The Flip Side

Barclays Investment Bank

This 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 you will come away with a greater understanding of the economic implications of sometimes polarizing issues.

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Episodis

67 episodis

Has the protein boom peaked? fa 2 setmanes 19:16
Do debt managers or markets set the price of long bonds? fa 2 mesos 21:20
Are post-crisis US bank regulations holding markets back? fa 3 mesos 19:05
If the Fed goes quiet, do markets make more noise? fa 4 mesos 19:16
Welcome to The Flip Side podcast fa 4 mesos 0:40
Physical AI: Wealth creation or economic displacement? fa 5 mesos 19:26
Do high gas prices change how Americans buy cars? fa 6 mesos 16:42
$1 trillion AI capex by 2028: Justified or inflated? fa 7 mesos 15:31
Should alternative asset managers be trading like software? fa 8 mesos 11:50
Is US equities exceptionalism finally cracking? fa 9 mesos 16:36
Will the US consumer hod up in 2026? fa 10 mesos 13:45
UK Autumn Budget: Success or shortfall? fa 1 any 13:37
Is Japan doubling down on Abenomics, or redefining it? fa 1 any 14:12
Is the AI investment cycle a sign of history repeating? fa 1 any 17:42
US bank regulatory reform: Capital relief or systemic risk? fa 1 any 12:41
Are oil markets set to heat up or burn out? fa 1 any 17:37
Do the risks of NBFI lending outweigh the opportunities? fa 1 any 16:02
Is the US bond market starting to rebel? fa 1 any 12:47
Is this the end of the dollar as we know it? fa 1 any 14:48
Will tariffs trigger a recession? fa 2 anys 14:25
Is there too much hype for AI and the hyperscalers? fa 2 anys 19:25
Will European equities outperform the US in 2025? fa 2 anys 13:29
Does inflation still matter? fa 2 anys 15:54
Will Trumponomics be incremental or transformational? fa 2 anys 16:10
Is China’s economic stimulus a game-changer or window dressing? fa 2 anys 10:58
Does market volatility risk a US hard landing? fa 2 anys 16:52
Will investors benefit from the 'equitification' of credit markets? fa 2 anys 14:51
Can consumers curb their carbon addiction? fa 3 anys 16:08
Can the Fed take credit for declining inflation? fa 3 anys 20:11
Can AI solve the modern productivity puzzle? fa 3 anys 19:27
Is US debt reaching crisis levels? fa 3 anys 19:48
Are equity markets out of sync with the economy? fa 3 anys 14:57
Are US house prices set to fall? fa 3 anys 17:06
Will Electric Vehicles Break the Electric Grid? fa 3 anys 13:21
Can the US economy outrun a recession? fa 3 anys 17:57
Is the bank crisis over or is more fallout ahead? fa 3 anys 17:41
What Are the Trade-Offs of Transition? (Live from ESG Conference in NYC) fa 4 anys 42:06
Will inflation stall at a high level or decline much further? fa 4 anys 15:51
Will the Fed crash the US into recession in 2023? fa 4 anys 16:30
Will high energy prices fan the flames of recession? fa 4 anys 16:04
What’s behind the recent UK market turmoil? fa 4 anys 13:32
Is this a make-or-break moment for ESG investing? fa 4 anys 16:31
Is a new era of instability ahead? fa 4 anys 13:03
Are consumers pulling back? fa 4 anys 10:08
As the private credit market grows will the risks increase? fa 4 anys 15:24
Should corporate purpose shift from shareholder to stakeholder? fa 5 anys 30:02
Will the Russia-Ukraine conflict trigger a global recession? fa 5 anys 15:22
Is more or less volatility ahead for US equity markets? fa 5 anys 15:54
Has the Fed fallen behind the curve on inflation? fa 5 anys 18:48
Will COVID-19 pills be a game changer for the economy? fa 5 anys 14:34