62 episodes

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

The Flip Side Barclays Investment Bank

    • Business
    • 4.4 • 103 Ratings

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

    Can consumers curb their carbon addiction?

    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
    Can the Fed take credit for declining inflation?

    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
    Can AI solve the modern productivity puzzle?

    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
    Is US debt reaching crisis levels?

    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.

    • 19 min
    Are equity markets out of sync with the economy?

    Are equity markets out of sync with the economy?

    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.

    • 14 min
    Are US house prices set to fall?

    Are US house prices set to fall?

    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.

    • 17 min

Customer Reviews

4.4 out of 5
103 Ratings

103 Ratings

brentelligence ,

Are they reading a script???

This is not a natural conversation flow. If you’re going to have a script Just have bullet points and statistics

Papelhombre ,

Smart people saying dumb things

There is no doubt that the host are incredibly intelligent, however there is nothing thought provoking presented. Multiple points are based on qualitative opinion versus quantitative market indicators. I doubt Barclays makes any money off of this podcast, as seen in the low quality of effort put forth.

unitshift ,

Great Content, delivery needs work

The content is great, but the host speaks in a very unnatural cadence that makes it difficult to listen to. Reminds me of Ira Glass’ discussion of his own poor delivery when he first started broadcasting. A more natural, conversational speaking voice would push this podcast to 5 stars.

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