, and investors began to revisit...

Chaotic, but resilient – February Chart Pack

Buy/Sell American

Important content disclosures]]>996false80fullhttps://www.spreaker.com/episode/will-the-us-consumer-hod-up-in-2026--69357507

26 'What Ifs' for 2026

2026 Outlook: Riding the Waves, but Still Far from Shore

]]>abb266d4-0d0e-4b75-b2d8-d55b4d797babThu, 08 Jan 2026 16:23:00 +0000Barclays Investment BankThe US consumer showed notable resilience over the holiday period, with retail sales and e-commerce activity remaining robust. Yet, beneath the surface, sentiment surveys signal caution, as consumer confidence hovers near multi-year lows. Against this...

26 'What Ifs' for 2026

2026 Outlook: Riding the Waves, but Still Far from Shore

]]>825false79fullhttps://www.spreaker.com/episode/uk-autumn-budget-success-or-shortfall--68882998

Autumn Budget: Consolidate, but not yet

The signal from the noise

]]>93bf7b54-5588-4ac4-b9b1-8fca8be88e9fThu, 04 Dec 2025 16:05:00 +0000Barclays Investment BankThe UK’s fiscal policy faced a pivotal moment as Chancellor Rachel Reeves delivered her second Autumn Budget, confronting market and political pressures. The budget builds fiscal headroom mainly through tax rises deferred until 2028, sparking debate...

Autumn Budget: Consolidate, but not yet

The signal from the noise

]]>817false78fullhttps://www.spreaker.com/episode/is-japan-doubling-down-on-abenomics-or-redefining-it--6844660630aa99d0-854c-48b5-823c-7ab9e4525520Thu, 06 Nov 2025 12:56:00 +0000Barclays Investment BankJapan’s economic policy stands at a crossroads as Prime Minister Sanae Takaichi takes office, with the legacy of Abenomics challenged by shifting market and political realities.The yen has halved against the dollar since 2012, superlong Japanese...852false77fullhttps://www.spreaker.com/episode/is-the-ai-investment-cycle-a-sign-of-history-repeating--67989195Equity Strategy: Lost My Chain-of-Thought: Could the AI narrative stumble?Food for Thought: Generative AI vs. cash generationImportant Content Disclosures]]>e6c40ee8-5123-44a3-97d8-91925ca308f7Thu, 02 Oct 2025 17:02:00 +0000Barclays Investment BankArtificial intelligence has become the defining investment theme of the current market cycle, with capital expenditure on AI infrastructure reaching unprecedented levels. Hyperscalers have announced nearly $400 billion in capex for this year alone,...Equity Strategy: Lost My Chain-of-Thought: Could the AI narrative stumble?Food for Thought: Generative AI vs. cash generationImportant Content Disclosures]]>1062false76fullhttps://www.spreaker.com/episode/us-bank-regulatory-reform-capital-relief-or-systemic-risk--67633211

Large-Cap Bank Capital Outlook: SCB improvement near-term, more meaningful changes looking out

Fed issues proposal to reduce SLR minimum, the first of several capital changes expected

SLR relief - Why we think it helps

]]>51891941-7cea-48db-b706-3600c2e984d0Thu, 04 Sep 2025 13:41:00 +0000Barclays Investment BankIn June, US banking regulators, led by the Federal Reserve, proposed changes to the supplementary leverage ratio (SLR), a regulatory measure used to ensure financial stability by limiting excessive leverage.Despite expectations that easing the SLR...

