The Flip Side podcast

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Barclays Investment Bank Economics Business Business Disciplines Finance

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추가했습니다 seven 년 전

Barclays Investment Bank에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Barclays Investment Bank 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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Tinfoil Swans

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Tristen Epps and the Scrambled Egg Revelation 56:04

5일 전56:04

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56:04

Growing up in a military family, Tristen Epps moved around a lot. But no matter where he was living, Friday nights were sacred. He got to dress up, go to a restaurant, not order from a kids menu, and feel like he was getting to know the place he was living — for now. At home, when his mom taught him to scramble an egg, he was mesmerized by the alchemy; one simple ingredient could transform into so many things. It's that wonder and curiosity that transformed him into the leader, visionary, and Top Chef winner he is today. He joined Tinfoil Swans at the Food & Wine Classic in Aspen to talk about his mission to “un-colonize colonized food,” the freedom he feels cooking in Air Jordans, why it's important to him to celebrate oxtails with Michelin-level finesse, and his belief that cooking has power to correct history. Sponsor: Old Fitzgerald® Kentucky Straight Bourbon Whiskey. Bardstown, KY. 50% Alc./Vol. Think Wisely. Drink Wisely. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

The Flip Side

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시리즈 홈•Feed

Barclays Investment Bank에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Barclays Investment Bank 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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. For more insights from our experts: https://www.ib.barclays Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html

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73 에피소드

#Barclays Investment Bank #Economics #Business #Business Disciplines #Finance

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The Flip Side

92 subscribers

updated 약 1년 전

공유

시리즈 홈•Feed

Barclays Investment Bank에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Barclays Investment Bank 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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. For more insights from our experts: https://www.ib.barclays Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html

… continue reading

73 에피소드

#Barclays Investment Bank #Economics #Business #Business Disciplines #Finance

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The Flip Side

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Do the risks of NBFI lending outweigh the opportunities? 16:02

4 weeks 전16:02

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Commercial & 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 capital to what were once their competitors. While this systemic shift plays out among lenders, there are questions about whether post-global financial crash regulations – such as stress testing and liquidity requirements – are keeping pace with this market as it grows. Could further growth in this $1 trillion market threaten the stability of the wider banking system? In Episode 73 of The Flip Side podcast, our Global Head of Research Brad Rogoff and Senior High Grade Financials Analyst Pete Troisi debate whether the risks outweigh the opportunities in this evolving market.…

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The Flip Side

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Is the US bond market starting to rebel? 12:47

9 weeks 전12:47

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12:47

US 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 interest rate risk, sticky inflation and economic uncertainty. As a result, 30-year interest rates are within striking distance of their highest level since the global financial crisis. This demand for risk premium is not limited just to US long-dated bonds; UK gilts and Japanese 30-year bonds have also experienced new highs recently, suggesting the bond market could be starting to rebel. In episode 72 of the Flip Side podcast, our Global Head of Research Brad Rogoff joins Global Chairman of Research Ajay Rajadhyaksha to assess the situation and debate whether the high rates are transitory or here to stay. Clients of Barclays Investment Bank can read further analysis of these topics in the latest Global Rates Weekly titled ‘ Unusual uncertainty ’ on Barclays Live.…

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Is this the end of the dollar as we know it? 14:47

12 weeks 전14:47

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Following 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 expectations realised, the dollar rally hasn’t materialised. In fact, the narrative has turned to widespread concern that the age of the “mighty dollar” is coming to an end. With investors seemingly losing faith in the Greenback, Global Head of Research Brad Rogoff sits down with Themos Fiotakis, Head of FX Research, to discuss whether cyclical issues, including new trade policies, are squeezing the dollar or if more structural forces, such as the longer term de-dollarisation of reserves, are at play. Clients of Barclays Investment Bank can read further analysis of these topics in ‘ The end of the dollar as we know it? ’ on Barclays Live. Important content disclosures…

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Will tariffs trigger a recession? 14:25

16 weeks 전14:25

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The 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 and geopolitical uncertainty, raises the question: have these tariffs introduced the possibility of a recession in 2025? In this episode, Global Head of Research Brad Rogoff sits down with Ajay Rajadhyaksha, Global Chairman of Research, to unpack the economic effect, debating whether the anticipated slowdown in growth will lead to a recession in an economy that grew at 2.5% in 2024. Brad and Ajay examine key economic areas, including the labour force, consumer spending, business investment and currency effects as they discuss what’s next for the US economy. Clients of Barclays Investment Bank can read further analysis of these topics in our Q2 2025 Global Outlook report and on our Tariffs 2.0 Hub on Barclays Live.…

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Is there too much hype for AI and the hyperscalers? 19:25

20 weeks 전19:25

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AI 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 centres, spending billions to stay ahead. But could DeepSeek, the Chinese startup, force a fundamental rethink of what’s required for AI to advance? In episode 69 of The Flip Side, Brad Rogoff, our Global Head of Research, and Ross Sandler, Head of Consumer Internet Equity Research, dive into the potential long-term effects of DeepSeek’s breakthrough. They explore whether hyperscalers still live up to the hype and how future AI innovations could alter the competitive landscape.…

