The Flip Side show

The Flip Side

Summary: 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://barclays.com/ib

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Podcasts:

 Will the coronavirus pandemic tip the world into a recession? | File Type: audio/mpeg | Duration: 00:22:20

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

 Planes, politics & viruses: Emerging risks to US growth? | File Type: audio/mpeg | Duration: 00:20:28

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 Coronavirus and the inherent uncertainty of the US presidential nomination process – may affect the US growth outlook and business confidence. For more insights from our experts: https://barclays.com/ib

 Are the stars aligning for the UK to thrive after Brexit? | File Type: audio/mpeg | Duration: 00:18:10

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 combining to offer a more favorable backdrop for Brexit negotiations ahead. For more insights from our experts: https://barclays.com/ib

 Is regulation the problem or solution to address repo market volatility? | File Type: audio/mpeg | Duration: 00:20:24

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. For more insights from our experts: https://barclays.com/ib

 Do negative interest rates help or hinder the economy? | File Type: audio/mpeg | Duration: 00:17:09

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 working. For more insights from our experts: https://barclays.com/ib

 Alternative meat - The future of food or just a fad? | File Type: audio/mpeg | Duration: 00:15:59

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 for the food and meat industries, or just another fringe product that will fade over time. The analysts also weigh in on factors driving the adoption of alternative meat products, such as taste, health benefits and environmental impact. For more insights from our experts: https://barclays.com/ib

 Can the world be less reliant on oil? | File Type: audio/mpeg | Duration: 00:14:30

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 climate change. For more insights from our experts: https://barclays.com/ib

 US Fed rate cut - wise economic decision or untimely mistake? | File Type: audio/mpeg | Duration: 00:19:11

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: https://barclays.com/ib

 Goodbye globalisation, hello automation: Time to rethink emerging markets? | File Type: audio/mpeg | Duration: 00:15:49

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 analysts Marvin Barth and Andreas Kolbe debate. For more insights from our experts: https://barclays.com/ib

 Does the US-China trade war pose a material risk to the US economy? | File Type: audio/mpeg | Duration: 00:17:45

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 our experts: https://barclays.com/ib

 Big tech: Healthy or harmful to competition? | File Type: audio/mpeg | Duration: 00:16:21

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 Martin debate. For more insights from our experts: https://barclays.com/ib

 Is market power weighing on the US economy? | File Type: audio/mpeg | Duration: 00:19:14

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 concentration over that period. What does that mean for competition across the economy and in individual sectors, and is it detrimental or beneficial to the economy? For more insights from our experts: https://barclays.com/ib

 Rising US corporate debt: Real threat or overblown hype? | File Type: audio/mpeg | Duration: 00:16:23

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.

 Did the US corporate tax cut stimulate the economy? | File Type: audio/mpeg | Duration: 00:21:00

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 boost business investment domestically, bring cash held overseas back to the US and create jobs. The question is, did the tax cut achieve all it set out to, and as a result stimulate the US economy? For more insights from our experts: https://barclays.com/ib

 Brexit's warning shot: the beginning of the end for globalisation? | File Type: audio/mpeg | Duration: 00:24:40

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 how Brexit represents de-globalisation in Europe, assess where Brexit might lead and discuss what lessons the UK's exit from the EU might offer for other countries grappling with similar phenomenon. For more insights from our experts: https://barclays.com/ib

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