Podcasts by 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.cib.barclays
Further podcasts by Barclays Investment Bank
Podcast on the topic Wirtschaft
All episodes
Is more or less volatility ahead for US equity markets? from 2022-02-15T14:30:04
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? from 2021-12-17T12:00:30
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? from 2021-11-24T15:15:09
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? from 2021-10-21T14:17:31
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? from 2021-09-28T13:44:59
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? from 2021-08-17T23:39:57
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? from 2021-07-08T13:38:48
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? from 2021-05-27T13:00:13
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? from 2021-04-19T10:39:52
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? from 2021-03-08T13:00:18
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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Will retail investors continue to upend the stock market? from 2021-02-09T22:19:30
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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Will COVID hurt or help long-term growth? from 2020-12-18T09:59:54
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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Does the US need another round of fiscal stimulus? from 2020-11-12T15:52:02
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 app...
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Should the US government play such an outsized role in housing finance? from 2020-10-14T09:11:40
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 mortgag...
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Will the dominance of megacities survive COVID-19? from 2020-09-29T11:40:37
The pandemic has highlighted numerous risks to living and working in megacities around the world and now calls into question whether the long-term trend toward urbanization will be reversed. Should...
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Will ESG investing be a force for positive change? from 2020-08-18T13:26:42
Jeff Meli and Zoso Davies debate whether the lack of uniformity in ESG scoring is limiting the impact that investors intend to have in transforming companies’ operations to be more sustainable and ...
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Navigating the Virus Economy: How much will COVID-19 change the global economy? from 2020-07-09T15:45:19
Barclays Global Head of Research Jeff Meli and Global Head of Economics Research Christian Keller debate the longer term, lasting effects of the pandemic on the global economy - from de-globalisati...
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Navigating the Virus Economy: Is the stock market too optimistic? from 2020-06-23T00:57:08
Special guest economist Professor Robert Shiller joins Barclays Head of Research Jeff Meli to debate whether equity markets are overvalued and what role long-term investing should play during a cri...
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Navigating the Virus Economy: Is inflation or deflation ahead? from 2020-06-08T13:39:14
Barclays Head of Research Jeff Meli and Head of FX & EM Macro Strategy Marvin Barth debate whether to expect inflation or deflation in the recovery period after lockdowns are lifted. For more insig...
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Navigating the virus economy: Will the global recovery be a quick bounce or slow grind? from 2020-05-10T18:24:14
Barclays Head of Research Jeff Meli and Head of Economics Research Christian Keller debate between about how long it may take for government interventions to be effective in restarting the global e...
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Navigating the Virus Economy: Will the euphoria in credit markets last? from 2020-04-22T18:13:49
Barclays Research analysts Jeff Meli and Brad Rogoff debate about whether the credit rally will last and how effective the US government's support facilities will be. For more insights from our exp...
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Navigating the Virus Economy: Will the CARES Act stimulus package save the US economy? from 2020-04-08T17:13:18
Barclays Head of Research Jeff Meli and Chief US Economist Michael Gapen discuss the most important provisions of the CARES Act and debate whether the plan will provide enough near-term stimulus to...
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Navigating the Virus Economy: Credit markets under pressure – are they about to crack? from 2020-04-01T23:59:57
Barclays Research analysts Jeff Meli and Brad Rogoff debate whether recent stresses in short-dated credit markets, in conjunction with severe downgrades of companies from investment grade to high y...
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Will the coronavirus pandemic tip the world into a recession? from 2020-03-15T18:32:06
Jeff Meli, Barclays Head of Research, and Ajay Rajadhyaksha, Barclays Head of Macro Research, debate to what extent the economic risks posed by the coronavirus will affect global markets and whethe...
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Planes, politics & viruses: Emerging risks to US growth? from 2020-02-12T00:25:38
Jeff Meli, Barclays Head of Research, and Michael Gapen, Barclays Head of US Economics Research, debate the degree to which new risks – the issues at Boeing with the 737 Max, the rise of the Novel ...
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Are the stars aligning for the UK to thrive after Brexit? from 2020-01-20T15:04:45
Marvin Barth, Head of FX & EM Marco Research, and Fabrice Montagné, Chief UK Economist, debate whether a weakened global economy, geopolitical shifts, and the UK’s technological prowess are combini...
