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    Business

    The Flip Side

    There are two sides to every story, including in markets. On The Flip Side podcast, two Barclays Research analysts offer perspectives from different angles as they debate the economic and market themes that matter most to investors and business leaders.

    Each month this award-winning podcast will inform your view through contrasting positions, revealing the nuances that emerge when ideas are tested, challenged and pushed further.

    Through this debate, our analysts surface the dynamics that may be missed in headline‑driven narratives. The result? A clearer, more rounded understanding of what’s really moving markets that helps you make more informed decisions.

    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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    Copyright: © All rights reserved

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    Latest Episodes:
    Will US investment in human infrastructure drive economic growth? Sep 28, 2021
    Show notes

    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?


    China's regulatory reforms: Warranted, or a step too far? Aug 17, 2021
    Show notes

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


    Are corporate bond valuations disconnected from fundamentals? Jul 08, 2021
    Show notes

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


    Is rising inflation here to stay? May 27, 2021
    Show notes

    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.


    Is the US infrastructure bill worth its high price tag? Apr 19, 2021
    Show notes

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


    Are financial assets headed into bubble territory? Mar 08, 2021
    Show notes

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


    Will retail investors continue to upend the stock market? Feb 09, 2021
    Show notes

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


    Will COVID hurt or help long-term growth? Dec 18, 2020
    Show notes

    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.


    Does the US need another round of fiscal stimulus? Nov 12, 2020
    Show notes

    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.


    Should the US government play such an outsized role in housing finance? Oct 14, 2020
    Show notes

    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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