The Flip Side
Barclays Investment Bank
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
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
Episodes
Mentioned books
Dec 8, 2022 • 16min
Will the Fed crash the US into recession in 2023?
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.
Nov 3, 2022 • 16min
Will high energy prices fan the flames of recession?
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?
Oct 4, 2022 • 14min
What’s behind the recent UK market turmoil?
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.
Sep 1, 2022 • 17min
Is this a make-or-break moment for ESG investing?
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.
Jul 28, 2022 • 13min
Is a new era of instability ahead?
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.
Jul 6, 2022 • 10min
Are consumers pulling back?
Consumer spending has been a bright spot amidst a range of shocks to the economy, but will they continue to spend? Our analysts debate.
May 23, 2022 • 15min
As the private credit market grows will the risks increase?
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.
Apr 14, 2022 • 30min
Should corporate purpose shift from shareholder to stakeholder?
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.
Mar 14, 2022 • 15min
Will the Russia-Ukraine conflict trigger a global recession?
The Russia-Ukraine conflict has far-reaching implications for markets and economies. Our Research analysts debate whether a global recession is among them.
Feb 15, 2022 • 16min
Is more or less volatility ahead for US equity markets?
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.
