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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 the dominance of megacities survive COVID-19? Sep 29, 2020
    Show notes

    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 this trend come to fruition, there could be profound effects not just on corporate real estate, but on residential too, as the relationship between workers and their office locations is reconsidered.


    Will ESG investing be a force for positive change? Aug 18, 2020
    Show notes

    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 improving societal outcomes.


    Navigating the Virus Economy: How much will COVID-19 change the global economy? Jul 09, 2020
    Show notes

    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-globalisation, to mobility and agglomeration and the rising dominance of market power in some industries. For more insights: barclays.com/ib


    Navigating the Virus Economy: Is the stock market too optimistic? Jun 23, 2020
    Show notes

    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 crisis. For more insights: barclays.com/ib


    Navigating the Virus Economy: Is inflation or deflation ahead? Jun 08, 2020
    Show notes

    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 insights from our experts: barclays.com/ib


    Navigating the virus economy: Will the global recovery be a quick bounce or slow grind? May 10, 2020
    Show notes

    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 economic engine.


    Navigating the Virus Economy: Will the euphoria in credit markets last? Apr 22, 2020
    Show notes

    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 experts: barclays.com/ib.


    Navigating the Virus Economy: Will the CARES Act stimulus package save the US economy? Apr 08, 2020
    Show notes

    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 individuals, small businesses and large corporations to save the US economy. For more insights from our experts: barclays.com/ib


    Navigating the Virus Economy: Credit markets under pressure – are they about to crack? Apr 01, 2020
    Show notes

    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 yield, could cause credit markets to crack? For more insights from our experts: https://barclays.com/ib


    Will the coronavirus pandemic tip the world into a recession? Mar 15, 2020
    Show notes

    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 whether the disruption will be enough to cause a global recession. For more insights from our experts: https://barclays.com/ib


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