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Is regulation the problem or solution to address repo market volatility? from 2019-12-18T12:12:24
Jeff Meli, Barclays Head of Research, and Ajay Rajadhyaksha, Barclays Head of Macro Research, debate whether enhanced regulation of the banking system contributed to volatility in the repo market. ...
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Do negative interest rates help or hinder the economy? from 2019-11-13T05:00:43
In an effort to spur growth, central banks in Europe and Japan have kept interest rates negative for years. Barclays analysts Jeff Meli and Zoso Davies debate whether or not this monetary policy is...
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Alternative meat - The future of food or just a fad? from 2019-09-24T18:10:51
Jeff Meli, Barclays Head of Research, and Ben Theurer, Barclays Head of Latin American Equity Research and Americas Agribusiness analyst, debate whether alternative meat will be a real game changer...
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Can the world be less reliant on oil? from 2019-09-03T17:00:05
Global oil demand currently stands at an all-time high. Barclays Research analysts debate whether innovation and regulation can transition the world to a low carbon economy quickly enough to stem c...
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US Fed rate cut - wise economic decision or untimely mistake? from 2019-08-13T11:29:51
Barclays Head of Research Jeff Meli and Chief US Economist Michael Gapen debate the merits of the Fed's July 2019 rate cut on the latest episode of The Flip Side. For more insights from our experts...
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Goodbye globalisation, hello automation: Time to rethink emerging markets? from 2019-07-16T06:58:56
Technology has been a catalyst of globalisation in many emerging market economies. But could those tech advances now threaten EM development & related investment strategies? Barclays Research analy...
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Does the US-China trade war pose a material risk to the US economy? from 2019-06-11T11:00:15
Trade tensions between the US & China continue to rise. Barclays Research analysts Jeff Meli and Ajay Rajadhyaksha debate what’s at stake on this episode of The Flip Side. For more insights from ou...
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Big tech: Healthy or harmful to competition? from 2019-05-02T10:45:53
Large technology companies like FAANG have amassed market share in the retail and media sectors. Is their dominance enhancing or stifling competition? Barclays Research analysts Jeff Meli and Jim M...
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Is market power weighing on the US economy? from 2019-04-01T16:00:42
Since 2000, fewer and fewer companies have come to control larger and larger shares of the market in a wide variety of industries. In fact, 75% of US industries have experienced a rise in concentra...
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Rising US corporate debt: Real threat or overblown hype? from 2019-02-27T12:00:06
Has a decade of growth in the US corporate credit market ballooned to the point of bursting? Brad Rogoff and Shobhit Gupta debate what factors underlie the next potential credit market downturn.
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Did the US corporate tax cut stimulate the economy? from 2019-01-23T16:57:29
At the end of 2017, US President Trump signed the Tax Cuts and Jobs Act into law. For corporations, this meant a significant reduction in the tax rate from 35% to 21%, which lawmakers claimed would...
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Brexit's warning shot: the beginning of the end for globalisation? from 2018-12-04T15:26:40
In the fifth episode of The Flip Side podcast series, Marvin Barth, Barclays Head of FX and Emerging Markets Macro Research, sits down with Fabrice Montagné, Barclays Chief UK Economist, to debate ...
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The yield curve: Recession signal or market noise? from 2018-11-06T19:53:15
The yield curve has been a relevant signal of past impending recessions. But is it still an adequate predictor today? Our Research analysts debate whether investors should continue to rely on this ...
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Emerging market volatility: Global crisis or series of one-offs? from 2018-09-29T12:26:38
Some emerging market assets have plummeted in 2018. Are we headed toward a crisis that could undo ten years of economic expansion? Barclays Research analysts debate whether EM volatility could tip ...
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Goldilocks in developed economies: How long can it continue? from 2018-09-03T06:47:41
Ten years after the financial crisis, unemployment has reached record lows in many global economies, which means we should have seen wage growth increase by now. But that hasn’t been the case. So, ...
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Are U.S. trade policies good for America and the world? from 2018-07-23T17:38:36
Jeff Meli, Barclays Head of Research sits down with Marvin Barth, Head of FX and Emerging Markets Macro Research, to debate some of the factors contributing to, and possibly resulting from, the sta...
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