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The Flip Side

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Will European equities outperform the US in 2025? 13:29

25 weeks 전13:29

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Europe 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 are significantly discounted compared to their American peers. In episode 68 of The Flip Side, Venu Krishna, Head of US Equity Strategy & Global Equity Linked Strategies, and Emmanuel Cau, Head of European Equity Strategy, consider the factors investors should watch, from the macro and geopolitical backdrop on both sides of the pond, to the influence of the Magnificent 7 and currency and rate effects. Clients can read further analysis of these topics under Equity Strategy on Barclays Live.…

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The Flip Side

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Does inflation still matter? 15:53

29 weeks 전15:53

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Inflation 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 back to more or less ignoring inflation, as they did pre-pandemic? In Episode 67 of The Flip Side, Brad Rogoff, Global Head of Research, and Mike Pond, Head of Global Inflation-Linked Research, dive into these pressing questions, examining the lingering risks of inflation being stuck at levels just high enough to influence Fed policy, as well as potential shifts in the labour market and tariffs, which could drive inflation risk.…

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Will Trumponomics be incremental or transformational? 16:10

34 weeks 전16:10

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US 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 or will the effects be incremental? In episode 66 of The Flip Side, Brad Rogoff, Head of Research and Global Chairman of Research, Ajay Rajadhyaksha, dive into these big questions. They examine the potential effects of implementing large-scale immigration reforms and deportations, which would have ripple effects on the labour market, particularly for industries reliant on undocumented workers. Brand and Ajay also explore the promise of deregulation, debating whether reducing regulatory hurdles for businesses can truly accelerate economic growth. Lastly, they tackle looming questions around tariffs and tax cuts, considering their potential to disrupt or stimulate trade and investment.…

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Is China’s economic stimulus a game-changer or window dressing? 10:58

42 weeks 전10:58

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Interest 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 economy moving. Chinese financial markets have initially reacted positively, with the Shanghai Composite Index and Hong Kong Stock exchange soaring on the news. And with additional measures expected, markets seem poised to benefit from further momentum. In episode 65 of The Flip Side, Global Chairman of Research Ajay Rajadhyaksha and Head of Asia Cross-Asset Strategy Kaan Singh discuss the stimulus policies and consider whether they are large enough to reinvigorate China’s economy or simply ‘window dressing’ tactics.…

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Does market volatility risk a US hard landing? 16:51

51 weeks 전16:51

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Recent 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 geopolitical tensions are considered major catalysts for the volatility. The unease in markets was exacerbated by the unwind of the yen carry trade and swirling questions about the Magnificent 7 tech companies’ pace of AI adoption. 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.…

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Will investors benefit from the 'equitification' of credit markets? 14:51

1 year 전14:51

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Corporate 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 credit markets has meant all that is changing, causing what our Research analysts call the ‘equitification’ of credit. In episode 63 of The Flip Side Global Head of Research Jeff Meli and Head of Thematic Fixed Income Research Zornitsa Todorova debate the upsides and downsides of this emerging trend and which investors stand to benefit. Read more on the Five Forces Reshaping Fixed Income Markets .…

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Can consumers curb their carbon addiction? 16:07

1 year 전16:07

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US 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 reductions will require more changes from consumers on a number of fronts, such as switching from fossil fuels to 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.…

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Can the Fed take credit for declining inflation? 20:11

1 year 전20:11

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Inflation 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 this correction, or were other market forces responsible for the generally positive economic outcome? In episode 61 of The Flip Side, Global Head of Research Jeff Meli debates that question with Chief US Economist Marc Giannoni, considering how factors such as market expectations, post-pandemic economic realities, shifts in labour force, and housing stock availability drove cooling alongside – or instead of – the Fed’s monetary policy.…

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The Flip Side

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Can AI solve the modern productivity puzzle? 19:27

1 year 전19:27

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In 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 potential costs and benefits to businesses and societies, as well as the range of public policy changes related to education, taxation, antitrust and more that may be required if generative AI is to truly become a GPT.…

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Is US debt reaching crisis levels? 19:47

2 years 전19:47

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Warnings 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.

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Are equity markets out of sync with the economy? 14:56

2 years 전14:56

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Stock 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 swings that have not always correlated with the latest economic news. In episode 58 of The Flip Side, Jeff Meli, Global Head of Research, and Ajay Rajadhyaksha, Global Chairman of Research, take a deeper look at the data and discuss what is behind the apparent disconnect between equity markets and the economy.…

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Are US house prices set to fall? 17:05

2 years 전17:05

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17:05

US 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, unpack what's next for the sector, and debate whether the US housing market is set for a major correction.…

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Will Electric Vehicles Break the Electric Grid? 13:21

2 years 전13:21

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Electric 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.