Large-Cap Bank Capital Outlook: SCB improvement near-term, more meaningful changes looking out

Fed issues proposal to reduce SLR minimum, the first of several capital changes expected

SLR relief - Why we think it helps

]]>761false75fullhttps://www.spreaker.com/episode/are-oil-markets-set-to-heat-up-or-burn-out--67246989e4e636ab-573a-4372-befe-a301975ccc1bMon, 04 Aug 2025 15:44:00 +0000Barclays Investment BankDespite widespread expectations of weakening demand for oil, market fundamentals are showing signs of tightening. A slowdown in US shale production and resilient demand across emerging economies could point to a potential shift in the price of...1057false74fullhttps://www.spreaker.com/episode/do-the-risks-of-nbfi-lending-outweigh-the-opportunities--6685050523f65bad-9d90-4064-9363-02c19fbd03c7Thu, 03 Jul 2025 13:29:00 +0000Barclays Investment BankCommercial & Industrial loans from banks are on the decline, and lending to Main Street and consumers from non-bank financial institutions (NFBIs) is on the rise. But here’s the paradox: traditional banks are fuelling this rise of NFBIs by lending...962false73fullhttps://www.spreaker.com/episode/is-the-us-bond-market-starting-to-rebel--66394591Unusual uncertainty’ on Barclays Live.]]>d06d9f8f-ba41-44f3-a208-3df6b64033deWed, 04 Jun 2025 12:04:00 +0000Barclays Investment BankUS Treasury bonds are widely regarded as the “world’s risk-free asset.” However, in recent weeks, global investors have increasingly shied away from 30-year US bonds, opting for flexible, shorter-term maturities, due to a combination of growing...Unusual uncertainty’ on Barclays Live.]]>767false72fullhttps://www.spreaker.com/episode/is-this-the-end-of-the-dollar-as-we-know-it--66055026The end of the dollar as we know it?’ on Barclays Live.Important content disclosures]]>09f06e3f-48bf-4a1f-9637-824f8233bb9cMon, 12 May 2025 13:43:00 +0000Barclays Investment BankFollowing the 2024 US election, predictions of a dollar rally were easy to come by, based on the presumption that President Trump would implement his proposed trade agenda. While Liberation Day and subsequent trade negotiations see some of those...The end of the dollar as we know it?’ on Barclays Live.Important content disclosures]]>888false71fullhttps://www.spreaker.com/episode/will-tariffs-trigger-a-recession--65536698Q2 2025 Global Outlook report and on our Tariffs 2.0 Hub on Barclays Live.]]>cd61970a-f8a5-4774-973a-72665a0bac74Fri, 11 Apr 2025 09:00:00 +0000Barclays Investment BankThe course of the US economy has changed since the beginning of April, when tariffs were introduced – and subsequently paused. This, combined with reduced immigration and already waning consumer and business confidence in the face of growing economic...Q2 2025 Global Outlook report and on our Tariffs 2.0 Hub on Barclays Live.]]>865false70fullhttps://www.spreaker.com/episode/is-there-too-much-hype-for-ai-and-the-hyperscalers--64952013f5fe0863-b052-47db-a0c4-ec7b89e2bcfeTue, 18 Mar 2025 10:00:00 +0000Barclays Investment BankAI has been a major focal point for investors as tech companies compete for an edge in the race to deliver on its promises.The hyperscalers – tech giants like Microsoft, Amazon, Alphabet and Meta – have invested heavily in developing massive data...1165false69fullhttps://www.spreaker.com/episode/will-european-equities-outperform-the-us-in-2025--6422800030bb98e4-f341-4943-af62-7fc65a3ee8a4Thu, 06 Feb 2025 12:12:00 +0000Barclays Investment BankEurope is the top performing region year to date in equity markets. Can this outperformance be sustained given the Stoxx 600 has underperformed compared to the S&P 500 over the last 25 years? Even backing out Big Tech from indices, European stocks...809false68fullhttps://www.spreaker.com/episode/does-inflation-still-matter--63698592a972bfdd-8b6b-4971-93eb-acac18f9ac95Wed, 15 Jan 2025 11:00:00 +0000Barclays Investment BankInflation has been a critical focus for investors in recent years. US