The Flip Side

Barclays Investment Bank
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Oct 21, 2021 • 21min

Is the US ready for a carbon tax?

Economists view a carbon tax as an effective solution to lower emissions, yet the United States has not implemented one. Has the time come? Jeff Meli and MIT Professor Deborah J. Lucas discuss.
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Sep 28, 2021 • 23min

Will US investment in human infrastructure drive economic growth?

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?
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Aug 18, 2021 • 12min

China's regulatory reforms: Warranted, or a step too far?

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

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