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Can the US economy outrun a recession? 17:56

2 years 전17:56

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17:56

In 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.

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Is the bank crisis over or is more fallout ahead? 17:40

2 years 전17:40

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17:40

The 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 social media platforms allow for influence and opinion to spread broadly at pace. In episode 54 of The Flip Side, Global Head of Research Jeff Meli and Senior Credit Analyst covering financial institutions Peter Troisi look back at the root causes of the recent banking crisis and debate the implications and potential fallout yet to come.…

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What Are the Trade-Offs of Transition? (Live from ESG Conference in NYC) 42:06

2 years 전42:06

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At 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 transition.

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Will inflation stall at a high level or decline much further? 15:50

3 years 전15:50

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15:50

Is 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.

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Will the Fed crash the US into recession in 2023? 16:29

3 years 전16:29

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Many 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 slows, with housing sales down 30-35% from their peak and increasing reports of layoffs, some are questioning whether the record-setting pace of hikes is a policy mistake that will make a recession inevitable. In episode 51 of The Flip Side, Global Head of Research Jeff Meli and Global Chairman of Research Ajay Rajadhyaksha debate what’s ahead for the US economy into next year.…

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Will high energy prices fan the flames of recession? 16:04

3 years 전16:04

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Barclays 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?

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What’s behind the recent UK market turmoil? 13:31

3 years 전13:31

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After 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.

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Is this a make-or-break moment for ESG investing? 16:31

3 years 전16:31

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ESG 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.

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Is a new era of instability ahead? 13:02

3 years 전13:02

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Global 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.

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Are consumers pulling back? 10:08

3 years 전10:08

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Consumer spending has been a bright spot amidst a range of shocks to the economy, but will they continue to spend? Our analysts debate.

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As the private credit market grows will the risks increase? 15:24

3 years 전15:24

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Given 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.

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Should corporate purpose shift from shareholder to stakeholder? 30:01

3 years 전30:01

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Government, 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.

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Will the Russia-Ukraine conflict trigger a global recession? 15:21

3 years 전15:21

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The Russia-Ukraine conflict has far-reaching implications for markets and economies. Our Research analysts debate whether a global recession is among them.

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Is more or less volatility ahead for US equity markets? 15:53

3 years 전15:53

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January 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.

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Has the Fed fallen behind the curve on inflation? 18:48

4 years 전18:48

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The US Federal Reserve recently turned hawkish on inflation. Our Research analysts debate whether economic conditions justify the shift.

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Will COVID-19 pills be a game changer for the economy? 14:34

4 years 전14:34

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Oral 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?

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Is the US ready for a carbon tax? 20:45

4 years 전20:45

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Economists 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.

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Will US investment in human infrastructure drive economic growth? 22:49

4 years 전22:49

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The US Congress is negotiating a multi-trillion dollar spending bill to invest huge sums in human infrastructure. But will doing so deliver economic returns?

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China's regulatory reforms: Warranted, or a step too far? 11:38

4 years 전11:38

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Regulatory changes in China are affecting industries and global markets. Research analysts Ajay Rajadhyaksha and Avanti Save debate the policies’ merits and motivations.

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Are corporate bond valuations disconnected from fundamentals? 18:17

4 years 전18:17

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Barclays Research analysts Jeff Meli and Brad Rogoff debate whether near record high corporate bond valuations have come unmoored from market fundamentals.

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Is rising inflation here to stay? 15:59

4 years 전15:59

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Research analysts Jeff Meli and Ajay Rajadhyaksha debate whether the recent spike in US inflation data is a temporary blip or poses a sustained threat.

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Is the US infrastructure bill worth its high price tag? 20:31

4 years 전20:31

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Research analysts Jeff Meli and Jonathan Millar debate the necessity and merits of the US administration’s proposed $2.3 trillion infrastructure plan.

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Are financial assets headed into bubble territory? 15:26

4 years 전15:26

나중에 재생

나중에 재생

15:26

Research analysts Jeff Meli and Ajay Rajadhyaksha debate which financial assets are becoming bubbles that investors should be wary of now.

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The Flip Side

The Flip Side podcast artwork

1
Will retail investors continue to upend the stock market? 16:06

4 years 전16:06

나중에 재생

나중에 재생

16:06

Jeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation.

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The Flip Side

The Flip Side podcast artwork

1
Will COVID hurt or help long-term growth? 17:44

5 years 전17:44

나중에 재생

나중에 재생

17:44

As 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.

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The Flip Side

The Flip Side podcast artwork

1
Does the US need another round of fiscal stimulus? 17:40

5 years 전17:40

나중에 재생

나중에 재생

17:40

In 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 possibility of a vaccine warrant further fiscal stimulus to bolster economic recovery in the US.…

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The Flip Side

The Flip Side podcast artwork

1
Should the US government play such an outsized role in housing finance? 26:11

5 years 전26:11

나중에 재생

나중에 재생

26:11

Head 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.

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