headline PCE and CPI peaked at 7.2% and 9.1% in mid-2022, but with levels coming down toward the 2% Federal Reserve target rate, is it still worth the attention? Or can investors go...954false67fullhttps://www.spreaker.com/episode/will-trumponomics-be-incremental-or-transformational--63269554d819fd92-4246-4f0f-a6de-cb7c1d97fff5Wed, 11 Dec 2024 17:10:00 +0000Barclays Investment BankUS President-elect Donald Trump has indicated his incoming administration will make major policy changes on everything from tariffs to taxes, all the the potential to transform the global economy. Will Trump's policies lead to sweeping economic change...970false66fullhttps://www.spreaker.com/episode/is-china-s-economic-stimulus-a-game-changer-or-window-dressing--6231077213605dfc-658d-4ed8-91d4-a0ff47b53f22Thu, 10 Oct 2024 08:17:00 +0000Barclays Investment BankInterest rate cuts, reduced down-payment requirements for mortgages and media reports of the re-capitalisation of banks – are just a handful of the policy changes the Chinese government announced in its recent stimulus package to get the $18trn...658false65fullhttps://www.spreaker.com/episode/does-market-volatility-risk-a-us-hard-landing--61023019In episode 64 of The Flip Side, Global Head of Research Jeff Meli and Global Chairman of Research Ajay Rajadhyaksha discuss recent financial market dynamics and debate the re-emergence of a hard landing for the US economy.]]>4356ee16-05ce-4f7d-aeea-aee85039e470Wed, 14 Aug 2024 08:55:00 +0000Barclays Investment BankRecent volatility in global financial markets has left analysts and investors speculating whether it is being driven by technical factors or more fundamental shifts indicating a looming US recession.Inflation, rising US unemployment and heightened...In episode 64 of The Flip Side, Global Head of Research Jeff Meli and Global Chairman of Research Ajay Rajadhyaksha discuss recent financial market dynamics and debate the re-emergence of a hard landing for the US economy.]]>1012false64fullhttps://www.spreaker.com/episode/will-investors-benefit-from-the-equitification-of-credit-markets--60650510Five Forces Reshaping Fixed Income Markets.]]>9eed2fb6-b4b0-4b68-a93e-10c78fc52ea5Wed, 10 Jul 2024 09:15:00 +0000Barclays Investment BankCorporate bond and loan markets have traditionally been rigid when compared to equity markets, characterised by low liquidity, low trading volumes and higher transaction costs. In recent years, the explosion of credit ETFs and the growth of private...Five Forces Reshaping Fixed Income Markets.]]>891false63fullhttps://www.spreaker.com/episode/can-consumers-curb-their-carbon-addiction--59627403electricity for cars, home heating, and so on.The US government is trying to influence behaviours through a range of subsidies and incentives. Is pushing on all fronts the best approach, or should efforts concentrate on one big issue that can have an outsized impact over the long term?In episode 62 of The Flip Side, Global Head of Research Jeff Meli debates that question with Will Thompson from our Sustainable and Thematic Investing Research team.]]>265001b7-84f5-42bf-9e76-d9026e17035cWed, 24 Apr 2024 09:29:00 +0000Barclays Investment BankUS carbon emissions are down c.20% from their peak over the past 20 years, thanks primarily to efficiency gains, such as increased miles per gallon for cars, switching to LED lights and moving towards high-efficiency boilers.Further emission...electricity for cars, home heating, and so on.The US government is trying to influence behaviours through a range of subsidies and incentives. Is pushing on all fronts the best approach, or should efforts concentrate on one big issue that can have an outsized impact over the long term?In episode 62 of The Flip Side, Global Head of Research Jeff Meli debates that question with Will Thompson from our Sustainable and Thematic Investing Research team.]]