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The Flip Side

Barclays Investment Bank

There 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 leaders.Each month this award-winning podcast will inform your view through contrasting positions, revealing the nuances that emerge when ideas are tested, challenged and pushed further.Through this debate, our analysts surface the dynamics that may be missed in headline‑driven narratives. The result? A clearer, more rounded understanding of what’s really moving markets that helps you make more informed decisions.For more insights from our experts: https://www.ib.barclaysImportant content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html

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Episodes

89 episodes

  1. Has the protein boom peaked? 19:15
  2. Do debt managers or markets set the price of long bonds? 21:19
  3. Are post-crisis US bank regulations holding markets back? 19:04
  4. If the Fed goes quiet, do markets make more noise? 19:15
  5. Welcome to The Flip Side podcast 0:40
  6. Physical AI: Wealth creation or economic displacement? 19:25
  7. Do high gas prices change how Americans buy cars? 16:42
  8. $1 trillion AI capex by 2028: Justified or inflated? 15:31
  9. Should alternative asset managers be trading like software? 11:49
  10. Is US equities exceptionalism finally cracking? 16:36
  11. Will the US consumer hold up in 2026? 13:44
  12. UK Autumn Budget: Success or shortfall? 13:37
  13. Is Japan doubling down on Abenomics, or redefining it? 14:12
  14. Is the AI investment cycle a sign of history repeating? 17:42
  15. US bank regulatory reform: Capital relief or systemic risk? 12:41
  16. Are oil markets set to heat up or burn out? 17:37
  17. Do the risks of NBFI lending outweigh the opportunities? 16:02
  18. Is the US bond market starting to rebel? 12:47
  19. Is this the end of the dollar as we know it? 14:47
  20. Will tariffs trigger a recession? 14:25
  21. Is there too much hype for AI and the hyperscalers? 19:25
  22. Will European equities outperform the US in 2025? 13:29
  23. Does inflation still matter? 15:53
  24. Will Trumponomics be incremental or transformational? 16:10
  25. Is China’s economic stimulus a game-changer or window dressing? 10:58
  26. Does market volatility risk a US hard landing? 16:51
  27. Will investors benefit from the 'equitification' of credit markets? 14:51
  28. Can consumers curb their carbon addiction? 16:07
  29. Can the Fed take credit for declining inflation? 20:11
  30. Can AI solve the modern productivity puzzle? 19:27
  31. Is US debt reaching crisis levels? 19:47
  32. Are equity markets out of sync with the economy? 14:56
  33. Are US house prices set to fall? 17:05
  34. Will Electric Vehicles Break the Electric Grid? 13:21
  35. Can the US economy outrun a recession? 17:56
  36. Is the bank crisis over or is more fallout ahead? 17:40
  37. What Are the Trade-Offs of Transition? (Live from ESG Conference in NYC) 42:06
  38. Will inflation stall at a high level or decline much further? 15:50
  39. Will the Fed crash the US into recession in 2023? 16:29
  40. Will high energy prices fan the flames of recession? 16:04
  41. What’s behind the recent UK market turmoil? 13:31
  42. Is this a make-or-break moment for ESG investing? 16:31
  43. Is a new era of instability ahead? 13:02
  44. Are consumers pulling back? 10:08
  45. As the private credit market grows will the risks increase? 15:24
  46. Should corporate purpose shift from shareholder to stakeholder? 30:01
  47. Will the Russia-Ukraine conflict trigger a global recession? 15:21
  48. Is more or less volatility ahead for US equity markets? 15:53
  49. Has the Fed fallen behind the curve on inflation? 18:48
  50. Will COVID-19 pills be a game changer for the economy? 14:34