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PODCAST

Barclays Brief

Barclays Investment Bank

In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise. Each bite-sized episode delivers clear insights into the structural trends transforming sectors – from technology and healthcare to energy, industrials and beyond. Through sharp dialogue and scenario-based analysis, we help you navigate complexity, make meaningful connections and anticipate what’s next – whether you’re managing a portfolio or leading a business. Each

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All Episodes

11:07

European rates: Inflation & AI waves collide

Barclays Brief ·

2026/03/24

Markets have been anything but calm lately. Inflation shocks, surging energy prices and the AI narrative have collided to deliver one of the most dramatic periods in rates markets in years, forcing investors to rethink interest‑rate paths in real time.In Europe and the UK, that reassessment has been especially stark. Expectations for rate cuts have rapidly flipped to pricing further hikes, with the Bank of England at the centre of the storm. Gilt yields have surged to levels last seen during the

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12:45

A bullish view on US equities

Barclays Brief ·

2026/03/17

Markets may look relatively steady compared with past oil shocks, but the real story sits in the undercurrents. Despite only a modest pullback in major indices, the Iran‑linked shock has sparked some of the sharpest sector rotations in years as fast‑moving capital unwinds crowded trades and reprices global risk.In this episode of Barclays Brief, Patrick Coffey is joined once again by Alex Altmann, Head of Equity Tactical Strategies, to break down what’s really moving markets: crowded international

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09:55

Processing uncertainty in real time

Barclays Brief ·

2026/03/10

Volatility has returned, and markets are recalibrating risk premia as new sources of uncertainty emerge across oil, inflation expectations, private credit and the AI investment cycle.In this episode of the Barclays Brief, Ronnie Wexler speaks with Ajay Rajadhyaksha to break down how markets are processing this uncertainty, and the transmission mechanisms that matter most for the medium-term path.They explore how investors are interpreting elevated oil prices and what sustained higher prices could

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14:27

Weight loss drugs: Scaling up

Barclays Brief ·

2026/03/03

Weight loss drugs have pushed the obesity therapeutics market to an inflection point, reshaping not only patient behaviour, healthcare spending and investor expectations, but also potentially the global economic outlook, as lower obesity rates could promise higher productivity and reduced long term healthcare costs.In this episode of the Barclays Brief, Patrick Coffey speaks with Emily Field, Head of US Biopharmaceuticals Equity Research, to break down the forces driving this shift.They pinpoint the

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11:23

Software: In the AI storm

Barclays Brief ·

2026/02/24

Software equities sit in the eye of the AI storm, caught at a decisive inflection point as AI reshapes the sector and investors grapple with one of the sharpest valuation resets in years. In Episode 20 of the Barclays Brief, Raimo Lenschow, Head of North American Software Research, joins Ronnie Wexler, Global Head of Equities Distribution, to explore what’s driving the sell‑off and why the long‑term software story remains far from written.The discussion examines the forces behind the recent

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09:58

European Industrials: Recovery or decline?

Barclays Brief ·

2026/02/17

European Industrials have underperformed for years, but signs of stabilisation are emerging. In Episode 19 of The Barclays Brief, George Featherstone, European Industrials Research Analyst, joins Patrick Coffey to unpack what the next phase of Europe’s Industrial sector could look like – and where early momentum may be building.The conversation explores areas of optimism for the sector, from improving consumer spending and housing activity to renewed grid‑infrastructure investment and robust demand

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11:26

Japan decides, global markets move

Barclays Brief ·

2026/02/10

Japan’s decisive election result is recalibrating market expectations, bringing FX, rates and fiscal policy signals into sharper focus. The LDP’s clear mandate will likely feed through to household demand, BoJ decisions and global moves in rates and FX, with implications for global investors’ near-term portfolio positioning.In this episode of Barclays Brief, Yun Zhang, Co‑Head of FIC Trading, Asia Pacific and Global Head of MTN & Macro Structured Notes Trading, joins host Patrick Coffey to

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10:10

Metals & mining: Meltdown or opportunity?

Barclays Brief ·

2026/02/03

Sharp swings across precious metals, especially gold, have thrust the sector into the spotlight, sustaining investor interest and stirring fresh debate over whether a new supercycle is emerging. Amos Fletcher, European Metals & Mining Research Analyst, joins Ronnie Wexler on The Barclays Brief to unpack what’s driving the moves.A powerful mix of macro and structural forces is at work: shifting Fed rate cut expectations, renewed inflation‑hedging flows, dollar softness and accelerating

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13:43

Forces shaping markets in 2026

Barclays Brief ·

2026/01/28

Most episodes of The Barclays Brief focus on a single market theme, but this week we have a special episode for you. Adeel Khan, our Global Head of Markets, joined hosts Ronnie Wexler and Patrick Coffey, to give you his insights across the full breadth of macro, equities and credit, bringing you perspectives from Adeel’s unique vantage point.Adeel outlines why the global backdrop remains more resilient than headlines suggest, buoyed by a powerful US consumer and an AI investment cycle shifting