>968false62fullhttps://www.spreaker.com/episode/can-the-fed-take-credit-for-declining-inflation--59022941ba7b2cab-1ef5-423e-a0d0-6866a706687dTue, 12 Mar 2024 19:30:00 +0000Barclays Investment BankInflation in the US peaked at around 9% in 2022, and by January 2024, CPI inflation had fallen to 3.1%. This dramatic reduction was achieved without triggering a widely expected recession. Does the Fed’s interest rate hiking cycle deserve credit for...1211false61fullhttps://www.spreaker.com/episode/can-ai-solve-the-modern-productivity-puzzle--58608515tag:soundcloud,2010:tracks/1741070442Thu, 08 Feb 2024 11:03:44 +0000Barclays Investment BankIn episode 60 of The Flip Side, Hiral Patel, Head of Sustainable & Thematic Research, talks to Christian Keller, Head of Economics Research, about the extent to which and pace at which AI could boost productivity levels globally. They explore the...1167falsefullhttps://www.spreaker.com/episode/is-us-debt-reaching-crisis-levels--58008625tag:soundcloud,2010:tracks/1690347897Thu, 14 Dec 2023 14:52:02 +0000Barclays Investment BankWarnings that rising US national debt levels are reaching a crisis point have waxed and waned for decades. In Flip Side podcast, our analysts discuss urgent questions about whether the current US government debt is sustainable.1188falsefullhttps://www.spreaker.com/episode/are-equity-markets-out-of-sync-with-the-economy--57270997tag:soundcloud,2010:tracks/1642826097Tue, 17 Oct 2023 14:12:40 +0000Barclays Investment BankStock prices across the developed world are generally higher this year, after falling sharply in 2022. Inflation and the pace of interest rate hikes have slowed. Yet equity markets have proven volatile in recent months, with big positive and negative...897falsefullhttps://www.spreaker.com/episode/are-us-house-prices-set-to-fall--56975313tag:soundcloud,2010:tracks/1627380363Thu, 28 Sep 2023 10:05:32 +0000Barclays Investment BankUS housing has been a hot topic since the onset of COVID, with a surge in both home buying and prices. But the housing market may be set for a major correction. Jeff Meli, Global Head of Research, and Ajay Rajadhyaksha, Global Chairman of Research,...1026falsefullhttps://www.spreaker.com/episode/will-electric-vehicles-break-the-electric-grid--56344677tag:soundcloud,2010:tracks/1580649454Wed, 02 Aug 2023 10:35:12 +0000Barclays Investment BankElectric vehicles are touted as a way to help reduce CO2 emissions, but can power grids cope with the corresponding electricity demand? Listen to Barclays Research analysts debate the challenges.801falsefullhttps://www.spreaker.com/episode/can-the-us-economy-outrun-a-recession--56011854tag:soundcloud,2010:tracks/1557333289Thu, 06 Jul 2023 09:33:11 +0000Barclays Investment BankIn episode 55 of The Flip Side, Global Head of Research Jeff Meli and Chief US Economist Marc Giannoni discuss the warning signs for a potential US recession and whether it can be avoided or if a new cycle is already taking shape.1077falsefullhttps://www.spreaker.com/episode/is-the-bank-crisis-over-or-is-more-fallout-ahead--53887408tag:soundcloud,2010:tracks/1515256699Tue, 16 May 2023 11:03:46 +0000Barclays Investment BankThe recent banking turmoil has exposed a longer-term challenge for the sector: the very nature of systemic risk is changing as runs on deposits become easier. Depositors can access their money quickly and easily through advanced digital tools, and...1061falsefullhttps://www.spreaker.com/episode/what-are-the-trade-offs-of-transition-live-from-esg-conference-in-nyc--53400413tag:soundcloud,2010:tracks/1481834995Fri, 31 Mar 2023 10:03:49 +0000Barclays Investment BankAt Barclays’ inaugural ESG Conference in New York City, Global Head of Research Jeff Meli and Senior Energy Research Analyst Lydia Rainforth recorded Episode 53 of The Flip Side live, debating whether ESG investing is helping or hindering the energy...2526falsefullhttps://www.spreaker.com/episode/will-inflation-stall-at-a-high-level-or-decline-much-further--52909843tag:soundcloud,2010:tracks/1438091530Thu, 