The Flip Side

Barclays Investment Bank
The Flip Side

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

  1. DEC 11

    Will Trumponomics be incremental or transformational?

    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.

    16 min

  2. OCT 10

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

    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.

    11 min

  3. AUG 14

    Does market volatility risk a US hard landing?

    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.

    17 min

  4. JUL 10

    Will investors benefit from the 'equitification' of credit markets?

    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.

    15 min

  5. APR 24

    Can consumers curb their carbon addiction?

    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.

    16 min

  6. MAR 12

    Can the Fed take credit for declining inflation?

    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.

    20 min
  7. Can AI solve the modern productivity puzzle?

    FEB 8

    Can AI solve the modern productivity puzzle?

    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.

    19 min
  8. Is US debt reaching crisis levels?

    12/14/2023

    Is US debt reaching crisis levels?

    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.

    20 min
See All (66)

4.5
out of 5
105 Ratings

About

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

Information

  • Creator
    Barclays Investment Bank
  • Years Active
    2018 - 2024
  • Episodes
    66
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The Flip Side

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