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12:10

Rise of the humanoid robots

Barclays Brief ·

2026/01/20

Humanoid robotics is moving from experimentation and into a true economic inflection point. The market, valued at just $2–3bn today, is projected to expand to ~$40bn by 2035 in the base case*, with upside scenarios approaching $200bn as physical AI scales across labour‑intensive sectors.In this episode of the Barclays Brief, Zornitsa Todorova, Head of Thematic FICC Research, joins host Patrick Coffey to unpack the shift from software‑driven AI to physical AI - the fusion of cognitive intelligence

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11:17

Headlines to hedges: Positioning in 2026

Barclays Brief ·

2026/01/13

In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals.In this episode of Barclays Brief, Global Head of Macro Distribution Kristen Macleod joins host Patrick Coffey to unpack how investors are navigating a market defined by both optimism and caution. They break down key positioning themes from curve steepeners and real yields in rates to USD‑centric FX trades and selective exposure to commodities. They also examine the

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10:51

AI: The macro game changer

Barclays Brief ·

2026/01/06

While traditional macroeconomic factors such as labour markets, central bank policy and inflation are all important considerations for 2026, the economy is “going to live or die” by what happens with AI, according to Global Chairman of Research Ajay Rajadhyaksha.In the first Barclays Brief episode of 2026, Global Head of the Product Management Group Patrick Coffey welcomes Ajay back to discuss why AI is the dominant force shaping the global economy, and what risks and opportunities investors

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12:02

Robotaxis: The future of mobility

Barclays Brief ·

2025/12/22

2026 is expected to be a breakthrough year for the US robotaxi market, as autonomous vehicles shift gears from pilot projects to large-scale deployment across major cities.Some players are expanding their fleets and coverage, while others are working to remove safety drivers and enter new metro areas. Meanwhile, several ride-hailing companies face strategic challenges as they invest in fleets but lack proprietary AV technology.In this week’s episode, Senior Research Analyst for the Internet Sector,

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09:55

Credit markets: What's ahead for 2026

Barclays Brief ·

2025/12/16

If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogoff, andGlobal Head of Equities Distribution, Ronnie Wexler, walk through the late‑cycle credit playbook for 2026: why spreads might finally move, howtrillion‑dollar ambitions for AI are colliding with debt markets, and why private credit’s rapid growth brings new complexity and risk.They also examine structural credit market shifts, such as portfolio trading

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10:25

Seismic Shifts: Agentic AI in Energy

Barclays Brief ·

2025/12/09

Conversations about AI often revolve around the outlooks for the Mag7, capex or the resources required to power the technology. This episode of the Barclays Brief explores agentic AI’s potential for tangible results if applied to the energy industry. Lydia Rainforth, Head of European Energy Equity Research, joins Patrick Coffey to explain how agentic AI, defined as systems that plan, decide and act without human intervention, could unlock $80bn in productivity gains by 2030. The bulk of

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10:34

Is the stock market actually the economy now?

Barclays Brief ·

2025/12/02

The rise of real-time trading platforms, combined with steady 401(k) inflows, has amplified wealth effects – making retail investors acutely aware that fluctuations in equity markets directly influence their perceived financial well-being, with over 30% of household net worth tied directly to equities*.As Alex Altmann puts it, “the stock market now is the economy”, as market moves have the potential to ripple straight into household spending and sentiment, reshaping the old narrative.In this week’s

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08:20

Critical minerals: The new oil

Barclays Brief ·

2025/11/25

As technological advancement continues at pace across AI, defence and everything inbetween, demand for critical mineralssuch as rare earth elements (REEs) and copper, lithium, aluminium, nickel and cobalt (collectively known as CLANCs) has skyrocketed. Yet their supply is incredibly concentrated, making access a high stakespriority for many economies. China has invested heavily over recent decades in everything from mineral processing plants to STEM graduates and has become the dominant supplier of

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10:38

US Dollar & the AI capex cycle

Barclays Brief ·

2025/11/18

AI is reshaping corporate investment priorities at breakneck speed, with the US private sector pledging trillions in capital expenditures to power the next wave of innovation. Investment waves have affected currencies before, yet, for now, FX markets remain focused on near-term narratives and tactical considerations.Could this structural shift in AI spending redefine dollar dynamics, while domestic and geopolitical headwinds reinforce sentiments of de-dollarization?In this episode of Barclays Brief,

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08:56

Hyperscalers: Hypergrowth, higher risk

Barclays Brief ·

2025/11/11

AI, hyperscaler capex, credit markets, and debt issuance: the landscape for big tech funding is shifting fast. In the latest episode of Barclays Brief, Ronnie Wexler is joined by Andrew Keches, Co-Head of US High Grade Credit Research, to unpack how the world’s largest technology companies have recently turned to the credit markets. They discuss how evolving from cash-funded expansion was strategically inevitable, but how a wave of debt issuance has recently overwhelmed credit markets. Together,

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10:00

Private credit: Hidden interconnectivity

Barclays Brief ·

2025/11/04

Recent high-profile bankruptcies have put private credit in the headlines. In this episode, Peter Troisi explains how private credit is weaving itself into the financial system – linking banks, insurers, non-bank financial institutions and business development companies. These connections create new funding channels and opportunities but also introduce potential hidden systemic risks. We break down what these linkages mean for stability, transparency and the future of credit markets.Tune in to get

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