02 Feb 2023 10:34:19 +0000Barclays Investment BankIs the US economy on-track for inflation to fall back in line with the Federal Reserve’s 2% target by the end of 2023? Our research analysts share their views on inflation in the latest episode of The Flip Side.951falsefullhttps://www.spreaker.com/episode/will-the-fed-crash-the-us-into-recession-in-2023--52911115tag:soundcloud,2010:tracks/1398618022Thu, 08 Dec 2022 13:23:46 +0000Barclays Investment BankMany forecasters, including our own economists, are expecting a US recession in 2023, driven by the rapid and ongoing hiking cycle initiated by the US Federal Reserve as it attempts to get a grip on persistently high inflation. As the US economy...990falsefullhttps://www.spreaker.com/episode/will-high-energy-prices-fan-the-flames-of-recession--52909526tag:soundcloud,2010:tracks/1375571398Thu, 03 Nov 2022 12:23:26 +0000Barclays Investment BankBarclays Research is forecasting recessions in the US, the UK and Europe, driven in part by high energy prices. Will pressure from high energy costs continue to weigh on economic activity or will it ebb as growth slows?964falsefullhttps://www.spreaker.com/episode/what-s-behind-the-recent-uk-market-turmoil--52909174tag:soundcloud,2010:tracks/1356355516Tue, 04 Oct 2022 08:28:22 +0000Barclays Investment BankAfter the new UK government’s ‘mini-budget’ was announced, select UK markets slumped. In episode 49 of The Flip Side, Barclays Research analysts debate whether new fiscal policies or other market forces were the trigger.812falsefullhttps://www.spreaker.com/episode/is-this-a-make-or-break-moment-for-esg-investing--52909063tag:soundcloud,2010:tracks/1335479893Thu, 01 Sep 2022 09:02:56 +0000Barclays Investment BankESG investors face rising challenges to implement effective strategies due to increasing complexity and a lack of uniform standards. Our Research analysts debate how ESG investing may evolve in episode 48 of The Flip Side.991falsefullhttps://www.spreaker.com/episode/is-a-new-era-of-instability-ahead--52909650tag:soundcloud,2010:tracks/1313110630Thu, 28 Jul 2022 13:30:02 +0000Barclays Investment BankGlobal economies are facing volatility and uncertainty after nearly 30 years of relative stability. Our analysts debate whether it's the end of an economic era.783falsefullhttps://www.spreaker.com/episode/are-consumers-pulling-back--52909704tag:soundcloud,2010:tracks/1300243402Wed, 06 Jul 2022 13:00:19 +0000Barclays Investment BankConsumer spending has been a bright spot amidst a range of shocks to the economy, but will they continue to spend? Our analysts debate.608falsefullhttps://www.spreaker.com/episode/as-the-private-credit-market-grows-will-the-risks-increase--52909029tag:soundcloud,2010:tracks/1273512721Mon, 23 May 2022 09:30:52 +0000Barclays Investment BankGiven the rapid growth of the private credit market, Research analysts Jeff Meli and Brad Rogoff debate the tradeoffs issuers and investors may face and whether the benefits outweigh the risks for both - and the wider economy.924falsefullhttps://www.spreaker.com/episode/should-corporate-purpose-shift-from-shareholder-to-stakeholder--52909634tag:soundcloud,2010:tracks/1249409539Thu, 14 Apr 2022 10:20:04 +0000Barclays Investment BankGovernment, social and corporate forces are converging to redefine corporate purpose. Listen to Global Head of Research Jeff Meli and Professor James C. Spindler discuss the case for and against stakeholder capitalism.1802falsefullhttps://www.spreaker.com/episode/will-the-russia-ukraine-conflict-trigger-a-global-recession--52911125tag:soundcloud,2010:tracks/1231929877Mon, 14 Mar 2022 09:11:50 +0000Barclays Investment BankThe Russia-Ukraine conflict has far-reaching implications for markets and economies. Our Research analysts debate whether a global recession is among them.922falsefullhttps://www.spreaker.com/episode/is-more-or-less-volatility-ahead-for-us-equity-markets--52911152tag:soundcloud,2010:tracks/1215971641Tue, 15 