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
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.
Jul 9, 2020 • 23min
Navigating the Virus Economy: How much will COVID-19 change the global economy?
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
Jun 23, 2020 • 26min
Navigating the Virus Economy: Is the stock market too optimistic?
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
Jun 8, 2020 • 23min
Navigating the Virus Economy: Is inflation or deflation ahead?
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
May 10, 2020 • 20min
Navigating the virus economy: Will the global recovery be a quick bounce or slow grind?
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.
Apr 22, 2020 • 17min
Navigating the Virus Economy: Will the euphoria in credit markets last?
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.
Apr 8, 2020 • 17min
Navigating the Virus Economy: Will the CARES Act stimulus package save the US economy?
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
Apr 2, 2020 • 19min
Navigating the Virus Economy: Credit markets under pressure – are they about to crack?
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
