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
Jul 8, 2021 • 18min
Are corporate bond valuations disconnected from fundamentals?
Barclays Research analysts Jeff Meli and Brad Rogoff debate whether near record high corporate bond valuations have come unmoored from market fundamentals.
May 27, 2021 • 16min
Is rising inflation here to stay?
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.
Apr 19, 2021 • 21min
Is the US infrastructure bill worth its high price tag?
Research analysts Jeff Meli and Jonathan Millar debate the necessity and merits of the US administration’s proposed $2.3 trillion infrastructure plan.
Mar 8, 2021 • 15min
Are financial assets headed into bubble territory?
Research analysts Jeff Meli and Ajay Rajadhyaksha debate which financial assets are becoming bubbles that investors should be wary of now.
Feb 10, 2021 • 16min
Will retail investors continue to upend the stock market?
Jeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation.
Dec 18, 2020 • 18min
Will COVID hurt or help long-term growth?
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.
Nov 12, 2020 • 18min
Does the US need another round of fiscal stimulus?
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.
Oct 14, 2020 • 26min
Should the US government play such an outsized role in housing finance?
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.
Sep 29, 2020 • 16min
Will the dominance of megacities survive COVID-19?
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.
Aug 18, 2020 • 21min
Will ESG investing be a force for positive change?
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.