Feb 2022 14:30:04 +0000Barclays Investment BankJanuary was a volatile month for US equities. In this episode, our Research analysts debate whether this trend will persist in the weeks and months ahead.954falsefullhttps://www.spreaker.com/episode/has-the-fed-fallen-behind-the-curve-on-inflation--52909535tag:soundcloud,2010:tracks/1179376972Fri, 17 Dec 2021 12:00:30 +0000Barclays Investment BankThe US Federal Reserve recently turned hawkish on inflation. Our Research analysts debate whether economic conditions justify the shift.1128falsefullhttps://www.spreaker.com/episode/will-covid-19-pills-be-a-game-changer-for-the-economy--52909672tag:soundcloud,2010:tracks/1165976938Wed, 24 Nov 2021 15:15:09 +0000Barclays Investment BankOral anti-viral COVID-19 treatments have performed well in clinical trials, and approval for use is expected soon. What does this mean for the global economy?874falsefullhttps://www.spreaker.com/episode/is-the-us-ready-for-a-carbon-tax--52909872tag:soundcloud,2010:tracks/1145504860Thu, 21 Oct 2021 14:17:31 +0000Barclays Investment BankEconomists view a carbon tax as an effective solution to lower emissions, yet the United States has not implemented one. Has the time come? Jeff Meli and MIT Professor Deborah J. Lucas discuss.1246falsefullhttps://www.spreaker.com/episode/will-us-investment-in-human-infrastructure-drive-economic-growth--47002365tag:soundcloud,2010:tracks/1132432426Tue, 28 Sep 2021 13:44:59 +0000Barclays Investment BankThe US Congress is negotiating a multi-trillion dollar spending bill to invest huge sums in human infrastructure. But will doing so deliver economic returns?1369falsefullhttps://www.spreaker.com/episode/is-the-us-infrastructure-bill-worth-its-high-price-tag--44389839tag:soundcloud,2010:tracks/1032436132Mon, 19 Apr 2021 10:39:52 +0000Barclays Investment BankResearch analysts Jeff Meli and Jonathan Millar debate the necessity and merits of the US administration’s proposed $2.3 trillion infrastructure plan.1232falsefullhttps://www.spreaker.com/episode/are-financial-assets-headed-into-bubble-territory--43788734tag:soundcloud,2010:tracks/999407281Mon, 08 Mar 2021 13:00:18 +0000Barclays Investment BankResearch analysts Jeff Meli and Ajay Rajadhyaksha debate which financial assets are becoming bubbles that investors should be wary of now.926falsefullhttps://www.spreaker.com/episode/will-retail-investors-continue-to-upend-the-stock-market--43373472tag:soundcloud,2010:tracks/982408393Tue, 09 Feb 2021 22:19:30 +0000Barclays Investment BankJeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation.967falsefullhttps://www.spreaker.com/episode/will-covid-hurt-or-help-long-term-growth--42551383tag:soundcloud,2010:tracks/949958059Fri, 18 Dec 2020 09:59:54 +0000Barclays Investment BankAs 2020 comes to a close, Barclays Research analysts Jeff Meli and Christian Keller debate about the prospects for short- and long-term economic growth post-COVID.1064falsefullhttps://www.spreaker.com/episode/does-the-us-need-another-round-of-fiscal-stimulus--41940632tag:soundcloud,2010:tracks/927968929Thu, 12 Nov 2020 15:52:02 +0000Barclays Investment BankIn the latest episode of The Flip Side, Head of Research, Jeff Meli, and Head of Macro Research, Ajay Rajadhyaksha, discuss whether factors such as the distribution of the recovery to date, the appetite for increasing national debt and the looming...1061falsefullhttps://www.spreaker.com/episode/should-the-us-government-play-such-an-outsized-role-in-housing-finance--41453640tag:soundcloud,2010:tracks/910319275Wed, 14 Oct 2020 09:11:40 +0000Barclays Investment BankHead of Research Jeff Meli and MIT Finance Professor Deborah Lucas debate whether the government-sponsored enterprises Fannie Mae and Freddie Mac are necessary for a smoothly functioning US mortgage market.1571falsefullhttps://www.spreaker.com/episode/will-the-dominance-of-megacities-survive-covid-19--41204708tag:soundcloud,2010:tracks/901542589Tue, 29 Sep 2020 11:40:37 +0000Barclays Investment BankThe pandemic has highlighted numerous risks to living and working in megacities around the world and now calls into question whether the long-term trend toward urbanization will be reversed. Should this trend come to fruition, there could be profound...987falsefullhttps://www.spreaker.com/episode/will-esg-investing-be-a-force-for-positive-change--40384159tag:soundcloud,2010:tracks/877878517Tue, 18 Aug 2020 13:26:42 +0000Barclays Investment BankJeff Meli and Zoso Davies debate whether the lack of uniformity in ESG scoring is limiting the impact that investors intend to have in transforming companies’ operations to be more sustainable and improving societal outcomes.1284falsefullhttps://www.spreaker.com/episode/navigating-the-virus-economy-how-much-will-covid-19-change-the-global-economy--38049989tag:soundcloud,2010:tracks/855015622Thu, 09 Jul 2020 15:45:19 +0000Barclays Investment BankBarclays Global Head of Research Jeff Meli and Global Head of Economics Research Christian Keller debate the longer term, lasting effects of the pandemic on the global economy - from de-globalisation, to mobility and agglomeration and the rising...1381falsefullhttps://www.spreaker.com/episode/navigating-the-virus-economy-is-the-stock-market-too-optimistic--32587421tag:soundcloud,2010:tracks/844987594Tue, 23 Jun 2020 00:57:08 +0000Barclays Investment BankSpecial guest economist Professor Robert Shiller joins Barclays Head of Research Jeff Meli to debate whether equity markets are overvalued and what role long-term investing should play during a crisis. For more insights: barclays.com/ib1548falsefullhttps://www.spreaker.com/episode/navigating-the-virus-economy-is-inflation-or-deflation-ahead--29897666tag:soundcloud,2010:tracks/836313691Mon, 08 Jun 2020 13:39:14 +0000Barclays Investment BankBarclays Head of Research Jeff Meli and Head of FX & EM Macro Strategy Marvin Barth debate whether to expect inflation or deflation in the recovery period after lockdowns are lifted. For more insights from our experts: barclays.com/ib1388falsefullhttps://www.spreaker.com/episode/navigating-the-virus-economy-will-the-global-recovery-be-a-quick-bounce-or-slow-grind--27559076tag:soundcloud,2010:tracks/817670473Sun, 10 May 2020 18:24:14 +0000Barclays Investment BankBarclays Head of Research Jeff Meli and Head of Economics Research Christian Keller debate between about how long it may take for government interventions to be effective in restarting the global economic engine.1192falsefullhttps://www.spreaker.com/episode/navigating-the-virus-economy-will-the-euphoria-in-credit-markets-last--26550736tag:soundcloud,2010:tracks/804720301Wed, 22 Apr 2020 18:13:49 +0000Barclays Investment BankBarclays Research analysts Jeff Meli and Brad Rogoff debate about whether the credit rally will last and how effective the US government's support facilities will be. For more insights from our experts: barclays.com/ib.1038falsefullhttps://www.spreaker.com/episode/navigating-the-virus-economy-will-the-cares-act-stimulus-package-save-the-us-economy--25634386tag:soundcloud,2010:tracks/793895830Wed, 08 Apr 2020 17:13:18 +0000Barclays Investment BankBarclays Head of Research Jeff Meli and Chief US Economist Michael Gapen discuss the most important provisions of the CARES Act and debate whether the plan will provide enough near-term stimulus to individuals, small businesses and large corporations...1024falsefullhttps://www.spreaker.com/episode/navigating-the-virus-economy-credit-markets-under-pressure-are-they-about-to-crack--24727208https://barclays.com/ib]]>tag:soundcloud,2010:tracks/788773819Wed, 01 Apr 2020 23:59:57 +0000Barclays Investment BankBarclays Research analysts Jeff Meli and Brad Rogoff debate whether recent stresses in short-dated credit markets, in conjunction with severe downgrades of companies from investment grade to high yield, could cause credit markets to crack? For more...https://barclays.com/ib]]>1169falsefull